This is existing
View all
Numeric
Multi-select Text
Customers
22 fields
+ Add field
Add field from another table
You can add fields from any
parent table of Engagements.
This creates a lookup field
Customers is the only parent of Engagements.
When you create a new child record and choose a parent, lookup fields populate automatically with info from the parent record.
Create new relationship
Back to Customers
Engagements
6 fields
+ Add field
Label
Lookup
Label
Lookup
Label
Lookup
Add field from another table
TEXT
Single line
Multi line
Rich
Dropdown list
NUMBER
Number
Currency
Percent
Star rating
DATE
Date
Date/Time
Time of day
Duration
iCalendar
LINKS
URL
File attachments
Address
Phone number
PEOPLE
User
Report link
Predecessor
ADVANCED
Work date
Formula
Vcard
RELATIONSHIP
Lookup
Summary
+ Add field
Label
Lookup
Relationship
Customers Engagements
Field ID 9
Label
Lookup
Label
Lookup
Label
Lookup
Add field from another table
TEXT
Single line
Multi line
Rich
Dropdown list
NUMBER
Number
Currency
Percent
Star rating
DATE
Date
Date/Time
Time of day
Duration
iCalendar
LINKS
URL
File attachments
Address
Phone number
PEOPLE
User
Report link
Predecessor
ADVANCED
Work date
Formula
Vcard
RELATIONSHIP
Lookup
Summary
drag
Done
Drag from Customers
to show on Engagements
Customers has no parents. You can currently only add fields from a parent to a child.
Documents has many parent tables. Which one?
Continue
Cancel
Search for a table
Another table
Field Properties:
Label:
Type:
Text - (Lookup)
Relationship which this field is a part
<table> has many <table>
Documents
All related documents
Input options:
Calculation Criteria
Documents
Engagements
Select or find a table
>
Input options:
>
Input options:
Calculation Criteria
Documents
Engagements
Select or find a table
>
Input options:
Calculation Criteria
Documents
Engagements
Select or find a table
>
Delete relationship
Reference field Related Customer
Each Customer has many Engagements
Delete relationship
Reference field Related Customer
Each Customer has many Documents
Delete relationship
Reference field Related Engagement
Each Engagement has many Documents
Delete relationship
Reference field Related Project
Each Project has many Documents
Cross-app relationship Team Projects
Select or find a field
>
for the field
Add calculation criteria
What type of summary calculation would you like to show on the Customers table?
OPTIONAL CRITERIA
Only summarize records where the following is true in Engagements:
Save
Total
Average
Minimum
Standard Deviation
Distinct Count
# of related <tableName>
# of Engagements
>
Add summary list
Which field would you like to create a summary list from and show on the Customers table?
OPTIONAL CRITERIA
Only summarize records where the following is true in Engagements:
Save
Select or find a field
>
Numeric Currency
Help
Visual Builder provides an alternate way to create and update apps. You can create tables, add fields, and connect relationships, all by dragging and dropping items onto the canvas.
You can test out configurations to determine the best data model for an app.
Note that when working with an existing app, changes in Visual Builder are saved immediately. When first trying out Visual Builder with an existing app, you may want to use a copy of your app.
Current limitations
Visual builder does not currently support the following:
Connected tables. You cannot use Visual Builder to add connected tables. The Visual Builder shows existing connected tables in your app and you can add normal fields, but you cannot add connected fields, make modifications to connected fields or adjust connection properties.
Summary fields and lookup fields. Visual Builder may add some lookup fields for you automatically during relationship creation, but you cannot currently use Visual Builder to add summary fields or lookup fields to a relationship. You can exit Visual Builder to edit the relationship, adding summary fields or adding or editing lookup fields.
Cross-app relationships. Currently you can’t create cross-app relationships. While editing an existing app, a cross-app relationship is shown with a dashed line.
Formula field properties. You can use Visual Builder to add formula field types to your tables, but currently you cannot create or edit formulas or change other properties within Visual Builder.
Number of tables limited to 80. Currently, if you try to open an existing app with 80 or more tables, a message appears preventing you from opening the app in Visual Builder. If you are using Visual Builder and add an 80th table to your app, a message appears preventing you from adding that table.
TEXT
Text
Plain text or any other data. Most versatile field type for entering any kind of character. You can also limit the length of entries.
Text - multi-line
Text field that automatically displays as a 6-line box on forms. Useful for longer amounts of data like comments, notes, or details.
Rich text
Includes an editor for content formatting. Use to format text, add links, insert images, create content tables, or edit source HTML.
Text - multiple choice
For selecting only one item from a drop-down list of choices.
Multi-select text
For selecting multiple items from a drop-down list of choices, with check boxes for each choice.
Checkbox
Adds a single-choice check box. Users select/check or deselect/uncheck the accompanying choice.
NUMERIC
Numeric
Numbers only. Other types of characters are ignored.
Currency
Numeric field that automatically is set to display as US currency. Choose other currencies in properties.
Percent
Numeric field that automatically is set to display as a percentage.
Rating
Rate items on a scale of 0 to 5, displayed as stars on records and reports.
DATE
Date
Date field that includes a calendar picker on forms.
Date / time
Date field that also lets you enter and display an AM/PM time.
Time of day
Store the time of day only, in hours and minutes. Can include seconds or display in 24-hour format.
Duration
Include a measurement of time in different formats (seconds, minutes, hours, days, weeks). Default format is Smart Units.
iCalendar
Share calendar information with other systems. Match iCalendar to existing fields for subject, description, location, start, and end.
LINKS
URL
Adds http:// and displays as a link on records and in reports.
File attachment
Attach a file to records. Max size is 100 MB.
PEOPLE
Address
Automatically adds field entries for address search, street address, city, state/region, postal code.
Phone number
Formats numeric entries as phone numbers with parentheses and dashes. Can include extensions.
Appears as a mailto link on records and in reports. Also adds to choices of email recipients in notifications.
User
Choose and store one Quick Base user at a time. On forms, the field appears as a drop-down list.
List - user
User field for choosing one or more Quick Base users at once. For example, can use to assign tasks to multiple people.
vCard
Share contact info. Match to table fields for name, email, job title, company, business phone, cell phone, fax, street, city, state, zip, note.
ADVANCED
Report link
Use to match records between tables without creating a relationship. Configure matching criteria to show a link or embedded report.
Predecessor
Create dependencies in an app. Stores items to finish before the next item starts. Used with work date fields.
Work date
Requires a predecessor field. Used to define start and end date fields for dependent items in an app.
FORMULAS
Formula - text
Calculate and display a plain text string.
Formula - numeric
Calculate and display a numeric value.
Formula - date
Calculate and display a calendar date.
Formula - date / time
Calculate and display a calendar date plus an AM/PM time.
Formula - time of day
Calculate and display a time of day only, in hours and minutes. Can include seconds or display in 24-hour format.
Formula - duration
Calculate a measurement of time in different formats (seconds, minutes, hours, days, weeks). Default format is Smart Units.
Formula - checkbox
Automatically display a selected check box based on a formula.
Formula - phone number
Calculate and display a phone number with parentheses and dashes. Can include extensions.
Formula - email
Calculate and display an email address as a mailto link on records and in reports.
Formula - user
Calculate and display one Quick Base user.
Formula - list - user
Calculate and display one to 20 Quick Base users.
Formula - rich text
Work with calculations involving rich text fields and other HTML such as images.
Formula - URL
Calculate and display http:// links on records and in reports.
Formula - work date
Used with a predecessor field. Use to calculate an end date by referencing a duration field.
What is a relationship?
A relationship is an association, or connection, between two tables.
When you relate two tables, you save time because you don't need to enter the same info over and over in separate tables.
Projects have multiple tasks, a company could have multiple locations, or several books can be written by the same author.
Why use a relationship?
For example:
When entering a new company, it would be nice to enter all the contacts who work there. Or, when entering a new contact, to also pick the company they're with.
You can use a relationship to do this. Instead of creating new fields for company info on the contacts form, you can simply connect info from a Companies table right into the Contacts form.
And you can summarize all the info from Contacts to display in Companies, for instance, the number of Contacts.
Almost every Quick Base app has several relationships.
Benefits of relationships
When you relate two tables you:
Save time because you don’t need to enter the same data over and over in separate tables.
Reduce the risk of data-entry errors.
Can summarize data from a related table.
What happens once you create a relationship
When you create a relationship, you’re telling Quick Base to connect a single record in one table (called the parent table) to many records in the other table (called the child table).
This is called a one-to-many relationship.
In a relationship in Quick Base, the table on the "one" side is called the parent table and the table on the "many" side is called the child table.
One-to-many
It’s easy to think of real-world examples of one-to-many relationships:
A business has many locations.
A project has many tasks.
One cat may have many kittens.
You get the idea. These are all examples of one-to-many relationships.
For example
If there is a one-to-many relationship between a Companies table and a Contacts table, when your employee enters a new contact, the new contact info can be related to an existing customer.
The company name and related info come directly from the Companies table.
For each additional contact, there’s never a need to re-enter company info. And if the company info changes, it’s automatically updated in all the related contact records.
Relationship magic!
When you create a relationship between two tables, Quick Base performs some additional magic behind the scenes that transforms each table in useful ways.
Example:
After you relate the Contacts table to the Companies table, you can see a list of contacts for that company and enter new contacts directly from the Company form.
Another bit of magic you can perform with relationships is to summarize information from the child records on the parent record.
Example:
You can summarize the number of contacts for each customer.
Awesome power!
Let’s dig a little deeper to show the awesome power of related tables.
Keep in mind that while a relationship is created between two tables, it’s actually the records in the tables that form the relationship. So, for example, each Company record has many Contact records.
Also note that a parent table can have more than one child table. A company can have many contacts, but also many activities, and many documents.
A table can be on both sides of a relationship. For example, a country can be the parent to many states, and a state can be the parent to many cities. In this case, a States table is both a parent table and a child table.
Are you feeling the power?
As you learn more about table-to-table relationships, you’ll start to see the remarkable power of this concept and how it can help you create apps that can facilitate complex workflows and business logic.
To create relationships between tables, click and drag the relationship icon on a table:
Relationships
Field types
Overview
Help
Visual Builder provides an alternate way to create and update apps. You can create tables, add fields, and connect relationships, all by dragging and dropping items onto the canvas.
You can test out configurations to determine the best data model for an app.
Note that when working with an existing app, changes in Visual Builder are saved immediately. When first trying out Visual Builder with an existing app, you may want to use a copy of your app.
Current limitations
Visual builder does not currently support the following:
Connected tables. You cannot use Visual Builder to add connected tables. The Visual Builder shows existing connected tables in your app and you can add normal fields, but you cannot add connected fields, make modifications to connected fields or adjust connection properties.
Summary fields and lookup fields. Visual Builder may add some lookup fields for you automatically during relationship creation, but you cannot currently use Visual Builder to add summary fields or lookup fields to a relationship. You can exit Visual Builder to edit the relationship, adding summary fields or adding or editing lookup fields.
Cross-app relationships. Currently you can’t create cross-app relationships. While editing an existing app, a cross-app relationship is shown with a dashed line.
Formula field properties. You can use Visual Builder to add formula field types to your tables, but currently you cannot create or edit formulas or change other properties within Visual Builder.
Number of tables limited to 80. Currently, if you try to open an existing app with 80 or more tables, a message appears preventing you from opening the app in Visual Builder. If you are using Visual Builder and add an 80th table to your app, a message appears preventing you from adding that table.
TEXT
Text
Plain text or any other data. Most versatile field type for entering any kind of character. You can also limit the length of entries.
Text - multi-line
Text field that automatically displays as a 6-line box on forms. Useful for longer amounts of data like comments, notes, or details.
Rich text
Includes an editor for content formatting. Use to format text, add links, insert images, create content tables, or edit source HTML.
Text - multiple choice
For selecting only one item from a drop-down list of choices.
Multi-select text
For selecting multiple items from a drop-down list of choices, with check boxes for each choice.
Checkbox
Adds a single-choice check box. Users select/check or deselect/uncheck the accompanying choice.
NUMERIC
Numeric
Numbers only. Other types of characters are ignored.
Currency
Numeric field that automatically is set to display as US currency. Choose other currencies in properties.
Percent
Numeric field that automatically is set to display as a percentage.
Rating
Rate items on a scale of 0 to 5, displayed as stars on records and reports.
DATE
Date
Date field that includes a calendar picker on forms.
Date / time
Date field that also lets you enter and display an AM/PM time.
Time of day
Store the time of day only, in hours and minutes. Can include seconds or display in 24-hour format.
Duration
Include a measurement of time in different formats (seconds, minutes, hours, days, weeks). Default format is Smart Units.
iCalendar
Share calendar information with other systems. Match iCalendar to existing fields for subject, description, location, start, and end.
LINKS
URL
Adds http:// and displays as a link on records and in reports.
File attachment
Attach a file to records. Max size is 100 MB.
PEOPLE
Address
Automatically adds field entries for address search, street address, city, state/region, postal code.
Phone number
Formats numeric entries as phone numbers with parentheses and dashes. Can include extensions.
Appears as a mailto link on records and in reports. Also adds to choices of email recipients in notifications.
User
Choose and store one Quick Base user at a time. On forms, the field appears as a drop-down list.
List - user
User field for choosing one or more Quick Base users at once. For example, can use to assign tasks to multiple people.
vCard
Share contact info. Match to table fields for name, email, job title, company, business phone, cell phone, fax, street, city, state, zip, note.
ADVANCED
Report link
Use to match records between tables without creating a relationship. Configure matching criteria to show a link or embedded report.
Predecessor
Create dependencies in an app. Stores items to finish before the next item starts. Used with work date fields.
Work date
Requires a predecessor field. Used to define start and end date fields for dependent items in an app.
FORMULAS
Formula - text
Calculate and display a plain text string.
Formula - numeric
Calculate and display a numeric value.
Formula - date
Calculate and display a calendar date.
Formula - date / time
Calculate and display a calendar date plus an AM/PM time.
Formula - time of day
Calculate and display a time of day only, in hours and minutes. Can include seconds or display in 24-hour format.
Formula - duration
Calculate a measurement of time in different formats (seconds, minutes, hours, days, weeks). Default format is Smart Units.
Formula - checkbox
Automatically display a selected check box based on a formula.
Formula - phone number
Calculate and display a phone number with parentheses and dashes. Can include extensions.
Formula - email
Calculate and display an email address as a mailto link on records and in reports.
Formula - user
Calculate and display one Quick Base user.
Formula - list - user
Calculate and display one to 20 Quick Base users.
Formula - rich text
Work with calculations involving rich text fields and other HTML such as images.
Formula - URL
Calculate and display http:// links on records and in reports.
Formula - work date
Used with a predecessor field. Use to calculate an end date by referencing a duration field.
What is a relationship?
A relationship is an association, or connection, between two tables.
When you relate two tables, you save time because you don't need to enter the same info over and over in separate tables.
Projects have multiple tasks, a company could have multiple locations, or several books can be written by the same author.
Why use a relationship?
For example:
When entering a new company, it would be nice to enter all the contacts who work there. Or, when entering a new contact, to also pick the company they're with.
You can use a relationship to do this. Instead of creating new fields for company info on the contacts form, you can simply connect info from a Companies table right into the Contacts form.
And you can summarize all the info from Contacts to display in Companies, for instance, the number of Contacts.
Almost every Quick Base app has several relationships.
Benefits of relationships
When you relate two tables you:
Save time because you don’t need to enter the same data over and over in separate tables.
Reduce the risk of data-entry errors.
Can summarize data from a related table.
What happens once you create a relationship
When you create a relationship, you’re telling Quick Base to connect a single record in one table (called the parent table) to many records in the other table (called the child table).
This is called a one-to-many relationship.
In a relationship in Quick Base, the table on the "one" side is called the parent table and the table on the "many" side is called the child table.
One-to-many
It’s easy to think of real-world examples of one-to-many relationships:
A business has many locations.
A project has many tasks.
One cat may have many kittens.
You get the idea. These are all examples of one-to-many relationships.
For example
If there is a one-to-many relationship between a Companies table and a Contacts table, when your employee enters a new contact, the new contact info can be related to an existing customer.
The company name and related info come directly from the Companies table.
For each additional contact, there’s never a need to re-enter company info. And if the company info changes, it’s automatically updated in all the related contact records.
Relationship magic!
When you create a relationship between two tables, Quick Base performs some additional magic behind the scenes that transforms each table in useful ways.
Example:
After you relate the Contacts table to the Companies table, you can see a list of contacts for that company and enter new contacts directly from the Company form.
Another bit of magic you can perform with relationships is to summarize information from the child records on the parent record.
Example:
You can summarize the number of contacts for each customer.
Awesome power!
Let’s dig a little deeper to show the awesome power of related tables.
Keep in mind that while a relationship is created between two tables, it’s actually the records in the tables that form the relationship. So, for example, each Company record has many Contact records.
Also note that a parent table can have more than one child table. A company can have many contacts, but also many activities, and many documents.
A table can be on both sides of a relationship. For example, a country can be the parent to many states, and a state can be the parent to many cities. In this case, a States table is both a parent table and a child table.
Are you feeling the power?
As you learn more about table-to-table relationships, you’ll start to see the remarkable power of this concept and how it can help you create apps that can facilitate complex workflows and business logic.
To create relationships between tables, click and drag the relationship icon on a table:
Relationships
Field types
Overview
Help
Visual Builder provides an alternate way to create and update apps. You can create tables, add fields, and connect relationships, all by dragging and dropping items onto the canvas.
You can test out configurations to determine the best data model for an app.
Note that when working with an existing app, changes in Visual Builder are saved immediately. When first trying out Visual Builder with an existing app, you may want to use a copy of your app.
Current limitations
Visual builder does not currently support the following:
Connected tables. You cannot use Visual Builder to add connected tables. The Visual Builder shows existing connected tables in your app and you can add normal fields, but you cannot add connected fields, make modifications to connected fields or adjust connection properties.
Summary fields and lookup fields. Visual Builder may add some lookup fields for you automatically during relationship creation, but you cannot currently use Visual Builder to add summary fields or lookup fields to a relationship. You can exit Visual Builder to edit the relationship, adding summary fields or adding or editing lookup fields.
Cross-app relationships. Currently you can’t create cross-app relationships. While editing an existing app, a cross-app relationship is shown with a dashed line.
Formula field properties. You can use Visual Builder to add formula field types to your tables, but currently you cannot create or edit formulas or change other properties within Visual Builder.
Number of tables limited to 80. Currently, if you try to open an existing app with 80 or more tables, a message appears preventing you from opening the app in Visual Builder. If you are using Visual Builder and add an 80th table to your app, a message appears preventing you from adding that table.
TEXT
Text
Plain text or any other data. Most versatile field type for entering any kind of character. You can also limit the length of entries.
Text - multi-line
Text field that automatically displays as a 6-line box on forms. Useful for longer amounts of data like comments, notes, or details.
Rich text
Includes an editor for content formatting. Use to format text, add links, insert images, create content tables, or edit source HTML.
Text - multiple choice
For selecting only one item from a drop-down list of choices.
Multi-select text
For selecting multiple items from a drop-down list of choices, with check boxes for each choice.
Checkbox
Adds a single-choice check box. Users select/check or deselect/uncheck the accompanying choice.
NUMERIC
Numeric
Numbers only. Other types of characters are ignored.
Currency
Numeric field that automatically is set to display as US currency. Choose other currencies in properties.
Percent
Numeric field that automatically is set to display as a percentage.
Rating
Rate items on a scale of 0 to 5, displayed as stars on records and reports.
DATE
Date
Date field that includes a calendar picker on forms.
Date / time
Date field that also lets you enter and display an AM/PM time.
Time of day
Store the time of day only, in hours and minutes. Can include seconds or display in 24-hour format.
Duration
Include a measurement of time in different formats (seconds, minutes, hours, days, weeks). Default format is Smart Units.
iCalendar
Share calendar information with other systems. Match iCalendar to existing fields for subject, description, location, start, and end.
LINKS
URL
Adds http:// and displays as a link on records and in reports.
File attachment
Attach a file to records. Max size is 100 MB.
PEOPLE
Address
Automatically adds field entries for address search, street address, city, state/region, postal code.
Phone number
Formats numeric entries as phone numbers with parentheses and dashes. Can include extensions.
Appears as a mailto link on records and in reports. Also adds to choices of email recipients in notifications.
User
Choose and store one Quick Base user at a time. On forms, the field appears as a drop-down list.
List - user
User field for choosing one or more Quick Base users at once. For example, can use to assign tasks to multiple people.
vCard
Share contact info. Match to table fields for name, email, job title, company, business phone, cell phone, fax, street, city, state, zip, note.
ADVANCED
Report link
Use to match records between tables without creating a relationship. Configure matching criteria to show a link or embedded report.
Predecessor
Create dependencies in an app. Stores items to finish before the next item starts. Used with work date fields.
Work date
Requires a predecessor field. Used to define start and end date fields for dependent items in an app.
FORMULAS
Formula - text
Calculate and display a plain text string.
Formula - numeric
Calculate and display a numeric value.
Formula - date
Calculate and display a calendar date.
Formula - date / time
Calculate and display a calendar date plus an AM/PM time.
Formula - time of day
Calculate and display a time of day only, in hours and minutes. Can include seconds or display in 24-hour format.
Formula - duration
Calculate a measurement of time in different formats (seconds, minutes, hours, days, weeks). Default format is Smart Units.
Formula - checkbox
Automatically display a selected check box based on a formula.
Formula - phone number
Calculate and display a phone number with parentheses and dashes. Can include extensions.
Formula - email
Calculate and display an email address as a mailto link on records and in reports.
Formula - user
Calculate and display one Quick Base user.
Formula - list - user
Calculate and display one to 20 Quick Base users.
Formula - rich text
Work with calculations involving rich text fields and other HTML such as images.
Formula - URL
Calculate and display http:// links on records and in reports.
Formula - work date
Used with a predecessor field. Use to calculate an end date by referencing a duration field.
What is a relationship?
A relationship is an association, or connection, between two tables.
When you relate two tables, you save time because you don't need to enter the same info over and over in separate tables.
Projects have multiple tasks, a company could have multiple locations, or several books can be written by the same author.
Why use a relationship?
For example:
When entering a new company, it would be nice to enter all the contacts who work there. Or, when entering a new contact, to also pick the company they're with.
You can use a relationship to do this. Instead of creating new fields for company info on the contacts form, you can simply connect info from a Companies table right into the Contacts form.
And you can summarize all the info from Contacts to display in Companies, for instance, the number of Contacts.
Almost every Quick Base app has several relationships.
Benefits of relationships
When you relate two tables you:
Save time because you don’t need to enter the same data over and over in separate tables.
Reduce the risk of data-entry errors.
Can summarize data from a related table.
What happens once you create a relationship
When you create a relationship, you’re telling Quick Base to connect a single record in one table (called the parent table) to many records in the other table (called the child table).
This is called a one-to-many relationship.
In a relationship in Quick Base, the table on the "one" side is called the parent table and the table on the "many" side is called the child table.
One-to-many
It’s easy to think of real-world examples of one-to-many relationships:
A business has many locations.
A project has many tasks.
One cat may have many kittens.
You get the idea. These are all examples of one-to-many relationships.
For example
If there is a one-to-many relationship between a Companies table and a Contacts table, when your employee enters a new contact, the new contact info can be related to an existing customer.
The company name and related info come directly from the Companies table.
For each additional contact, there’s never a need to re-enter company info. And if the company info changes, it’s automatically updated in all the related contact records.
Relationship magic!
When you create a relationship between two tables, Quick Base performs some additional magic behind the scenes that transforms each table in useful ways.
Example:
After you relate the Contacts table to the Companies table, you can see a list of contacts for that company and enter new contacts directly from the Company form.
Another bit of magic you can perform with relationships is to summarize information from the child records on the parent record.
Example:
You can summarize the number of contacts for each customer.
Awesome power!
Let’s dig a little deeper to show the awesome power of related tables.
Keep in mind that while a relationship is created between two tables, it’s actually the records in the tables that form the relationship. So, for example, each Company record has many Contact records.
Also note that a parent table can have more than one child table. A company can have many contacts, but also many activities, and many documents.
A table can be on both sides of a relationship. For example, a country can be the parent to many states, and a state can be the parent to many cities. In this case, a States table is both a parent table and a child table.
Are you feeling the power?
As you learn more about table-to-table relationships, you’ll start to see the remarkable power of this concept and how it can help you create apps that can facilitate complex workflows and business logic.
To create relationships between tables, click and drag the relationship icon on a table:
Relationships
Field types
Overview