Form(s) on Home Page
I can't be the only one who is needing this, and maybe it is so simple that it is just too dumb to have on the forum, but I also have had a struggle looking through basic help on this. I would like to put an intake form, maybe even two forms, directly on the home page. Like bam! first thing. No click a button to go to a table. Just form first thing. I would like it to just say Thanks or can even go to a report or something afterwards, but I can get to that later. Again, simplest solution to the problem is best. This is not an open to the internet solution, but could be later. Swift help would be awesome. (I also wanted to put this out here so that others could have a solution as well)
Looking for simplest example to access quickbase using python
Can someone point me to examples that show how a quickbase/db can be accessed from the command line/using python -? We would like to access, add, delete, change records and create reports - and in addition to the GUI provided, do such using CLI tools and python (saw pybase on github, am having some difficulty with it - unless someone can provide a complete example -?)
Help with ""Contains"" formula
Hi, I am trying to create a formula that indicates the following: IF [field 1- text multiple choice] contains "GM" AND [field 2 - text] contains "GM", display text "GM Opp/GM Agency" IF [field 1- text multiple choice] contains "AA" AND [field 2 - text] contains "GM", display text "AA Opp/GM Agency" IF [field 1- text multiple choice] contains "AA" AND [field 2 - text] contains "AA", display text "AA Opp/AA Agency" I think that the AND portion if the formula is messing me up, but can't figure out how to fix. Below is the current formula I'm working with: If( (Contains([GM/AA Market - Opp],"GM" AND Contains([Agency/Client Market - Consolidated], "GM"), "GM Opp/Agency", (Contains([GM/AA Market - Opp], "AA") AND Contains([Agency/Client Market - Consolidated],"GM"), "GM Opp/AA Agency", (Contains([GM/AA Market - Opp], "AA"), AND Contains([Agency/Client Market - Consolidated],"AA"), "AA Opp/Agency", "NA")) Thank you!
Lookup and fill field values based on the content of another table
I have two tables: Table A holds records for daily delivery routes, two of its fields are the [Driver Name] and [Van ID]. Table B holds records of every stop completed on all daily routes, it also has the fields [Driver Name] and [Van ID]. The stop records in Table B are imported via an API call to a platform which records GPS tracking data for each van. The [Van ID] is obtained with the call, but the [Driver Name] cannot be. What I want to do is for every record in Table B, where the [Van ID] = "123", for example, I want to lookup in Table A which delivery route had [Van ID] = "123" and find the associated driver name, and show it in the Table B record(s). Has anyone had any experience with a problem like this? ThanksNew 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!
How to calculate run time from hour meter reading
I own a small utility company and have several operators check in plants. They record the day's meter readings (cumulative hour meters and water meters) in QuickBase. I need to calculate run time based on the previous reading compared to the current reading. I have dozens of facilities, hundreds of meters to read and thousands of reads. Tables: Facilities, Equipment, Reads. The readings are taken on random dates (no defined interval). I have the read table related to itself so that the previous read can be "selected". This has been working but I would like to be able to import a list of reads but I don't know how to populate the record ID required for finding the "previous" read. I think I'm looking for a way to dynamically/logically calculate the key field.
Total Field or Column Header Colorization in a Summary Report
Hello, I have a summary report shown below, 1 of 9 that I'm building. Each of these summary reports takes a particular set of Statuses and totals them. Each total OR column headers will need to be colorized (red, yellow or green) and placed on our Homepage Dash. These status totals are not related to any dates or timelines. They are used for showing the total $ amount of insurance policies that were entered for the previous month, current month and next month by status. For example, the report above shows policies from the previous month. It would be amazing if I could make the Status and Annual TP column header red, given these totals represent policies that were Declined, Surrendered, Withdrawn etc. My next report would then be colorized yellow for policies that have a different set of statuses, then green column headers for policies for example that have been paid. Hope this makes sense! I'm open to any suggestions. Thanks for any help!
how do I create a button that allows the user to continue to the next tab
We are creating a public form with multiple sections. Using the new tab section makes the form looks a lot neater, which is great, but there doesn't seem to be a way for us to indicate to the user where they are in the form and direct them to the next tab. Does anyone know how to create a button where the user can be redirected to the next tab? Or save and redirect to the next tab, or a field that is in the next tab? Also, this is a very noob question, but where can I find the url for my form which removes the Quickbase header and tabs? And how do I embedd the form into an iframe? If it's embedded in an iframe, when I look at it on a mobile, does it default to the QB mobile view? Thanks in advance
The Jan 21st UI Update
The Jan 21st UI Update is awful. Our company uses many forms that span without having to scroll horizontally. We now have a bunch of forms that are scrolled off the screen. Terrible. Please give us the option to go back the the basic "blue". We did not ask for this update, nor did we want it.
