This section details using the Quickbase Pipelines Agent to connect to various Pipelines channels. Connecting to JIRA To connect your Jira channel to the On-Premises Agent, click the Proxy connection via On-Premises Agent check box: For details about …

Use this section of the help to get started implementing and using On-Premises Connectivity. Note: This feature is available for users on one of our new Enterprise plans, either usage or user-based. Watch the following video for an …

Upload multiple files to Quickbase forms on desktop or mobile with the File Manager plugin. The simple drag-and-drop interface makes bulk processing seamless and creates efficiencies in your file management workflow. You can also preview uploaded images and …

display via the information ( ) icon next to the field.

Array of items of type: Reference to Field, ReportFormula One of: Default RolePermissions False     Name True   Any string Description False "" Any string ShowDescription False False true or false Filters False   See nested properties     Criteria False Default Any string Kanban …

This article explains how environments and configurations work in the Solution Lifecycle Manager (SLM) app, and how you can customize them to create your own workflows. Overview Solutions environments and solution configurations are core concepts for customizing your SLM app …

When you create a field , you also set what type of field it is. Quickbase offers many types of fields—each designed for a specific purpose. You should use the most specific field type possible when defining your fields. This …

To see your Quickbase apps and pipelines represented textually, you first need to add them to a solution .  After they are added to a solution, you can use the Solution API call. The call works with solution IDs, not app …

You've learned how to create a simple conditional dropdown...but what if you wanted to take it one step further? What if you wanted to develop the form below? The good news is that, if you know how to …

You can add custom content to your email notifications . Specifically, you can: Style your message Create notifications for both single-record and multiple-record changes Insert field references and markers When creating or editing your notification , you can specify custom …

Form rules control how your form behaves based on custom scenarios you create. For example: To display required parent or guardian information fields on a patient information form when the patient birthdate is less than 18 years in the past …

The bulk trigger and query steps in Pipelines initiate workflows based on a collection of records. When these steps run, they output an array of data. To process each record in the output of these steps, you can either: Use …

With linking, you can establish bi-directional syncing between services without the need to keep IDs or other reference keys in order to match and locate the proper records. Linking provides the ability to keep data in sync as needed …

Use the activity log to help you see what is happening in your pipelines and to start troubleshooting. Open activity logs The different ways to view activity logs include: All pipelines—From the My pipelines page, select Activity log .  Specific …

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 …

This article contains information about a QBL (Quickbase language) object. QBL objects are the supported Quickbase schema elements you see textually represented in the YAML file generated by Quickbase when you export a solution . Each object has associated properties. Supported …

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 Click Change Type to change the field type. Some field types (List …

role