Viewing connected table details

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.

View Details about the connected table, including the connected data source, connection owner, connected fields, filter, and schedule for the connected table.

If you're the connection owner, you can also edit the connection filter to display a different set of records, add new connected fields, remove connected fields, change the refresh schedule, or switch to use a different connection.

From here, you can also access a History of recent refreshes, edits to filters and schedules, and troubleshooting information.

To view connected table details:
  1. Access the connected table.

  2. Click SETTINGS, then click the connection, for example, Salesforce connection.

  3. Click the Details tab to view the following information

    Data source

    Name of the data source that this table is connected to; for example, Salesforce.com.

    Connection

    The name of the connection this table is using and the connection owner. If necessary, app admins can switch the connected table to use a different connection.

    Connect to

    The name of the table in the service that is connected, for example, Opportunities.

    Connected fields

    The number of connected fields in the table. Click View fields to view the connected fields.

    Like all Quick Base tables, connected tables automatically include 5 built-in Quick Base fields: Date Created, Date Modified, Record ID#, Record Owner, and Last Modified By.

    Filter

    Displays the connection filter used to create and refresh the table. Click Edit filter to set or change the filter.

    Refresh options

    Shows how and when the table refreshes. Indicates whether email is sent if there's a problem refreshing the table. Click Edit options to change the refresh options or schedule.

To view a history of recent refreshes, edits to filters and schedules, and troubleshooting information:
  1. Access the connected table.

  2. Click SETTINGS, then click the connection, for example, Salesforce connection.

  3. Click the History tab.

Tip: If there was a problem refreshing the table, click the error message to access troubleshooting tips.

View, test, or delete your connections

To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.

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