Set Legacy Forms as default for new tables?
Is there a way to set default form for new tables in an app to be legacy forms? I've noticed that in older apps, when I create a new table, it uses legacy forms, while in a new app I created recently, new tables default to the new form. The legacy form is available in the table's Form setting, and can be manually switched there. As to why I would want to do that - I'm just used to the old forms and I'm building a demo app with lots of tables, and I don't have time right now to figure out how to do all the things in the new forms that I could do with old forms. thanks!17Views0likes1CommentCan Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!27Views0likes1CommentUnits description append does not show in my form
There is a smart section in the field settings related to the Units description. If this field is filled, the text is supposed to append to the calculated field. When you import this field in a form, append does not work. (See attached pictures). Of course, I can do it straight in the formula but it is a bit sad since this option exists. Somebody knows why ? Is it a bug ?27Views0likes1CommentEmail Notifications
Hello, I’ve set up an email notification that includes a form with embedded reports. In those reports, each record shows an edit pencil and a view icon next to the record ID. I’d like to remove those icons from the email notification. Currently, access to view or edit is controlled by user roles in QuickBase forms. How can I hide the edit/view options in the embedded reports within the form in the email notifications?23Views0likes1CommentOn Form Open, populate an User and Timestamp field. No way to trigger rule on Form Open?
Hi! Use case: On opening a form (new or existing record) I want to auto-populate a field (e.g. timestamp field with now() and a user field with currentUser()) when the fields are currently empty. I tried the following: ❌ A trigger that is just user == <other> with a blank field --> should be true on open but does not do anything ❌ A custom when formula with the content `true` --> definetly true on open, but does not do anything ❌ Record ID != -1 (also always true) does not do anything ✅ A trigger "when checkbox is checked" using a helper checkbox: As soon as user checks, checkbox, the field fills correctly. But this is not the intended behaviour 🤔 The options to change field value after save and validation also seems to work (mostly) But this is not the intended behaviour. Any way of enabling this pattern of "fill a field when form is opened (and field is empty)" would be helpful.Solved60Views0likes4CommentsForms crash with "Unexpected error" when selecting record reference field as condition
Whenever I try to create a form rule based that has a record link numeric field as a condition, quickbase crashes with Unexpected error. Something went wrong! One note: This currently is the only field I have for this relationship in my table. I don't have any lookups. I have tried to create a new form with just one of the record link fields and it still fails. Any hints for me?76Views0likes2CommentsAdd new record button
At the top of the app there is a button that says "Add new record in any table". When a user clicks this button a drop down of every table is shown to them, even tables I have hidden from their role. Is there a way to remove this button completely or at least hide the tables I don't want them seeing?Solved71Views0likes2CommentsInterview form using multiple tables
Hey there. I'm trying to build a form that would be used during interviews with customers that represent ISPs or "networks." Each customer would be a new Network and that Network can have many Communities, Activities, Statistics, or Payments Plans associated with it. I'm running into several issues: When a network is new at the start of the interview, a record will not exist yet, so there cannot be a recordID yet. So, let's say an Interviewer enters information for Network X on page 1, then moves to page 2 to enter Communities affiliated with Network X. They would hit on the "Add Community" button page 2. A pop up opens but there isn't a network affiliated with the new Community record. I'm pretty sure I can get around this by making a rule or a button that forces the Network entry to be saved before moving to page 2. But I can't find a conclusive way to make a Save and Keep Working button and the default button is hidden at the end of the form. Let's say I save the network before moving to the next page. Now on Page 2 (Communities), if my interviewer hits a button to add Community, a pop up appears, they enter the information, and hit save. The pop up does not automatically redirect to the original interview form. It seems I would need to make a custom save button to do that. Is there a more efficient way to build a data entry form in Quickbase that involves multiple tables without needing to build a bunch of custom buttons? I feel that I might be missing something obvious here. Thank youSolved70Views0likes5CommentsUpdating a Field on Record Save Rule Using New Forms Rule Builder
I have many forms using the old form builder with "On Record Save" rules built to update a field value when a user saves a new record. Very simple in the old form rule builder interface. I am building a new form in the new form builder interface and am trying to create an On Record Save rule but can't see how to do this. Any help would be much appreciated. My rule is pretty simple, When the user saves the record change a field value to "x" on save. Thanks - Brian57Views0likes3Comments