Follow this guide for steps on how to manage and delete reports in your Quickbase apps effortlessly. Learn more....
Need to hide information from certain users in your Quickbase application? Follow this step-by-step guide on how to set that up. ...
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....
Need to share data from one of your applications with another? Follow these steps to create cross-app relationships in Quickbase....
The Quickbase Exchange is a library of pre-built applications created by other users. Here's how you create an app from there....
Sometimes it may be necessary to create a copy of an application in Quickbase. Follow this guide to make it happen....
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 your time zone to match the Application users’ primary location reduces errors and improves UX in Quickbase. Learn more....
The Record Title appears in the header section of any given table and is used to identify the record you are viewing. Learn more....
Learn how to set up Quickbase application tokens. These tokens consist of an extra string of characters inserted in an API call. Learn more....
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 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 has readily available technology that can allow users to use their network login to gain access via Single Sign-On (SSO). Learn more....
Quickbase Visual App Builder offers users a new way to build applications and edit existing apps. Plus, it's more user-friendly. Learn more....
When you create a new app in Quickbase, you are the default application manager. To change an app’s application manager, follow these steps....
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 ...
An important feature of your app is its name, description and icon. Here's how to easily edit them in Quickbase. Learn more....
When setting up a new Quickbase application, draw out your ERD (Entity Relationship Diagram) and map out what tables and relationships you may need....
Quickbase officially announced Vista Equity Partners would become the majority owner of the company, overtaking Welsh, Carson, Anderson & Stowe (WCAS)....
Quickbase is going mobile, empowering you to build custom business applications from the palm of your hand. Low-code from any mobile device....
Quickbase continues to get recognition as the leading low code software development platform. Discover why it outdoes the competition. Learn more....
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 has been working diligently on enhancing the Docusign channel. Enhancements include enabling developers to attach to a demo account and more....
New Quickbase RESTful API features this month: users can now retrieve a list of all trigger-based events, including Webhooks, Notifications, and more. ...
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 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....
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...
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone. Learn more....
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 2019 will gather clients, service providers, and technology enthusiasts for several days of packed learning and networking. Learn more....
In late March 2019, Quickbase released a new Visual Builder that has the community buzzing. The builder includes lots of new features. Learn more....
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....
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....
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....
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....
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....
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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 ...
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...
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...
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....
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...
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...
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....
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, ...
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 ...
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...
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...
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...
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...
‘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...
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....
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....
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone....
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...
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...
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...
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 ...
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 allows you to expand Quickbase beyond its native features, opening up a range of options. Learn more....
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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 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....
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
! 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...
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...
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...
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 ...
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...
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...
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...
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...
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....
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...
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...
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 ...
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...
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 ...
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 ...
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...
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...
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