Create, update, query and delete Quickbase records, run reports, list fields, and download or delete file attachments.
Explore 8 workflow actions for Quickbase, including account permissions and operation limits.
5 read actions3 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create or update records
Write
Add records, or update records that carry the key field or match the merge field.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Operation limits
Quickbase applies each record on its own and lists any it refused in metadata.lineErrors; the step still succeeds.
Up to 1,000 records per step.
Quickbase takes no idempotency key, so a lost answer remains uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete file
Write
Delete a file attachment version from a record.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Operation limits
Quickbase takes no idempotency key, so a lost answer remains uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete records
Write
Delete every record that matches a filter.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Operation limits
Every matching record is deleted; check the filter with Query records first.
Quickbase takes no idempotency key, so a lost answer remains uncertain and is never resent automatically.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Download file
Read
Download a file attachment version into protected workflow storage.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Operation limits
Files are limited to 16 MB.
Get report
Read
Read a report's settings: type, query and properties.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
List fields
Read
Read every field of a table, with IDs, labels and types.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Query records
Read
Read records that match a filter, with chosen fields, sorting and paging.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Run report
Read
Read the records a report returns, with paging.
Permissions and limits
Account permissions
A Quickbase user token assigned to the app, whose user may use the table
Pagination: offset. Check the result for additional pages; a single action may not return every record.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Quickbase. A saved workflow is not a completed provider action.
