Question about auto-populating fields across tables
I wish to auto-populate a field from another field in another table, but am not sure if it is possible for our specific scenario. If yes, how would I accomplish it? I tried to create an action, but it doesn't work. The affected tables are 'Audit' and 'Scorecard' and I have parent/child and child/parent relationships setup because in each form we need to pull in some fields from the other table. For every Audit record, there will be only 1 associated Scorecard record, and vice versa. Ultimately, we will have multiple different Scorecard tables for different categories. Each Scorecard form will have mostly unique fields. In every Audit record, a Scorecard from only one of the Scorecard tables will be associated, depending on the category selected in the Audit record. I created an action where when a new Audit record is created, then a new Scorecard record is also created, and in the new Scorecard record, the related Audit record # auto-populates along with selected associated lookup fields. This action is working fine. We will create a separate action in the Audit table for every Scorecard table - so when a certain category is selected in a new Audit record, the new Scorecard record will be created in the correct Scorecard table. This action allows us to auto-generate new Scorecard records (instead of manually), and see related Audit record info in the Scorecard record. This action is working fine. But we also need to get the Scorecard record # and some lookup fields into the Audit Record, automatically if possible. I tried creating an action in the Scorecard table, but it is not working, I think because it has no way to know which record in the Audit table is associated with the Scorecard record. Is there a way to accomplish this? Any help is appreciated. Also, I understand we can only have up to 10 actions in one table. So if we needed to have more than 10 Scorecard tables (say up to 50), is there any other way to automatically create new Scorecard records when a new Audit record is created, outside of using an action?
Displaying QR Code Attachments on Forms
Hello! I'm trying to set it up so a user can upload QR Code images to a file attachment field and then have that QR Code display on a invoice form. However, while I can set the attachment field to display the image of the QR code on the form, when I go to print the form it instead displays it as the .png file name. Is there some way I can get a file attachment field to display as an image when printing a form, or is there a better way to go about this? Thank you in advance!New Forms Are Now Live in Quickbase Mobile!
We’re excited to share that as of April 21, the new forms experience in Quickbase is now generally available on mobile! This launch marks a significant milestone in our mission to provide a seamless, consistent, and powerful experience to users—no matter where they work or what device they use. Why This Matters Historically, building for mobile in Quickbase presented a number of challenges. App Admins often had to create and manage separate legacy mobile forms to provide a usable experience on smaller screens. For end users, the experience was often inconsistent. Legacy mobile forms came with limited layout options, lacking the flexibility to organize content using columns, or tabs. Form rules and workflows sometimes behaved differently than expected, and key functionality—like viewing embedded reports directly on the form—wasn’t available on mobile at all. As a result, mobile usage often required workarounds, compromises, or shifting tasks to desktop, slowing down teams who needed to work when they were away from the desk— until now. One Form, Multiple Devices The new forms experience is now fully responsive. Builders can design a single form that automatically adapts to desktop, tablet, or mobile, with no extra configuration required. Whether users are approving invoices, pulling up customer contacts, submitting support cases, or updating project details, the experience is consistent and intuitive across the board. What’s New for Mobile Here are a few key enhancements you’ll notice right away: 🔹 Fully Responsive Form Canvas The layout automatically adjusts to the screen size and orientation, while maintaining the structure and design you built on desktop. Forms are organized with pages, sections, columns, tabs, and steps, and Quickbase automatically adapts the layout to fit the device's screen. For instance, on mobile devices, columns stack vertically to ensure optimal readability and usability. On tablets—especially in landscape mode—forms can display multiple columns side by side, taking full advantage of the larger screen and offering a more spacious, desktop-like layout. Additionally, tabs and steps help break down longer forms into manageable sections, making it easier for mobile users to navigate complex forms without feeling overwhelmed. Users can quickly swipe through form steps or tap between tabs, maintaining focus while completing tasks efficiently. 🔹 Optimized Field Interactions We’ve reimagined how field components work on mobile. From dropdowns to date pickers, every interaction is optimized to feel natural on a smaller screen, while retaining the power of the desktop version. For example, multiple-choice fields are presented in modals, allowing users to search and select options efficiently. 🔹 Dynamic Form Rules & Workflows Form rules and formulas now behave just as they do on desktop. We’ve been on a mission to eliminate the need for mobile-specific workarounds, and this update is a step forward. Dynamic form rules now apply across devices, so the logic you’ve built for desktop users works just as smoothly for those on the go. 🔹 Embedded Reports on Mobile For the first time, embedded reports are displayed directly on mobile forms, giving users real-time access to the related data they need to make decisions and take action on the go. While some functionalities like grid edit and exporting to CSV are not supported on mobile, users can view reports, search, add new records, edit or view individual records, and delete records, depending on their permissions. 🔹 Support for Custom Workflows New forms on mobile now support more advanced and flexible workflows. App admins can confidently use table-level settings like “Auto save when redirected away”, the custom CSS class SaveBeforeNavigating, and URL parameters such as ifv=1 and hs=1 to hide native Save and Cancel buttons. These tools enable customized navigation, smoother inline saves, and fully tailored form experiences—all while maintaining mobile compatibility. Assigning Forms for Mobile App admins can assign the latest, mobile-friendly version of forms to specific user roles using the "View/Edit/Add Form (Mobile)" column from Forms Settings, ensuring that users see the appropriate form on their mobile device. In some cases, assigning a simplified, mobile-specific form may be beneficial. It allows you to reduce friction, minimize cognitive load, and create a faster, more focused experience for users – especially for those who only need to complete a subset of fields or perform quick tasks on the go. Alternatively, if admins prefer to use the same forms across desktop and mobile, they can select “Use full site forms”. A Better Experience for Builders and End Users With this release, builders no longer need to build two versions of a form, and end users don’t have to adapt to a stripped-down mobile layout. The result? Faster time to value and more efficient teams. Ready to Get Started? If you’re already using new forms on desktop and you have selected the option “Use full site forms” for mobile, you don’t have to lift a finger—your mobile experience is ready to go. Just open your app in the Quickbase mobile app (version 1.68 and above) or browser and experience it for yourself. If you’re not using new forms on desktop yet, now is the perfect time to start. By switching to new forms, you’ll not only unlock a modern, flexible form-building experience on desktop—you’ll also ensure your app is mobile-ready. 💡 Want to learn more? Check out the full documentation: Assign forms for mobile Understand the form canvas and layout on mobile Form field types and components on mobile What’s Next The launch of new forms on mobile is a big milestone—but we’re not done yet. In the coming months, we’ll be rolling out additional capabilities including: QR/Barcode scanning Next/Previous record navigation, making it easier to move between records Timezone helper, and more!
Create multiple records on one form
We have tables Company, Contact, Team Member, Opportunity, and Activity. An Activity is something that a Team Member does (for example a phone call or a meal) with a Contact from a Company. It may or may not relate to an Opportunity that is in work with (the same) Company. Right now we have a regular QuickBase form to add an Activity when needed. There are conditional dropdown fields on it so that once you pick a Company, it only shows the relevant Contacts and Opportunities. If you need to add a new Company and/or a new Contact in order to complete entering your Activity, you can. But sometimes, when an Activity is an event like a big dinner with multiple Contacts (maybe from multiple Companies) then the users have to go through the process multiple times. What they want is a single form where they enter the date and type of Activity, then add multiple Contacts (maybe from multiple Companies) and when they press enter - voila, multiple Activities are created - one for each Contact. I can't see how to do this in native QuickBase. Is it possible with legacy or new forms? Or is this a custom code thing?How to create form rule to hide pages based on value selected in dropdown fields
I have a form with multiple pages. The first page has the main fields, and remaining pages have additional fields. Is it possible to hide or show certain pages based on the value selected in a field on page 1? What I would like to happen: If Service field has value "A" then hide Page 3, Page 4 and Page 5. If Service field has value "B" then hide Page 2, Page 4 and Page 5. If Service Field has value "C" then hide Page 2, Page 3 and Page 5. Etc. or If Service field has value "A" then show only Page 1 and Page 2. If Service field has value "B" then show only Page 1 and Page 3. Etc.
