Automatic download of QuickBase data to Excel spreadsheet
I'm using a data connection ("From the web") in Excel to automatically download the data that I need from QuickBase. The only issue I'm facing now is that from time to time my data connection seems to "forget" my QuickBase credentials and the data download fails, until I go into Connection Properties and click on "Edit Query". When I do this, Excel attempts to open the QuickBase report in a browser window within the Edit Query dialog box and asks me to enter my QuickBase credentials. Once I re-enter my credentials, the data download executes successfully. I've attached a screenshot of the Edit Query dialog box. I don't want to have to do this every time. Is there a way to store the credentials within the connection string? Thanks in advance. Juan
Quickbooks Integration - Credit Card Credits
I am working with expenses imported from quickbooks via the built-in integration. I cannot seem to find any fields included in the imported data that indicate whether an expense is really an expense or if it is a credit. The amounts both show positive numbers regardless of type. I see no indication in any other data fields either. Has anyone else run into this problem? Honestly an easy fix would be to be able to import the actual URL of the item in quickbooks, as it specifically lists the 'type' credit versus expense. I actually found the problem while creating a url button to redirect the user to view the transaction in quickbooks, lo and behold the transaction I tested to make sure the button worked was a credit. The page it brought me to said the transaction had been deleted.
New Calendar Behavior Changes
HeyQuick Base Community, As you may know, we havenew calendar reports coming in the next release on February 25th.You may not know that our old calendar reports were built years ago before web-based calendaring was common, and as such, include some idiosyncratic behaviors about how data is displayed. With our new calendars, we had the chance make our calendars function more as our users expect a calendar to behave. We wanted to have the new calendar reports function more like Outlook, Google Calendar or Apple Calendar. The changes we're making will also be included in our release notes and have been generally well received in our early access program, but I wanted to preview these changes for our widerQuick Base community a little earlier on. Without further ado, here are some of the changes and potential issues: Calendars respect the "First day of week setting" You may or may not be aware,but Quick Base apps include a setting under App Properties to set the first day of the week. Currently, this setting is primarily used for Work Dateformulas and calendars don't respect it at all. The app-wide setting defaults to Sunday, but can be set to any other day of the week. New calendars will display with this value set as the first day of the weekIf you have seta firstday ofweekother than Sunday, your calendars will change how they display. Additionally, you can customize the first day of week on a per report basis, and have a different first day of week on every calendar report you create. Event Colorization* and Divs/Spans Old calendars don't support colored events natively. There's a fairly common workaround of creating a Formula Rich Text Field (n?e Formula Text with HTML enabled) and embedding a div or span element with a colorized background, then sticking the text to display for the event inside the div or span. On new calendars, we're enabling users to use a formula to define colors for the entire event. If a div or span is selected as the second or third field, it may not display on the new calendar. Adding Records In old calendars, users with create permissions could click a green plus icon to add a record. We?ve changed this behavior to double-clicking in the white space of any date or date/time area. This will create an event with start date and/or time pre-set on the record. Display events as Text Only* Our old calendars included the option to display an event as text only, instead of linking to the view or edit form.We've removed this option as it created a confusing experience for end users.If your calendars are set to use ?view as text only? events, events will display as a link to the view record form. Events ending at Midnight On old calendars, if an event started on February 9th at9amand ended on February 12th at 12:00 Midnight, on the month view of the calendar, we would show an event going from February 9th-12th inclusive.New calendars will show that eventfrom Feb 9th-11th. Work Dates and Weekends For old calendars based on a work date field, if an event spanned from Friday to Monday, the event would be displayed as two events, one on Friday, one on Monday.On new calendars, the event will display as a continuous event from Friday to Monday. Old Calendars on Old Homepages In 2013 we released a new Homepage style, with far more layout options and an easier builder experience. A small number of users still use the old dashboards.Our new calendars do not display on the old dashboards.We have chosen not to put the development time into making them backward compatible, and instead will be starting an in product messaging campaign in the near future to let users know that calendars on old dashboards will not work after the February 25th release. To fix this issue, app builders can rebuild their dashboards in the new homepage builder.Check out this video to see how: https://quickbase.wistia.com/medias/xsna4b1chz Addendum: Three more changes: Emails Subscriptions and Emailed Calendar Reports now will send a table report of the events currently visible to the user. We believe this will be more usable in the context of an email client. Simplification of Settings: Maximum Number of Events Per Day Removed* -We will be removing this setting, as our month view will now expand each row to show all events, and it doesn't make sense to display on our week or day views. Hide Weekends* -New calendars will not support the ability to hide weekends on the calendar view. I'm really excited to share these new calendars with you all and hope to hear lots of feedback from you and your teams over the coming weeks as we roll out these new calendars. If you'd like to preview a subset of the functionality, have your realm administrator open a support case requesting early access to the Calendar feature. * This change is not present in the early access version of new calendars currently available. Sam Jones QuickBase Product Manager
Save daily totals from a summary report into another table to track totals over time
Let's say I have a Summary table that totals all the records in a table where [Status]="Open". These are then grouped in various ways so I have subtotals for the various kinds of records that are open. So far, so good. However, let's say my boss asks me: what were the open totals yesterday? Or the day before? What have the totals been like over time? The Summary table only tells me what they are right now but it doesn't track history, so far as I know. And with the way my data is structured, I don't have a good way of calculating what the open totals wouldhave beenbecause I don't have "opened on"/"closed on" dates to rely on...the only thing that's tracked is the current Status, which is either open or closed. So far I've just been manually keeping track of these totals in another table, where each row/record is a day and each column/field is some specific subtotal. But it seems like Quick Base should have a way of automatically logging this somehow.How can I do this in anautomated way? Here's the summary report. This is what I'd want to automatically log each day. This is how I've been manually tracking the daily totals.
European users having problems ""saving as a spreadsheet
Our users in the USA are able to use the "save as a spreadsheet" functionality without any issues. However, when our users in Europe save as a spreadsheet, all of the data is in one column. They have tried using text to column to separate the data but it does not work properly. Our users have tried to open in Excel right from the browser and have saved it to their computer before opening. Neither option works. Has anyone else experienced this issue?
Straight CSV Import - field names dont match
When using the Import from a CSV file, periodically the field name is different - no space, added space, etc. When that happens, Quickbase automatically selects a seemingly arbitrary field to chose to load the column. This seems like a defect, not a feature. if a column name does not exactly match up, the import function should either deselect that column or default it to an 'Undefined' column. Either way it should NOT select a column. Late at night, it is easy to not notice something like that, the data looks fine since everything lines up. There should be a color warning and an indicator that the column does not match, or the ability to create a new column (I saw something abut this in other posts...)
Quickbase Sync error: ""Received unexpected error: The operation has timed out
Hi, I get this error semi-occasionally when an automatic refresh occurs in my table. It'll sometimes succeed, but other times fail randomly with this message. Unless I'm completely oblivious, I can't find a reference to this error anywhere. The error reads simply reads: "Received unexpected error: The operation has timed out" Is there anything I can do to debug this further?
CSV connection to OneDrive / Sharepoint
Hi. Are there any plans to implement connections to OneDrive / Sharepoint? It's gonna be soon the only option to use cloud storage inside our corporate infrastructure, so automated update will become quite a burden in case this connection will not be available.
