Conditional Dropdown - Multiple Values
I have a table named Organizations. I have some conditional dropdowns for fields detailing where these organizations are based, using two other tables: Country and City. However, our dataset is rather large, and some of the Organizations are present in multiple Countries or multiple Cities (or both). Thus, as I understand conditional dropdowns cannot use multi-select fields, a traditional conditional dropdown does not quite suit my needs. Of the solutions I can think of, all have downsides. 1) Instead of having Organizations as the child table in the dropdown relationships, I could use a join table instead,so that Organizations has a many-to-many relationship with Cities, and each organization can be listed with multiple countries and/or cities if needed. Downside I won't be able to sort and filter my Organizations table easily by city and country, as it will be the parent table of where the data is actually stored. Given the size of my dataset, easy filtering and analysis of the Countries and Cities involved is important for us. Or is there a way around this? 2) I could create a second or third conditional dropdown, in order to add these second or third locations. Downside Also difficult to filter and analyse data, and fiddly to enter data. 3) I could create a 'Multiple Locations' value option in the Countries and/or Cities,and then have a new field in my Organizations table to detail this supplementary information. Downside One set of values would be divided among different fields. Question: Does anyone have any suggested alternatives to the options above? Or solutions to the downsides identified? Any advice enormously appreciated!29Views3likes0CommentsOptimizing Quickbase Admin Console Connected (Sync) Tables for Effective Governance
Approximately 5-minute read In the ever-evolving landscape of data management,Quickbase's Admin Console Connected (ACC) tables (known also as Sync tables) stand out as a pivotal tool for administrators. These tables are more than just a feature - they represent a methodology for streamlined data governance and management. This blog post delves into the strategic setup and utilization of ACC tables, guiding you through a journey of efficient administration and governance of your Quickbase realm. The Governance Starter Kit To establish a comprehensive governance framework, realm admins need to create three core applications. These three apps lay a solid foundation, which allows for easy expansion and subsequent modifications. Step 1 - Create an app called Admin Console Sync Hub: This is the centralized location for all ACC tables and is crucial for warehousing data points that the realm admin will use in the Realm Insights app. Less is more in this app. It is not advised to add relationships, reports, roles, users, etc. This is essentially a data repository that updates according to the app manager's specifications. ACC Tables currently include Users, User Access, and Applications. It is important to create this foundation to prepare for future tables that will be added. Step 2 - Create an app called Realm Insights: This is where the Realm Admin will slice and dice all realm data to get a holistic understanding of the realm and its overall health. It shows how Apps and Users are being utilized and what they interact with in the Realm. It will also help develop, enforce, and maintain policy with Quickbase and ensure alignment with your company IT (Information Technology) strategy. Step 3 - Create an app called Realm Logger: An advanced audit log that tracks specific attributes with a defined granularity. Some examples of data tracked would be App Deletions, User token Additions, User token changes, User Access additions/removals App Manager changes, etc. Through the utilization of Pipelines, this app creates logs from changes in data in the Admin Console Sync Hub app and the Realm Insights app. Although some of these attributes may be tracked in Audit Logs, this methodology allows flexibility and granularity based on the need of the client’s organizations. Admin Console Sync Hub Overview It is important to note that each ACC table should come with a Pipeline. The Pipeline has multiple purposes. It copies data from the Admin Console Sync Hub into Realm Insights. It also logs its results in Realm Logger and changes/additions/removals of the data that was interacted with. ACC Table Pipeline Process to log a Deleted App ACC Table of Applications updates once a day. When the table updates (or at a scheduled time), the Apps Pipeline fires. It updates the Realm Insights Applications Table with the updated data. The Pipeline then compares the updated data and removes all records (apps) that are no longer in the Apps Table of the Admin Console Sync Hub. These records are then added to the Realm Logger Apps Deleted Table. Now the Realm Admin can see all App deleted in the Realm and the attributes they choose to maintain. Separation for Simplification A common question is why this solution keeps the Admin Console Sync Hub and its ACC tables separate from Realm Insights. While integrating directly into Realm Insights is possible (and often necessary for certain API integrations), maintaining separate entities simplifies app management. This separation prevents the need for re-architecting Realm Insights with each new ACC table addition (read about our expansion plans below), enabling a more streamlined update process through pipelines. This method has proven easier to scale and allows the client to build the solution as they see fit. There are a wide range of building skillsets, and technically, you may not want a pipeline per ACC Table. You may want to use one pipeline or twenty. The point is to prepare for scale and keep applications limited in roles and scope so that a “Franken-App" does not occur. User Token Added as ACC after a Few Months Example: A Realm Admin imports a User Token file from Admin Console on a weekly basis in a Table labelled “User Token” in Realm Insights. In a few months, the Realm Admin has been told a new User Token ACC Table is going to be made available. There are many reports, workflows, and relationships associated with the User Token table in Realm Insights. Once the User Token ACC Table is made available, the Realm Admin can create a pipeline to copy the data into the Realm Insights app. NOTE: All Quickbase plans include audit logging, which is accessed from the Admin Console. If you decide to set up your own audit table in the Realm Logger app, this can be a great tool to facilitate custom reporting and notifications. However, any audit records saved to a Quickbase app can be modified or deleted if the roles in the app allow this. That means the Realm Logger may not meet your needs if you plan to use it for compliance purposes. To determine the right approach in that case, please make sure you consult your legal team first. Use Cases Here are some examples of some of the data insights you can gain by just leveraging the three ACC tables that exist now: Users – Users in the Realm How many non-company emails are being used in the realm Anytime a user changes permissions: Can Create Apps Realm Approved Realm Admin Super User Pipeline create permissions App Admin Can Create User Tokens Non-Realm Approved Employees Users to Deny (based on length of time not accessed) Users that have Never Accessed an app, but still have Access Access – Users and their app access # of App Access per User App Level Permissions per User per App # of Apps Accessed per specific timeframe Apps – Apps in the Realm How many applications have not been accessed in 90/180/240/360 days # of Apps per App Manager Apps Created per Year Everyone on the Internet Apps Apps with or without Vendor Access Anticipating Future Expansions Quickbase's commitment to growth is evident with the planned introduction of new Admin Console connected tables, encompassing User Tokens, Pipelines, Groups, Tables, Pipeline Access, and Solutions. These additions, expected throughout 2024, highlight the need for a robust foundation to facilitate easy scaling. Conclusion: The ACC tables are more than just a single feature. They are a cornerstone of effective Quickbase governance. By understanding and implementing these strategic practices, you can transform the way you manage your realm, laying a foundation for growth and efficiency. As more data points become available, scaling becomes much easier as you mature with the product and the product adds additional ACC Tables and APIs. Explore more about connecting ACC tables in our help center article. For in-depth information and if you need further assistance, don’t hesitate to reach out to your sales or service support contacts.515Views2likes0CommentsHow to make a summary report from multiple tables?
I have four tables. A Project table, a Task table, an Assembly table and an Item table. Each record in the Project table has many related tasks. Each record in the Task table has a numeric field dictating the number of assemblies needed for the task. It also has a dropdown to choose an assembly from the Assembly table. Each record in the Assembly table has a list of many related items from the Item table. Each record in the Item table has a field dictating the number of items needed to make the assembly it is related to and the Item description. I want to make a report that summarizes the total number of each unique item descriptions needed to complete the project. So: For each task, total the # items individually per assembly multiplied by the # of those assemblies needed for the task. Then combining the totals for items of the same description across all of the tasks of the project. Is there a way to do this either within native quickbase or using external tools? If external tools are required do you have any recommendations of what to use?36Views2likes9CommentsHow to use JavaScript to concat child records into a single field?
I'm trying to learn how to concatenate multiple child records into a single field on a report. I have spent a lot of time searching google and the help forums and have come up with nothing. I don't want to use reverse look up because there could be a lot of records I'm returning or only 1. I figured the best way to accomplish this would be JavaScript. Maybe some tutorials on how to implement JavaScript functionality with QuickBase would help.16Views2likes21CommentsHi Guys, I'm new to Quickbase I have trouble in building relationship. Pls help
1.I have two tables called Companies and Orders 2.I created Table to table relationship in Orders(Companies to Orders) 3.Issue-->I select company name in Details table. If I try to access the Orders table I'm not getting the Company name in the company field instead i get Company address value in the Company name field.6Views2likes2CommentsHow to create an auto-number for a item label
We have searched QuickBase and the Internet and found nothing useful so here's to hoping someone has something useful to share. We are creating a printable form. One of the items on the form is an auto-number based on a summary of labels. The auto-number is based upon the count of labels in a summary passed back to the label table. The problem is while the auto-number works, it updates all the labels and not the one we are creating. We have tried to pass the number to another field. We have tried to use dynamic form actions, which worked and then stopped working. I read one post that talks about a snapshot but it links to an App that is no longer available. Has anyone had any luck generating auto-numbers from count summary fields or is there an easier way we cannot see? Any ideas, or links to instructions or Apps are appreciated.18Views2likes6CommentsEmpower 2019 off-book baseball game outing?
I'm fortunate to have the chance to travel for work a couple of times a year, and there are two things I always try to do when I do: 1. drink a local beer and 2. catch a baseball game if I can. This year will be my second Empower and I'm super excited and also ready to venture a little bit off the official social agenda. It happens that the Miami Marlins are hosting the St. Louis Cardinals this June while we'll all be in town. The Empower Agenda Overview shows Tuesday night as open - I assume this is a night where there's an official-but-optional outing, like last year to see the bridge bats? There's a baseball game at 7:10pm that night. The ballpark looks to be about a half hour cab ride from the conference location. I figure I'll almost certainly go myself, but I thought it might be even cooler to see if any other Empower-ers were interested in catching a ballgame. Who knows the next time we'll all be in Miami during baseball season! So, anybody interested in going to see Cardinals @ Marlins, Tuesday 6/11 at 7:10pm?2Views2likes5CommentsQ&A Table report
I'm looking for a way to create a report for Q&A. I have two tables: 1. Questions with 2 fields - Question by (list-user, with default value - current user), and Question (multiple line text field 2. Answers with 2 fields organized in the same way as fields above. I've connected them in a one-to-many relationship (one Question can have many Answers) I want to create an overview where for one Question I can see all answers, or if there aren't any answers to have "add Answer". Considering the relationship I already have Add Answer button, but in report customization I don't have the option of reviewing those answers within a question. If it is possible to have one Question in a field, and see all answers for that question that would be great. Any help would be appreciated.4Views2likes2Comments