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Automatically complete the Territory field, based on who the salesperson is. Based on the value in the user field Salesperson, display the correponding sales territory in the Territory field. Conditional (If - Then) If([Salesperson]=ToUser("baker@example.com"), "Western", "Eastern") Take the e-mail address baker@example.com and convert it to the user value connected with that e-mail account (you can use a user name instead of an e-mail address). If the value in the Salesperson field is that user, then display the word Western, otherwise, display the word Eastern. Text Tip: Form rules can also automatically populate fields based on other values.

Want to set this up for multiple salespeople and territories? Use the Case() function instead. Read how in the next section.
  More on this solution...
Color rows based on who a user is You want to color code rows based on the user in the Assigned To field. Row Colorization If([Assigned To]=ToUser("baker@example.com"), "pink", "") Take the e-mail address baker@example.com and convert it to the user value connected with that e-mail account (you can use a user name instead of an e-mail address). If the value in the Assigned To field is that user, then color the row pink, otherwise, don't color it. none - view builder formula -Don't forget to enclose the e-mail address or user name in quotation marks.   More on this solution...
I need a formula that returns the reporting period month. Any date after the 18th of the month will return a reporting period of the following month   Dates If(Day([Date]) <= 18, Case((Month ([Date]))-1, 1,"January",2,"February",3,"March",4,"April",5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December"), Case(Month ([Date]), 1,"January",2,"February",3,"March",4,"April",5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December"))

If the day of the month entered into the [Date] Field is less than or equal to 18, then subtract one from the month of the date field and based on the month number return the matching name of month.

Else if the day of the month entered into the [date] field is greater than 18 then return the month of the [date field], and based on the month number return the matching month name.

Date     More on this solution...
Dynamically adjusting successor start dates from predecessor changes Related to Project Management application Calculation If( ([Status]<>"Completed"),WeekdayAdd([Start], [Duration]),
 ToWorkDate([Actual Finish Date])  )

The predecessor field (under properties) needs to be changed from formula builder to Type-In.
If the task is not completed, it calculates the expected end date (by adding the amount of time it will take to when it starts), and if the task is completed, then it uses the date that it was actually finished, as entered by the user completing the task. Workdate     More on this solution...
Setting a sales commission based on sale price Create a formula for the Sales Commission field that calculates commission based on sale price in the Total field Conditional (If - Then) If([Total]>=100 and [Total]<250, 25,
[Total]>=250 and [Total]<1000, 50,
[Total]>=1000, 100, 0)
If total is greater than or equal to 100 and less than 250, then display the value 25.
If total is greater than or equal to 250 and less than 1000, then display the value 50
If total is greater than or equal to 1000, then display 100

Otherwise (if none of the above conditions are met) display 0.
Numeric     More on this solution...
Convert dates to European format Is there any way to change the default date format in my Date Identified field to the european DD/MM/YYYY? Dates Left(NotLeft(ToText([Date Identified]),"-"),"-")& "-" & 
Case(Left(ToText([Date Identified]),2),
"01","Jan","02","Feb","03","Mar","04","Apr","05",
"May","06","Jun","07","Jul","08","Aug","09","Sep",
"10","Oct","11","Nov","12","Dec")& "-" 
& Right(ToText([Date Identified]),"-")
  Text You can't do this within a date field. You must create a formula - text type field to display dates in this format.   More on this solution...
Remove "the" from names to enable alphabetical sorting You have a list of organizations, some of which start with THE. You want to remove the THE so you can sort the list alphabetically. Text If(Contains(Left([Organization Name],3),"The"), NotLeft([Organization Name],4), [Organization Name]) If the Organization Name field's leftmost three characters are "the" then remove the four leftmost characters (Why specify 4 instead of 3? To remove the space after "the"). Otherwise (if there's no "the") just show the organization name. Text     More on this solution...
Highlight overdue tasks in pink You want to color code rows based on the Due Date field. Row Colorization if ([Due Date] < Today(), "pink", "") If the value in the Due Date field is less than (e.g. earlier than) today, then color the row pink, otherwise, don't color it. none - view builder formula     More on this solution...
Create a view that contains records for the "current month" only   Conditional (If - Then) If(Month([Date])=Month(Today()), "Current Month","Not Current Month") If the month in the Date field is the same month as today, then display the text "Current Month" otherwise display the text "Not Current Month. Text Use this formula to create a view. You can feature the text field in the view to see which records say "Current Month." You can also use this custom formula field in the view's criteria. In other words, design the view so that you only see those records that occur in the Current Month. Read more about using custom columns in views here: https://www.quickbase.com/help/custom_column_in_view.html

See also: https://www.quickbase.com/db/6mztyxu8?a=dr&r=n8&rl=xgi
  More on this solution...
Show records for which events have occurred in the last week Show records where any one of several date fields contains a date that occurred in the last week Conditional (If - Then) If(ToDays(Today()-[Sales Presentation])<7,true,false) or 
If(ToDays(Today()-[Follow-Up Meeting (2)])<7,true,false) or
If(ToDays(Today()-[Follow-Up Meeting (3)])<7,true,false) or
If(ToDays(Today()-[Follow-Up Meeting (4)])<7,true,false) or
If(ToDays(Today()-[STR Meeting])<7,true,false)
If you subtract the date in the Sales Presentation field from today and it's greater than seven, turn the checkbox field on (true), otherwise turn it off (false). 

Each line of the formula beginning with "If" repeats these same conditions for each field listed. Each If/Then condition is joined by an "or" operator. This means that if the condition is met in any field, QuickBase will turn on the checkbox field.
Checkbox Use this formula to create a view. You can feature the checkbox field in the view to see which records have it checked and which don't. You can also use this custom formula field in the view's criteria. In other words, design the view so that you only see those records where this checkbox field is on. Read more about using custom columns in views here: https://www.quickbase.com/help/custom_column_in_view.html   More on this solution...
create a conditional salutation that can contain one or two names depending on content If the First Name 2 field contains a name, then string it together with the value in the First Name 1 field to create a salutation. If not, then just show the name in First Name 1. For example "Mary & Joe" -Or if there's no text in First name 2, just "Mary" Text If([First Name2]="",[First Name 1], [First Name 1] & " & " & [First Name 2]) If First Name 2 is empty, then display the value in the First Name 1 field. Otherwise, display the value in the first name 1 field then display a space, an ampersand and a space followed by the value in the First Name 2 field. Text     More on this solution...
If a field is not blank (null), then display a value in another field Calculate the Revenue field, only if your staff has entered a date in the Submitted for Billing field. Conditional (If - Then) Design the actual Revenue field using the following formula:

If(not IsNull([Submitted for Billing]),[Revenue Forecast])
If the Submitted for Billing field is not empty (or null), then display the value from the Revenue Forecast field. Text     More on this solution...
Set status based on whether or not another field is checked. Automatically set the Status field to "Complete," when a staff member enters a date in the Completion Date field. Conditional (If - Then) Design the Status field using the following formula:

if(isnull([Completion Date]), "Pending", "Complete")
If no one's entered a value in the Completion Date field (in other words that field is null) then display the word "Pending." If not, display the word "Complete." Text     More on this solution...
Calculate project duration if project is completed If [Status] is "Completed", figure the duration based on [End Date], but if the status is anything else, figure duration on today's date. Conditional (If - Then) IF(([Status]="Completed"),[End Date]-[Start Date],Today()- [Start Date]) If the value in the Status field is "Completed" then show the result of subtracting the Start Date from the End Date. Otherwise, show the result of subtracting the Start Date from today. Duration     More on this solution...
View records from the previous week only How do I create a view that on any day of the week I can view records dated from the previous week? Dates If([Date]>FirstDayOfWeek(Today()-Days(7)) and
[Date]< LastDayOfWeek(Today()-Days(7)), 
true, 
false)
Subtract 7 days from today. Take the resulting date (let's call it "one week ago date") and calculate the first day of its week. If that is greater than the value in the Date field and If that date is less than the last day of the week in which "one week ago date" falls, the result is true (checkbox is on) otherwise the result is false (checkbox is off). Checkbox You  can create a formula - checkbox type field to hold this formula  or just use the formula within the report (view) builder page. In this case, also select checkbox as the type, then within the Matching Criteria section, specify that <custom column> is yes (type in the word yes).   More on this solution...
Show only records where any checkbox is turned on Formula to create a view that shows records where [checkbox 1] is turned on OR [checkbox 2] is on OR [checkbox 3] is on and so on Conditional (If - Then) If(([F1] or 
[F2] or
[F3])=true, true, 
false)
If F1 or F2 or F3 checkboxes are turned on (True), then this formula returns True (yes), otherwise it returns false (no). Checkbox You'd use this formula to create a "custom column" in the view builder. The custom column type is "checkbox." Then set the view's matching criteria to <custom column> = Yes. When you do so, your view shows only those records that meet the condition of the formula. For more on using formulas to create views and reports, please read: https://www.quickbase.com/help/custom_column_in_view.html   More on this solution...

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When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

Read more about converting a column into a table.

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