Formula Field Caching: When A Rich Text Display Lies to You
A Problem That Had Me Pulling My Hair Out In working on Version 2 of Realm Insights (one of the applications that makes up the Governance Core Apps), which is slated to release June 13, 2025, I was working on a pretty complex rich text formula field for the new Audit Logs Admin Console Connected Table enhancement. Picture this: You've built a beautiful audit dashboard in Quickbase with interactive pills that show activity counts and drill down to filtered records. Everything works perfectly... until it doesn't. I had created a sophisticated rich text formula field that displayed audit log statistics in a clean, interactive format (Governance Core Apps ↦ Realm Insights app ↦ Users table ↦ Audit Log Header). Users could adjust a "Days in the Past" filter to see activity for different time periods. The drilldown functionality worked flawlessly - click a pill showing "31" and you'd see exactly 31 matching records. But then something strange started happening. After changing the filter, the pills would still display "31" but clicking through would only show 10 actual records. The summary fields were updating correctly, the drilldown queries were working perfectly, but the visual display was frozen in time. The Maddening 1st Workaround The only way I could get the display to refresh was to: Go into the field properties Make any small edit (even just adding a space) Save the field Watch the "Refresh to Update" link appear Finally see the correct values display This worked every time, but asking users to edit field properties just to refresh a display? That's not exactly a sustainable solution. Understanding the Beast: Quickbase Formula Caching Here's what was actually happening behind the scenes: The Architecture: My rich text formula field lived in the Users table It referenced summary fields that calculated data from the Audit Logs table The filter ("Days in the Past") also lived in the Audit Logs table Summary fields like [# of Table Creates] updated correctly when filters changed But the rich text formula field had no idea its dependencies had changed The Cache Problem: User changes "Days in the Past" filter Summary fields recalculate (working correctly) Rich text formula stays cached with old values Drilldown URLs work because they use current filter state Display shows stale cached data The "edit field properties and save" trick worked because it forced Quickbase to recalculate the entire formula dependency chain from scratch. The Elegant Solution After exploring several complex approaches involving lookup fields, pipelines, and dependency triggers, the solution turned out to be beautifully simple: var text cacheBreaker = ToText(Now()); That's it. One line at the top of my rich text formula. Why This Works So Well This timestamp-based cache breaker is perfect because: Always unique - Now() gives a different value every time the formula evaluates Forces recalculation - Quickbase sees the formula dependencies have "changed" Lightweight - No complex calculations or additional fields needed Universal - Works regardless of table architecture or field relationships Future-proof - Will work even if you add more summary fields or change your data structure When to Use This Technique This cache-breaking approach is ideal when you have: Complex rich text formulas with cross-table dependencies Summary fields that update correctly but display values lag behind Interactive dashboards where real-time accuracy matters Situations where manual field editing triggers correct behavior Implementation Tips Place it early - Add the cache breaker at the very beginning of your formula Don't reference it - You don't need to use the $cacheBreaker variable anywhere else Test thoroughly - Verify both display values and drilldown functionality after implementing Document it - Leave a comment explaining why it's there for future developers The Bigger Picture This solution highlights an important principle in Quickbase development: sometimes the most elegant fix is the simplest one. While Quickbase is incredibly powerful, understanding its caching behavior can save you hours of frustration and overly complex workarounds. The next time you see formula fields that seem "stuck" displaying old values while their underlying data is correct, remember: a simple timestamp might be all you need to unstick them. Have you encountered similar caching issues in Quickbase? What solutions have worked for you? I'd love to hear about your experiences in the comments below.
App roles with some leeway but without the keys to the kingdom
Hey folx! Is there a way to set up roles to give others the ability to edit a dashboard page without allowing them full ability to edit app structure and permissions? We're using a dashboard page, and a text block in one section that we regularly lock/unlock to update on our daily huddles. I want folx to be able to do that in my absence, but also, not have the ability to be on the back end. Thanks!
Dynamic Filter - Default Date Range? (without filtering)
Good morning! I have a dashboard I built with a field called CLOSED DATE. I set this date as searchable and then as a dynamic filter. It works as is, but the date range in the filter is pretty large. 2018-2025. Is there a way to set a default date range that isn't dictated by additional filters? I set filter rules to be from Jan 1 2025 - Dec 31 2025 and that is the new default for the filter, but I can't select anything outside these dates. I would love to set the default to 2025, but have the ability change this to later or earlier if needed. Any suggestions are appreciated!
Dashboard Format Question (summarizing)
I am messing around a bit here looking to create a dashboard to summarize some specific information. I am starting with a report. My fields are as follows: Market Type (subject), Probability (in percent 0,1, 10,20,70,90), Expected Revenue (in dollars), Status (open or closed), Region (for filtering later) Example Data: Football, 10%, $1000, Open, East Baseball, 90%, $500, Open, West Football, 30%, $700, Open, South Soccer, 10%, $600, Open, South I am trying to summarize this in such a way that it looks like the following: Market Type 0 1 10 30 70 90 Grand Total Football $1000 $700 $1700 Baseball $500 $500 Soccer $600 $600 Grand Totals $1600 $700 $500 I have been messing around a bit with both a TABLE and SUMMARY report and I am getting mixed results. What would be the best way to approach this? I have a feeling i'm overthinking this a bit. Any suggestions would be appreciated.
Issue with Dashboard Gauge: New Style vs Old Style
Hello Quickbase peeps! So I ran into some challenges with the KPI Gauge widget. The KPI Gauge shows the correct percentage when creating it in 'Reports & charts' but the problem arises when I add the widget to dashboards; it shows 0%. After some troubleshooting, I've discovered that while previewing the KPI, it works just fine until you turn off 'New style'. Please see attached pics. Not sure if this is a bug or if there's any workaround/fixes for this. *Calculation is using summary formulas Thanks!Dashboards: "Unable to display widget"
We have had a widget on our dashboard to display our company calendar for the last 6+ months and all of the sudden last week it stopped working and just displays "Unable to display widget". I haven't made any changes to the table or report. Has anyone experienced this bug or found a solution to this in the past? I have already tried changing every setting I can think of within the report itself, the dashboards, deleted the widget and added it back, and cant find anything that works. Thanks for the help!
Only 10 Data Values
I'm creating a graph to show each of the 12 months (January, February,... December) data. I added the data values for January, February, etc. however, after October, I couldn't add November or December. The "+" is faded out on October data value. This happens whether I do a regular bar chart or horizontal bar chart. Is there a limit up to 10 choices of what to add for data values? The idea is to have each of the 12 months data show for each vendor I also want to create separate reports (for drill downs) for each vendor to show the 12 months of data. Is there a different way to set this up? Any is helpful. Thank you!
