How to a forms' fields and help text exported
The business is wanting a list of all the fields on the form as well as the help text. If there is an easier way to do either please let me know. The form is large and I do not want to type them out one by one. We are using the new form8Views0likes0CommentsFeature Request for QB
I requested a feature: Request | Feedback (quickbase.com) - here's the ticket if you'd like to thumbs up and follow. The request is to have an option to require a section in the new forms, instead of applying "required" to each field. If we can require the whole section, that might make things simple.11Views1like0CommentsCan't Upload New Version of an Existing File
I hope that I'm completely overlooking an obvious setting; it appears that the new version of Forms no longer allows users to upload new versions of an existing file. Historically, users could enter a record in "Edit" mode, click "Choose File", then upload a new or updated version of the existing attachment. However, on the new version of Forms, users in my organization only have the ability to: Lock the current version of the File, Show Revision history of the field, or Delete the current version of the attachment There is no longer an option to "Choose File" as far as I can tell. I am referencing this guidance from Quickbase Help. Below, please see an example of the file attachment field shown inEdit Mode, and the only available edit options. If anyone has advice on how to upload a new version of an existing attachment, I would appreciate your support!41Views2likes1CommentShow / Hide Conflict
I have a Form Rules Conflict that I cannot resolve. It is supposed to work like this: the user can select from 1 up to 8 steps of approval from the "# of Approval Steps" numeric, multiple-choice field. If they select 1, then Approval Step 1 "shows" (2 thru 8 "hide"). If they select 2, then Approval Step 1 and 2 "shows" (3 thru 8 hide). What is instead happening is that when 2 is selected only 2 displays, instead of 1 and 2. Likewise, when 3 is selected, only 3 displays, instead of 1 and 2 and 3 etc.. all the way through 8. I think the form rules could work if there was a way to "turn off" the 'Otherwise' section. Is there a way to do that or is perhaps Custom Data Rules the preferred option or ?38Views0likes2CommentsAdd button embedded report
Hello, I have a button in the embedded report to allow the user to quickly add an update with the current record. However, I don't want the button to add an update display if this record is considered closed and the user not add an update with a closed record - only add an update with a current active record. Is there a way to only have this button show in line with a current active record that needs to have update records added? Screen shot of the purple buttons in questions.61Views0likes14CommentsNew Form Button display settings
I am working on creating a new form, using the new form options, to update a legacy form. No major issues, other than a bit of wonkyness regarding field spacing. The only real issue is the displaying of formula url fields displaying as a button. I have 4 buttons (2 are hidden via dynamic form rules) and the only difference between them (other than what they do) is I selected a display color. 2 of the buttons display with white font and perhaps a white boarder, and the other 2 display with black font and a black boarder. For the life of me I can't figure out where the setting is that determines if the font and boarder should be white or black. The formula url on all buttons have no formatting included in the formula. Anyone know what might be going on? I'd like for all buttons to display with my chosen back color and with white font and a white boarder. ThanksSolved34Views0likes2CommentsHistorical Date Change Tracking
I am trying to set up a date field that has changed logged within the form, similar to text fields. Is this possible in Quickbase, maybe using a formula? We are tracking target completion dates. These sometime change, but we want to track how often the target has moved and we want that visible in the form (hence not wanting to use pipelines to achieve this and tracked in a separate report). Any suggestions/solutions? The current field is Date/Time, which does not allow logging.Solved99Views0likes6Comments+New Button
Hello, I have tabs for my info in the parent table - I've set up in one of the tabs to not have the "Add" button display if there are current open records that need to be closed before a new record can be added. However, I've noticed there is another button above the embedded report to also add records. How do I remove/hide this button with the arrow in the screen shot below?Solved23Views0likes2CommentsHide Add Button
Hello and happy Friday - I would like to have an add button hidden until a certain record in the app has met it's outcome, and then once that record is considered closed allow the add button to display again letting the user add a new record. Any assistance on how to do this or reference material that walks through the process of setting this up? Many thanks, LB37Views0likes3Comments