Technical summary of User and Integration Reads

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User reads

User Behavior

User Action

User Reads

Viewing Data

View a Record

Desktop or Mobile Form View

1

 

View Multiple Records

Search for records or Load a Report (Table, Summary or Chart/Graph)

1

 

View Custom Pages

Load a Dashboard or Code Page

1

Managing Data

Create Record(s)

Add by Form, Grid Edit Report, or Import

0

 

Update Record(s)

Edit through Form, Grid Edit Report, or Import

0

 

Delete Record(s)

Delete from Form or Table Report

0

Building and Managing Apps

Add/Edit Tables and Relationships

(Manage using Visual Builder or App Settings)

0

 

Customize Forms, Reports and Dashboards

(Modify with Form, Report, or Dashboard Builder)

0

 

Manage Users and Permissions

(Invite, Edit, and Remove with User Management)

0

Administrating the Platform / Account

Add/Modify Users and Apps (Admin Console)

0

 

Viewing Platform Usage, Status, and Logs (Admin Console)

0

 

Reviewing/Updating Security Policies (Admin Console)

0

Integration reads

User Behavior

API Call

Purpose

Integration Reads

XML

API_DoQuery (includes alias of api_doqueryold)

Retrieves all records and data that match the specified criteria

1

 

API_GenResultsTable

Retrieves records and data formatted as a table

1

 

API_DoQueryCount

Counts the number of records that match the specified criteria

1

 

API_GetRecordInfo

Retrieves data for a single record

1

 

API_GetRecordasHTML

Retrieves data for a single record formatted to embed as HTML

1

RESTful API

runReport

Runs a report, based on an ID and returns the underlying data associated with it. See Run a Report in the Quickbase API Portal.

1

 

runFormula

Allows running a formula via an API call. Use this method in custom code to get the value back of a formula without a discrete field on a record. See Run a Formula in the Quickbase API Portal.

1

 

runQuery

Retrieves all records and data that match the specified criteria. See Query for Data in the Quickbase API Portal.

1

 

generateDocument

Generates a document from a record based on a template created in the app. See Generate a document in the Quickbase API Portal.

Note: Custom emails can also include documents that are generated when the email is sent. Each document included in an email counts as 1 integration read.

Example 1: 7 users in an app are assigned the role "Project manager." You have a custom email that is set up to send to anyone with the role "Project manager." The email contains 1 generated document. When the email is triggered, 7 total emails are sent, and 7 documents are generated. The total integration reads for this scenario would be 7.  

Example 2: You have a custom email that sends to 3 people. The email includes 2 generated documents. So when the email sends, a total of 6 documents are generated. The total integration reads in this scenario would be 6. 

1

Logging into Quickbase

Native Logins / SSO / SAML

To sign into Quickbase

0

When do Step Runs count towards Integration Reads?

Channel Type

Channel

Triggers

Queries

Actions

Foundation

Quickbase

Never

Never

Never

Generic

Bucket

Never

Never

Never

Generic

Callable Pipelines

Never

Never

Never

Generic

Clock

Never

Never

Never

Generic

CSV Handler

Never

Never

Requests made to a non-Quickbase domain

Generic

HTTP

Never

Never

Requests made to a non-Quickbase domain

Generic

JSON Handler

Never

Never

Requests made to a non-Quickbase domain

Generic

ODBC

N/A

Always

Add, Update, Send, Delete

Generic

Webhooks

Never

Never

Requests made to a non-Quickbase domain

Generic

Text

Never

Never

Apply Regular Expression

3rd Party Integration Channel

Amazon S3

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Asana

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Autodesk

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Bluebeam

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Box

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Clearbit

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Docusign

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Dropbox

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

FastField

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Formstack

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Formstack Documents

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Formstack Forms

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Gmail

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Google Calendar

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Google Contacts

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Google Docs

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Google Drive

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Google Sheets

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Google Workspace (formerly known as G Suite)

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Jira

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

MailChimp

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Mailgun

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Mailparser

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Marketo

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Microsoft OneDrive

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Microsoft Outlook

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Microsoft Sharepoint

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Microsoft Teams

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

OpenAI

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Procore

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Pushbullet

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

QuickBooks Online

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Salesforce

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

ServiceNow

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

ShipStation

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Slack

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Snowflake

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Trello

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Twilio

Never

Never

Add, Update, Send, Delete

3rd Party Integration Channel

Zuora

Never

Never

Add, Update, Send, Delete