New Feature Spotlight: QuickBase Data Relationship Diagram

Data Relationship Diagram_Intuit QuickBase

Let’s just get it out in the open, relationships can get messy. Am I right? Whether it’s at work, home or in your family we have all have had experiences with a complicated relationship. Your QuickBase application is not exempt from this epidemic, but there’s good news. In our last release, we introduced a tool which will make you a relationship expert — well, at least when it comes to QuickBase relationships: the Relationship Diagram.

Data relationships are the heart of your application. Depending on the size and structure of your application, the thought of how each table of data is related to others may cause you to go cross-eyed. Maybe you inherited an application from someone and are not sure how all the tables relate to each other. Or you may be the original creator of the application looking to make some changes to your data relationship architecture. Or maybe you are creating a conditional drop-down and need to visualize the tables and reference fields involved. In all of these situations and others, the Relationship Diagram can help you visualize the structure of your application.

To access the Relationship Diagram, you will need to have full administration access to the application; then, navigate to the app home page. In the upper left-hand corner, click on the image of a sprocket, followed by the hyperlinked word ‘Settings.’  On the next page, look for “App Management” in the column furthest to the right. Click on this link, and then click on “Show relationship diagram.” It may look a bit strange or even smooshed, but don’t worry — you can rearrange the diagram.  You can and drag any table, represented by an icon, in the diagram and move it to another place on the page. Once set up just the way you want it, click “Save this layout” so that the next time you check out the diagram it will look the same.

When you click on a table/icon in the Relationship Diagram, it will show details about that table. This dialog pop-up gives you a nice summary of the table’s details, such as the number of fields or even the table size. Don’t worry if it gets in the way; you can either drag it to another area of the page or click on the ‘X’ in the upper right corner to close it. If you have a large number of tables or relationships, you may want to hide parts of the diagram to help you better understand it. In the upper right, you have the option to “Show reference fields” and “Show all relationships.” Unchecking either checkbox will prevent those options from being displayed in the diagram.

Don’t you wish figuring out other relationships was this easy?

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  • Love this feature! It’s so simple to use and provides clarity on the related information in an app.

  • John Keating

    Good riddance to all those paper sketches.

  • Matt Sarver

    This visualization makes it much easier to get a handle on complex relationships

  • Cyril Cohen

    This is a great feature but we need to find a better way to access the diagram without the need for manual URL change.

    • Natalya Waye

      Good afternoon Cyril!

      You can now locate the Relationship Diagram by going to your application and click on “Settings” then “App Management”. In the first section, there will be a link to “Show Relationship Diagram”. And voila!

  • Cindy Follis

    Helpful new tool

  • Joe Lichtefeld

    As they say – A picture is worth a thousand words. Being able to see the connections in a picture helps especially when you have a lot of tables.

  • Eric James

    Great value add, everyone. Thanks!

  • ABCole07

    Looks fantastic! This will help me keep everything so much more organized.

  • Tina

    I love not having paper sketches to deal with and finally understanding.

  • Shannon Franklin

    Awesome! Thanks for the tip!

  • Mohit Chawla

    This is good, Would’ve been better if fields were also there

  • get2mohitchawla

    Useful

  • Michael Custer

    Pretty cool, it will likely come in handy some day!

  • josh miller

    Helpful tool and great first step….now being able export app fields and dynamic form rules (to better keep track of them and how they relate to other fields). It would also be awesome if you could reverse engineer a Rel Diagram. For Example…Build the REl that then creates the tables in the App.

  • JB05_disqus

    I was waiting for this for a long time. Is there anyway to have this on our dashboard?

    • Mariana St.Germain

      Hi Josh, we appreciate your feedback. Displaying the diagram on the dashboard is not supported today. However, you could try this workaround: take a screenshot of the diagram and insert it in a rich text widget on your dashboard. Of course, you’ll need to host the screenshot image file and use its link. Here is a resrouce on rich text widgets: https://www.quickbase.com/user-assistance/about_rich_text_widgets_app_home_page.html.

  • Kim

    Helpful tool, especially when you are trying to explain the connections to a new user.

  • Shannon Franklin

    This feature is a lifesaver for the visual people out there, like myself.

  • Dan Richard

    What a cool feature! I can’t believe I hadn’t seen it already!

  • Lizzie10 Hill

    Finally a way to show my marketing manager how it fits together so he can figure how to get what info he wants without resorting to paper, colored yarn, and pushpins. Yes, we have done that. I’d post a picture if I could find one.

    • Would love to see that! 😉 Definitely fun Facebook material.

  • Kim

    This is very helpful when sharing an app with a new user who needs or wants to know the connections. This is also going to be great to share that if information is entered correctly the first time how data can be used in several other areas without repeating the same keystrokes to re-type it all in several areas.

  • Dinesh Vijayakumar

    It reduces the effort of designing database design diagram using external tool. It would be good if there is an export functionality added to the page to use it easily

  • jmmann222

    This is very cool – I would love to be able to export a relationship and table structure/fields diagram one day also.

  • Brendon S

    Really cool new addition to QB. My main app looks like a plate of spaghetti.

  • T Nor

    Great start. It would be helpful if we could create tables, relationships, and field from that view as well. Almost like a sandbox we could use to build out the app and once the diagram looks right, you could click to go live with the new additions.

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  • mail2amitchawla

    Simple way to get and understand the DB schema and relationship.

  • Randi

    This is a wonderful tool. Creates a great visual on how tasks relate within a project.

  • Dove

    Very Interesting and helpul

  • Doug M

    Very neat, what a nice addon to quickbase

  • Joe Scola

    Love it! I do love working these out on paper first, but this helps me refine after getting my thoughts out on paper

  • geetanjali sahoo

    A very helpful feature which helps to analyze the design in a better way.

  • Candice MArtey

    Thank you ! Thank you! this is very helpful.

  • John Leuver

    Relationships have often been the difficulty in many of the quickbase applications that I have worked in. It looks like this tool will help make steps toward our organizational goals a little bit more smooth.

  • Kim

    This feature is great when setting up a new app or when sharing multiple apps with a new user to help them understand why certain fields are so important.