Formulas and calculations
Quickbase has a formula language that is optimized for the Quickbase
platform. This formula language supports 196 functions across 15
categories (date, time, text, math, data aggregation, duration, etc.).
Local and global variables are supported. Formulas can reference nearly
any field or record in an app via lookups, summaries and formula
queries. The Quickbase formula language is expressed in common language
terms and should be familiar for those with experience in Excel. With
business developers in mind, the functions are intuitively named, fields
are referenced by user-defined labels, there is not strict data typing,
expressions use common operators, and syntax is minimal.
Quickbase formulas drive calculations, workflow, conditional logic,
triggers (like notifications), report filtering, data validation,
customized, rich-text display of data via in-line CSS and RBAC security.
Formulas are used in formula fields, custom data rules, reports,
charts, row colorization and dynamic permissions (via fields). Formulas
solutions to determine their values, which is helpful to developers who
want to keep core logic in Quickbase and use results externally.
Reference lists and dependency diagrams are generated to help builders
manage formula references across their apps.
The formula language supports search and auto-complete. A drop down
list is provided in Formula Builder to find fields and functions in
context. The field list filters automatically when users start typing.
Function structures are filled when selected. The Formula Builder color
codes key words, provides line numbers, maintains indenting and spacing
for complex formulas, and checks syntax before saving formulas.
Workflow and automations
It is possible to incorporate images and content into applications
through the File Attachment field, which can host any file type. File
properties (e.g. name, extension, presence) can be used in formulas to
drive status, workflow and permissions. Image files are natively
previewed in thumbnail format. Documents can be embedded on a form using
an iFrame setting in URL fields.
To access content-management systems, developers should use the
Quickbase Pipelines builder to process files stored externally.
Quickbase supports direct channels to CMS like Box, Dropbox, DocuSign,
Formstack Documents, Google Docs, Google Drive, Google Sheets, MSFT
Outlook, MSFT SharePoint, MSFT Teams and OneDrive.
Beyond sending PDF or CSV versions of reports, document output is not
a native feature on the Quickbase platform. To achieve this
functionality and product documents directly from Quickbase data, QSPs
are a great resource for custom and add-on solutions.
Notifications can be triggered on any record add, modify or delete
operation when their trigger conditions are met. Quickbase has a native
email notification engine that sends messages that contain
context-specific data, record forms or reports. More custom notification
content can be built with HTML/CSS where HTML can be dynamically
created based on content in the triggering record.
Notifications align with RBAC to ensure that Quickbase users, based
on their role, are seeing and have access to the appropriate
information. For example, a report to be sent to all users of an
application weekly and Quickbase will automatically send a personalized
version of the report to each user to ensure that each recipient sees
only what they are supposed to. The platform takes care of this
personalization, without the builder needing to think about permissions.
Notifications can be tailored in specific ways. For platform security
measures, the “from” field in a notification email is always Quickbase,
but the “reply to” can be customized to any user in the application.
Notifications can be sent to users, batches of users or a distribution
list. Builders can enable end users to configure their own email
notifications. While creating notification triggers, developers can
create customization options, such as an opt-out, by including links in
the email that store a user's preference in the Quickbase application.
SMS can be sent to the email gateway of the provider. Additionally,
notifications can be sent through more channels with Pipelines. Channels
for specific email services like Outlook, Gmail & Mailgun are
supported as well as Twilio (SMS), PushBullet, Slack and MSFT Teams.
Builders can leverage the same flexible triggers and dynamic content
through channels as available on the native Quickbase platform.