If you're a QuickBase app admin, it's easy to switch a connected table to use one of your connections. But not so fast... here's the low-down on when, why, and how to use a different connection.
Connections provide access to data stored in a cloud app, service, or folder containing CSV files. They enable you to bring data into a connected table in your QuickBase app and keep the data in sync. Each QuickBase connected table has a connection. The connection may belong to you or another user. If you're an app admin, you can change a connected table to use one of your connections.
You might want a connected table to use a different connection if the connection owner changes roles, leaves the company, or is not available to change the connection filter or add or remove connected fields from the table. You may also want to switch connections if another connection, with different access privileges, provides the data you need in the connected table.
Don't immediately use a different connection if your current connection isn't working. In most cases, you can easily fix your connection. Start by testing and re-authorizing the connection. Use a different connection only when necessary.
Make sure the connection you're planning to use has access to the fields that are currently connected in QuickBase. You can change a table's connection to use one of your connections. You can't switch a table to use someone else's connection.
In QuickBase, check which fields are connected to the source.
If you plan to use one of your existing connections, test the connection in QuickBase:
Now that you know when and why you might want to use a different connection, and you've confirmed that the connection you plan to use has access to the fields you need, you're ready to change the connection.
All set - the connected table now uses a different connection. For more information about managing connected tables and using QuickBase Sync see https://www.quickbase.com/sync.