Resource Icons
Latest Highlights
Check Out The Latest in The Qrew
1 MIN READ
Hello Qrew!
EstherLaVielle , Maria , and I are always looking for opportunities to enhance The Qrew experience. As such, mid-year is a great time to examine where we are with our programs and w...
2 days ago
📅 What’s Happening and When?
We’re launching a new Quickbase University experience on Monday, July 14 th !
🤔 Why the Change? You spoke. We listened.
The current Quickbase U...
12 days ago
3 MIN READ
The Qrew is excited to bring voices from our Community into our blog. As both a current customer and former Quickbase staff member, Wes McAda is a long-time member of The Quickbase Qrew. If you have ...
21 hours agoThe Content Feed
Feed
The magic of Service Accounts
We’re so glad you’re here! Today, let’s learn about Service Accounts and how they can help teams with multiple Realm Administrators or Builders working on integrations. Service Accounts are special admin accounts that let apps connect to Quickbase and use its data without needing a specific person to log in. This is super helpful when multiple people on a team are working together on integrations because it makes it easier to see who’s doing what and simplifies collaboration. Here’s why Service Accounts are important for your team: Transparency: They give a clear view of how and when data moves in and out of your apps, so everyone knows what’s happening. Security: They help keep things secure by allowing automated tasks without sharing personal login details. Continuity: They ensure processes aren’t reliant on any one individual. This helps avoid disruption. Even if someone leaves the team, everything continues running smoothly. For step-by-step instructions on setting up Service Accounts, check out our help article: Setting up Service Accounts. Feel free to ask questions or share your experiences with Service Accounts below…and happy building!AI & I
The Qrew is excited to bring voices from our Community into our blog. As both a current customer and former Quickbase staff member, Wes McAda is a long-time member of The Quickbase Qrew. If you have an interesting take or perspective on what's taking place in Tech today, and you are interested in writing a blog like the one below, please email Ben Simon at bsimon@quickbase.com. There are many AI tools and uses to consider nowadays. There is talk about it making many jobs, from artists to software developers, redundant. As a professional developer and an occasional artist, I have used AI for both. For example, my goofy, dad-joke loving side gets a kick out of this image: As a Florida State alum and football fan, and lover of both artiodactyls and beer, just “Yay!”. It is an FSU Efes Ewe, but I capriciously digress. I guess I could have paid an artist to render this, but I probably would not have spent the money on it. AI made this silliness accessible. AI also makes higher value work easier. When it comes to software development, I use AI to accelerate front end development work. With proper prompting, I can get code using HTML, CSS, and JavaScript that helps me go much quicker. I do not do a ton of front end work, but when I do, I rarely start from scratch anymore. The same goes for my Python scripts, which I sometimes use to get more out of the Quickbase API. More often than not, I use AI to get started. AI can also help provide alternative approaches for jinja templates that one may use in Quickbase Pipelines or formulas for Excel, SQL queries, or Quickbase formula fields. There are issues with the outputs, so users beware that you still need to know a thing or two about the subject matter and your context. One also needs to be careful providing inputs that may compromise confidentiality, security, or privacy. The point is that AI enables productivity so that I can focus on impact. AI also helps me in ways that other services like Mockaroo or Canva might; I can get downloadable mock data per my specifications or color palettes in hex codes for my colorblind development work. AI helps avoid a tedious task or facilitates my handicap in this case. One area in which there is professional/personal crossover with AI is writing. Anyone who has coded or developed a Quickbase app is familiar with the struggle of figuring out what to name variables or attributes. However, when writing emails or even something creative like one of my recent haikus, AI helps me with words. AI does not write for me; it helps me write better. The AI tools that I generally use are Copilot and ChatGPT. I have also created agents in Boomi, but I am in early stages on how to incorporate a trained agent in a workflow yet. I am looking forward to Quickbase’s forthcoming MCP server offering with great anticipation! My expectation is that enterprises will profit greatly from AI agents when we gain greater confidence in AI’s security and can leverage its processing power on premises. But what interests me most about AI today is how other devs like me are using it. What are some ways others in The Qrew are using AI? Share below!Update to Code Page Example Folder: All Videos Included
Hi everyone! I wanted to give you an update from the Code Pages Qrew Meetup: All 4 videos of code page examples from our speakers are now included in the Code pages folder. Here's a quick recap of what they covered in the meeting and here's the folder to watch the videos: Code Page Example Showcase by Elvis Agyemang: Elvis showed off a personalized homepage and a world clock, both built in minutes using ChatGPT—proof you can spin up cool tools fast. Tips: Use AI like ChatGPT to draft code page widgets or dashboards when you’re short on time. Process Messaging & Pipelines by Eric Mohlman: Eric demoed a code page that gives live progress updates for pipeline tasks—no more guessing if your process is done. Tips: Use webhooks to trigger progress bars and auto-redirects for a smoother user experience. Pass record IDs in the URL to keep your code pages flexible and reusable across different workflows. File Upload Controls & Multi-Table Assignments by Simon Herbst: Simon walked through file upload controls that check file type and size, with instant feedback using Bootstrap and Vue.js. Tips: Make your file upload page portable by passing table and field info in the URL—one page, many uses. Use real-time validation for file size and type to give users immediate, clear feedback (and avoid frustration). “Quicksheets” Code Page by Andrew Carbejal-Everts: Andrew recorded a short video on how to use code pages to export data to Excel to email different reports in a single file. Interested in reviewing their code page examples and using it for your use case? Here’s a link to a folder that has Code Page examples from Elvis, Eric, Andrew, and Simon. All videos included. Please let us know if you have any questions and we'll be sure to have experts review and respond. Thank you!Qrew Events the Week of July 7th 🚀
Hey Qrew, Hope everyone had a nice restful long weekend. Here’s what’s happening at Quickbase from July 7th–13th: 🌟 Featured Events: General Qrew Meet Up: From Good to Great – Unlocking the Power of Reports (July 9, 12–1 PM EDT) Join Nathan Call as he shares pro tips on turning basic app data into visually engaging reports that drive smarter business decisions. Perfect for anyone looking to level up their reporting game. Webinar: Will SaaS Sprawl Cost You Your AI Transformation? (July 9, 12–12:45 PM EDT) Discover how SaaS overload could be slowing your AI initiatives and what you can do about it. Don’t miss the latest research and practical solutions1. 🌟 Bonus Event and Activities: Quickbase University Launches New Experience July 14th!Click the link to learn more about how it will change next Monday. Take this mid-year community survey We are always looking for ways to improve and bring more value and fun to the Qrew. Please take a moment to share your thoughts. The survey is open from today to July 31st. Mark your calendars, bring your questions, and let’s make this week awesome! Best, Maria
Upsert based on Condition
Hi All, I have three tables. First is basic information, where people are marked as type A, B, or C. Second is the question bank table, containing all the questions for them. There are two columns for weight. If they are type A or B, they will see the column "weight - A or B", but if they are type C, they see the column "weight - C" Every time I create a new person record in the first table, I want to pull the questions and corresponding weight from the question bank to another table. I have created a pipeline (search records - add a bulk upsert row) to pull all the questions, but when it comes to the weight, how could I pull the corresponding weight based on their type? Thanks!2025 Mid-Year Community Survey
Hello Qrew! EstherLaVielle , Maria , and I are always looking for opportunities to enhance The Qrew experience. As such, mid-year is a great time to examine where we are with our programs and what we can do differently to improve. Please take a few moments to answer a few questions about our Community, The Qrew, via the below survey. SURVEY Thank you to each and every individual who makes this Community what it is. From our amazing customers, our devoted partners, and our passionate staff, we all bring something different to The Qrew. I'm looking forward to seeing this Community continue to grow and flourish. -Ben
Unduplicated people summary report
I built this summary report and need help filtering out duplicated clients. This report is built on the "Case Clients" table that is the many-to-many table connecting "People" to "Cases". I need this report to only show unduplicated people within each column. I have not used Help!Quickbase University Is Launching New Experience on July 14th
📅 What’s Happening and When? We’re launching a new Quickbase University experience on Monday, July 14 th ! 🤔 Why the Change? You spoke. We listened. The current Quickbase University hasn’t fully delivered the learning experience you deserve. So, we’re making bold improvements—from modernized courses to smarter certifications—to help you learn faster, earn recognition sooner, and showcase your Quickbase expertise with confidence. This is more than an upgrade—it’s a whole new way to grow with Quickbase. Here's how this transformation will revolutionize your Quickbase learning journey: 🎓 Next-Level Learning for Next-Level Builders Our enhanced learning platform is: Intuitive & Engaging New and improved courses with fresh, relevant content Intuitive navigation that gets you to content faster Improved search capabilities to find exactly what you need Advanced progress tracking with detailed analytics to monitor your growth Personalized & Efficient Personalized learning paths that adjust to your role, preferences, and pace Bite-sized learning modules designed for your busy schedule Mobile-friendly, web-based experience so you can learn anywhere, anytime 🏆 Certifications You Can Share With Pride Get ready for more streamlined exams and recognition that opens doors! Streamlined & Secure Exams Streamlined navigation making the exam process smoother than ever Immediate results with instant feedback and detailed performance analytics Enhanced security features ensuring exam integrity Comprehensive & Recognized Certification Badges Blockchain-verified digital badges that are tamper-proof and instantly verifiable Social media integration for easy sharing on LinkedIn and other social platforms ❓Frequently Asked Questions Access & Login Will there be any downtime? There may be a brief period of downtime from Friday to Sunday, July 11-13, to complete the upgrade. Where can I find the new Quickbase University? We’ll be maintaining the same URL for Quickbase University: university.quickbase.com How will I log in? There will be no changes to how you login. Use your Quickbase credentials, either from your organization or via your Builder Account to login. Having trouble logging in? Try resetting your password, clearing your cache, or switching browsers. Courses & Certifications What will be available on the new platform? We’re launching a refreshed catalog with 500+ curated assets that reflect our latest and most relevant content, including NEW On-Demand path to Pipelines Certification! Most older courses will be retired to ensure you receive the most accurate, up-to-date information and best practices. Will my course history transfer to the new Quickbase University? Your course history may not transfer. If a course you previously completed hasn’t been migrated to the new experience, it will not appear in your course history moving forward. For courses that are available in the new experience, our team is migrating completed course history over the next several weeks. Courses in progress will NOT transfer. Completed courses will only transfer IF: The course will still be available on the new platform, AND The course was completed by July 7, 2025, AND You’ve logged into QBU on or after July 1, 2023 If you haven’t logged into QBU since July 1, 2023, your account and course history won’t be migrated, but we will archive the data. If you are seeking this information, please contact us at university@quickbase.com. What about my existing badges and certificates? You will not find links to your certifications in the new QBU, though any certificate and badge links you’ve bookmarked in the past, or have stored in your email, will remain live. If you need access to these links, you can email university@quickbase.com and the Customer Education team will have that data available to share with you. Can I download my certifications ahead of time? Yes, up until July 11 th , you can login to the current QBU to download any certifications you’ve earned to date and/or bookmark links to that information. Support & Troubleshooting Need help during the transition? Comment on this thread! If your question contains confidential information, please email university@quickbase.com. We’re here to make your transition to the new Quickbase University as smooth as possible. What will happen if I’ve bookmarked a link or have a link to the old Quickbase University in reference materials I’ve developed? No worries — we’ve got you covered! If you’ve saved or shared a link to the old Quickbase University, it won’t take you to the original experience anymore. But instead of hitting a 404, anyone who clicks that link will be redirected to a helpful landing page that introduces our brand-new Quickbase University. That page is designed to guide you (and your team) to the new experience — so you can quickly get back to learning, exploring, and growing your Quickbase skills. Search the new QBU for a link to the new version of the courses you've got bookmarked. We recommend updating your bookmarks and any reference materials with those new links to make sure everyone lands exactly where they need to be. And if you need help finding the right course or resource, we’re always here to help! Email us at university@quickbase.com with the specific course you're looking for. If it has been migrated as part of the newly curated offerings, we'll send you the new link. 🎉It’s a New Chapter for Quickbase University As we embark on this exciting journey together, I want to personally thank you for being part of the Quickbase University community. This upgrade represents our commitment to providing you with the best possible learning experience, and I'm confident this new experience will help you achieve your goals faster and more effectively than ever before. Looking forward to learning alongside you in our new digital home! Ashley and the Customer Education Team
