If your Quickbase apps have long complex formulas, and you're not using variables, it's time to start! Variables allow you to organize your formulas and can make troubleshooting easier if you come across an error. A variable represents a piece of your formula that has been defined separate from the main formula and can be referenced using a short piece of text. Using variables can...

Instantaneously take your users to the perfect report from any record using the Formula-URL field and several dynamic formula functions. For example, the button can easily allow a user to "go to"... A report on the same table A report on a different table In the Secrets of API Buttons for Quickbase course, I teach you, step-by-step, how to create these super helpful buttons!   RESOURCES:...

Did you know you can use the URL-Formula field as a button to navigate through your Quickbase? 😱 I know right! Using the Formula-URL field as a button on your forms to "go to" another record can help solve a lot of unnecessary navigation pains. For example, the button can easily allow a user to "go to"... The same record in edit mode The same...

Make your URL-Formula fields look like buttons! Buttons drive action in a way that hyperlinks just can't do. [Must press button...👇] Lucky for us, Quickbase makes it easy, right in the field settings for the URL-Formula field. In this training, I walk you through the: Link Text (button label) Option to display as a button Button color Target window (where it will open, same window/tab...

Adding color to the text on Quickbase reports and forms will help the important information stand out! Coloring either the background, the text itself, or both is a sure fire way of grabbing attention. Do you need to make your form or report text stand out? If you're looking to do any of the following, you are in the right place! Add colored text Add...

Plus you'll get a sneak peek at how I use images in my Content Management Quickbase. There are several different ways you can add an image, picture, or photo to a Quickbase report or form. Generally, they will fall into one of these three categories: All records use the same image Groups of records share an image Every record has its own image   In...

If you've ever found yourself entering the same info over and over in multiple formulas, this tutorial is for you! And if you've ever had to change that info (in multiple formulas) you'll absolutely want to watch. App Variables are something you should be familiar with. Especially if you use any of the following in multiple formulas across an app: Specific date Brand color or style...

Have you've ever wondered why some of your attachments download, others save, and yet others open in a new window? Or wondered why they seem to work fine for you, but not for some of your Quickbase users? If you have, you're in luck because I have answers and solutions! To get to the bottom of this quandary, I ran a series of experiments that revealed...

I'm crazy about the new Kanban reports. If you've started using them, you may already be looking for features Quickbase hasn't included yet. These hacks will help you get the most out of your Kanban reports while Quickbase works on adding features and capabilities. If you haven't started using Kanban reports yet check out this quick tutorial.                   Jump to Hack: Include a field label...

They're here! Kanban boards are now in Quickbase. Kanban is a way of visualizing the progression of work through a system. Visual systems draw focus on what's important, help drive action, and increase engagement. If you've found Kanban cards useful in tools like Trello or Jira, get ready to take them to the next level with the power and flexibility of Quickbase! Are you tracking...

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 also be applied to other images like logos and emojis. This video includes using the Case formula, basic HTML, and the Quickbase icon library. Add icons to 'pop' important information on reports and forms: Need...

Color coding your Quickbase report rows allows the important information to stand out. Drawing attention to critical details will save time and ignite action. Learn how to add conditional color coding to your Quickbase reports. Make any information you want 'pop' on your table report. Need to see active employees at a glance? Want to highlight a task past due? Desire to make out-of-stock items...