Set up a Quickbase integration in FastField

This article explains how to create and use a Quickbase integration in FastField with a user token.

This method is an alternative to fully linking your FastField account to your Quickbase realm in the Quickbase Admin Console. It uses a Quickbase user token to connect FastField to your Quickbase realm.

We recommend this set up if you want to connect with Quickbase, without using Quickbase single sign-on (SSO).

After you set up a Quickbase integration in FastField, you can do things like:

• Import a Quickbase app's schema to a FastField form
• Send FastField responses to Quickbase
• Create a data table in FastField connected to a Quickbase table

Find your Quickbase realm URL and user token

To set up a Quickbase integration in FastField, you'll need your Quickbase realm URL and the user token for the app you want to connect.

Realm URL

A realm is a domain within your Quickbase account. Your realm URL is your realm name + .quickbase.com (for example: builderprogram-jdoe.quickbase.com).

To locate your realm URL, log in to your realm in your Quickbase account. Your realm URL is in the address bar of your browser.

User token

To find your user token or to generate a new one:

1. Go to Quickbase and select your Quickbase user name in the top-right corner.
2. Select Profile.
   
3. Go to Manage User Tokens and select Manage my user tokens for...
4. Find an existing user token or generate a new user token for the app you want to connect to in FastField.
   

From here, use this user token to set up an integration in FastField.

Set up a new integration

1. In FastField, expand the Workflow menu, and then select Integrations.
2. Select the + New Integration button.
3. In the Choose an integration field, select Quickbase. 
4. Enter a name, Realm URL, and User Token. Then select Add. 
   This saves the integration and makes it available to add to things like workflows.

Besides the Integrations page, there are other areas in FastField where you can set up a Quickbase integration:

• When creating a data table
• When importing a Quickbase table to create a new form
• When creating a Global Workflow that connects to Quickbase

Give other FastField admins and builders permission to the integration

By default, a new Quickbase integration is only accessible by the admin or builder who created it. The person who creates the integration can share it with other FastField admins and builders. People with access to the integration can connect forms, data tables, and workflow actions to Quickbase.

To give permission to specific admins and builders in your FastField account:

1. In FastField, expand the Workflow menu, and then select Integrations.
2. Edit an existing Quickbase integration (Actions > Edit) or create a new integration (+ New Integration).
3. In the Permissions section, select Manage permissions.
   
4. Select Add user to add a user to your list of permitted users.
   You can remove or add a user to this list at any time.
5. Save your changes.