Updating $$ amounts
I want to split up our expenses into different categories and have fields on the PROJECT page that shows the updated amount(s) when a new expense is created. Example of categories: FUEL - $100.00 LODGING - $100.00 These amounts would update to a field with the same category names on the PROJECT page. Then if another $50.00 of FUEL was recorded, I would want to add that to already existing $100. What would be the best way to do this? Thanks!18Views0likes2Commentsdifficulty in contacting QB?
I have been using QB for nearly 20 years. It's a great product, so much better than salesforce. However, I am finally beginning to understand why it's not doing as well as SF. Their atrocious communication. NOT customer support, which is awesome. But their basic communications. I submitted two session proposals for Empower and apparently at least one of them got accepted, no idea which one. The email said to reply to empower@quickbase.com to confirm but I've emailed them 3 times now and it's bounced back. Emailed pr@quickbase.com as well and that bounced back even though that's the flipping email on their website! Called up the contact number and you can't even talk to sales which is ostensibly what that phone number is for. The options are employee HR (why on earth is that a choice for their public number?) or sales. When you select sales, it goes straight to a voicemail. How many potential customers have they lost over the years with this nonsense? Quickbase is fantastic product that should be DESTROYING salesforce if their sales/comms teams can get basic things correct. very frustrated right now.119Views1like4CommentsRich text field html whitelist
In our application we use QuickBase APIs to pull in the data from rich text fields and insert them into a database. However, we would like to limit the html tags that the user can use to make storage into the database easier. For example, is there any way to whitelist out images so that the user cannot select and try to enter images. We can add a text note on the form "Do not add images" and then filter it out in the PHP code that we use for the APIs and DB writes. However, its much cleaner to simply have some way of whitelisting out the images tab (either remove it from the options or gray it out). Thank you26Views0likes0CommentsAutomating Manager Approval via Email
I have a QuickBase table with a 'Manager Approval Status' field set to 'Pending' by default. When a manager selects 'Yes' or 'No' in the approval field, the 'Manager Approval Status' field updates to 'Approved' or 'Denied.' I want to send the manager an email notification (when the field is new or changed) where they can simply click 'Yes' or 'No' in the email to update the table automatically. How can I set this up?92Views0likes6CommentsNeed assistance getting image to show when printing a record
Created a form that has a file upload section. This section allows people to submit photos of themselves. This is used for Medical purposes, we need to print out records to include the uploaded image. Initially this worked as intended by displaying the picture when printing. Once this was officially put in production, it stopped displaying the image as intended. the test record: Print preview: The print preview used to show the uploaded image on the record but now its just the file name.73Views0likes4CommentsHands On Integration Training
Hello, Are there any suggestions for training (be it online or in person) where you can get some hands on experience with integrating a QuickBase app with other software applications? I constantly see references and online discussions about the concept of doing this but, I have yet to actually see anything like a practice module or something to follow along with. I see a lot of job opportunities where they want you to know how to do this stuff but, I have yet to have any experience with it. I, also, don't fully understand things like where to find the URL from the software that you want to use with REST, etc. The examples I have seen give you the exact URL for the use case but, don't explain the concept of how to get the URL. In the past, I asked a similar question and was just told things like, "learn JavaScript". That is too broad of a suggestion. I see platforms like Coursera that give you projects to complete to go with your education. It would be nice if QuickBase offered such things. Any input would be greatly appreciated. Oh, and I have the Builder, Expert Builder, and Pipelines certifications. I still feel in the dark about integrations though. James85Views1like6CommentsYear in Review Webinar - Post Webinar Discussion
Hi Everyone, I hope you all can make it to the 2024 Year in Review Product Webinar! Join us Tuesday at 1pm EST for this session! This thread will be a placeholder for anyone who has questions post webinar. Our product and product marketing team will be here to answer any questions that do not get answered during the webinar.114Views2likes1CommentChrome hiding buttons in new style
I have a user whose buttons to the right of the new record are being hidden almost instantly. Toggling off the New Style the buttons are back, and the "More" menu is there, including import/export. They do not have access to all of the buttons there, but they should have download, grid edit, and the 3 dot more menu that includes import/export, print, etc. When they initially load the page the 3 horizontal dots appear for a second or so and then it is hidden. I'm under the impression its a local issue. I'm not sure if its Chrome, an extension or what. Thus far I have not been able to find a setting that is impacting this directly. They are using the old style as a work around for now. I want to identify the source so they don't have to keep hitting that toggle every time they load a table. My next step is turning off the extensions to test those, but in the mean time I thought I'd put feelers out for feedback here. Has anyone else seen this? Any ideas on what may be hiding them? Thank you in advance for taking the time to help me out.63Views0likes3Comments