http://m.getsatisfaction.com/companies/quickbase/topics?page=1 Topics in Quick Base 1970-01-01T00:00:00Z 14774 14587 0 0 0 507 http://m.getsatisfaction.com/topics/7916582 7916582 Quick Base Release Notes for August 2019 2019-08-19T13:20:20Z 2019-08-13T18:30:11Z Evan Martinez http://m.getsatisfaction.com/people/9412562 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11225783/902287_10100911409080709_1910579452_o_medium.jpg evan_martinez_7wn4stlgbnpyr We continue to deliver on our core themes of trust, simplicity, and power. This month’s release includes features for builders and admins along with enhancements across all areas of the product.<br /><br /> Full details on the release can be found in the release notes hosted in Quick Base Help:<br /><br /><a href="https://help.quickbase.com/release-notes/august-2019-release-notes.html" rel="nofollow" target="_blank" title="Link https//helpquickbasecom/release-notes/august-2019-release-noteshtml">https://help.quickbase.com/release-notes/august-2019-release-notes.html</a><br /><br />The August release of Quick Base, including the features and fixes listed in these release notes, will be&nbsp;available starting Sunday&nbsp;August 18, 2019&nbsp;once our release is complete.<br /><br /><u>Spotlight</u><u></u>:<br /><ul><li>User and app administration reporting enhancements</li></ul><u>Release Features</u><u><br /></u><ul><li>User role formula function</li><li>New field type: Formula-Multi-select text</li><li>Type-ahead record-picker enhancements</li><li>Working with cross-app relationships</li><li>Mobile app enhancements<br /></li><li>Performance analyzer includes notification and webhook information<br /></li><li>Upcoming changes to QuickBooks Online connections<br /></li></ul><u>Early Access</u><u></u><br /><ul><li>New Sandbox-To participate,&nbsp;<a href="https://qbearlyaccess.quickbase.com/db/bn5kqs4qh?a=nwr" rel="nofollow" target="_blank" title="Link https//qbearlyaccessquickbasecom/db/bn5kqs4qhanwr">sign up in the QB Early Access app</a>&nbsp;and select&nbsp;Platform Administration &amp; App Lifecycle Management&nbsp;under Early Access Categories.<br /></li><li>Barcode scanning in Quick Base mobile app</li><li><a href="https://qbearlyaccess.quickbase.com/db/bn5kqs4qh?a=nwr" rel="nofollow" target="_blank" title="Link https//qbearlyaccessquickbasecom/db/bn5kqs4qhanwr">Sign up for future early access opportunities</a></li></ul><u>Events<br /></u>Our Community Summit events are&nbsp;free, one-day events&nbsp;to collaborate with and learn from the smartest Quick Base minds in your community. Don't miss out on free training, an inside look at our product roadmap, product demos and networking!&nbsp;You'll also have the opportunity for one-on-one troubleshooting with one of our CARE team members.<br /><br /><a href="https://lp.quickbase.com/Chicago-Summit-Registration.html" rel="nofollow" target="_blank" title="Link https//lpquickbasecom/Chicago-Summit-Registrationhtml">Community Summit Chicago</a>&nbsp;9/25/19<br /><a rel="nofollow" target="_blank" title="Link: null">Community Summit Atlanta</a>&nbsp;1/14/19<br /><br />Also get a sneak peek of the upcoming changes for Community coming this summer right&nbsp;<a href="https://community.quickbase.com/quickbase/topics/upcoming-community-changes-we-are-getting-a-new-home-this-summer" rel="nofollow" target="_blank" title="Link: https://community.quickbase.com/quickbase/topics/upcoming-community-changes-we-are-getting-a-new-home-this-summer">here</a>.&nbsp;<br /><br />These highlighted features and more can be found in further detail in our August release notes. To keep up with upcoming releases and status updates for the Quick Base Platform you can always check our&nbsp;<a href="https://service.quickbase.com/#!/" rel="nofollow" target="_blank" title="Link https//servicequickbasecom//">Status</a>&nbsp;page. update 2 2 1 comment http://m.getsatisfaction.com/topics/7906128 7906128 Page to display charts and image for visual reference 2019-08-19T13:03:07Z 2019-07-12T16:51:17Z Adam Keever http://m.getsatisfaction.com/people/9004340 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11252969/FLIR0191_medium.jpg adam_keever I worked out a way to compile icons generated by formula fields into a rich visual including an image and the result looks like this:<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1797177/RackMultipart20190712-22505-12rpo4d-image_inline.png?1562949224" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1797177/RackMultipart20190712-22505-12rpo4d-image_inline.png?1562949224" /><br /><br />This does exactly what I needed; it shows a visual for a single record.<br /><br />Now what I would like to accomplish is to show a similar visualization but rather than show the icons pertaining to an individual record, I would like to show pie charts that I have created for each of the joints in order to show the overall scoring of all records. It should look something like this:<br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1797178/RackMultipart20190712-63456-19lgezc-image_inline.png?1562949996" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1797178/RackMultipart20190712-63456-19lgezc-image_inline.png?1562949996" /><br /><br />This would be a great resource for our employees to be able to take initiative and help generate ideas to reduce ergonomic risk on jobs.<br /><br />I imagine this being best tackled in a Page, but do not know how to go about starting. I have all of the pie charts created; the images in the above compilation are of the actual pie charts.<br /><br />Any feedback would be greatly appreciated. question active 5 2 1 comment http://m.getsatisfaction.com/topics/7917915 7917915 Making a button header look better 2019-08-19T12:43:51Z 2019-08-17T12:47:16Z Ivan Weiss http://m.getsatisfaction.com/people/5218632 https://www.gravatar.com/avatar/39d37d8d93d865ee82b0ac561f253dcc?d=identicon&s=55&r=PG ivan_weiss I have a complex project form and there are buttons all over.&nbsp; What I realized is navigation was really choppy so I am creating a Quick Action section at the top.&nbsp; However, as you can see from this screenshot, because it is in a section header the buttons are aligning which is great but they are stretching the button size and creating bay boxes.&nbsp; &nbsp; Plus, ideally, i would want them horizontally centered.<br /><br />I am going to have two rows of buttons, and I dont need them all lined up each other.&nbsp; But I do want the width of each button to match, ideally.<br /><br />Any ideas on how to fix this and/or just in general make this look better on a form?<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1802786/RackMultipart20190817-43633-pavszs-Button_Header_Suggestions_inline.JPG?1566046028" /> question active 1 3 1 comment http://m.getsatisfaction.com/topics/7918159 7918159 Summarize data from one table with requirements from another table 2019-08-19T12:39:08Z 2019-08-18T15:24:04Z Jay http://m.getsatisfaction.com/people/10183123 https://www.gravatar.com/avatar/8eb5bce9187fa8884f2d351e4f707ce5?d=identicon&s=55&r=PG vidhay_v Hello,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have two tables that are not linked.<br alt="" name="" rel="" target="" title="" type="" value="" />Sales<br alt="" name="" rel="" target="" title="" type="" value="" />Promo Line Items<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />The sales table has the sales data (sku, price, date, qty)<br alt="" name="" rel="" target="" title="" type="" value="" />The promo line items has details of the promos (sku, promo price, promo start date, promo end date)<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I am looking for a way to get the sum of qty sold with the filters sku, promo price, start date, end date applied)<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />For example, sku CAR would have 50 entries in the sales table between Jan 1st and Jan 31st with prices ranging from $100-$105.<br alt="" name="" rel="" target="" title="" type="" value="" />sku CAR is also there in the promo line items as CAR, $101.50, Jan 10th, Jan 12th.<br alt="" name="" rel="" target="" title="" type="" value="" />I would like to get a report from the sales table based on the fields in the promo line items.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Thank you<br alt="" name="" rel="" target="" title="" type="" value="" /> question active 1 2 1 comment http://m.getsatisfaction.com/topics/7918307 7918307 Create a list of distinct values with a formula or in a field 2019-08-19T10:59:59Z 2019-08-19T07:06:06Z Pete James http://m.getsatisfaction.com/people/9985593 https://www.gravatar.com/avatar/4344ca3dc1162111bf85a8acab48fbe8?d=identicon&s=55&r=PG pete_james_d2wiqybd5ap1i I have a list of items in an order table. Each item can have a customisation type. Many items can have the same customisation type. How can I generate a list of distinct types with a formula or inside a field? question active 1 2 1 comment http://m.getsatisfaction.com/topics/7916209 7916209 Exciting news: Integrations & Automations-Ask Me Anything with Jay Jamison, August 27th 2019-08-18T16:30:57Z 2019-08-12T17:51:47Z Evan Martinez http://m.getsatisfaction.com/people/9412562 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11225783/902287_10100911409080709_1910579452_o_medium.jpg evan_martinez_7wn4stlgbnpyr As many of you have seen in your inboxes, we announced today that we acquired Cloudpipes, a leading cloud-based integration and software platform. This is a huge step towards our vision of delivering an enterprise-grade integration platform inside of Quick Base. We are working on getting this combined platform to the market as soon as possible, and will keep you all updated.<br /><br /><a href="https://www.quickbase.com/blog/introducing-the-strategic-enterprise-platform-for-tomorrow" rel="nofollow" target="_blank">Read more</a> about this announcement, and sign up to stay in the know, from our CTPO Jay Jamison.<br /><br />Through all of your feedback on and hunger for power integrations and workflow automations we knew that this was the next step to giving our customers exactly what you all need to be successful and power your teams and your businesses.<br /><br />This community is a key stakeholder in the decisions we make on how to better our product every day. This is another step in that direction, and we want to give you all the chance to ask the questions that you have! <br /><br />We will be holding an AMA (Ask Me Anything) with Chief Product and Technology Officer Jay Jamison on Tuesday August 27 from 2-3 pm EST to answer any and all questions you may have about the acquisition and the future of the product.You can start submitting your questions here in this Community thread between now and the event. <br /><br />Then Jay will be in this community thread on our <b>new</b> Community home live to tackle them on Tuesday August 27! article 6 7 2 comment http://m.getsatisfaction.com/topics/7745653 7745653 Quick Base Automations go live with scheduling 2019-08-18T15:10:02Z 2018-06-05T13:01:36Z Evan Martinez http://m.getsatisfaction.com/people/9412562 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11225783/902287_10100911409080709_1910579452_o_medium.jpg evan_martinez_7wn4stlgbnpyr Quick Base Automations simplifies the creation of powerful apps with the ability to define business rules with clicks, not code. Create powerful business rules that perform one or more actions in response to changes in your app or on a schedule.&nbsp;<a href="https://www.quickbase.com/quickbase-blog/quick-base-automations" rel="nofollow" target="_blank" title="Link https//wwwquickbasecom/quickbase-blog/quick-base-automations">Learn more</a>&nbsp;in our blog post.<br /><br /> You can also learn more about putting Automations into use in your applications by&nbsp;consulting&nbsp;<a href="https://help.quickbase.com/user-assistance/1/about_automations.html" rel="nofollow" target="_blank" title="Link https//helpquickbasecom/user-assistance/1/about_automationshtml">our documentation</a>&nbsp;or viewing our&nbsp;<a href="https://university.quickbase.com/ii17-working-with-automations" rel="nofollow" target="_blank" title="Link https//universityquickbasecom/ii17-working-with-automations">training</a>. article 8 5 2 comment http://m.getsatisfaction.com/topics/7917989 7917989 How do I add validation to continue to a button? 2019-08-17T21:19:44Z 2019-08-17T19:39:04Z Brian Garavuso http://m.getsatisfaction.com/people/10182363 https://www.gravatar.com/avatar/efe1e80d001b83790a37a44869723637?d=identicon&s=55&r=PG brian_garavuso I have a button to performs copying data from one app to another.&nbsp; It works great.&nbsp; However, I want to add an "are you sure" before the button starts.&nbsp; Meaning when the button is pressed I would a box to pop up and validate that the the user wants the action to proceed.&nbsp; So basically Yes to continue no to cancel.<br alt="" name="" rel="" target="" title="" type="" value="" /> question active 2 3 1 comment http://m.getsatisfaction.com/topics/7917786 7917786 automation to push url button to update date for all records 2019-08-16T21:51:03Z 2019-08-16T21:09:38Z michael vo http://m.getsatisfaction.com/people/10181072 https://www.gravatar.com/avatar/ba24fae660a960ce081d7ae3c50f9446?d=identicon&s=55&r=PG michael_vo_g3bymf610udqc hi, looking to send out OPEN notification based on action item owner. of course this notification only sends out when action item is modified. for this, i've built a url button to update a date field to today's date. however, if i have 100 action items, i can't possible ask someone to click this daily. so now i would like to build an automation to click this button for each record. per mark, this should run slow enough for quickbase to treat it as a single record change and not a multiple record change.&nbsp;<br /><br />any ideas on how to build this automation?<br /><br />thanks in advance! question active 2 2 1 comment http://m.getsatisfaction.com/topics/7917705 7917705 Role for Builders with NO Sharing 2019-08-16T20:06:39Z 2019-08-16T15:30:18Z Matthew Calo http://m.getsatisfaction.com/people/10165340 https://www.gravatar.com/avatar/ea8d04ec367184c1760a9bfb543eb575?d=identicon&s=55&r=PG matthew_calo Hello,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I'm trying to create a role for users ("Builders") that will be similar to the "Administrator" role, but without the ability to share an app with new users.&nbsp;&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I tried cloning the Administrator role and un-checking "Manage users and share the app" and leaving "Edit app structure and permissions" checked. The result was the user could modify existing tables, but when creating a new table a full administrator had to grant the user/role access to the table before they do anything further with it.&nbsp; Curious that you can create a table and not have access to it.&nbsp; No good.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I'm attempting to use javascript to remove the share button from the DOM. Services workers are out since they cannot modify DOM.&nbsp; I can't figure out how to use the IOL approach since it relies on a calculated field, which is not an option for the Manage Users page.<br /><br />I tried to modify the IOL approach to get it to work via branding, but I have not been successful.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />How can I remove the share button and preserve all other admin functions for my Builders? Are there any tips and tricks I haven't yet discovered?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Thank you, question active 3 3 2 comment http://m.getsatisfaction.com/topics/7436658 7436658 what are looping relationships 2019-08-16T19:58:33Z 2014-03-13T09:45:03Z nic http://m.getsatisfaction.com/people/8810509 https://www.gravatar.com/avatar/27048b4b9aa0212c6633c939de37d56b?d=identicon&s=55&r=PG nic_4s8faf0i4mydy <p>Please help </p><p>what does this mean ?<br /></p><p>Error Details:<br />CopyMasterDetail does not allow looping relationships<br /></p><p>I have now almost deleted all my relationships but I still get this <br /></p> question complete 2 2 1 comment relationships, forms, permissions, access, table, form, error http://m.getsatisfaction.com/topics/7725871 7725871 Copy Master Detail - Table Not Showing in Options 2019-08-16T19:51:36Z 2018-04-24T19:57:41Z GH http://m.getsatisfaction.com/people/8900058 https://www.gravatar.com/avatar/f7e031d3a5b728b4b3eb796462085e40?d=identicon&s=55&r=PG granite_homes Any idea why the table I need wouldn't be in the dropdown choice for CopyMasterDetail option in Application settings?&nbsp; I am admin and have all options selected for privileges just doesn't show? question active 8 3 1 comment http://m.getsatisfaction.com/topics/7793705 7793705 Trying to create a button to upload a file outside of QuickBase 2019-08-16T19:03:43Z 2018-09-17T15:12:31Z Kyle Chase http://m.getsatisfaction.com/people/9321144 https://www.gravatar.com/avatar/3f937e816824faf5c0119354bb9a3cd0?d=identicon&s=55&r=PG kyle_chase <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />In this particular app we're storing all documents associated with a record in another location ( Sharepoint, Sharefile, Dropbox, whatever ), and&nbsp;I'm attempting to create a button on a form which will pop file upload to a URL outside of QuickBase.<br /><br />I know I need a formula-URL button, but I haven't yet found the right formula to use.<br /><br />Any help would be appreciated question active 4 4 1 comment http://m.getsatisfaction.com/topics/7917756 7917756 Syncing Multiple Tables Between Apps 2019-08-16T19:01:23Z 2019-08-16T19:01:23Z Andrew Ryder http://m.getsatisfaction.com/people/10127228 https://www.gravatar.com/avatar/d2153c97de04b986021a786e1a435a9b?d=identicon&s=55&r=PG andrew_ryder_627yzeyl6jltm Hi,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />For our organization's 'Contacts', we have a few items (tables) that I created: Contacts, Accounts and Locations that are in "Company"<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Relationships:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Many Locations belong to one Account<br alt="" name="" rel="" target="" title="" type="" value="" />Many Contacts belong to one Account<br alt="" name="" rel="" target="" title="" type="" value="" />Each Account has many Contacts<br alt="" name="" rel="" target="" title="" type="" value="" />Each Account has many Locations<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />With how we do proposals, projects and billings, these are our previous relationships from another system. Already setup and easy to do with QB.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have apps for specific departments, mainly Sales, Project Management and Billing. Each work differently on data, so when a sale is won, I pass that 'project' via a custom API call. However, how each group (App as of now) works on that project with relationship to contacts, accounts and locations is different, that's why I broke them out into different apps. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I tried adding a connected table to all 3 in Sales, but it seems to not maintain the relationships. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />My intent is to have the same data, from Company, across all three tables, including relationships, available in other apps. Re-establishing joins into the respective tables within each app (billing, project management, sales) will be up to managers within each department.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I've been digging through previous forum posts and searching for the best way to clone these three apps, maintaining their table-to-table relationships, even if it means lag between syncing.<br alt="" name="" rel="" target="" title="" type="" value="" /><br />Background:&nbsp;<br /><br alt="" name="" rel="" target="" title="" type="" value="" />Sales typically deals with n+1 contacts for bidding (I've seen 10). Sometimes there are multiple accounts and locations, but it's rare. I was asked to try and maintain this. Accounts we use to maintain specifics for dealing with said company, like if it's prevailing wage, non-taxable, etc.<br /><br />Project Management would usually deal with separate contacts than the folks bidding, but sometimes the same ones as sales was because it's a direct-to-client project. They are not as concerned with accounts. Sometimes, a single bid/project is spanned across multiple locations.<br /><br />Billing is usually a specific person that has a relationship to the Account (ie: accounts payable).&nbsp;<br /><br /><br alt="" name="" rel="" target="" title="" type="" value="" />What's the best approach on doing this? I figure it's work asking since many folks here have worked with some really complex relationships. Thanks!<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> question 0 1 1 create http://m.getsatisfaction.com/topics/7917713 7917713 I am unable to figure out how to enter data on one form that saves to 4 tables. 2019-08-16T17:36:15Z 2019-08-16T16:13:46Z Michael Fullington http://m.getsatisfaction.com/people/10180759 https://www.gravatar.com/avatar/6c24ff2524a1137cf861515033a7cc05?d=identicon&s=55&r=PG michael_fullington I am unable to figure out how to enter data on one form that saves to 4 tables. This is necessary since all of the information is unique, except of course, the keys between the tables. question active 2 3 1 comment