Send FastField responses to Quickbase in a global workflow

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This article explains how to add the Quickbase integration to a global workflow in FastField. This allows you to send FastField form responses to a Quickbase table. 

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fastfield-quickbase-integration (2).jpg

Builders add the Quickbase integration to global workflows to connect data. This sends form responses from FastFields to an app in Quickbase. During setup, builders map the fields between the form and the app, and can set up conditions to trigger automated workflows.

Important

Before adding the integration to a workflow, you need to set up a Quickbase integration in FastFIeld by linking your accounts with a user token. Learn more about setting up the integration.

Add the integration to a new global workflow

  1. In FastField, expand the Workflow menu, and then select Global Workflow.
  2. Select the New Workflow button, and then enter a name for your workflow.
  3. Select a form, and then select the Send to Quickbase action.
  4. Add a name for this action. Then select an existing Quickbase integration or create a new one.

    Note

    This requires linking your FastField and Quickbase accounts with a user token.

  5. Enter, and then validate your Quickbase App ID.
    This selects the app that form responses are sent to.
  6. Select the Quickbase table, and then select Add Quickbase table mapping.  
  7. Map the fields to use. 
    This selection sends data from the FastField form field to the Quickbase table field. 
  8. Save your changes.
    This adds the integration to your workflow and starts sending data.

Add the integration to an existing global workflow

  1. In FastField, expand the Workflow menu, and then select Global Workflow.
  2. Click on the name of a workflow to edit it.
  3. Select + New Action Set, and then add a name for your action. 
  4. Select your Quickbase integration or create a new one, and then validate your Quickbase App ID.
  5. Select the Quickbase table, and then select Add Quickbase table mapping.  
  6. Map the fields to use. 
    This selection sends data from the FastField form field to the Quickbase table field. 
  7. Save your changes.
    This adds the integration to your workflow and starts sending data.

Field mappings

This table explains the current field mappings supported by this integration.

Quickbase field type FastField field type
Text Text
Text Multi-line Text
Rich Text Text
Text Multiple Choice List
Numeric Numeric
Currency Numeric
Date Date
Duration Numeric
File Attachment

Single Photo (Allow Camera)

Single Photo (Allow File Library)

Video

Embedded Photo

Audio

Document Viewer
Street 1

Location/GPS

Text
City

Text
State

Text
Postal Code

Text
Country

Text
Phone Number

Formatted Numeric (US Phone)
Record ID # Key Field

Add Related Quickbase Table Mapping
Reference field

Data Table

Troubleshooting

Problem Solution
Missing fields Close and re-open the workflow
Validation error Remove and re-add app ID and user token

 

Limitations

Submission failure notifications

If a FastField form submission fails to upload a new or updated record to a Quickbase table, no alert is sent to notify anyone of this failure. An Upsert Failure log displays in the Submissions activity log within FastField, however.

We are planning to add notifications for upsert failures in the future.

Field mappings

Currently, the following fields cannot be mapped with complete accuracy between Quickbase and FastField.

  • Multi-choice fields that pull choices from another field or table are mapped as Text fields with no choices to select
  • Lookup cannot be mapped
  • User fields cannot be mapped
  • Rating fields are not mapped to Quickbase when the N/A option is selected

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