Blogs

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Empower 2022 was a blast! So many exciting announcements, enablement sessions, and learnings from Quickbase builders and thought leaders. I, for one, am beyond excited for our updated form building and some great new enhancements to the report builder panel. Need new TV to binge this weekend? Over 40 sessions are available now On Demand! Want to meet other builders solving problems in your industry? Sign up for a Customer Network here! What excited you at Empower this year? We want to know! Leave a comment about something you learned or exciting news you heard.
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Is it mid-May already? 2022 is flying by and I’m currently digesting all the notes I took at my very first Empower conference at Quickbase. One of the best things about attending virtual conferences is that attendees can decide how they spend their time without distractions. The goal I set for myself was to go to as many Pipelines sessions as I could to pick up tips that will help with passing the Pipelines certification exam. Since I decided that I will take the exam at the end of June, this was my chance to connect with the exam authors, listen to Pipelines product managers, learn from other session attendees, and keenly observe how our expert trainers approach ...
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Service Accounts and YOU!

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Service Accounts and YOU! These days you may hear a lot about 'service accounts' out in the world. They are ubiquitous among databases and SaaS systems alike. But what exactly IS a service account...and how does it differ from a normal user account? Why would you want to use one? In the Quickbase universe, a service account doesn't differ from a user account except for in their intended/practical use. A service account must be tied to a real email address, just like a normal user, and provisioned just as any regular user would be. However, service accounts are generally used to drive system processes like API calls. Specifically, for ...
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Yes, I leveraged my dog to lure readers to my post, but she has not failed me yet when it comes to standing out and networking. While we would love to share the excitement of Empower with you all in person, we have once again adapted and gone Virtual. I hope to see you all there! While not all of us have a photogenic dog to stand out in the crowd, here are some tips to get the most out of Empower and grow your Quickbase network! 1. Are you registered? Let’s start with the easiest, registration! If you plan to attend Empower 2022, and I hope you do, please register here , if you have not yet done so. 2. Check out your Profile. ...
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Welcome back to my journey to Pipelines Certification blog! In the last post, you learned about my game plan to get certified before the end of the year. Now to tackle one of my biggest fears – test anxiety! Most of my test anxiety can be managed by fully understanding what to expect. To get a better picture of what I’m up against, I reached out to Kiko, Manny, and Matthew on the Customer Success team at Quickbase and recorded a 9-minute interview on their exam experience. They recently became Pipelines Certified and were happy to offer guidance on my path journey towards Pipelines certification. If you have time, I highly recommend watching the video below. ...
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Becoming Builder certified and a successful application builder comes with different lessons learned along the way. I’ve discussed several key topics that will help you in achieving the goal of becoming Quickbase Builder Certified. These topics are: App planning Relationships Complex relationships User and permissions The last critical piece into becoming builder certified is managing your application. How to manage your application(s) You’ve just created this awesome application and it is ready to go live. Your job is done, right? Wrong! Now is the time to manage your application and continually set it up for success. ...
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If you’ve been enjoying Kiko’s series on “Journey of a new builder” blog series, I want to invite you to follow me, Esther, as I embark on a path towards Pipelines Certification. Why follow me? Prior to joining as an employee in January 2022, I knew nothing about Quickbase. I had very little coding experience - unless you want to count CSS and HTML on Myspace and a few rich-text boxes. That’s right, you read that correctly, “Myspace”. Six weeks after going through the University courses and plenty of hands-on practice, I was able to pass the builder certification and build my own custom application with multiple many-to-many relationships. Now I’m ready ...
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Mixed Encoding Scanner now available to help identify issues with UTF-8 data When the Quickbase platform first emerged on the market, it was targeted primarily at US customers. However, there has always been innovative app builders in many countries who have used our platform with non-English data. We are making product improvements to better serve those builders and to expand Quickbase internationally. One of these improvements is a new UTF-8 setting to ensure non-English character sets can be stored and viewed properly. In some cases, a user may have entered non-English characters into the system while the UTF-8 switch was turned off, or prior to ...
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It is easy to look at a data set and become overwhelmed, as all the data may look important and relevant. Businesses now rely on their data to quickly gain insight and make data driven decisions. Consider this when deciding what kind of data to include on your Quickbase dashboards: Are your end users able to act on the data presented to them? 1. Less Is More Keep your dashboards clean! Before introducing a newly designed dashboard to end users, take the 'at-a-glance' test. Look at your dashboard for a few minutes. What are you able to understand and absorb during that initial time? Including charts and graphs on your dashboard can help a viewer ...
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As you continue building out your application, you may find that you are collecting/tracking a significant amount of data, and that not all users need access to all the data that is being collected. Some of the data collected may be sensitive or of no real use for the user. If a user has no use for the data, why should the user see the data or have the opportunity to accidently edit/erase data irrelevant to them? Have you ever worked in a shared document and have someone else accidently delete data you need? (I have been the culprit once or twice…) It can be an extremely frustrating and defeating problem to deal with! QuickBase once again, makes it easy to solve ...
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The most common Quickbase table relationship is a one-to-many relationship as I explained in my previous blog. (Example: One customer can have Many orders) But what if we were in a situation where two tables related as a many-to-many? Example, you have two tables (Students and Classes) where students can have many classes and classes can have many students. You wouldn’t want to solve with a one-to-many format making them both parent and child tables to one another because you would essentially be entering data twice, and it wouldn’t be the most efficient manner in entering information. The best solution would be to create a many-to-many relationship. A Many ...
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Quickbase approach to accessibility Quickbase is a mature platform, having been developed and iterated on for 20+ years. The platform currently receives over 2 billion requests per month and has hundreds of thousands of active users. We are committed to ensuring Quickbase is an accessible platform for all of these users, a value you’ll see reflected in the product areas we modernize. As we continue to invest in adding features and making it more usable and delightful, it is important Quickbase is accessible and inclusive to everyone. This may include users with physical disabilities, motor or vision impairments. This is often referred to as “Accessibility”. ...
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Preparing for Automations End of Support in June 2022 Workflow automation has taken many forms in Quickbase over the years. It could be a simple email notification, a dynamic form rule, or even a complex script triggered by a webhook. But one thing that’s clear is that workflow automation is only going to increase in importance for customers and use cases of all kinds. To meet those evolving requirements, we have spent the last year growing and improving the workflow automation capabilities of our powerful new Pipelines technology. Now, as we continue to look toward the future, we must also evaluate the role of older and less flexible features like Quickbase ...
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Hello, there! Today is December 15, 2021 and, as announced, the 2022 Quickbase Pipelines Builder Certification Exam is live! This new exam allows our Quickbase App Builders to prove their data integration skills in Pipelines and will be an essential part of our certification path going forward. The exam's price is $150 but will be offered at an introductory price of $99 for a limited time into the first few months of 2022. If you're interested in the exam, read the exam's details and, if you have further questions, you can contact us at university@quickbase.com. Happy Holidays and Happy New Year! Jamie
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December 2021 Release Webinar Q&A! First and foremost, thank you to everyone who attended the December 2021 Matthew and Manny Sho..... I mean, Release Webinar! Below are the questions from the Q&A Section that we did not have time to answer live, along with some that were answered, but merited re-mentionng. Can you choose the text that shows up in the timeline bars? Or does it have to be the first column? In the current state, the Timeline Report bars display the text of the first column selected in the “Columns to display” section. Can you add time to the timeline report? We are trying to create a report ...
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The Journey of a New Quickbase Builder: Tables and Relationships My first attempt at app planning and building my first data model was not as successful as I would have liked. It took me 5-10 tries to create and relate my tables correctly, and with each failed attempt I was getting increasingly frustrated. . . “Why is this not working?!” Finally, it clicked. It took my many failures in trying to connect my data for me to begin understanding when to create tables and how Quickbase relationships work. Tables and relationships can cause so much overthinking when in fact they can be very simple to understand. Why Relationships? Creating relationships ...
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Q&A: The Future of Automations Webinar (Q3 2021) We had a great webinar earlier this fall about the future of workflow automation in Quickbase. Below we've collected answers to your questions we were not able to get to during the webinar. Automations Migration Tool Q: What happens if you migrate an Automation that has already been migrated? Will it create a new Pipeline, or can you only migrate an automation once? A: An Automation may be migrated multiple times. Each time the migration process runs, it will create a new Pipeline, which can then be modified, activated, or deleted as necessary. Q: When an Automation is migrated to Pipelines, ...
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Duplicates: Defense is the best Offense! The notorious issue of duplicate records is a sure sign of a data integrity issue, which leads to bad reporting, skewed metrics, and even reflect poorly on you as the sender of this information to colleagues or customers. When the number of duplicate records in a data set grows, the ultimate effort it takes to clean up is growing along incrementally as well. The easiest way to deal with duplicate records is to establish a way to prevent them from being created in the first place. Now with Formula Queries, there is a way to do just that, by querying the table, and returning an alert window with ...
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Many customers use our SAML authentication feature. A subset of customers may have the “Signed Authn Requests” option selected in their Quickbase SAML configuration. That option is a security enhancement that results in Quickbase signing the authentication requests made to the customer’s identify provider (IdP). In order to validate that the signed requests actually come from Quickbase, we provide the customer with a public authentication certificate. Customers using the “Signed Authn Requests” option must ensure their IdP is configured with the public authentication certificate from Quickbase. If the public authentication certificate configured in the customer’s ...
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Quick Base is focused on continually helping our customers improve their security by using the safest security protocols and aligning with industry best practices for data security and integrity. To that end, on November 14th, 2018 at 1:00 PM Eastern US Time, Quick Base will disable the TLS 1.0 and TLS 1.1 encryption protocols on the Quick Base platform while continuing to support TLS 1.2. What is TLS? TLS, short for Transport Layer Security, is a method for keeping your data secure online. You might also see this called SSL, which is an older term for the same type of technology. Without TLS, it's possible for hackers or criminals to see your online activity. ...
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