Quick Base Add-ons and Application Tokens

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

Any web page or outside program that accesses Quick Base through the Quick Base HTTP API should use application tokens. This includes some Quick Base add-ons, like the Forms wizard (which lets you add a form to any web page and have it populate your Quick Base) and other automated wizards that are available in the Quick Base KnowledgeBase.

A token is an extra string of characters a programmer must insert in an API call. That string must match application tokens assigned to the application that the API call targets. Add-ons come with a token code.

To make the add-on work, do one of the following:

Note: Though exact forms use the Quick Base API, this feature does not require application tokens. In fact, to use exact forms, you must leave tokens disabled, or, if you require tokens for the application, disable them.

The following table lists add-ons and their tokens:

Feature

Token

Forms Wizard

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Copy a Master record along with its detail records wizard

Note: Quick Base has a Copy Master and Detail Records feature.  If your application is not already using the wizard, use the Quick Base feature instead.

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To copy a token and assign it to the application with the add-on:
  1. Access the Manage Application Tokens page.

  2. Click Assign Existing Application Token.

  3. Paste or type in the application token.

    Alternatively, click Choose Existing Token, and choose a token from the dropdown.

  4. Type in a description to remind you what the token does.

    Name it for the add-on, like Forms Wizard, for example.

  5. Select the Ok to Copy checkbox to copy this token when you copy the application.

  6. Click OK. Assignment is complete. API calls containing this token can now interact with the application.

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