Resource Icons
Latest Highlights
Check Out The Latest in The Qrew
2 MIN READ
Life comes at you quick. Releases come at you quicker.
Welcome to the September 2025 Release Enablement here at Quickbase
As you might have heard, our new Release Notes App is going to keep you ...
RobHenderson
Quickbase Staff
1 MIN READ
Hi Qrew!
No virtual events this week, but we do have some exciting in-person meetups and activities you can look forward to this week:
Boston Qrew Meetup Wednesday, September 17, 4:00–6:00p...
Maria
Community Manager
3 MIN READ
Quickbase helps you unite scattered information into one place, giving you complete visibility across your workflows. That means faster, more informed decisions. Visualizing your data with charts sup...
BrianCafferelli
Quickbase Staff
The Content Feed
Feed
XLSX import to 2 Linked Tables?
Is there an easy way to accomplish this? Say as an example: Table1 - LEAD_NAME, PHONE, CONTACT_NAME Table2 - LEAD_NAME, CALL_DATE, NOTES Table1 can link to many Table2 If I create an xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload? Or two uploads might make more sense so it doesn't duplicate leads? LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call" LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call" I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way.0likes1CommentAdd 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?0likes1CommentQuickbase Actions reach end of support on Sep 30, 2025
Quickbase makes it easy to reduce repetitive tasks and orchestrate workflows, uniting disconnected data onto one platform. With Pipelines, business users can manage both automations and integrations in one place. And we have been hard at work enhancing our Pipelines capability based on your feedback. Now, as we continue to look toward the future, we must also evaluate the role of older and less flexible features like Quickbase Actions. Quickbase Actions will reach End of Support on September 30, 2025, and it will no longer be possible to create new actions at that point. What this change means for you After September 30, 2025, Quickbase Actions will no longer be supported. And at that time, you will no longer be able to create new actions. However, existing actions you’ve created will continue to run. And you will be able to enable, disable, and edit those actions as needed. We previously communicated a plan to disable the editing of automations and actions, and to begin the retirement of Application Webhooks. Based on your feedback, we are not planning to make those changes at this time. We still do recommend that you migrate any remaining actions you’re using to pipelines instead, which enable more powerful and flexible workflows. If you are an app builder, you already have access to create pipelines. If you do not see the Pipelines link below, please contact your account administrator to get access. The Pipelines Advantage We have been continuously adding new capabilities and tools that make it easy for you to transition your workflow automations to our newer and more powerful Pipelines technology. Not only will this ensure that you don’t experience any disruption to your business or your processes, but it also opens the door to new workflow ideas that can connect across multiple systems. Pipelines supports all features available within Quickbase Actions – Pipelines supports all the features you’ve been leveraging within Quickbase Actions, including the ability to query the previous value of a field. Pipelines enables more sophisticated logic than Quickbase Actions – Pipelines supports more powerful business logic than Quickbase Actions – including branching and looping, as well as parsing text. Pipelines gives you the ability to scale workflow across systems – In addition to orchestrating workflow within your Quickbase ecosystem, Pipelines includes drag-and-drop integration with over 40 products including Outlook, Slack, and Sharepoint. Learn more about Pipelines on Quickbase University.2likes1CommentFormat Numeric Value 2 Decimal Places
Hello, I have a Formula Text that calculates and displays data based on the numbers users enter in two other numeric fields. Example: When a user enters a number in my Numerator and Denominator fields, my formula field divides those numbers and then displays the answer in the Percentage field (as shown in the screenshot below). Is there a way to format the answer to two (2) decimal places, so it's shown as something like 7.33 and not 7.3333333 ? Please let me know. See the code I used for my formula field below: var Number Numerator = [Numerator] ; var Number Denominator = [Denominator] ; ToText(($Numerator / $Denominator) & " %")Solved0likes4CommentsUpdating 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 - Brian0likes3CommentsNeed to display hours and minutes within a TAT formula
I am using the formula below for a duration TAT. I have checked off the HH:MM:SS for the type and it is still displaying 0:00:00 for things that are one hour from rec'd to acknowledged time entered Days(WeekdaySub(ToDate([Acknowledgment Date/Time]),ToDate([Communication Received Date/Time]))) Do you have any suggestions on how to get the TAT to display accurately? Thank you Jill0likes4Comments- 0likes0Comments
Pipeline Help
I am working on connecting MethodCRM to Quickbase so that I can pull field data from a MethodCRM form and replicate it in a Quickbase form. I have attached images showing my current pipeline setup. The challenge is building the URL for retrieving records. Right now, the URL will pull the first 100 records from MethodCRM, but I have to manually change the URL to get the next batch of records. Example: rest.method.me/api/v1/tables/Contacts?skip=10&top=10 This works, but after pulling the first 10 records, I want the pipeline to automatically update so the next run changes top=10 to top=20 (and so on), allowing the pipeline to continue pulling subsequent batches without manual edits.Solved0likes3CommentsPrefilled Value with a Button
Hi everyone, I’ve created a “Copy Line Item” button that is supposed to create a new record and prefill it with the same values selected by the user in the original record. The button works, but I’m running into an issue: the following fields are not being prefilled when the new record is created: [Related Trademark] [Related Beverage Type] [Related Package] All three of these fields are text field types, populated through relationships from their parent tables. The values that show up in them are alphanumeric (e.g., A1, B1, C700, etc.), and they are key fields in their respective tables. For some reason, when I click the button, these related fields don’t carry over into the new record. Has anyone run into this issue before, or know how to get these relationship-based fields to prefill correctly? For reference the code is in the attachment section. var text nonNational = URLRoot() & "db/" & [_DBID_PR_LINE_ITEMS] & "?a=API_GenAddRecordForm&dfid=22&_fid_13=" & URLEncode([Related Price Request]) & "&_fid_10=" & URLEncode([Start Date]) & If(IsNull([End Date]), "&_fid_11=" & URLEncode("2050-12-31"), "&_fid_11=" & URLEncode([End Date])) & "&_fid_12=" & URLEncode([Rate]) & "&_fid_6=" & URLEncode([Customer Option]) & If([Customer Option] = "Customer", "&_fid_376=" & URLEncode([Related Customer4]) , [Customer Option] = "Local Chain","&_fid_360=" & URLEncode([Regional Account - LocalChainId]) , [Customer Option] = "Promo Plan","&_fid_365=" & URLEncode([Related RegionalPromo]) , [Customer Option Channel] = "Channel","&_fid_34=" & URLEncode([Related Market]) ) & "&_fid_85=" & URLEncode([Geography Option]) & If([Geography Option] = "Included All Price Zone", "" , [Geography Option] = "Specific Price Zone","&_fid_73=" & URLEncode([Related Price Zone]) , [Geography Option] = "Specific Sales Office","&_fid_73=" & URLEncode([Related Price Zone]) & "&_fid_74=" & URLEncode([Related Price Zone - Sales Office Relationship]) ) & "&_fid_55=" & URLEncode([Product Option]) & If([Product Option] = "Material", "&_fid_70=" & URLEncode([Related Material]) , [Product Option] = "Beverage Type & Package Size","&_fid_42=" & URLEncode([Related Beverage Type]) & "&_fid_46=" & URLEncode([Related Beverage Type - Package Relationship]) , [Product Option] = "Trademark & Package Size","&_fid_50=" & URLEncode([Related Trademark]) & "&_fid_52=" & URLEncode([Related Trademark - Package Relationship]) , [Product Option] = "Package Size Only","&_fid_72=" & URLEncode([Related Package]) ); $nonNational Thanks in advance for your help!0likes4Comments