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Shortcut for filtering reports with OR and AND in Quick Base

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Did you know you can use Boolean terms OR and AND in your QuickBase filters and search? Optimize your filters with these simple search operators. For example, a Boolean search...

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Use icons to draw focus and drive action in Quick Base

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Drive action with visual icons on your reports and forms. Displaying an icon based on another field (such as Status) will draw focus to what needs attention.

This technique can...

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How to bulk edit with Search and Replace in Quick Base

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This simple tool in QuickBase can save you lots and lots of time. If you've ever manually updated record after record to fix a typo or update something you've referenced...fear...

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Error proof data entry with required fields in Quick Base

forms how to intermediate Jun 21, 2018

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Are your QuickBase users leaving important fields empty? Do you want a surefire way to ensure that critical fields are never left blank again? If so, this tip is for you!...

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How QuickBase can make you obsolete
(In a good way)

Reflecting on many of the workflow improvement projects I've managed in the past... I was enormously ineffective!

Well, sort of.

You see, 10 years ago I didn't have access to Quick Base. It...

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Shortcut for customizing your forms in Quick Base

beginner forms how to Jun 15, 2018

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Quickly customize your forms using this simple trick. Don't bother opening the form customization settings or going through the form field settings. This shortcut is all you...

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Don't settle for default chart colors in Quick Base

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Often the default QuickBase report colors don’t match the story you’re trying to tell with the data. For example “losses” may be green while,...

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Everything Is Bigger in Texas
(My Empower Experience)

empower training Jun 12, 2018

They say everything is bigger in Texas, and Empower 2018 was no exception. Between the giant "Q" stage, a rather surprising cake, and lots of live local music, this Empower was the "biggest"...

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Align report text for optimal readability in Quick Base

how to intermediate reports Jun 08, 2018

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Does the default justification of data or text in your QuickBase reports not match your expectations? If that's the case you can easily override the default. This will ensure...

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Why the order of your tables matters in Quick Base

how to intermediate tables Jun 06, 2018

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Building a QuickBase isn’t always a linear process. This can result in your tables to be misaligned to how your users engage with the application. For example, you may...

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