Send to Quickbase: File Attachment

  • Updated
  • ~ minute read

Looking to optimize your FastField and Quickbase integration and create a relationship between your data and reports? Before, you were limited to only sending reports to Quickbase using the Send File to Quickbase global workflow action. But now you can send submission data along with the submission report to a parent record as well as send data from your submission to a parent record and then link it to relationship in another related table!

In this article

 

How To Set Up Your Quickbase Integration

To Set up your Quickbase integration, please read this help center article which goes over the steps on how to get connected.

 

 

How To Set up Your Send to Quickbase Global Workflow Action to Send a Report

After setting up your QuickBase Integration, please follow the next steps to send up your Reports through a file attachment field with Quickbase:

  1. In the Portal, go to Workflow > Global Workflow > Workflow.Screenshot 2024-04-23 at 4.05.59 PM.png
  2. Select + New Workflow and give it a name.
    Screenshot 2024-04-23 at 4.06.18 PM.png
  3. Under When the following form is submitted, choose a specific form or select Any to apply this workflow action to all forms account-wide. 
  4. Under Perform these actions, choose Send to Quickbase.Screenshot 2024-07-09 at 4.27.03 PM.png
  5. You may either choose an existing or new Quickbase integration. If you have already authorized through the integrations tab, those integrations will be shown here.Screenshot 2024-04-23 at 4.10.53 PM.png
  6. Enter your Quickbase App ID. There are two ways to find your App Id:Screenshot 2023-07-11 at 3.46.55 PM (1).png
    • Pull from your URL: 
      • Log into Quickbase and select the app that you need to find the ID for.
      • From the homepage, copy the characters in the URl after /db/Screenshot 2023-07-11 at 3.21.02 PM.png
    • Through your settings menu: 
      • Open your Quickbase app and select the settings icon. 
      • Go to app management > Show Support Information. Screenshot 2023-07-11 at 12.19.28 PM (1).png
      • Corresponding App IDs will be shown in the dbid column.Screenshot 2023-07-11 at 12.21.25 PM.png  
  7. Select an available table name via the dropdown list based on the App ID you entered from the step above.Screenshot 2024-07-09 at 4.57.43 PM.png
  8. Map out your form fields to your Quickbase table fields. Select the correlating file attachment field on Quickbase and click on Set Field…Screenshot 2024-07-09 at 4.57.43 PM copy.png
  9. You will now be able to select the report to update your file attachment field table field. You can choose which report type you would like, such as PDF, Word, JSON, XML, Excel, or CSV.Screenshot 2024-07-09 at 5.10.39 PM.png

Optional

If you have a related Quickbase Table Mapping available, you can also send a FastField report there as well! Just select on the + Add Related Quickbase Table Mapping button and follow the same steps as #7-9 .

 

Frequently Asked Questions (FAQs)

Q: How do I find my Quickbase App ID?

A: You can find your Quickbase App ID by either pulling it from your URL or through the settings in Quickbase. For more detailed instructions, refer to step 6 in the setup section above.

 

Q: Can I send different types of reports?

A: Yes! You can choose the report type you like ot send to Quicbase. Options include PDF, Word, JSON, XML, Excel, or CSV.

 

Q: What if I need to send a report to a relate Quickbase table instead of the parent table?

A: If you have a relate Quickbase Table Mapping available, you can send a FastField report there as well. Use the + Add Related Quicbase Table Mapping button and follow the setup steps.  

 

Related articles