Table of Contents
Learn the basics of Quickbase |
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About Quickbase navigation |
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Registering to use Quickbase |
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What is a table? |
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Welcome to Quickbase |
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Browser requirements |
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Giving us feedback |
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In-product messaging |
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Quickbase terminology overview |
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Quickbase resources |
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About the My Apps page |
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Searching for an app |
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Removing an app from the My Apps page |
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Adding an app back to the My Apps page |
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What is an alert? |
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Deleting alerts |
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Adding categories to apps |
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Editing categories for apps |
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Removing categories from apps |
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Assigning categories to apps |
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Viewing apps in specific categories |
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Signing in to Quickbase |
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Signing out of Quickbase |
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Forgot your password? |
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About your user account |
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Changing your preferences |
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Changing spacing on forms and reports |
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Changing your password |
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Changing your security question or answer |
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Managing multiple user accounts |
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Two-step authentication |
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Signing in with two-step authentication |
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About the app home page |
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About the table home page |
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Adding and editing records |
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Viewing records |
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Copying records |
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Emailing records |
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Changing ownership of single records |
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Changing ownership of multiple records |
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Deleting records |
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Adding multiple records at once |
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Deleting multiple records |
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Deleting all the records in apps |
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Adding parent records from within a child records |
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Adding child records from within parent records |
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New and updated flags |
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Searching apps |
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Using advanced search |
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Searching for or within file attachments |
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Searching and replacing data |
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Searching and replacing data in a check box field |
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Searching and replacing terms in your app |
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Locating data you recently viewed |
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New table reports |
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About reports and charts |
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About the Reports & Charts panel |
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Organizing reports |
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Common reporting needs |
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Displaying reports |
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Printing reports |
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Printing Quickbase screens |
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Emailing reports |
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About favorite reports |
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Viewing and managing all reports in an app |
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Creating new reports |
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Creating new reports from scratch |
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Copying reports |
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Specifying which reports a user can see |
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About table reports |
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Creating table reports |
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Using Microsoft PowerBI connector with Quickbase |
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Grid edit |
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Configuring grid edit |
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About Kanban reports |
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Kanban manual ordering |
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About summary reports |
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Creating summary or crosstab reports |
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About chart reports |
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Viewing and displaying charts |
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Creating charts |
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Printing charts |
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Selecting chart types |
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Getting data into pie charts |
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Getting data into bar, line, and area charts |
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Data structure and charting |
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Choosing colors for charts |
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Sorting chart reports |
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Logarithmic charts |
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About map reports |
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Creating map reports |
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About calendar reports |
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Creating calendar reports |
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Printing calendars |
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Setting calendar defaults |
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About timeline reports |
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Creating timelines |
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Setting up milestones for timeline reports |
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Printing timelines |
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Setting timeline defaults |
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Building queries |
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Filtering records |
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Filtering records using fields with multiple values |
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Finding records relative to today's date |
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Using AND and OR in single filters |
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Sorting and grouping reports |
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Displaying columns |
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About setting reporting defaults |
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Editing reports |
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Changing the field order in existing table reports |
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Using calculated (formula) columns in reports |
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Color-coding reports |
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Deleting reports |
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Deleting personal reports |
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Sharing personal reports |
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Creating reports that prompt users for selection criteria |
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Reports that show users their own records |
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Managing workflow with user fields and reports |
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Report caching |
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About automatic email |
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About record change notifications |
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Creating record change notifications |
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Creating custom messages for email notifications |
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About report subscriptions |
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Creating report subscriptions |
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About reminders |
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Creating reminders |
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Viewing and managing all email in apps |
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Editing automatic email |
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Deactivating automatic email |
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Deleting automatic email |
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Sending email to all addresses in reports |
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Adding text or images to email messages |
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Transferring ownership of email |
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About document management |
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Posting file attachments |
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Reserving documents |
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Editing file attachments |
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Releasing reservations |
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Viewing the revision history of documents |
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Restoring previous versions of documents |
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Deleting versions of documents |
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Deleting file attachments |
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Managing app file attachments |
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Quickbase mobile app |
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Using apps in the Quickbase mobile app |
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Barcode scanning with the Quickbase mobile app |
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Field type behavior in the Quickbase mobile app and in mobile browsers |
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Mobile tips for app developers |
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Rolling out a Quickbase app: an overview |
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Planning your app structure |
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Creating apps |
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Building from a template |
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Creating apps from scratch |
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Creating apps by importing data |
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Creating apps by pasting text from other programs |
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Importing data from Excel to create new apps |
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Creating an App from Lucidchart |
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Getting apps from Quickbase Exchange |
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Testing as a role or a user |
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Creating guides for your apps |
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Customizing app appearance |
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Visual Builder |
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Sharing data across apps |
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Who uses Quickbase? |
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Managing users in apps |
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About user fields |
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About list-user fields |
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Sharing apps with other users |
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Importing users |
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Granting app access to an entire company |
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Sharing apps with Everyone on the Internet |
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Everyone on the Internet (EOTI) guidelines |
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Mitigating risks of using EOTI |
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Everyone on the Internet (EOTI) example use cases |
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Unacceptable use of Everyone on the Internet (EOTI) |
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About placeholders |
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Converting placeholders to real users |
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The Quickbase address book |
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The user picker |
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Importing and exporting data |
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Importing data from outside Quickbase |
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Merging data from a file |
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Importing Microsoft Excel data |
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Preparing Excel data for import |
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Importing data from Excel into existing apps |
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Importing data from other Quickbase apps |
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Copying records in reports to other Quickbase tables |
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Exporting data out of Quickbase |
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Exporting data from reports |
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List-user fields: importing, exporting, and printing |
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Importing address data into an address field |
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Copying the structure of apps |
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Copying apps with data |
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Copying apps with cross-app relationships |
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About the copy master and detail records option |
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Creating the copy or import button |
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Changing the names of tables |
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Changing the labels of tables in the table bar |
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Changing names for records |
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Changing the record titles used on forms |
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Setting key fields for tables |
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Setting record picker display fields |
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Controlling users' ability to copy apps |
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Controlling users' ability to export data from apps |
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Preventing Quickbase from searching tables |
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Set the time zone for apps and the account |
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Changing app names or descriptions |
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About user tokens |
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Manage user tokens |
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Application tokens |
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Quickbase add-ons and application tokens |
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Requiring application tokens |
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Disabling application tokens |
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Removing application tokens |
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Setting calendar options for apps |
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About localizing number formats and separators |
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About localizing currency symbols |
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About localizing dates |
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About UTF-8 Support |
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Customizing app home pages |
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About report or chart widgets |
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About rich text widgets |
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About button bar and link bar widgets |
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About search widgets |
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About reports list widgets |
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About web page widgets |
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Creating app home pages |
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Associating app home pages with roles |
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Making app home pages the default |
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Creating rich text pages |
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Creating code pages |
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Adding images to pages |
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Editing pages |
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Copying pages |
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Deleting pages |
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Optimizing perfomance of your app |
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Transferring management of apps |
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Transferring ownership of apps |
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Accepting app transfers |
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Revoking app transfers |
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Promoting users to app managers |
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Hiding apps from Quickbase search |
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Checking app statistics |
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Deleting apps |
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About application variables |
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Performance bar |
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Performance analyzer |
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Using dashboards |
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About Quickbase Exchange |
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About sharing apps in Quickbase Exchange |
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Tips for sharing apps in Exchange |
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About the My Shared Apps page |
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What is a field? |
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Field types |
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Text |
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Text - multi-line |
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Text - multiple choice |
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Rich text |
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Multi-select text |
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Numeric |
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Numeric - currency |
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Numeric - percent |
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Numeric - rating |
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Date |
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Date / time |
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Time of day |
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Duration |
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Checkbox |
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Address |
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Phone number |
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Email address |
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User |
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List - user |
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File attachment |
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URL |
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Report link |
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vCard |
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iCalendar |
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Predecessor |
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Formula - text |
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Formula - rich text field |
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Formula - multi-select text |
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Using formula-multi-select text fields |
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Formula - numeric |
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Formula - date |
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Formula - date / time |
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Formula - time of day |
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Formula - duration |
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Formula - checkbox |
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Formula - phone number |
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Formula - email address |
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Formula - URL |
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Formula - user |
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Formula - list user |
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About the field list |
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Adding new fields |
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Changing the names of fields |
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Making fields required |
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Making fields stand out |
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Forcing entries in fields to be unique |
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Conditional dropdowns |
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Conditional dropdowns: basic setup |
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Another option for creating conditional dropdowns |
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How to add cascading dropdowns |
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About address fields |
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Configuring address fields |
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Configuring date fields |
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Configuring duration fields |
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Configuring multi-select text fields |
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Using multi-select text fields |
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Configuring numeric fields |
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Configuring URL fields |
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Setting maximum length for entries in text fields |
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Specifying which fields are reportable |
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Excluding fields from searches |
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Copying fields |
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Changing the field type of existing fields |
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Providing field help |
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Deleting fields |
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Filtering and sorting the fields list |
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Checking field usage |
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Color-coding fields |
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About field restrictions |
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Setting up restricted fields |
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Viewing users with access to restricted fields |
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About predecessor fields |
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Creating dependencies by adding predecessor fields |
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Changing or deleting predecessors |
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How does Quickbase calculate the start date of a dependent task? |
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How do I change the work week to include weekends? |
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Logging text field edits |
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Using shared value fields |
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Using report link fields to create links between tables |
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Setting up snapshots of lookup fields |
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Setting up vCard fields |
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Setting up iCalendar fields |
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Formulas |
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Troubleshooting formulas |
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Operator precedence in Quickbase formulas |
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Hiding formula components but showing results |
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Formula variables |
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Summary Report Formulas |
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Formula queries |
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Automatic Formula Machine app for building formulas |
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About custom forms |
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Creating custom forms |
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Designing forms |
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Creating dynamic form rules |
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Rules that fire when a field is set to a specific value |
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Rules that fire for users in different roles |
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Rules that fire when a record is opened or saved |
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Understanding how Quickbase evaluates dynamic form rules |
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Creating timestamps with dynamic form rules |
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Disabling dynamic form rules |
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Copying dynamic form rules |
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Deleting dynamic form rules |
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Associating custom forms with roles |
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Associating custom forms with reports |
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Editing custom forms |
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Copying custom forms |
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Deleting custom forms |
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Embedding reports in forms |
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Editing records across multiple tables from single forms |
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Creating exact forms |
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Customizing exact forms |
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Editing exact forms |
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Deleting exact forms |
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Adding new tables |
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Converting fields (or columns) into tables |
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Moving tables between apps |
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Reordering tables in apps |
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Filtering and sorting table lists |
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Removing tables from apps |
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Hiding tables from table bars |
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Deleting tables |
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Table aliases |
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Choosing table icons |
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Customizing table home pages |
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Creating connected tables |
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Connections |
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Deleting connections |
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Testing connections |
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About optimized data sets |
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Adding connected tables |
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Adding more connected fields |
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Adding and removing connected fields |
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Connecting to other services |
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Connecting to Bill.com |
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Connecting to Exchange server |
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Connecting to Gmail |
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Connecting to Intacct |
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Connecting to NetSuite |
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Connecting to QuickBooks Online |
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Connecting to Salesforce.com |
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Connecting to Zendesk |
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Connecting to Zuora |
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Connecting to other Quickbase apps |
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Connecting to folders containing CSV files |
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Connecting to Quickbase Admin Console |
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Filtering data to connect in connected tables |
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About refresh options |
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Refreshing connected tables |
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Viewing connected table details |
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FAQs about connected tables |
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Troubleshooting connected table refresh errors |
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About table-to-table relationships |
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Creating table-to-table relationships |
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Adding fields to table-to-table relationships |
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Designating reference proxy fields |
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Creating summary fields |
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Creating lookup fields |
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Creating many-to-many relationships |
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Deleting fields from table-to-table relationships |
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Deleting table-to-table relationships |
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Viewing all tables and relationships |
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About roles |
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About data access |
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Setting up access permissions |
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Creating new roles |
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Setting a default role |
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Changing roles assigned to users |
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Changing properties of roles |
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Configuring permissions for roles |
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Customizing the user interface by roles |
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Copying roles |
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Deleting roles |
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Reordering role priorities |
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Testing role settings |
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Creating custom rules |
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Custom rule example |
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Editing custom rules |
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Assigning group records permissions |
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Viewing lists of users who have access to your apps |
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Changing user access permissions |
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Removing user access permissions |
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Managing user access based on users' relationship to app content |
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What is a group? |
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Group name guidelines |
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About nested groups |
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Creating new groups |
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Adding members to groups |
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Copying groups |
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Assigning managers to groups |
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Viewing lists of group members |
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Deleting members from groups |
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Changing group names or descriptions |
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Viewing lists of apps that grant access to groups |
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Provisioning new users to groups |
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Deleting groups |
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Automation migration |
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Webhooks |
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Webhooks FAQ |
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Configuring webhooks |
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Creating and managing webhooks |
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Markers, user tokens, and field references |
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Webhooks error history |
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Webhooks support and troubleshooting |
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Sandbox |
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Activating and deactivating a sandbox |
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Using a sandbox |
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Sandbox limitations and details |
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What HTML Tags are Allowed by Quick Base? |
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Service plans |
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Built-in admin roles |
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Accessing the Account Summary page |
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Examine account usage |
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Change your service plan |
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Going over the limits of a service plan |
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Reasons for exceeding service plan limits |
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Reduce usage to comply with service plan limits |
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Cancel Quickbase service for your account |
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Billing |
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How is Usage Defined and Measured? |
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Quickbase Pricing Frequently Asked Questions |
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Technical summary of User and Integration Reads |
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Account Summary page overview |
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Changing the billing account administrator |
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Adding a billing account admin |
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Setting permissions for billing account administration |
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Changing my billing information |
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Viewing billing history |
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Getting a copy of my receipt |
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Getting Quickbase to recognize your company's email domain |
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Add users overview |
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Manage users with access |
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User status overview |
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Control users' ability to create apps |
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Prevent app managers from granting access to Everyone on the Internet |
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Remove users from billing accounts |
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Send email to users |
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Admin Console overview |
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Account Summary |
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Platform analytics |
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Built-in admin roles |
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Apps |
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Groups |
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Users |
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User capabilities |
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Add users to a realm |
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Remove users from a realm |
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Deny users access to a realm |
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Permissions |
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Managing who can build pipelines |
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Audit Logs |
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User Tokens |
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Encryption |
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Realms |
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Managing and maintaining a realm |
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Defining realm authentication |
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Managing user accounts and roles |
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Configuring realm security settings |
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Protecting data |
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Improving visibility |
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Directory |
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Data Classification |
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Password policies |
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Sign-in policies |
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IP address filter policies |
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Security policies |
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UI |
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Super Users |
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Session management |
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Reset security question |
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About Quickbase maintenance |
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Subscribing to the Service Status website |
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LDAP authentication |
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SAML authentication overview |
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Configuring SAML Authentication |
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SAML and Identity Provider |
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SAML and Customer Care |
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SAML assertion example |
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SAML and API Access |
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Identity management overview |
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Provision users with Okta |
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Provision users with OneLogin |
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Extending Quickbase |
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Quickbase feature limits |
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Quickbase Feature Retirements |
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