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See our blog post highlighting the changes.
By continuing to use the Quick Base Service, the new Terms of Service will become effective on the renewal date for each account that you manage.
If you do not accept the changes, please notify us thirty days in advance of your renewal date.
Yes! In the text box where you type the term to be matched you may type in two (or more) terms separated by
the word OR (capital letters required). For instance, you can search a table of actors for all records
that match either Redford OR Newman.
How can I match records using a boolean expression?
You can match records using any boolean expression using a Custom Formula Column.
This allows you, for example, to match records where one of several different fields matches a
certain value or to match records based on combining data from multiple fields.
To do this, first create a custom checkbox column by selecting Custom Options and then
selecting Define a custom formula column for this report. Choose Checkbox as the field type
and enter your desired boolean
The formula should return true for records you want to display.
Then in the Matching section of your report,
select <Custom Column> as the field, and choose Isyes as the matching criteria.
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Client Performance Report
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Show fields from Show fields from Show fields from a related table
If you want to show multi-day events like tasks or projects, set a start and end date for the event. To do so:
Set the start. Click the Base the calendar on dropdown, and select the field that marks the start of an event.
Set the end. Click the End date dropdown, and tell QuickBase which date field marks the end of the event. You can
choose from Date, Date/Time, Formula - Date, or Formula - Work Date fields appearing in your app. If you choose a formula field for the end date, QuickBase will
calculate the end date based on the start date (from step 1) and a duration. Click here to edit the
formula of the field you've selected in the End date dropdown.
When a user clicks the Grid Edit link at the top of a report,
the columns displayed on the subsequent Grid Edit screen are determined by settings
on the table's Forms Usage page.
You may override the Form Usage settings for this report. To do so, click the Grid Edit Override dropdown and select
one of your custom forms. Then, when a user clicks Grid Edit within this report, Grid Edit shows the columns (fields) from that form, in the same order that they appear on the form.
If you want, you can even hide the Grid Edit link for this report. To do so, select disable from the override dropdown.
Typically you'll override grid edit settings by report when you have also decided to override the
edit/display form used for a report.
Turn on Sort groups by starting field to
reorder your top-level groupings and show them in chronological order. Within
also sort chronologically.
If you care most about WHEN things are happening and
like to tackle the earliest items first, this feature's for you. For example,
say you've created a timeline of tasks and grouped it by project. In that case, the project
headings appear in alphabetical order. But, if you select the Sort groups by starting field
checkbox, QuickBase reorders your timeline. The project containing the task with the earliest start date moves
to the top of the list. This chronological order creates a cascade effect.
"Order the cards manually" will be available for all Kanban reports in this table.
This may take a moment.
"Order the cards manually" is now available.
You can disable it using the table's Advanced Settings