Filter data tables by Quickbase records

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Managing large datasets can be overwhelming, but with FastField's integration with Quickbase, you can filter your data tables directly at the source. By using a Quickbase report as your data table source, you can ensure that only relevant records appear in your forms, eliminating the need for extra filtering within FastField.

Benefits of filtering your data table at the source

  • Minimize Data Sets for Better Performance: Only relevant records are displayed within FastField, making forms load faster and easier to navigate.

  • Ensure Accuracy: Reduces the chances of users selecting outdated or irrelevant entries.

  • Eliminate Redundant Filtering in Forms: No need to manually filter the data table within the form itself—everything is already pre-filtered at the source.

  • Improved User Experience: Users see only what's necessary, preventing clutter and confusion.

Steps for filtering your data table using Quickbase records

Create and save a filtered Quickbase report

  1. In Quickbase, navigate to your desired table.
    Quickbase table selection screen

  2. Create a new report and apply the necessary filters to narrow down the dataset (e.g., only active projects).
    Creating a filtered report in Quickbase

  3. Ensure the Key Field (usually Record ID#) is included in the report. You can configure this in the report settings.

  4. Save the report.
    Saving the filtered Quickbase report

Connect your Quickbase report in FastField

  1. Open FastField and navigate to Integrations to create a Quickbase integration if you haven't done so. Learn how to connect FastField to Quickbase.

  2. After creating a Quickbase Integration, navigate to List then to Data Tables.
  3. Click on + New Table and select Connect to a Quickbase Table and choose the table where your report is located.

  4. Then, select your Quickbase Integration, choose your application, and choose your table.

  5. Toggle on Use Report as the Source and select the saved report you created earlier.
    Use Report as the Source toggle in the FastField data table setup

Select the Lookup Key

  1. Choose the Lookup Key, ensuring it matches the Key Field from your Quickbase report (Record ID# or another unique identifier).
    Selecting the Lookup Key for the data table

  2. Give your Table a name and then save. Your Quickbase filtered data table has now been created.
    Naming and saving the Quickbase filtered data table

Example use case

Suppose you manage a list of projects and only need to display active projects in your forms. Instead of manually filtering within FastField, you can set up a Quickbase report that includes only active projects. When you connect this report to your FastField data table, users will only see currently active projects—streamlining the selection process and avoiding unnecessary data.