Sync table and pipelines
Hello, I have a sync table to salesforce, and I have another table called projects. I've created a pipeline when the trigger is record added to SF table, then it must create a record into projects table. I tested this in sandbox and it works, but I manually created the record in SF tables (trying to mimic the behavior in live). So, I created another pipeline for "live", but this doesn't trigger. Now I know that sync table doesn't works the same as a normal table, so I need to change the logic of my trigger. SF table refresh the data once every day. I was thinking in add a "schedule", and search when "Creation Date" is the date of "today", like: If CreationDate = today AND flag = unchecked Create record in projects flag = Check End if But I don't know how accurate this logic is. I want to create a record in project with the new sync data and not with old values. Any suggestion will be appreciated :)Reconnect existing Salesforce Sync Table after "Disconnect Table" was selected
Hello, We have a Salesforce Sync Table that was originally owned by another user. While attempting to transfer the connection to a different user, "Disconnect Table" was selected instead of changing the connection. The table still exists and contains important relationships and pipelines. Is there any way to restore or reconnect the Salesforce connection to the existing table without recreating it? Thank you.
Project Status Spotlights
Hi, I am using a Project Status multiple choice dropdown field with the following options: Green - On Track Yellow - At Risk Red - Off Track Blue - Complete Purple - On Hold Black - Canceled Silver - Closed I'd like to incorporate the Project Spotlight formula featured in Exchange so that the status displays in it corresponding color (while also keeping the text separate). I'm struggling with where to insert the formula and how to modify the formula to recognize my custom status values and colors noted above. I appreciate the help!
Buttons and Dynamic Form Rules Issues
First let me say that I am new to developing Quickbase apps. Here is what I am trying to do and where I’m running into issues: My app tracks the entire demand lifecycle from draft/idea to a project. I have statuses like Draft, In Development, Under Review, and Approved (project pending) or Rejected/Canceled. I have created sections for Intake, Proposal, and Charter. At intake, all new demands have a separate intake form with basic information collected and the status defaults to Draft. Dashboard - When the demand is in Draft status, a “Start Proposal” button should be visible. When that button is clicked, the status is updated to “In Development” and the Proposal Section should appear, other sections should be hidden. I am trying to accomplish this by using a helper field (checkbox) and Dynamic Form Rules: If Start Proposal? Is checked and Status is “Draft” change value Status to value “In Development”, Change value Start Proposal? to unchecked. The same process applies to the next step: When the status is “In Development” show button “Review & Submit Proposal”, the form opens with Proposal Section only showing and a “Submit” button to submit the form to the demand manager for review. The user can open/edit as needed. Nothing else should happen until the “Submit” button is clicked. When the button is clicked the status is updated to “Under Review”. The problem that I’m running into is if I have more than one rule, I get a conflict. How can I best resolve the conflict? Is there a better way to accomplish this task?
Possibility of sending reports to Microsoft's teams app
Hi Community, In Quickbase, we can set up subscriptions to send reports via email on a regular schedule. Is there a similar way to automatically send reports to Microsoft Teams on a schedule using Pipelines? I know it’s possible to send notifications to a Teams chat, but I’m specifically looking for a way to send reports regularly.
Open Notifications Stopped Working this Month (7/2025)
Hi all! I've had an app built for years that houses my internship program data. It sends out an open notification to internship supervisors to evaluate our students' performance near the end of their internship. The notification contains a link that takes them into the app to complete a form which pulls goal data from the student's workplan to be evaluated on. It last worked properly (was completed by a supervisor) on 7/6). This week, particularly the last 2 days, my team started getting emails saying the link shows them the form for about a second, gives an error code, and takes them to a log in page. Supervisors have never needed to log in before. Just click the link and they access the form. I'm not super savvy at Quickbase - any ideas on what happened/broke?
