Quickbase Expert Builder
A complete Guide to Navigate and Use Quickbase
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Prepared by,Advanced use of Formulas
Formula:In Quickbase, a formula is an expression used to calculate values, manipulate data, or automate processes within fields. Formulas can reference other fields, use mathematical operations, apply logic, and format text or dates.
Formula functions: Quickbase Formula Functions
Formula function reference:https://login.quickbase.com/nav/app/9kaw8phg/table/6ewwzuuj/action/q?qid=12
Formula Field types:
In Quickbase, Formula Fields are used to compute values dynamically based on other fields. The type of formula field determines the kind of data it returns. Here are the main Formula Field Types and their use cases.
1. Formula – Text
Returns text values.
Used for string manipulation, concatenation, and conditional text output.
Example:
[First Name] & " " & [Last Name]
Output: "John Doe"
2. Formula – Numeric
Returns numbers (integers or decimals).
Used for calculations, percentages, and rounding operations.
Example:
[Price] * 1.15 // Adds 15% tax
Output: 115 (if Price is 100)
3. Formula – Date
Return dates.
Used for date calculations and comparisons.
Example:
Today() + Days(7) // 7 days from today
Output: "2025-03-20" (if today is "2025-03-13")
4. Formula – Date/Time
Returns date and time values.
Used for timestamps, tracking changes, and time calculations.
Example:
Now() + Hours(5)
Output: "2025-03-13 18:45:00" (if current time is "2025-03-13 13:45:00")
5. Formula – Duration
Returns a time duration in seconds.
Used to calculate time differences.
Example:
ToDays([End Time] - [Start Time]) & " days"
Output: "3 days" (if the duration is 259200 seconds)
6. Formula – Checkbox
Returns true or false (boolean values).
Used for logic-based conditions.
Example:
[Amount] > 1000
Output: true (if Amount is 1500)
7. Formula – Email
Returns email addresses.
Can be used for automated email generation.
Example:
Lower([First Name] & "." & [Last Name] & "@company.com")
Output: "john.doe@company.com"
8. Formula – Phone Number
Returns phone numbers formatted correctly.
Example:
"(" & Left([Raw Phone], 3) & ") " & Mid([Raw Phone], 4, 3) & "-" & Right([Raw Phone], 4)
Output: "(123) 456-7890" (if Raw Phone is 1234567890)
9. Formula – URL
Returns URLs (hyperlinks).
Used for generating links dynamically.
Example:
"https://www.google.com/search?q=" & URLEncode([Product Name])
Output: https://www.google.com/search?q=Quickbase
10. Formula – Rich Text
Returns formatted text with HTML support.
Used for color coding, styling, and embedding images/icons.
Example:
"<b style='color:red;'>" & [Status] & "</b>"
Output: <b style='color:red;'>Delayed</b> (displays "Delayed" in red)
11. Formula – User
Returns a user reference (Quickbase user).
Used for assigning tasks or tracking who modified a record.
Example:
User()
Output: "john.doe@company.com" (current user)
12. Formula – Record ID#
Returns the Record ID# of the record.
Example:
Record ID#
Output: 105 (if the record's ID is 105)
13. Formula - Time of Day
Returns a time value (hours and minutes).
Used for scheduling and time-based calculations.
API Boot Camp
What is an API?
An API (Application Programming Interface) is a set of rules and tools that allow different software applications to communicate with each other. It enables systems to exchange data and functionality in a structured way.
How Does an API Work?
Request – A program (client) sends a request to another system (server) through the API.
Processing – The server processes the request and retrieves the necessary data or performs an action.
Response – The server sends back a response, usually in JSON or XML format.
Example: A weather app uses an API to fetch real-time weather data from a weather service.
API Overview Link:URL
API Pagination with Callable Pipelines
API Pagination with Callable Pipelines in Quickbase
API Pagination is a method used when retrieving large datasets from an API in multiple smaller batches (pages). In Quickbase Pipelines, a Callable Pipeline can be used to handle paginated API requests efficiently.
Why Use Pagination in Quickbase API?
Quickbase’s API returns a limited number of records per request (default: 100, max: 1,000). If you need to fetch thousands of records, you must make multiple API calls using pagination.
Pipelines:Replicating and Archiving Your Workflows with YAML
YAML (Yet Another Markup Language) is a lightweight data format used in Quickbase Pipelines to define, replicate, and archive workflows. It allows you to export and import pipeline configurations as code, making it easier to:
Backup workflows (archiving)
Copy pipelines between environments (replicating)
Edit and update pipelines programmatically
Why Use YAML for Quickbase Pipelines?
Portability: Move workflows between Quickbase apps or accounts.
Version Control: Save and track changes to pipeline configurations.
Automation: Programmatically modify and deploy pipelines.
Collaboration: Share YAML files with team members for review or reuse.
Managing your App
Delete this app and all its data.Manage App Properties
In App properties we can see Application name ,Description and Manager name.
We can change Date and Time options.
We can Change Timezone settings.
We can select security options
Show App Info
In Quickbase, the "Show App Info" option allows users to view key details about an application, including its name, description, owner, and other metadata. This feature is typically available to app administrators and helps in managing and understanding the app’s properties.
What Information is Displayed in "Show App Info"?
App Name & Description
Displays the name of the application.
Shows a brief description of its purpose.
App Owner & Administrators
Identifies the app owner (creator or primary administrator).
Lists other administrators who have full access.
Creation & Modification Details
Shows the app’s creation date.
Displays the last modified date.
App ID & Database Information
Each Quickbase app has a unique App ID, useful for API integrations.
Provides database size, number of tables, and record usage.
Subscription & Plan Details
Displays the Quickbase plan associated with the app.
Shows limits on tables, records, and API calls (if applicable).
Recent Activity & Logs (if applicable)
Tracks recent changes made to the app.
Displays logs of modifications by users.
Manage App Structure
Search for a term in this app’s structure(not data).This includes field,Reports and form tables,field properties , form properties and the like.
Move a table from a different app into this table
Find and apply ways to improve app performance
Manage App Contents
List and delete file attachments for any table in this app.
Delete, activate/deactivate, or change owner for all notifications, subscriptions and reminders in this app
View and manage all reports created for this app.
Add a button to a form that allows the user to either copy a parent record with its child records, or import specific child records into a parent record
Delete all data from a table in this app.
Manage The App
Transfer the management and/or ownership of this app to another Quickbase user.
Make a copy of this app.
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