Note: This feature is available for specific plans. Check the Quickbase Pricing page for a comparison.
View Details about the connected table, including the connected data source, connection owner, connected fields, filter, and schedule for the connected table.
If you're the connection owner, you can also edit the connection filter to display a different set of records, add new connected fields, remove connected fields, change the refresh schedule, or switch to use a different connection.
From here, you can also access a History of recent refreshes, edits to filters and schedules, and troubleshooting information.
To view connected table details:
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Access the connected table.
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Click Settings, then click the connection, for example, Salesforce connection.
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Click the Details tab to view the following information:
Data source
Name of the data source that this table is connected to; for example, Salesforce.com.
Connection
The name of the connection this table is using and the connection owner. If necessary, app admins can switch the connected table to use a different connection.
Connect to
The name of the table in the service that is connected, for example, Opportunities.
If you want to turn a connected table into a regular table, click the Disconnect table option to permanently disconnect this Quickbase Sync connected table. The table's data and relationships will be retained, but the table will no longer be a connected table and can’t be reconnected later.
Connected fields
The number of connected fields in the table. Click View fields to view the connected fields.
Like all Quickbase tables, connected tables automatically include 5 built-in Quickbase fields: Date Created, Date Modified, Record ID#, Record Owner, and Last Modified By.
Filter
Displays the connection filter used to create and refresh the table. Click Edit filter to set or change the filter.
Refresh options
Shows how and when the table refreshes. Indicates whether email is sent if there's a problem refreshing the table. Click Edit options to change the refresh options or schedule.
To view a history of recent refreshes, edits to filters and schedules, and troubleshooting information:
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Access the connected table.
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Click Settings, then click the connection, for example, Salesforce connection.
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Click the History tab.
Tip: If there was a problem refreshing the table, click the error message to access troubleshooting tips.
View, test, or delete your connections
To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.