Blogs

Certification Exam Promotion Ending - Don't Miss Out!

By James Kantor posted 15 days ago
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Hello, there! The team at Quickbase University wants our community to know that our current free certification exam promotion is ending. We want to make sure that, as the end of the year approaches, you take advantage of this great offer if you can. Here is a simple FAQ to get you the information quickly: What’s happening? The free exam promo code “qbcares”, which has been active for the calendar year of 2021 for our existing exams, will cease to function on Dec 31 st , 2021 and will not be renewed for 2022. Why is this happening? Offering this promotion code was one way that Quickbase chose to support our community during the COVID-19 crisis ...
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Customizing Notifications with New Rich Text Enhancement

By Neil Beschle posted 22 days ago
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Starting this Tuesday, 11/16, you can create custom email notifications without knowing a lick of HTML! By enhancing custom notifications to include a Rich Text editor as opposed to the previous plain text editor, we are opening the door for the less technical to have the confidence to build out their own customized messaging around record changes. Why custom notifications? Custom notifications can enhance the recipient’s experience. You can customize them to include your company’s logos and include more on-brand messaging. For internal recipients, a custom notification may include more specific directions and next ...
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The Journey of a New Quickbase Builder: App Planning

By Francisco Anzoategui posted 23 days ago
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My first Quickbase app was a disaster. I was so excited after taking the Quickbase orientation course through Quickbase University that I went into my app and immediately started building out my use case. I completely forgot the most important part of app building. App Planning. It didn’t matter that I knew how to create relationships or create tables, without a solid blueprint this app was doomed to fail. There is a reason that App Planning is the first course recommended after orientation which leads me to my first “AHA” moment: App planning is the most important part of app building! This is where you will define what will make an app successful. Without ...
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Pipelines Summit Resource List

By Rose McDermott posted 27 days ago
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Looking for resources to continue on your Pipelines Journey after the Pipelines Summit? Below you'll find a list of resources that will help you to get started, migrate your automations, start integrating, and get on your way to becoming a Pipelines expert. Pipelines Resources: Getting Started [QBU] Getting Started with Pipelines [Community] Pipelines: Information and Resources [Help] Planning your Pipeline Migrating from Automations [Community] Automations to Pipelines: Managing your Migration Integration Basics [QBU] Working with 3rd Party ...
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The Journey of a New Quickbase Builder: Introduction

By Francisco Anzoategui posted 10-28-2021
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What’s up Quickbase Community?! My name’s Francisco Anzoategui (I go by “Kiko”) and I’m a new Customer Adoption Manager here at Quickbase. I’ll be writing a blog series for you called “The Journey of a New Quickbase Builder”, where I can share with you all the lessons learned and “a-ha” moments a new Quickbase citizen developer might experience. Furthermore, I will be mirroring my learning path to those new builders with full schedules. In other words, I will restrict myself to only spending 1-2 hours a week learning from our resources as typically that is the max time new builders are able to allocate per week learning our platform. I will be busting through ...
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Performance improvements coming to the New Table Report Style

By Brian Cafferelli posted 10-28-2021
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Performance improvements coming to the New Table Report Style In May 2021, we made the new style for table reports the default for all users. We designed the new style to help your users get their work done faster, by adding features like column filtering, hierarchical grouping and re-sizable columns. Since May, we continue to see significantly more people using the new style compared to the legacy style. Over the past few weeks alone, we’ve seen 4 million more clicks in the new style versus legacy. We have been focusing on addressing questions and issues with the new experience. As a result, we’ve fixed a number of bugs reported by customers about the ...
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Leveraging Personal Reports

By Neil Beschle posted 10-21-2021
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Leveraging Personal Reports Are you frequently utilizing reports in Quickbase lacking relevant information to you in your role or job? Why not make your day-to-day life at work easier? Whether you are an admin in the app, or the app was shared with you by a colleague, using personal reports can help with that. Just as Quickbase can be easily customized to meet your company’s changing business needs, there are features within an application that end users can leverage to customize their own experience . As a Customer Adoption Manager at Quickbase, my day-to-day can be unpredictable. I need flexibility in how I can prioritize tasks every day, ...
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Formula queries are now generally available

By Brian Cafferelli posted 10-14-2021
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Formula queries are now generally available With the October 2021 release, formula queries will be available for all customers. This new feature allows formulas to operate on data from other records or other tables in the same app – no relationship needed. This feature is perfect for intermediate and advanced builders with some experience with formulas. In this article, you’ll learn how you can use formula queries to solve more problems in Quickbase while using fewer tables and relationships. Table of Contents Why we're focusing on formulas Background on formulas The challenge How formula queries help Who should use formula queries ...
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October 2021 Customer Newsletter

By Evan Martinez posted 10-12-2021
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October 2021 Customer Newsletter Our October Newsletter is here and we are excited to share a new way to get familiar with what is coming in the releases with our October Release webinar hosted by Customer Success, announce the launch of registration for our Pipelines Summit in November, and serve up new how-to resources and trainings to build your skills. Connecting with Customer Success in October Our Customer Success team will be hosting the first in of our new Release Review Webinars for the October Release on the 26th at 1PM ET we hope you can join us as they share their favorite features from the October 2021 Product Release. ...
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Creating Sequential Numbering Unique to your Business Powered by Formula Queries

By Adrian Lloyd posted 10-04-2021
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Have you ever wanted to be able to create a custom numbering sequence for records in your app (see [PO Number])? Common use cases where this comes up include creating purchase orders, invoices, tasks, budgets, etc. Quickbase has had a variety of complex and multi-step solutions to create these in the past (some combination of summary fields, lookup fields, snapshot fields, and Pipelines), but with formula queries, we are able to drastically simplify the process. In the article below we talk about how you can use formula queries to implement a system of your own. Use Case: Jesse is responsible for managing inventory for a wholesaler at one of their ...
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Updating a Triggering Record using Pipelines

By Evan Martinez posted 09-28-2021
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Updating a Triggering Record using Pipelines Introduction Sometimes you want your users to update a record and then have other changes kicked off automatically on the same record so they don't have to worry about other manual steps or so you can be sure to capture important changes. Here are some common example of where you might use this in your apps: Capturing an important workflow change- Imagine you have a Project table and Task table. If a Project enters a pending status, a Pipeline is supposed to trigger to create a task to obtain executive approval. However, if that Project’s status changed to on-hold , then changed ...
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Updating a Child Record when the Parent Record is Modified with Pipelines

By Evan Martinez posted 09-28-2021
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Updating a Child Record when the Parent Record is Modified with Pipelines Introduction Have you been looking for a way to update manual entry fields on your child records when important changes happen on your parent records? For example, imagine a company tracks hundreds of projects, each project having hundreds of tasks. They want to track each task individually until a project is completed, then they need all the tasks to be set to complete. Doing this manually would be time-consuming and tedious work. Instead using Pipelines they can make sure that their completed Project automatically triggers a Pipeline set up to mark all their all their outstanding ...
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Creating Data Change Logs using Pipelines

By Evan Martinez posted 09-20-2021
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Creating Data Change Logs using Pipelines Are you an app builder who needs to keep track of how your data is changing over time? You can do this by creating your own data change logs using Pipelines. Our Pipelines technology empowers builders of all backgrounds to automate work across integrated systems. This can be accomplished using either Audit Logs or Pipelines. But which option is right for you? Audit Logs or Pipelines? Account administrators can access Quickbase’s built-in Audit Logs via the admin console. ( Audit Logs are available included in our Platform and Unlimited plans, and available as an add-on for Premier ...
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Changes to Quickbase feedback

By Ryan Murray posted 09-08-2021
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Upcoming Changes to Quickbase feedback This October, Quickbase will be changing the system we use to collect feedback for the Quickbase platform from our customers. Our new feedback platform will be hosted on the Quickbase domain and integrated within the My Apps page. We will migrate active and recent requests from UserVoice. You can read below to learn more about what inspired us to make this change and how it impacts you. Why are we doing it Over the last 12 months, Quickbase undergone a lot of changes. We've released improvements to our table report , a new dashboard with updated charts , UTF-8 Support, too many new Pipelines channels ...
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Give Your Apps a Tune-Up using the Performance Optimizer

By Brian Cafferelli posted 09-08-2021
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Give Your Apps a Tune-Up using the Performance Optimizer We are proud to announce the availability of our new Performance Optimizer. This is a tool which you can run to scan a Quickbase app for performance optimizations. And the best part is that we can apply those changes to your app with a single click. This feature will be added in our September 2021 product release. (The Performance Optimizer is available on Enterprise plans only.) Background Over its 20+ year history, creative app builders have consistently pushed the limits of what’s possible with the Quickbase platform. Whether it’s apps with conditional fields that summarize data based ...
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Welcome to the Quick Base Knowledge Base

By Evan Martinez posted 08-25-2021
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Our Community neighborhood expanded with the inclusion of the Quick Base Knowledge Base. The Quick Base Knowledge Base has served as a library of technical information, walkthroughs, and tips collected over time by Quick Base employees to help users build apps to solve their business problems. Previously this information lived on our Developer site as a separate resource that was retired on April 22nd, 2018. In order to help enrich our Community, the Knowledge Base has been integrated as a new category and article thread type. Not only will helpful content from our existing Knowledge Base be hosted in the Community but the Knowledge Base will be expanding with ...
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Automations to Pipelines: Migration Project Management.

By Evan Martinez posted 08-24-2021
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Automations to Pipelines: Migration Project Management With the recent announcement of our plan to retire Quickbase Automations in January 2023 many Admins have begun the process of planning how they will migrate their automated workflows to Pipelines and training their admins to take advantage of the new functionalities and workflows. To help users begin to migrate we launched our Automation Migration Tool which helps admins to transform some of their most commonly used Automations into Pipelines. Knowing that a migration task can have a lot of moving parts beyond just that transferring of Automations to Pipelines for admins, this article is going to ...
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What's the easiest way to create a data entry form for a Quickbase application that I can embed on my website?

By Brian Cafferelli posted 08-12-2021
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What's the easiest way to create a data entry form for a Quickbase application that I can embed on my website? The easiest way to create the HTML for a Quickbase data entry form is to use the following wizard: https://login.quickbase.com/db/9kaw8phg?act=DBPage&pagename=formWizard.html Note : This wizard works with application tokens. If you want to use Application Tokens with this wizard add the following token to your application: cwfcy7gdzqrsyncqbi2bn4u4kr . If not, you can leave the application's token requirement set to disabled.
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Finding Duplicates in Quickbase Just Got a Whole Lot Easier

By Ashley Banning posted 07-26-2021
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Quickbase is truly an amazing platform, and I am excited to say it just keeps getting better. I currently work as a Solutions Consultant with Quickbase and have been here for three years. During this time, I cannot tell you how many requests I’ve received where customers or prospects inquired about methods to find duplicate values. This request frequently comes up when tracking contacts in a CRM, but I have also heard use cases around transaction/expense tracking or even consolidating overlapping information into Quickbase from multiple systems. There was just not a great solution. In some cases we could force some duplicates to be visible, but the setup ...
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Quickbase mobile – best practices for entering data while offline

By Brian Cafferelli posted 07-21-2021
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Quickbase mobile – best practices for entering data while offline Whether your team delivers products to clients, conducts inspections, or services equipment, you can rely on Quickbase to solve challenges with your last-mile operational logistics. No matter where you go, you can use the Quickbase native mobile application to log the right data at the right time. And you can even add records while offline , uploading them when you get back to your home or office. But once you’ve learned how to use this offline capability, what’s the best way to prepare your team to get the most out of it? Here are the 4 steps we recommend you take before deploying a Quickbase ...
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