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Welcome to Quickbase QrewTips!
Today's installment is brought to us by a seasoned Technical Support Engineer: Elvis Agyemang!ElvisAgyemang_J has been with Quickbase for almost 5 years and has a...
4 days ago
1 MIN READ
Hi Qrew,
Happy EmpowerPro Product Talks week! Instead of our usual Qrew meetup schedule, we are hosting a special series with the product team where you can hear the latest updates from features l...
4 days ago
What a couple of days EmpowerPro 2025 gave us...
EmpowerPro 2025 brought the heat with new ideas, big product reveals, and tons of inspiration. From AI that builds apps out of messy spreadsheets t...
16 days agoThe Content Feed
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Open beta for grid reports has begun!
We are happy to announce that our new grid reports are now available in open beta for all customers starting today, October 7. Read on to learn about how they can boost your team’s impact, and how you can try out the new experience now. Background At Quickbase, we never stop thinking about how we can better support your users. Because your team is the engine that helps your business grow and out-innovate your competition. And this has never been more urgent than it is today, when so many companies are being asked to do more with less. At the center of your everyday Quickbase experience is table reports. We understand that the need to quickly look up or review operational data is constant. And we have heard from many of you about the limitations of table reports, and the grid edit view that comes along with it. We heard about workers being slowed down, and the frustration many are feeling as they toggle back and forth between pages just to edit data. We heard that using grid edit in 2025 feels unintuitive. And we heard about performance slowdowns in some apps as well. That’s why we’re introducing grid reports. Available to all today as a beta feature, this marks a major milestone in the Quickbase experience, providing a more modern and intuitive way of viewing and entering data. Grid reports are the successor to both the table report and the grid edit features in Quickbase. It combines the familiarity and ease of a spreadsheet with the power of our operational platform. For example, with grid reports, all it takes to kick off a pipeline is double-clicking a cell, typing a new value, and hitting save – all done without leaving your report. We have turbocharged the performance of grid reports as well. Finally, for those who have been hesitant to make the jump to our newest drag-and-drop form building experience, I’m happy to say that grid reports are supported there as well – allowing quick edits of child records like you have on a legacy form. Don’t let them tell you that you have to choose between flexibility and power. Because with Quickbase, you really can enjoy the best of both worlds. Business insights, at your fingertips Control the height of your rows. And don’t worry, we’ll remember your choice. This setting impacts how the current report displays for you only. That way, each user can pick a different height as they please. App builders can also set a default height that best fits each report. Control the width of your columns. Like row heights, we will remember your choice and this setting only impacts how the current report displays for you. Filter data on-the-fly. And if you want to update the report for all users, click the … icon on the right side and save the report. Quicker edits, fewer clicks Edit data without leaving the report, simply by double-clicking. Once you’re done, hit Save. Fill down to update many records, in record time. Once you’re done, hit Save. On forms and dashboards too You can also add grid reports to your forms and dashboards, so your team can make quick edits without clicking away to another page. Using a legacy form or dashboard? You can create a new one, to take advantage of grid reports. (When making a new form or dashboard, it will use the latest version of each respective feature by default.) Try it out today Starting today, new apps you create will default to using grid reports. And app administrators can turn on grid reports for existing apps today as well. Open App Settings, then App Properties, and scroll down to find the new option under Advanced Settings. You can also give your app’s users the option to go back to the legacy table report if needed. If you set this to Yes, your users will be able to toggle between grid reports and the legacy table report which previously appeared with the “New experience” for table reports toggled off. What’s next for grid reports? We will be actively monitoring the impact of our new grid reports across the customer base and fixing any bugs as we find them. Stay tuned to our product release notes for details on when we will default all table reports to the new grid report experience. How are we doing? Have an idea for making grid reports better? We want to hear from you! Click the ? icon, then click Give feedback. Or you can open a support case to report a bug or get assistance.
Document template barcode field
I'm creating a document template and I want to add a barcode of a text field. I've added this to the source directly from a rich text formula field. The resulting document is displayed as What is the proper notation to get the field "UDI" into the <img src....? Thanks.
Replacement for "Copy Parent & Child Records" Button Creator?
In App Settings -> App Management, there's an option to create a button to add to forms to "Copy Parent & Child Records." However, the buttons created by this process are powered by Javascript, which I was under the impression was no longer really supported. Is there another option for recursively copying a parent record and any related child records (and child of child records)? Or can this button generator still be trusted despite the JS?March 2025 Pipelines Qrew Meet Up Recap & What to look forward to in April
Hello Pipelines Qrew, Thank you to all who were able to attend the Pipelines Qrew Meet Up on Wednesday. Here’s what we discussed: James Malone and Matthew Tillinghast from Juiced Technologies shared a pipeline solution that entailed creating a master app that consolidates all the timecard records, allowing for better data management and reporting for their customer. James went through details of the pipeline process, including handling record creation, updates, and deletions. He discussed the challenges they faced, such as dealing with unique field constraints, mapping field names across different applications, as well a certain error message. James used placeholder parameters in the pipeline call definitions to easily accommodate new data requirements from different source apps and found callable pipelines to be very helpful in making this solution scalable across the 25 source apps. We had lots of comments and great questions that were addressed in the meeting. Missed the meeting? Here’s the link to the recording. Our next Pipelines Qrew Meet Up will be on Wednesday April 16 th at 12pm EST. The agenda is nearly finalized. I’m hoping the Pipelines product team will be available to answer questions about new features that will officially go live at Empower and include a customer use case from our friends from Accenture. Thank you and have a great weekend! Best regards,November Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you all who were able to attend Wednesday’s Pipeline Qrew Meet Up. Here’s a recap of what happened: 1) Brittany Scheid from Simitree Healthcare Consulting shared her Pipelines Use case on how she uses Pipelines to automate the workflow of onboarding and provisioning employees/contractors. She went into detail and shared tips on how her workflow was planned and proceeded to break it down how she set up her Pipeline which included testable steps along the way. 2) To see more of Brittany’s workflow as well as tips she shared, I have attached a PDF of her presentation along with the chat file from the meeting. 3) During the call there were a lot of great resources shared that helped Brittany with creating and managing her Pipeline. Quickbase API GUIDE Jinja Ninja with Ryan Pflederer Become a Jinja Ninja E-Course in Quickbase University User Status Overview Gmail + feature to test multiple users A special thank you to all who shared resources above and tips in the chat! 4) Missed the call or want to relisten to the recording? Click the link below. No password required! https://quickbase.zoom.us/rec/share/VWzTQ-DdJTrREIaBqbTsNM562P9Xu3BkFzX3ll_wPRL9cI94zrSqSo3LY8WdF2MR.tF806pvVBgm3zn4Q?startTime=1731516805000 Our next Pipelines Qrew Meet up is on Wednesday December 18 th ! Tammie King has volunteered to share her use case our last Qrew Meet Up of the year, so I’ll update everyone as soon as we finalize the agenda. Invites will be shared from Zoom soon. Thank you all for a great meet up!
Failed to check for record conflicts (New Forms)
I updated a form to the new version, and some users keep getting this error when trying to edit and save. I was able to reproduce it, but I can't find any reason for it. I've carefully gone over all of the form rules and there don't seem to be any conflicts. Has anyone run into this and successfully solved it?QrewTip: Setting up SSO using Microsoft Entra
Welcome to Quickbase QrewTips! Today's installment is brought to us by a seasoned Technical Support Engineer: Elvis Agyemang!ElvisAgyemang_J has been with Quickbase for almost 5 years and has accumulated a solid knowledge of the platform in that time. In this QrewTip he walks us through the configuration and enablement of SSO to Quickbase using Microsoft's Entra (formerly Azure Active Directory) start to finish in less than 8 minutes!
