- Importing Data into Quickbase
Quickbase's import feature allows for mass creation and updating of fields and records. Save time and get your application loaded for your users....
- Workato in the News!
Workato, trusted by top brands worldwide, is an industry leader in system integrations. See some of the most exciting news releases to keep you informed!...
- Table-to-Table Import | INTERMEDIATE
Quickbase 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....
- Quickbase Sync | INTERMEDIATE
Quickbase Sync provides a way to import data from a cloud service directly into a Quickbase table. Sync to services, CSV files, and email with this guide. ...
- Changing A Table Key And When To Use It | INTERMEDIATE
Each record you create in Quickbase generates a unique numerical identifier: a table key or Record ID#. Learn how to modify it with this simple guide....
- What are Automations | BEGINNER
An automation can include multiple actions that occur in a specific order when triggered. Learn when and how you might use automations efficiently in Quickbase....
- Using QB Automations to Send Out Notifications | BEGINNER
Combine automations and notifications to circumvent the limitations of solely using notifications in Quickbase. Use these tools to streamline your workflow. ...
- Setting up Reminders | BEGINNER
Reminders allow you to send an email a specific number of days before or after a record date. Keep your projects on track in Quickbase. Learn how. ...
- Setting up a Subscription | BEGINNER
Subscriptions allow you to send a report to yourself or others on a scheduled basis. Learn how to set up in this simple 4 step Quickbase guide....
- Denying User Access | BEGINNER
A key role of an Admin includes denying users access when they are no longer needed. Follow this 4 step guide to keep your team current in Quickbase....
- When to Use Grid Edit | BEGINNER
To maximize efficiency, learn to add, edit, or delete multiple records at once using Grid Edit in Quickbase. Manage your business's data with this brief guide....
- Radio Buttons (Hiding the None of the Above) | INTERMEDIATE
Radio buttons and drop-down menus are important controls in quality forms, surveys, and checklists. Learn how to alter radio button properties in Quickbase. ...
- Load on Scroll Feature for Forms | INTERMEDIATE
The "Load on Scroll" feature in Quickbase allows users to determine how embedded reports load when viewed. Learn to use this feature with this dynamic guide. ...
- Creating Form Rules | BEGINNER
Create user-friendly forms using dynamic form rules in Quickbase. Learn how to modify fields, sections, and tabs of forms given specific conditions....
- API ImportFromCSV | ADVANCED
API_ImportFromCSV is a powerful developer tool in Quickbase. Mass import or send multiple records to add or update via a CSV file structure. Learn how....
- API_PurgeRecords | ADVANCED
API_PurgeRecords gives users the ability to batch delete records from Quickbase. This guide teaches how to purge records in mass and alternatives to deletion....
- API_CopyMasterDetail | ADVANCED
Projects and leads have multiple components to track. Use API_CopyMasterDetail to copy records while keeping its relations intact. Learn how in Quickbase....
- 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 Quickbase. Learn how. ...
- How to Archive Records Using Role Permissions | INTERMEDIATE
Rather than delete records forever, archive them to ensure you can access them in the future. Use role permissions to archive records in Quickbase. ...
- Displaying Information for Certain Roles | BEGINNER
An admin can determine what information users can access depending on their role. Learn to modify Field-Level Permissions in Quickbase with this quick guide....
- Conditional Filters for Record Permissions Using Roles | INTERMEDIATE
Conditional criteria grant users access to pertinent information based on their role. Optimize workflow with custom permissions. Learn how in Quickbase. ...
- Adding a new User Role | BEGINNER
Roles allow us to differentiate users performing specific jobs within an application. Use this simple guide to assign these essential roles in Quickbase....
- Creating a Reporting Warehouse to Hold and Organize your Excess Reports
A Reporting Warehouse consolidates reports into a customizable table for any team member. Learn to keep essential reports accessible in Quickbase....
- Using docparser and Workato to Create Records in Quick Base | INTERMEDIATE
Combine Docparser, a data capture software, and Workato to create records in Quickbase from a pdf. Learn how this systematic process can reduce your workload....
- Integrating Power BI with Quickbase
Power BI integration with Quickbase allows users to stream data at scheduled times or interact with embedded reports and visualizations. Learn how....
- Implementing Custom Imports
Use data outside of Quickbase with ease. Combine Quickbase DB Pages with custom code to increase workflow efficiency. Learn why custom imports are so effective....
- Google Maps for Data Visualization
Using the Google Maps API in a Code Page removes limitations associated with Quickbase's native Map Report option. Learn how to customize your maps efficiently....
- Formulas + Webhooks = Dynamic Record Creation
Combine Quickbase formulas within a pseudo-CSV file to generate child records out of a set of data with unknown elements. Learn to apply this dynamic process....
- Logger by Workato | BEGINNER
The Logger by Workato action allows users to record the output of other actions in a recipe. Highlight inefficiencies and optimize your recipes. Learn how....
- Creating Your First Workato Recipe | INTERMEDIATE
Every Workato recipe consists of a trigger and an action. Make your system actionable by learning how to create a Workato recipe step-by-step. ...
- Creating a New App Connection in Workato | BEGINNER
Connect Workato to other applications to allow data to flow across databases with ease and efficiency. Set up a new connection using this simple guide. ...
- Workato and Sending HTTP Requests | ADVANCED
Workato has a HTTP connector feature that allows for added functionality for an API system that accepts HTTP requests. Learn how to integrate your API. ...
- Workato and Custom Connectors | ADVANCED
Workato comes pre-loaded with hundreds of pre-built connectors. Learn how to integrate Workato with hundreds of leading systems available today. ...
- How and When to use Snapshot Fields in Quickbase | BEGINNER
A snapshot field takes the value of a lookup field and captures that value on the child record at the time it's created. Learn how to set this up in Quickbase....
- Commenting Formulas in Quickbase | BEGINNER
Reduce cluttered formula statements, steps, and calculations by adding comments to formulas. Learn to create your personal guide for the future in Quickbase....
- Using Automations to Log Approval Time and User in Quickbase
Automations are a powerful tool for workflow. Capture your project’s creation, review, and approval processes with this tool. Learn how in Quickbase....
- Adding Fields to Forms in Quickbase | BASICS
You can use Background Forms to input data into Quickbase. Whenever a user is adding, viewing, or editing a record, they are doing so from a form....
- Using Workato to Send an Email Through Outlook | BEGINNER
Sending an email via Workato is a powerful tool for workflow efficiency. Use Workato to send your next email through built-in connectors using this guide. ...
- Syncing your Survey Monkey Data | BEGINNER
SurveyMonkey is a leading tool for collecting survey information. Combine your survey data with Workato and enhance your efficiency. Learn how with this guide....
- Adding Conditional Actions to Your Workato Recipe | INTERMEDIATE
The "if-else" statement allows us to specify what action must occur "if" a certain condition is met. Learn how to extend your Workato recipe. ...
- What Are Dashboards | BEGINNER
Dashboards make data readily available at log-in and can enhance your workflow. Learn the specifics of a dashboard and see a list of what you should include....
- Using Rich Text to make your Dashboard Pop | BEGINNER
Utilize Rich Text elements to show people what makes your business unique. Learn how to customize your company's style with this quick guide....
- Updating the Default Table Home Page and Default Report Columns | BEGINNER
Quickbase displays a 'Default' table home page and report columns. Learn how to customize these defaults with this step-by-step guide....
- Organizing & Assigning Groups To Reports | BEGINNER
If you have many reports spread across different tables, organize reports across different tables of your app to create a more intuitive workflow in Quickbase. ...
- Linking Dashboards Together | BEGINNER
Ensure your Dashboards demonstrate your goals and objectives. Set up multiple dashboards to keep your team focused and productive. Learn how....
- Kanban Reports | BEGINNER
Manage large teams or work across multiple workflows using Kanban Reports. Instantly view, share, and update tasks to keep your teams productive. Find out how....
- How and When to Use Calculated Columns in Reports | BEGINNER
Add a calculated column to any Quickbase report when the column is limited to a single report. Reduce the workflow clutter using these easy-to-follow steps. ...
- 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 external webpage within your Quickbase Application. Learn more....
- Creating a new Dashboard | BEGINNER
As you refine/expand your app, you’ll want to maintain functionality by creating and managing new Quickbase Dashboards. Learn how in this simple guide....
- Create Audit/Change Logs with Automations | INTERMEDIATE
Learn to create your own customizable audit/change log. Track changes in your records using Quickbase Automations in this step-by-step guide....
- Color-Coding Rows in Reports | BEGINNER
Color-code your report rows to ensure important information stands out to others. Learn how to use Quckbase to draw attention to critical details in this guide....
- Adding Reports to Dashboards | BEGINNER
A valuable element on a dashboard is a report. By creating reports, admins increase work efficiency by providing access to vital information. Learn how....
- Using If-statements in formulas | INTERMEDIATE
If-statements within a Quickbase formula field evaluate whether a condition is true. Learn how to automate your workflow when certain conditions are met....
- Using Application Variables (Global Params) | ADVANCED
Application Variables are availible anywhere in your application. Share this data across records at any time using this easy guide. ...
- Updating the Fields Displayed in a Record Picker | INTERMEDIATE
To customize the information displayed in the record picker with information such as an employee's name and title. Follow this step-by-step guide....
- Summary and Lookup Fields | BEGINNER
Table-to-Table Relationships allow for Summary and Lookup Fields. Relate tasks to projects for a more user-friendly experience with this easy guide....
- Putting JavaScript into Formula-URL | ADVANCED
Insert JavaScript into a formula-URL field to run specific actions in Quickbase. Use JavaScript to increase your workflow with this step-by-step guide....
- Non-Searchable and Non-Reportable Fields | BEGINNER
To help users find fields/build reports in Quickbase, mark fields that are irrelevant to reporting and searches as non-reportable and non-searchable. Learn how....
- Changing Your App’s Time Zone in Quickbase | BEGINNER
Setting your time zone to match the Application users’ primary location reduces errors and improves UX in Quickbase. Learn more....
- Customizing Your Application Branding in Quickbase | BEGINNER
Branding options allow you to quickly update both the logo and color scheme of your app. Here's how to set it up in Quickbase....
- 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. Learn more....
- Using Report Formulas as a Filter in a Report in Quickbase
You can add calculated columns (Report Formulas) to any Quickbase report. The report formula is similar to a formula field. Learn how to set it up in Quickbase....
- Set Up Personalized Dashboards Using User-Filtered Reports
Background dashboards allow users to view data from multiple reports and from multiple tables at the same time. Learn how to set this up in Quickbase....
- Setting Up Report and Chart Types in Quickbase | BASICS
Reports and charts are effective tools to display and view your data in Quickbase and provide valuable insights need to improve processes. Learn more....
- Setting up Pie Reports in Quickbase | 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...
- Using Combined Text Summary Field in Quickbase | INTERMEDIATE
Table-to-Table connections in Quickbase allow you to link two tables together. Discover how to get the most out of this fuction....
- Setting Up New List Pickers in Quickbase | BASICS
Quickbase List Picker (for reference fields) on forms modernizes drop-downs with built-in type-ahead search features. Learn More....
- Log Edits Made to Text Fields in Quickbase | BEGINNER
If Quickbase users want to understand how the record progressed to its current state, changes have to be logged. Here's how you do it....
- File Download Button in Quickbase | 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....
- Custom Data Rules in Quickbase | BEGINNER
Custom Data Rules Quickbase allows app builders to create logic that can be applied anytime a user adds or updates data in a Quickbase table....
- Setting Up User Tokens in Quickbase | INTERMEDIATE
What are Quickbase User Tokens? User Tokens are a form of authentication that grant API access to a specific user. Learn how to set them up here....
- Setting up a New Relationship in Quickbase | BEGINNER
A table-to-table relationship in Quickbase is an association, or link, between two tables. These relationships save you time. Learn how to set them up....
- Organizing the Table Bar in Quickbase | BEGINNER
The Quickbase table bar represents a list of the tables/modules that have been set up in structuring your Quick Base application. Learn how to set it up....
- Navigating the My Apps Page in Quickbase | BASICS
Learning to navigate the My Apps Page is an important beginning step in familiarizing yourself with the Quickbase environment. Learn more....
- Many-to-Many Relationships in Quickbase | INTERMEDIATE
A Many-to-Many Relationship is a relational structure comprised of two separate one-to-many relationships connected by a **Join Table**. Learn more....
- Quickbase Release Notes April 2020
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone. Learn more....
- 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 in Quickbase | BEGINNER
Quickbase Visual App Builder offers users a new way to build applications and edit existing apps. Plus, it's more user-friendly. Learn more....
- How to Change the Application Manager | BASICS
When you create a new app in Quickbase, you are the default application manager. To change an app’s application manager, follow these steps....
- Creating a Summary Report in Quickbase | BEGINNER
Summary Report in Quickbase helps users quickly organize large quantities of data, making it easier to analyze. Learn how to set these up in Quickbase....
- Setting up a Notification in Quickbase | BEGINNER
A notification is an email triggered when one of the records in your table is modified, added or deleted. Learn types and how to set these up in Quickbase....
- Changing App Name, Description and Icon in Quickbase | BASICS
An important feature of your app is its name, description and icon. Here's how to easily edit them in Quickbase. Learn more....
- 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...
- Managing and Deleting Reports in an App in Quickbase
Follow this guide for steps on how to manage and delete reports in your Quickbase apps effortlessly. Learn more....
- Hiding Tables from the Table Bar in Quickbase | BEGINNER
Need to hide information from certain users in your Quickbase application? Follow this step-by-step guide on how to set that up. ...
- Creating Cross-App Relationships in Quickbase | INTERMEDIATE
Need to share data from one of your applications with another? Follow these steps to create cross-app relationships in Quickbase....
- Creating an App from the Quickbase Exchange | BEGINNER
The Quickbase Exchange is a library of pre-built applications created by other users. Here's how you create an app from there....
- Copying an Application in Quickbase | INTERMEDIATE
Sometimes it may be necessary to create a copy of an application in Quickbase. Follow this guide to make it happen....
- How to Create a Code Page in Quickbase | ADVANCED
Code Pages are robust Quickbase tools. While advanced, knowing how to set up one can help you get more out of the app. Learn more....
- Setting Up Application Tokens in Quickbase | INTERMEDIATE
Learn how to set up Quickbase application tokens. These tokens consist of an extra string of characters inserted in an API call. Learn more....
- Putting Custom HTML as a Form Element Quickbase | INTERMEDIATE
Need to customize a form that goes beyond the native options presented in Quickbase? Here's how to use custom HTML as a form element....
- Conditional Drop Downs in Quickbase | 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....
- Single Sign-On in Quickbase | INTERMEDIATE
Quickbase has readily available technology that can allow users to use their network login to gain access via Single Sign-On (SSO). Learn more....
- Creating External Stakeholder Forms, Reports and Dashboards | INTERMEDIATE
Quickbase applications store information that is relevant to external stakeholders. Giving your clients access can improve collaboration. Learn how....
- 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 ...
- Application Diagram in Quickbase | BEGINNER
When setting up a new Quickbase application, draw out your ERD (Entity Relationship Diagram) and map out what tables and relationships you may need....
- Vista Equity Partners Is the New Owner of Quick Base
Quickbase officially announced Vista Equity Partners would become the majority owner of the company, overtaking Welsh, Carson, Anderson & Stowe (WCAS)....
- The Updated Quickbase Mobile Application
Quickbase is going mobile, empowering you to build custom business applications from the palm of your hand. Low-code from any mobile device....
- Quickbase Wins Award & Receives Outstanding Security Rating
Quickbase continues to get recognition as the leading low code software development platform. Discover why it outdoes the competition. Learn more....
- Quickbase Release Notes: Pipelines
Quickbase officially launched the Pipelines feature. This now allows Quickbase to be connect to other third-party systems and add/modify records. Learn more....
- Quickbase Release Notes - September 2020
Quickbase has been working diligently on enhancing the Docusign channel. Enhancements include enabling developers to attach to a demo account and more....
- Quickbase Release Notes - November 2020
New Quickbase RESTful API features this month: users can now retrieve a list of all trigger-based events, including Webhooks, Notifications, and more. ...
- Quickbase Release Notes - July 2020
Quickbase announced enhancements to the API Guide for the REST API functionality. The interface has been altered slightly to improve its layout. Learn more....
- Quickbase Release Notes: August 2020
Quickbase continues to provide users with the abilit to get, add, and modify relationships as well as the capability to upload and download files. Learn more....
- 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 Empower Conference Is Coming June 2019
Quickbase Empower 2019 will gather clients, service providers, and technology enthusiasts for several days of packed learning and networking. Learn more....
- 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 lots of new features. Learn more....
- How to Utilize API AddRecord in Quickbase (Guide) | 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....
- Creating User-Friendly Forms in Quickbase | BEGINNER
End-users interact most often with an app’s forms. It's important to build user-friendly forms to app success. Here's how to build user-friendly forms in QB....
- Using NESTED If-Statements in formulas | INTERMEDIATE
If you are already using if-statements, nesting if-statements within each other can make your formulas more powerful. Learn how to set these up in Quickbase....
- 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...
- 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...
- 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...
- 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....
- 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...
- 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...
- Quickbase Release Notes March 2020
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone....
- 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...
- 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...
- 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....
- 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...
- 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_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....
- 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...
- 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...
- 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...
- 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...
- 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 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....
- 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...
- 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...
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