Understand the FastField integration

This article explains how the Quickbase integration in FastField works. When admins add the integration it is available in different things like mobile forms and workflows between the field and office.

About the integration

Connecting your FastField and Quickbase accounts helps you capture data more easily from mobile devices and do more with it in Quickbase. You can do things like:

• Open FastField from Quickbase
• Create a FastField form based on a Quickbase app's schema
• Save FastField form responses in Quickbase
• Sign in to FastField using your Quickbase login

This connection helps in workflows from the office to the field. For example, if you're managing a safety app in Quickbase that requires people in the field to complete it. From your Quickbase table, you can create a new FastField form. After you name the form and select the fields to import, you now have a new form in FastField with your Quickbase fields that you can edit. After your form is ready, it is saved and published. After a form is published, people in the field can access and open it. 

In the field, people can log in to the FastField app with their Quickbase credentials and open the form. They can open the form, document any incidents, and submit the form. 

After the form response is submitted, that data is saved in the table in Quickbase. 

Access to FastField from Quickbase is controlled in the admin console. Give access to specific people, or give anyone with permission to create apps.

After the integration is set up, you can sign in to FastField in the app or on desktop using your Quickbase login. 

Learn more about setting up the integration.

Parent and child tables

When the table you select for the integration is a parent table, you can also connect child tables. They are automatically available when you're mapping fields. When you create a FastField form based on a Quickbase table, child tables are imported as subforms. 

Invite people to use FastField

Add an admin or builder from Quickbase

In the Admin Console, select who can access FastField from Quickbase. Like other permissions in Quickbase you can either allow all app admins or select specific users. When someone has permission, they see buttons to open FastField on the My Apps page and on the Forms page.

To give a specific user permission to use FastField:

1. In Quickbase, open the Admin Console and go to Permissions.
2. For the FastField field, select Specific users can go to FastField from Quickbase.
3. Under Permitted users and groups, add the user.
   This adds them to the table at the end of the page.
4. Turn on the FastField access toggle.
   This gives them permission to see the buttons and access FastField from Quickbase. It also assigns them Builder or Collector permissions in FastField. Learn more about user roles in FastField. 

Learn more about granting and revoking permissions to FastField.

Add a mobile user from the FastField Portal

1. In FastField, go to Team → Users.
2. Select New User.
3. Enter information for the person you’re adding, and then select Save. 
   Use the email address that they use to log in to Quickbase.
4. Access to specific forms only can be granted by using Form Libraries or by dispatching task forms to individual users. Libraries consist of a set of users and forms that you want to grant those users access to.
   To assign users to Form Libraries, go to Form Sharing → Libraries. Select the Actions button next to the Library. Next, select the Users button to manage the list of users who belong to the Library. Learn more about user roles in FastField.

Open FastField from Quickbase

People who have permission can open FastField from Quickbase different ways including:

• Using the Open FastField button on the My Apps page
• Using the New FastField form button on the Forms page of a Quickbase table's settings

When you use one of these buttons, you're automatically signed in to FastField.

Permitted users can also sign in to the FastField app by selecting Sign in with Quickbase. This will only work if they've used the Open FastField button on the Quickbase My Apps page first.