Item: Quickbase
Rating: 10
Author: Verified User

Overall Satisfaction with Quickbase

Use Cases and Deployment Scope

Quick Base is used to track communications request from all departments within the company. It provides robust reporting and allows us to ensure each request is assigned to a writer.

Pros and Cons

Pros

A dynamic form that only displays applicable field(s) based on a previous selection.
Report building
Workflow/notification creation

Cons

For those that are not Excel-savvy and understand formulas, it can be challenging to understand. The training I've seen speaks as if the student has a basic understanding of formulas. I'd like to see tips on how a beginner can use the Quick Base help, copy a formula, and the thought process in how to manipulate the formulas to work. Create training in taking the same formula and showing how to use it with 3 different real-live scenarios should help.
I have yet to find an easy way to decide if deleting a report or a field will cause regret later on. For example, I deleted what appears to be an unused report only to find out days later that the report was used as a summary lookup on another report. The other report showed a message "error in displaying report". Unfortunately, QB doesn't have a 30-day recycle bin to grant me the ability to restore the item. This would be a huge win.

Alternatives Considered

PowerApps

I have evaluated this product only because our SharePoint intranet will be getting an upgrade EOY. I'm not sure what the full capabilities are yet but highly doubt it compares to QB.

Ease of use. I am a SharePoint Evangelist and built many SharePoint forms with complex workflows... and may I add, another application called SharePoint Designer is needed to build those custom workflows. With QB, I transitioned those forms and built the same workflows quickly and easily, all in one app.

Also, in SharePoint, I would have to create multiple "Content Types" to only display the fields that the role needs to see. This process is time-consuming and redundant. Of course, I could download InfoPath (another MS designer tool) to hide fields, make it two columns instead of one, add sections, etc, but why do that when there's an easier, user-friendly solution in QB?

Comments

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Quick Base makes form and workflow creations easier than SharePoint