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...
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 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...
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...
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...
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...
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...
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...
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 – 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...
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...
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 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...
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....
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 ...
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 ...
In 2020, Quickbase purchased a product called CloudPipes and released a built-in tool called Pipelines. It’s a great way to integrate multiple systems and automate different actions in sequence once c...
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...
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...
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 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 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...
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...
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....
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 allows you to expand Quickbase beyond its native features, opening up a range of options otherwise unavailable. How is this different than adding JavaS...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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 ...
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 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...
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 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...
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...
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...
! 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...
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...
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...
Quick Base buttons are great to manipulate your own data, but have you ever thought to use buttons to download a file attachment!? Like me, you might had thought to yourself, why go through the proces...
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 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....
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...
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 ...
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...
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...
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...
‘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...
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 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...
Similar to IF-Statements a CASE statement evaluates a test condition (x) and returns a specific value if the condition is met. CASE is especially useful in scenarios where you want to test multiple c...
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...
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...
! 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...
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...
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...
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...
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 ...
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 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...
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...
Background Quick Base allows users to create Table-to-Table Imports to move data from one table to another. A Table-to-Table Import is an automation, so once it is set up, there is no action required...
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...
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...
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...
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...
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 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...
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 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...
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 ...
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 ...
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 is the API equivalent to doing a search in a Quick Base table for a subset of data. At it’s most fundamental level, DoQuery means passing Quick Base a query ID (qid) or a custom query, whi...
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....
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...
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...
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...
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...
Formula-URL fields are a great way to create custom links, helping users navigate to forms and pages within and outside of Quickbase. Here are a few examples: ✓ Create urls to your company profile pa...
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...
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...
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...
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...
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....
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...
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...
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 ...
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...
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...
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...
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...
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 ...
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...
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...
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, ...
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...
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...
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 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...
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 ...
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 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...
The API_AddRecord call is one of the most basic API calls in Quick Base – and empowers a user to create a single record based on pre-defined conditions. Common use cases for using the API_AddRecord mi...
Earlier this year Quickbase introduced Pipelines and announced additional integration channels that would be rolled out slowly to everyone....
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 Dropdowns are a feature of table-table relationships in Quick Base, where you can effectively filter the results you see in a Related field (referencing your parent table), and make the op...
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...
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 ...
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