Copilot URL Relation to QB
Has anyone been successful in creating a notebook in Copilot that uses a URL to a table inside Quickbase? I attempted it and it takes the table URL and can launch to it, but Copilot does not pull the data. Just wondering if someone had figured that out since it would be super useful.
Search Feature
I'm trying to create a search feature where a user can search for let's say John Smith or a Tax id or PIN. For the standard search, if the user searches for John Smith, it does not return any records, even though there is a John Smith. I'm assuming this is happening because the first and last name are in different fields. I kind of want an ai search but only search one table and any fields or combination of fields in that table. Is this possible?
Thank You!
A quick note to say thank you to all who attended the QB Leadership AMA today! Not just for attending but for engaging and being honest and transparent in your comments and questions. The more feedback we have the better we can become. The entire executive leadership team believes feedback is a gift and we thank you for sharing. Although we'll never be able to action all the feedback, we are always ready to listen and provide and honest response and action what we can. It's an exciting time at Quickbase as we continue to transform; continuing to put you, the customer, at the center of everything we do, evolving of our products to solve real business problems and setting our sights on ensuring you're deriving value from your investment. Your partnership is what has made Quickbase stronger over the last 20+ years. Without you, we don't exist. Thank you!Sam Trachy's Daily Office Hours 1pm EST
Quickbase Solution Consultant SamTrachy offers an Office Hours to anyone in The Qrew to join! This is a great resource even if you don't have a question and want to join and listen in. All questions are welcome! Beginner, Intermediate, Advanced, it doesn't matter. Whatever Quickbase question is on your mind, bring it to Office Hours and go over it with a Quickbase Pro. Sign up for as many Office Hours sessions as you like here!
