Use the mobile app to access your Quickbase apps from your mobile device. Get the app from your app store for iOS or Android (Apple App Store or Google Play Store).
Mobile app features
You can use the mobile app to access your apps anywhere. Here's what you can do:
View your apps, app home pages, and mobile dashboards
View tables and reports
Add, edit, view, and delete records
Email reports and records as links to colleagues
- Open app links from within Quickbase apps
Note: Some field types behave differently when viewing and editing records. Read more.
- Dashboards—are now available on the mobile app and mobile browser
- App admins can now assign role-based dashboards to mobile users
- App home button lets you quickly jump to the app’s home page or dashboard
You and other users can get valuable insights using dashboards specific to roles. Mobile users can access the same dashboard as desktop users or an admin can assign a different dashboard for mobile users.
Admins can create role-based dashboards for mobile users by assigning specific workflows to the role. When users open the app, the default dashboard assigned to the role opens.
Mobile dashboards vs desktop dashboards - what's the difference?
The key difference is the layout of the information. Mobile dashboards provide the same information as a desktop dashboard but in widget format. In the mobile dashboard, widgets are stacked in one column for easy viewing. The layout is one vertical column with widgets stacked in order from top-left down.
Need specific functionality for mobile users?
Assign a different dashboard for mobile users and another for desktop users. This is a good idea if mobile users use a subset of features in the field. For example, if mobile users need to create or update service orders in the field you can include those features on the mobile dashboard.
Opening tabs on a mobile dashboard
To open a tab, swipe across the tab bar or open tabs from a drop-down menu.
Open a tab by swiping
- On the dashboard, swipe left or right on the tab bar to scroll through tabs.
- Tap a tab to activate the report.
Open a tab from the drop-down menu
- Tap the tab bar’s drop-down menu to view all tabs.
You’ll see a list of tabs.
- Tap a tab to activate the report.
To narrow down your search for records, you can select up to four filters on the mobile dashboard.
- Tap .
- Tap a filter to view its options.
- Select the filters and tap OK > Apply.
View applied filters
The filters you've applied appear.
Tap > Clear All
Returning to an app’s home page
Tap the App Home button () to return to an app’s home page or dashboard.
Signing in and out of the mobile app
When you sign in to the mobile app, you can choose to enable the biometric authentication (fingerprint or facial recognition) on your device.
Signing in using SAML authentication
If your company uses corporate authentication (SAML), use your corporate credentials to sign into the mobile app. The first time you open the app, you're asked if you have a corporate username and password.
If you tap Yes, you're redirected to your corporate sign-in page. After you sign in, the mobile app opens. The app redirects to your corporate sign-in page whenever you open the app.
If your company's sign-in page is unavailable outside of the corporate network you need to register your mobile device on that network. Otherwise, you can't access the sign-in page.
From your My Apps page, tap the three-dot icon in the top left, then select Sign out.
Set the desktop app to open on mobile
- App admins can set the default view of an app to the desktop app
- Realm admins can request the desktop app load realm-wide by opening a tech support case