Documentation Index

Fetch the complete documentation index at: https://help.quickbase.com/llms.txt

Use this file to discover all available pages before exploring further.

Results (1257)
Change your email address
v1
English
Users can change the email address associated with their Quickbase account from their profile. Account admins, realm admins, and app managers cannot update this information on a user’s behalf. To change your email address: Select the user dropdown on …
OneDrive channel
v1
English
Go to the Channels page to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels. Microsoft OneDrive is a file hosting service and synchronization service operated by Microsoft as part …
Pipelines: QBL v0.12
v1
English
Required Default Allowed Values ExternalSetID True Any string Name True Any string SetType False Table One of: Table, Query
Field properties: QBL v0.14
v1
English
DefaultSortOrder False Ascending One of: Ascending, Descending SeparatorStart False 4 One of: 3, 4 OverrideSubFieldAccess False False true or false NumberFormat False See nested properties     SeparatorStyle False CommaGroupingPeriodDecimal One of: CommaGroupingPeriodDecimal, PeriodGroupingCommaDecimal     SeparatorPlaces False 3 One of: none, 2, 3 …
User field properties
v1
English
Select Initialize field for existing records to update all the existing records with a snapshot of the current value when you set up a snapshot field for an application. Warning: If you select this option and this field contains …
Use FastField tasks
v1
English
This article explains how to assign tasks from the FastField Portal and mobile app. What are tasks? Tasks (previously called dispatches) are assignments you send to specific users or user groups. They are single-use forms that can include:  Instructions …
Quickbase January 2023 release notes
v1
English
Subscribe 01.22.23 New Sensitive data scanner Account admins on Enterprise plans can scan their Quickbase applications to help identify different types of sensitive data such as Name, Location, Email, Phone number, Social Security number, and more. Access the …
Index record changes for integrations
v1
English
This article explains how to index record changes for integrations and syncing data with the Get records modified since (modifiedSince) REST API. Learn more about the modifiedSince API App admins can turn on this indexing in the advanced table settings …
Understanding the Gantt plugin
v1
English
The Time Ranges table uses information from the projects table to track things like milestones, which the plugin displays on the calendar to show project progress.  The Baseline Dates table tracks time ranges used to compare historical project data with …
Make fields stand out
v1
English
You can make fields stand out by having them appear in bold . The fields appear in bold in table reports and in timeline reports. To have fields appear in bold You can set fields to appear in bold using either …
Reports
v1
English
Quickbase November 2023 Release Notes
v1
English
all fields used in form rules QBE018512 Forms Multi-select fields with choices sourced from another field cannot be used effectively in form rules conditions Multi-select fields list all choices when specifying a condition in form rules
Use Copy Records in Bulk Record Sets
v1
English
There may be situations when you need to transfer relatively big amounts of records (over 1000, or maybe as many as tens and hundreds of thousands) across your Quickbase apps and tables. This transfer must be guaranteed to be transactional …
Charts: QBL v0.12
v1
English
nested properties     StartAt False 0 Any integer     Goal False "" Any string Reference to: QB::Field::Reference, QB::Field::Lookup, QB::Field::Checkbox, QB::Field::Checkbox::Formula, QB::Field::Duration, QB::Field::Duration::Formula, QB::Field::Number, QB::Field::Numeric::Formula …
Set a default role
v1
English
When you edit roles in an app, you can set one role as the default role . The default role is the one that is initially selected when you: Share your app Import users into your app Add a new user …
Edit an email
v1
English
To edit an email: Navigate to the email: To edit a shared email, open the table that contains it. Select Settings > Emails . To edit a personal email, open the app that contains it. Select your profile on the global bar …
Quickbase August 2025 Release Notes
v1
English
to keep pipeline building and monitoring consistent, we've added the step type with its visual stamp in the activity log. Other Pipelines enhancements Here are some additional Pipelines enhancements—available by the end of August: Improved onboarding experience for …
Text multi-line field properties
v1
English
The properties for this field type are: Label Enter a name for this field. This name displays on data-entry forms and as column headings in reports. Type Select Change Type to change the field type. Some field types (List …
Quick Base January 2021 Release Notes
v1
English
Subscribe Features 1.10.2021 Introducing New Pipelines Channels We are excited to announce that you can now connect and integrate with these popular web apps: Twilio — With our Twilio integration you can easily build workflows to automatically handle text …
Quickbase September 2024 Release Notes
v1
English
external app records from new style reports now behave as expected.  QBE019680  Navigation  Under certain conditions, formula URL requests using ?a=nwr did not respect the capitalization of the input.  Formula URL requests using ?a=nwr now respect capitalization as …