Send file to Quickbase

You can now integrate with Quickbase to send your desired report type to your available file field types within your Quickbase Table, making it easier to share your data. This article will help you set up this Global Workflow action. 

How to set up your Quickbase integration

To set up your Quickbase integration, see setting up your Quickbase integration, which goes over the steps on how to get connected.

Set up your Send File to Quickbase global workflow action

After setting up your Quickbase integration, follow the next steps to set up your Send File to Quickbase global workflow action:

1. In the FastField Portal, go to Workflow > Global Workflow > Workflow.
   
   

2. Select + New Workflow and give it a name. 
   
   

3. Under When the following form is submitted, choose a specific form or select Any to apply this workflow action to all forms account-wide.

4. Under Perform these actions, choose Send File to Quickbase.
   
   

5. You may either choose an existing or new Quickbase integration. If you have already authorized through the integrations tab, those integrations will be shown here.
   
   

6. Enter your Quickbase App ID. There are two ways to find your App ID:
   
   

   • Pull from your URL: 

     • Log in to Quickbase and select the app that you need to find the ID for.

     • From the homepage, copy the characters in the URL after /db/
       
       

   • Through your settings menu: 

     • Open your Quickbase app and select the settings icon. 

     • Go to app management > Show Support Information. 
       

     • Corresponding App IDs will be shown in the dbid column.  
       

7. Select the available table names via the dropdown list based on the App ID you entered from the step above.
   

8. Select an available Field Name that you would like to store your report file in. This dropdown list will only show field types that allow for files to be uploaded.
   

9. Choose your desired Delivery Format and select Save.