tech consulting Application Development System Integration and Automation Services

echo trailheadbusiness compass basecamp

Quickbase Workato

knowledge base blog case studies faq

about us our approach

A quick question before you go!

x

Why did you decide to leave?

The content was great (it answered my question)

The content was uninformative

The content was too long/boring

Other

Knowledge Base

Application Tokens | INTERMEDIATE
What are Application Tokens Application token is an extra string of characters inserted within an API call in addition to a username/password or ticket for authentication. This string must match one o...
Creating an App from the Quickbase Exchange | BEGINNER
The Quick Base Exchange is a library of pre-built applications created by other users. From there, you can quickly sort and filter to find an app to meet your needs. All apps from the Exchange are com...
User Groups | BEGINNER
User Groups Quick Base has many native functions to try and improve the efficiency of its users. Creating groups is one tool available to users that can save time. Groups are one of the most efficien...
What is Workato | BASICS
Let’s start with a common problem many companies have. In a world where software platforms have become a dime a dozen and different companies have 10 different systems that all do very specific functi...
Using report Formulas (calculated columns) as a filter in a report | INTERMEDIATE
A calculated column (recently renamed ‘Report Formulas’) can be added to any Quick Base report. The report formula is similar to a formula field, but is added as a column to your report and can only b...
User Tokens | INTERMEDIATE
What are User Tokens? User Tokens are a form of authentication that grant API access to a specific user, providing both permission and authentication information in the same token. Why should I use Us...
Create Audit/Change Logs with Automations | INTERMEDIATE
Quickbase has limited out-of-box options for tracking changes to your records. This article will demonstrate how to create your own customizable audit/change log using Quickbase Automations. If you’re...
Quickbase Release Notes: August 2020
A few months ago Quickbase released the new RESTFUL API capabilities and since then, have been adding new relationship endpoints. This August has been no different as Quick Base has provided the abili...
Using Application Variables (Global Params) | ADVANCED
What are Application Variables? Application Variables are simply a piece of information that is available anywhere in your application. Application variables can be used in two places: Quick Base form...
Non-Searchable and Non-Reportable Fields | BEGINNER
NON-SEARCHABLE AND NON-REPORTABLE FIELDS – BACKGROUND In Quick Base, fields are used to build, sort, and filter reports. By default, when fields are added to a table, they are reportable and searchabl...
Quickbase Opens Second Office In Salt Lake City
At the end of January, the software-as-a-service firm, Quick Base, announced the opening of its second office in Salt Lake City. This follows major growth for the company over the past few months, inc...
Quickbase Release Notes April 2020
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone. Quick Base has added five new integration channels to Quick ...
Quickbase Sync | INTERMEDIATE
Quickbase Sync provides a great way to import data from a cloud service directly into a Quickbase table. Quickbase Sync connects to three categories of service: ✓ Services: Quickbooks Online, Salesf...
Creating User-Friendly Forms | BEGINNER
FORMS – BACKGROUND Forms are used to add, edit, and view records. End users interact most often with an app’s forms; it is important to build user-friendly forms to help ensure the success of an app....
Setting up a Subscription | BEGINNER
Subscriptions allow you to send a report to yourself or others on a regularly scheduled basis. ✓ Email a report of unapproved time-off ✓ Email a report of open projects ✓ Email a list of tasks with a ...
Using Combined Text Summary Field | INTERMEDIATE
Table-to-Table connections in Quickbase allow you to link two tables together. One advantage inherent in this process is the ability create a lookup field which will link records of the child to the ...
How to Connect Quickbase Pipelines with Salesforce
Pipelines by Quickbase make it possible to integrate multiple systems and automate different actions in sequence once certain conditions are met. Learn more....
Quickbase Release Notes - July 2020
This July, Quickbase announced some enhancements to the API Guide for their REST API functionality. Content has been updated with additional information based on user feedback, and the interface has b...
Utilizing the Dashboard Side Bar | BEGINNER
As your dashboards become more complex – they can become cluttered with reports, buttons, and links that take up precious real estate on your screen. Because the Home Page is the first thing people se...
Linking Dashboards Together | BEGINNER
As a best practice with Dashboards – you want them to have a clear and specific focus. They should each tell a story or message about what you are trying to accomplish when on that page. To help keep ...
Workato for Logging Quickbase Emails
WORKATO FOR LOGGING EMAILS Quick Base allows users to easily set up notifications, subscriptions, and reminders. These tools are great for designing workflows, improving communication with internal a...
Color-Coding Rows in Reports | BEGINNER
Color-coding your report rows allows the important information to stand out to your audience. Drawing attention to critical details will save time and create action. Some common scenarios that you mig...
Adding Conditional Actions to Your Workato Recipe | INTERMEDIATE
Welcome to step 3 in our introductory series on how to use Workato. We’ve already learned how to make a connection and construct our first Workato recipe. If you’re new to Workato and haven’t read o...
Quickbase Release Notes February 2020
This February there was an update to how many text values the combined-text summary field could hold. Originally placed at 50 characters, it can now contain up to 150....
Changing App Name, Description and Icon | BASICS
An important feature of your app is its name, description and icon. Name and description can be used to help find an app and inform the user about its purpose. The icon and its color can also provid...
Setting up Reminders | BEGINNER
Reminders allow you to send an email a specific number of days before or after a record date. Let’s consider a few examples: ✓ Email an employee’s manager a week before the employee’s birthday ✓ Emai...
API EditRecord | ADVANCED
API_EditRecord is another basic API component that allows the user to make an edit to a single record in Quick Base Common use cases for using the API_EditRecord might include: ✓ Creating a custom but...
Copying an Application | INTERMEDIATE
Sometimes it may be necessary to create a copy of an application. The following are a couple examples where this might prove useful: ✓ Creating a non-production testing environment. ✓ Rolling out an e...
Creating a Reporting Warehouse to Hold and Organize your Excess Reports
One thing that Quick Base does extremely well is the relative ease with which everyday users and administrators are empowered through reporting. Through Common or Personal reports, your users can buil...
How and When to Use Calculated Columns in Reports | BEGINNER
Calculated Columns in Reports – Background A calculated column can be added to any Quick Base report. They can be used to create anything a normal formula field could. However, the new column is onl...
Using NESTED If-statements in formulas | INTERMEDIATE
If you’re not already familiar with if-statements, we suggest reading our introduction here. If you are already using if-statements, nesting if-statements within each other can make your formulas mor...
Implementing Custom Imports
If you are like a lot of companies, you likely have a situation where not all of your data originates in Quick Base, or it comes from outside your company. Take an example where you work with a vendor...
Navigating the My Apps Page | BASICS
Learning to navigate the My Apps Page is an important beginning step in familiarizing yourself with the Quickbase environment. Your Quickbase realm contains all apps for your organization. An app in...
Organizing the Table Bar | BEGINNER
The Quick Base table bar represents a list of the tables/modules that have been set up in structuring your Quick Base application. It offers quick links to your key business processes in Quick Base, a...
Google Maps for Data Visualization
Maps are a very useful way to convey location details in your applications. Quick Base offers a native Map Report option which can be great for doing this, however, it does have some drawbacks. ✓ Limi...
Workato and Sending HTTP Requests | ADVANCED
If you’ve dug around into the built-in Workato actions like Loggers and Variables, you might have seen the action for HTTP Requests. While Workato comes pre-loaded with hundreds of out-of-the-box acti...
Report and Chart Types | BASICS
Reports and charts are effective tools to display and view your data in Quick Base and provide valuable insight you need to improve processes, be more efficient, and plan next steps. The main challeng...
Workato in the News!
The decision to partner with Workato was simple for us. They are an industry leader for system integrations, and trusted by thousands of the world’s top brands. This year, their technologies have gain...
How and When to use Snapshot Fields | BEGINNER
A snapshot field takes the value of a lookup field and captures that value on the child record at the time its created. The purpose of the snapshot field is to prevent the child record’s value from ch...
Adding JavaScript to a ‘Formula Rich-Text’ Field | ADVANCED
Adding JavaScript to a ‘Formula Rich-Text’ field allows you to expand Quickbase beyond its native features, opening up a range of options. Learn more....
Organizing & Assigning Groups To Reports | BEGINNER
If you have many reports spread across different tables of your app, you’ll probably want to organize them in ways that make the most sense to users of your app, rather than in one long list. For exam...
Setting up a Notification | BEGINNER
A notification is an email which is triggered when one of the records in your table is modified, added or deleted. Examples of notifications might include: ✓ Email the project manager when a team mem...
Log Edits Made to Text Fields | BEGINNER
Background Many forms in Quick Base applications utilize a notes field for users to further describe the record. Over time, records change and users will have to update their notes. By default, if t...
Changing the Record Title Seen on Forms | BEGINNER
The Record Title appears in the header section of any given table and is used to identify the record you are viewing. By default, the title will display the Record ID#. This can be useful for some tab...
Workato For Handling Files | BEGINNER
Almost every platform today allows for some version of file attachments. Take a project management system where you are working amongst engineers or technical resources, handing back and forth technic...
Quickbase Release Notes - November 2020
Among the new RESTful API features this month, functionality has been added to allow application administrators to retrieve a list of all trigger-based events, including Webhooks, Notifications, Autom...
Vista Equity Partners is the New Owner of Quick Base
On January 14, Quick Base officially announced that Vista Equity Partners would become the majority owner of the company, overtaking Welsh, Carson, Anderson & Stowe (WCAS) who will retain a minority ...
Quickbase Release Notes May 2020
Save the date! Virtual Empower is here at last. In the interest of the health and safety of their valued users, Quick Base decided to cancel Live Empower in San Diego this year. We will all miss the s...
Kanban Reports | BEGINNER
Why Kanban? When it comes to managing large teams or work across multiple stages and resources, standard reports can be cumbersome. Interpreting large amounts of data and updating progress can be inef...
Customizing Your Application Branding | BEGINNER
Branding options allow you to quickly update both the logo and color scheme of your app: ✓ Add a professional look tailored to your business. ✓ Quickly differentiate an app from others in the same rea...
Putting Custom HTML as a Form Element | INTERMEDIATE
In some instances, you may need to customize a form that goes beyond the native options presented in Quick Base by implementing simple HTML text formatting to alert, inform, or organize information on...
Creating Your First Workato Recipe | INTERMEDIATE
In this article we’ll cover how to create a Workato recipe step-by-step. Here are a few concrete examples of what a Workato recipe can do: ✓ When emails are sent to a specific address add the email at...
Denying User Access | BEGINNER
One of the key responsibilities of a Quick Base Admin is managing your users licenses and access for your current team. A key feature of that includes Denying users access to your realm when they are ...
Declaring Variables in Formulas | INTERMEDIATE
Adding declared variables to your QuickBase formula is a great way to simplify your code, making it concise and easy to read. A declared variable takes the place of a portion of code so that it can b...
Logger by Workato | BEGINNER
Logger by Workato The Logger by Workato action allows users to record the output of other actions in a recipe. This tool is useful to help visualize the data being passed through different steps in a...
Adding Fields to Forms | BASICS
Background Forms are used to input data into Quick Base. Whenever a user is adding, viewing, or editing a record, they are doing so from a form. Fields are added to forms to capture the necessary da...
Embedding an I-Frame (Webpage Widget) in a Dashboard | BEGINNER
Embedding an iFrame in a Quickbase Dashboard allows you to view and navigate the contents of an outside webpage within your Quickbase Application. An iFrame is an HTML document embedded inside anothe...
Creating Cross-App Relationships | INTERMEDIATE
Often times, you may need to share data from one of your applications with another. This is common when you have a set of core tables, such as Employees or Contacts, that you want to maintain in a sin...
Radio Buttons (Hiding the None of the Above) | INTERMEDIATE
Introduction This article focuses on a step-by-step process on how to take the default Quickbase radio buttons and alter their properties using a JavaScript rich-text formula field to remove one – the...
Managing and Deleting Reports in an App | BEGINNER
! EDITORS NOTE: If you have admin permissions for an app, you can view and manage ALL reports and charts for all tables in the app. To Display a list of all reports in an app: 1 From the app Home Page...
Code Pages | ADVANCED
One of the most useful tools for creating a robust Quick Base application is a Code Page. This Page Type allows you to create markup documents using HTML, JavaScript, CSS or XML. This functionality is...
Using Rich Text to make your Dashboard Pop | BEGINNER
Part of the overall experience when using a dashboard is the branding and messaging that it contains by using Rich Text elements. These are the elements that make it look and feel like its your compan...
File Download Button | INTERMEDIATE
Have you ever thought about using Quickbase buttons to download a file attachment? Follow this guide to set up Quickbase file download buttons. Learn more....
Creating a New App Connection in Workato | BEGINNER
At its core Workato is a tool for connecting applications. In this article we’ll show you how to create and manage these connections. There are many different applications that you may wish to creat...
API_PurgeRecords | ADVANCED
API_PurgeRecords is as it sounds – the ability to purge or delete records in mass from Quick Base. This means deleting a collection of child records, a defined report, or an entire table if necessary....
Creating External Stakeholder Forms, Reports and Dashboards | INTERMEDIATE
Background In your Quick Base applications, you may store information that is relevant to external stakeholders: client contacts, purchase orders, and invoices, etc. If you are constantly answering qu...
Importing Data into Quickbase
o you’ve just created an amazing application, and now all of your table data is sitting somewhere outside of Quick Base. You just can’t wait to click + New Record a couple hundred times and tediously ...
Using Workato to Send an Email Through Outlook | BEGINNER
Send an Email Using Workato One of Workato’s most simple but powerful tools is its ability to send emails. Emails can be sent on a set schedule (daily, weekly, etc.), based on a change in another sys...
Quickbase Release Notes – March 2019
The March 2019 Release introduces the brand new Visual Builder, providing Quickbase users with a drag and drop interface to create and set up the applications all in one place. The Visual Builder is a...
Quickbase Release Notes: Pipelines
In the last week of February 2020, Quickbase officially launched the Pipelines feature. This now allows an automation process throughout your Quick Base realm to be connected to other third-party syst...
Using If-statements in formulas | INTERMEDIATE
‘If-statements’ can are can be used in a Quickbase formula field to evaluate whether a condition is true, then return one value if the condition is true or a different value if it’s false. For instanc...
Creating a Summary Report | BEGINNER
Summary Report – Background Quick Base is capable of collecting enormous amounts of data. It is important to the success of an app to be able to understand and interpret the data. Initially, a user ...
Sync-for-CSV
Sync-for-CSV allows users to automatically upload a text file (.csv) to Quickbase by placing it in a designated folder within an FTP site or external source, such as Dropbox. Each line of your .csv fi...
Using Quickbase CASE functions | INTERMEDIATE
A CASE statement evaluates a test condition (x) and returns a specific value if the condition is met. Learn how to set these up in Quickbase with this guide....
Quickbase Release Notes – October 2020
Quickbase has updated the reports section with a Toggle Switch located at the right of each report. The toggle switch enables the updated table report, with new styling and functionality...
Using Automations to Log Approval Time and User | INTERMEDIATE
Background Quick Base is excellent at creating workflows. In a simple project management workflow – create, review, approve – it is important to track the users who create, review, and approve the pr...
Many-to-Many Relationships | INTERMEDIATE
! EDITORS NOTE: If you are new to creating relationships or have not read our article on One-to-Many Relationships, please visit our article: Setting up a New Relationship to learn more! Topics: ✓ Wha...
Updating the Fields Displayed in a Record Picker | INTERMEDIATE
RECORD PICKER – BACKGROUND Occasionally, in Quick Base, all the details of a record cannot be displayed (i.e. selecting the master record when creating a child record). In these instances, Quick Base...
Workato and Custom Connectors | ADVANCED
Out of the box – Workato comes pre-loaded with hundreds of pre-built connectors. That means that within a few clicks of sign in, you have the ability to integrate with hundreds of leading systems avai...
Quickbase Release Notes: September 2020
The Quickbase Pipelines team has been hard at work enhancing the DocuSign channel. That is just one of the many enhancements coming in the September release...
Setting-up Personalized Dashboards Using User-filtered Reports | BEGINNER
Background Dashboards allow users to view data from multiple reports and from multiple tables at the same time. For the most part they are flexible and can be manipulated, so users can see the exact ...
Displaying Information for Certain Roles | BEGINNER
BACKGROUND Based on a user’s role, the information visible to that user in Quick Base can be manipulated by an admin using: Dynamic Form Rules, App-Level, Table-Level, or Field-Level Permissions. In ...
Quickbase Wins Award and Receives Outstanding Security Rating
Quickbase has pulled out all of the stops. The low code software development platform continues to garner recognition as the premier product in its space. Best Low Code Software For the third consecut...
Changing A Table Key And When To Use It | INTERMEDIATE
When you create a new table in your Quick Base application several built-in fields are added automatically, one of which is Record ID#. The field Record ID# is referred to as your primary keyor key f...
Table-to-Table Import | INTERMEDIATE
Quick Base allows users to create Table-to-Table Imports to move data from one table to another. To set up this automation and save time, follow these steps....
Adding Reports to Dashboards | BEGINNER
When you are setting up a new dashboard or modifying an existing one, one of the best, most common, elements to put on your dashboard is a report. Some of the benefits of putting reports on a Dashboar...
Sharing with Everyone On The Internet | BEGINNER
Opening your application to Everyone On The Internet (EOTI) allows users to access your application without signing into Quick Base. Users can view and add records, view reports and interact with data...
Quickbase Release Notes January 2020
We are so excited to introduce our newest app building experience, the Visual Builder! With the new Quickbase Visual Builder, you can create tables, add fields, and create relationships...
Creating a new Dashboard | BEGINNER
For information about what/why to use Dashboards, please reference the article titled What are Dashboards. As you refine/expand your app, you’ll want to maintain functionality by creating and managing...
Changing Your App’s Time Zone | BEGINNER
As many businesses have branches spread out across the globe, the need for handling data across time zones becomes critical. Setting your time zone to match the Application users’ primary location red...
When to Use Grid Edit | BEGINNER
WHEN TO USE GRID EDIT Quick Base is great tool for entering and managing a business’s data. Creating User-Friendly Forms are great to help users add, edit, or delete one record at a time. To maximiz...
Using docparser and Workato to Create Records in Quick Base | INTERMEDIATE
Background Quick Base is a great service for housing large amounts of data. Forms, imports, and automations are tools that make entering information into Quick Base efficient. They are good solutions...
Custom Data Rules | BEGINNER
Custom Data Rules Quick Base introduced custom data rules for app builders to create logic that can be applied anytime a user adds or updates data in a Quick Base table. By using Quick Base formula la...
Commenting Formulas | BEGINNER
Picture a scenario in your company where you set up a complex formula field, with lots of If() statements, steps and calculations that made sense at the time, but have forgotten since. While formulas ...
What are Automations | BEGINNER
Quick Base provides three methods to help automate workflow processes in your app: ✓ Automations – Add a record, Update records, Delete records, Copy records, Run a table-to-table import ✓ QB Actions ...
Load on Scroll Feature for Forms | INTERMEDIATE
In 2019, Quick Base released the “Load on Scroll” feature. The feature allows users to determine how embedded reports load when a form is viewed. Prior to the addition of this feature all elements o...
API_DoQuery | ADVANCED
API_DoQuery is the API equivalent to doing a search in a Quickbase table for a subset of data. This walkthrough shows you how to set up an API_DoQuery quickly....
Creating Form Rules | BEGINNER
FORMS – BACKGROUND Forms are used to add, edit, and view records. End users interact most often with an app’s forms; it is important to build User-Friendly Forms to help ensure the success of an app....
New List Pickers | BASICS
In the February 2019 Release of Quick Base updates – a major feature change was to introduce the new List Picker (for reference fields) on forms. The move was made to modernize and enhance the drop-do...
Conditional Filters for Record Permissions Using Roles | INTERMEDIATE
In Quickbase you can set detailed, custom permissions for any role by using conditional criteria to grant access to records based on information contained in a record. If you’re not familiar with role...
Quickbase Community Reacts To New Visual Builder
In late March 2019, Quickbase released a new Visual Builder that has the community buzzing. The builder includes a drag and drop feature, which makes building applications more visually stimulating. F...
Syncing your Survey Monkey Data | BEGINNER
Surveys are a great way to collect information, with SurveyMonkey being one of the leading tools to do so. When your surveys are completed you can sign into SurveyMonkey and look at all your data. Bu...
Using a Formula-URL Field in Quickbase - INTERMEDIATE
Quickbase Formula-URL fields are a great way to create custom links, helping users navigate to forms and pages. This walkthrough shows you how to set them up....
API_CopyMasterDetail | ADVANCED
Being a relational database – Quick Base often has several layers of data working within a parent/child hierarchy. Projects will have many Tasks, Leads will have many Activities, Invoices have many Li...
Integrating Power BI with Quickbase
Quickbase has powerful reporting and visualization tools. However, this isn’t the primary function of Quick Base and, at times, you may need more sophisticated reporting than what Quick Base offers na...
Adding a new User Role | BEGINNER
Roles allow us to differentiate users performing specific jobs within an application. They can be used to assign various levels of access to tables and fields, show and hide particular data and influe...
Setting up a New Relationship | BEGINNER
A table-to-table relationship is an association, or link, between two tables. When you form a relationship, you save time because you don’t need to enter the same information multiple times in separat...
Quickbase Release Notes - June 2020
The built-in CSV handler channel allows pipeline users to pull and process CSV fields in a number of file formats. These include files that are delimited by semicolon, spaces, tabs, or commas....
Using QB Automations to Send Out Notifications | BEGINNER
Whether you use automations to reduce repetitive steps, streamline manual processes or use notifications to send emails that are targeted for specific users about a particular project status – automat...
Formulas + Webhooks = Dynamic Record Creation
Picture a simple scenario, your company uses Quick Base to track PTO Requests and manage timecards. When an employee enters a request, you’d like to automatically generate a timecard for each day they...
How to Change the Application Manager | BASICS
Background When a new app is created in Quick Base, the creator becomes the default application manager. More often than not, this will be acceptable, but at some point, it will make sense to change ...
Pie Reports | BASICS
What is A Pie Chart? The central idea of the pie chart is that you’re comparing parts to the whole. Slices of different size are marked on a circle (i.e the pie) based on what part of the whole they r...
Hiding Tables from the Table Bar | BEGINNER
For more info about what the table bar is or how to organize it – head over and read about Organizing the Table Bar It’s common during an application life cycle that your Quick Base application become...
Application Diagram | BEGINNER
When setting up a new Quick Base application, it’s important before you start to plan out, and if possible, draw out your ERD (Entity Relationship Diagram) and map out what tables and relationships yo...
The Updated Quickbase Mobile Application
That custom application you spent weeks building for your business can now be accessed from the palm of your hand. On December 4th, 2018, Quick Base announced their new mobile application. Users of Qu...
Empower Conference Is Coming June 2019
Each year, Quick Base hosts Empower, their conference that gathers clients, service providers, and technology enthusiasts for several days of packed learning and networking. This year, the conference ...
Quickbase Release Notes – February 2019
February’s release comes with a wide range of great new features, that continues with the theme of the last few months, which is enhancing the overall look / feel / usability of Quick Base and expandi...
What Are Dashboards | BEGINNER
Dashboards are (also known as Home Pages in Quick Base) personalized pages in your application that combines several elements, known as widgets all in one location. Dashboards help to make data readi...
How to Archive Records Using Role Permissions | INTERMEDIATE
Sometimes you create records in an app which you no longer wish to see. Often times the reflex is to delete records. However, if records are deleted in error or you change your mind at a later date, ...
Single Sign-On | INTERMEDIATE
Many organizations have a corporate access system that enables users to access multiple secure directories using only their network login. This avoids users having to sign-in each time with a differen...
Summary and Lookup Fields | BEGINNER
BACKGROUND Summary and Lookup Fields are created from Table-to-Table Relationships. Table-to-Table Relationships are the backbone of Quick Base; they allow users to relate tables to one another to or...
Quickbase Release Notes – January 2019
The first release of 2019 comes with several changes and updates to the UI and thematic elements to Quick Base. Among the highlights: Organizing Reports and Grouping during set up During report set u...
API ImportFromCSV | ADVANCED
API_ImportFromCSV is a powerful developers tool and one of my personal favorites to use via Webhooks and custom scripting. This API call would be synonymous with mass importing, or sending multiple re...
Copying Quickbase App Components | BASICS
Often times during development – you’ll find a situation where you need to copy a field, form, or something in Quick Base so you can create similar functionality, test different methods, develop in a ...
Quickbase Release Notes – December 2018
The final release notes for 2018 came loaded with new features for advanced and beginner builders alike, the most significant being the long awaited release of the new and improved Quick Base Mobile A...
Visual App Builder | BEGINNER
Visual App Builder In March 2019, Quick Base introduced the Visual App Builder. This feature offers users a new way to build new applications and edit existing apps. The Visual App Builder is a more...
API AddRecord | ADVANCED
Quickbase's API_AddRecord call is one of the most basic API calls. It empowers a user to create a single record based on pre-defined conditions. Learn More....
Quickbase Release Notes March 2020
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone....
Updating the Default Table Home Page and Default Report Columns | BEGINNER
BACKGROUND In an app, when a user navigates to a table, they are taken to the table home page. Initially, Quick Base displays the ‘Default report’; it is automatically created for each table in a Qui...
Conditional Drop Downs | BEGINNER
Conditional drop downs are a feature of table-table relationships in Quickbase that allow you to effectively filter the results. Here's how to set them up....
Quickbase Release Notes - September 2020
Quickbase has been working diligently on enhancing the Docusign channel. Some enhancements which have been updated include enabling developers to attach to a demo account as well as envelope subject f...
Putting JavaScript into Formula-URL | ADVANCED
JavaScript, an easy to use, browser-based language, can be inserted into a formula-URL field, to run a variety of actions. ! EDITORS NOTE: If you are not already familiar with Formula-URL fields it ...
No Results Found

KnowledgeBase
Quickbase Knowledge Center
Fields & Formulas
Using If-statements in formulas | INTERMEDIATE

Articles In This Section

File Download Button | INTERMEDIATE
New List Pickers | BASICS
Custom Data Rules | BEGINNER
Adding Fields to Forms | BASICS
Log Edits Made to Text Fields | BEGINNER
Using Combined Text Summary Field | INTERMEDIATE
Commenting Formulas | BEGINNER
Summary and Lookup Fields | BEGINNER
Conditional Drop Downs | BEGINNER
Non-Searchable and Non-Reportable Fields | BEGINNER
How and When to use Snapshot Fields | BEGINNER
Updating the Fields Displayed in a Record Picker | INTERMEDIATE
Using a Formula-URL Field in Quickbase - INTERMEDIATE
Declaring Variables in Formulas | INTERMEDIATE
Using Quickbase CASE functions | INTERMEDIATE
Using NESTED If-statements in formulas | INTERMEDIATE
Using Application Variables (Global Params) | ADVANCED
Putting JavaScript into Formula-URL | ADVANCED
Adding JavaScript to a ‘Formula Rich-Text’ Field | ADVANCED

Sections

Quickbase Knowledge Center
Quickbase Outside Of The Box
Quickbase News
Workato Knowledge Center
Workato News
Pipelines

Using If-statements in formulas | INTERMEDIATE

October 12, 2019

undefined

Author: Jake Rattner (jrattner@quandarycg.com)
Date Submitted: 12/10/2018

4980 Harlan Street
Denver, Colorado 80212
T: (720) 739-1406
E: info@quandarycg.com

Gold Partner

Gold Partner

Workato Gold

Workato Gold

SOLUTIONS

Quandary Build
Quandary Connect
Tech Consulting

products

peakSUITE
Quickbase Solutions
Workato Solutions

Resources

Knowledge Base
Blog
Case Studies
FAQ

Company

About Us
Contact
Our Approach
Privacy Policy

Copyright ©2021 - Quandary Consulting Group