Blogs

Quick Base Analytics: Using Moving Averages to Identify Trends

By Tom Leverone posted 4 days ago
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Quick Base Analytics: Using Moving Averages to I dentify Trends This article is the second in the Quick Base Analytics series. These posts outline different approaches builders can use to improve the analytical insights they gain from their Quick Base apps. This post builds on top of the first entry , which outlines the benefits of setting up a Months table . These posts are geared towards experienced builders as some more advanced concepts are used. Use the Quick Base Analytics Example App to follow along In the first post of this series, we made the case for setting up a Months table to improve ...
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Are you using the ToUser Function?? You Need to Read This!

By Bree Mackey posted 28 days ago
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We here at Quick Base are always working behind the scenes to improve application performance. We scrutinize reports, fields, logs, basically anything we can to try to help you get the most out of the platform . Like many Builders, you may be utilizing the ToUser function to convert an email address field to a 'user' value. You may be using it in formulas or permissions. After optimizations we’ve made, and working with many of you, we are now able to clearly describe a more efficient way of building these patterns. TL;DR : Anywhere you're using the pattern of ToUser ([Email]), you can exchange with UserToEmail ...
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Introducing Data Classification

By Katherine Cattini posted 10-20-2020
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Data Classification in Quick Base We are excited to introduce new Data Classification functionality that will allow you as a Quick Base administrator to define data classifications and apply these labels to your applications . Data classification is a process of grouping and labeling data based on risk categories and a bedrock of an effective information governance strategy. Data classification is a crucial practice for administrators inside of Quick Base to follow data governance methods and have improved application visibility. Why use Data Classification? Data classification is a key practice for risk mitigation and a key requirement for ...
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New Rate-Limit Exceeded Error Page

By Quick Base Team posted 10-19-2020
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If you encounter the below error message, it indicates that we’re experiencing heavy traffic to your Quick Base application from your IP address. Accordingly, we’ve placed a temporary block to avoid performance issues to your application. If you continue to see this message, please reach out to Care for further assistance. Please include the URL from your browser and the date/time you received the error message in your case with Care, as this will help the agent more quickly assist you.
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New table report updates: applying changes, remembering your settings, and more

By Brian Cafferelli posted 10-06-2020
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New table report updates: applying changes, remembering your settings, and more With the Quick Base product release on October 18, 2020, we will be making the new table reports even more convenient. You’ll be able to apply report changes you make on-the-fly and open a table report the way you left it. The story so far Over the next few years, we will be refreshing the entire user interface of the Quick Base platform. This will provide a more modern and consistent product experience, prepare us for future support of international characters and accessibility, and speed up our delivery of new features. In 2020, the first step on this journey is ...
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Virtual Hackathon submissions are due Monday, 11/16 at 5pm ET: Quick Base Hackathon FAQ for Community

By Evan Martinez posted 10-01-2020
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What is the Quick Base Hackathon? September 21 st saw the launch of the very first Quick Base Hackathon. With a prize pool of $250,000, it is the biggest competition we have ever had here at Quick Base and we want our citizen developers to be a part of it. We are putting the call out to creative problem-solvers to address today's biggest challenges using Quick Base. From global pandemics, to societal unrest, to the imperatives of digitization, we are in a time that is primed for change. Organizations are being forced to adapt and flex, finding creative ways to address new and ever-changing problems. The Quick Base Virtual Hackathon is asking ...
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How to Accelerate Your Workflow with Email and File Management

By Evan Martinez posted 09-24-2020
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How to Accelerate Your Workflow with Email and File Management Quick Base Pipelines provides an intuitive way to automate your workflows between solutions, such as Slack, Gmail, Hubspot , Marketo , Salesforce, OneDrive and more. Pipelines enables you to quickly connect data, integrate your systems, and orchestrate automated workflows using simple business logic, all within one unified platform. The flexibility allows organizations to modernize processes and keep up with fast-changing market conditions. In part one of the Quick Base P ipelines webinar series we used the order to cash ...
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Update On Continued Learning for Certified Builders

By Evan Martinez posted 09-23-2020
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Continued Learning for Certified Builders Quick Base University is waiving the 10 PDU requirement to maintain your certification until the end of 2021. You may still want to learn about the latest features and technologies to stay current. This list provides a list of resources for live virtual training , eLearning , and recorded content available on Quick Base University. The content spans topics from beginner to advanced. eLearning NEW! Getting Started with Pipelines : Learn the basics of how to use pipelines to enhance the capabilities of your apps NEW ! Build Powerful Pipelines Using ...
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Quick Base Analytics: Improve your monthly insights by implementing a Months table

By Tom Leverone posted 09-23-2020
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Quick Base Analytics: Improve your monthly insights by implementing a Months table This article is the first in the Quick Base Analytics series . These posts outline different approaches builders can us e to improve the analytical insights they gain from their Quick Base apps . Future posts in this series will build on this one . These posts are geared towards experienced builders as some more advanced concepts are used. Use the Quick Base Analytics Example App to follow along For those who view their organization’s results on a monthly basis, adding ...
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Quick Base, Pipelines, and SharePoint Lists

By Bree Mackey posted 09-14-2020
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You may find yourself at times needing to share data out to non-Quick Base users within your organization. Maybe there’s an application with country travel advisories that automatically updates itself, and your co-workers who travel could benefit from seeing these. But Quick Base hasn’t been introduced in their department yet, so how do we get them this valuable information? Enter Pipelines and SharePoint Lists! TL;DR – If you want to skip to the good stuff, download the Pipelines – SharePoint Lists application from the App Exchange to either import the YAML or follow the step-by-step instructions located in the Documents table. You may ...
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RESTful API updates: relationship and file attachment calls, portal improvements, and more

By Brian Cafferelli posted 08-21-2020
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RESTful API updates: relationship and file attachment calls, portal improvements, and more I’m excited to announce some recent improvements to our RESTful API, including new relationship and file attachment API calls, API portal improvements, and updates to our PowerBI connector. Our story so far The RESTful API provides a modern and intuitive new experience to help our community of app builders and developers extend their workflow beyond the native capabilities of their Quick Base apps. Whether your business process needs Quick Base to integrate with third party software tools, to aggregate data from multiple systems, or even to support a new ...
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TRANSFORMING DATA WITH THE NEW QB API AND PIPELINES

By Scott Galloway posted 08-20-2020
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Recently I was helping a customer with a use case where there w as a need for data transformation . The requirement was to take daily s napshot s of each customers accounts receivable data , aggregate it by country and then snapshot it . If you are someone who can code and knows how to use RESTful web services , you’re probably thinking "no problem” . Otherwise, if you are someone who knows Quick Base (a real creative problem solver) you're probably thinking “ I know I could figure out a way ” . The challenge for the developer type is where are you going to host the script ...
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Quick Base Enabling Use of Cloudflare DDOS Protection Service

By Evan Martinez posted 08-17-2020
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Overview In order to ensure the availability and security of the Quick Base platform, we will be enabling the use of the Cloudflare DDOS Protection Service on Monday, March 19, 2018 at 8:00 PM Eastern US Time. DDOS stands for Distributed Denial of Service and a DDOS attack is when multiple systems flood the network bandwidth or resources of a targeted web site in an effort to take the web site offline. For more information about DDOS attacks, goto https://www.cloudflare.com/learning/ddos/what-is-a-ddos-attack/ . Key Messages 1. There will be NO change in how Quick Base functions or performs and NO change in Quick Base's availability, disaster ...
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Change Management and Sandbox

By Katherine Cattini posted 08-07-2020
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What is Application Change Management? Application change management includes a set of processes specific to designing and making changes in a Quick Base application. An application management strategy can help you plan how to safely change your application as business requirements change without disrupting end users. A proven strategy for these changes can also provide confidence to IT, builders, and end-users that changes are made in a safe area and without business disruption. What are the best practices of Change Management in Quick Base? Best practices include establishing a governance strategy early in the application building process regarding application ...
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So You Want to Learn Pipelines!

By Bree Mackey posted 07-22-2020
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Where do you start?!? Have no fear, the Quick Base team is here for you. We’re working hard to get you the resources you need to get started with Pipelines. Read on for all the places you can currently find the m! The App Exchange Our recommendation is that you utilize your Builder account for your Pipelines training. This way you’re learning in a controlled environment and not cluttering your company realm with training applications. If you don’t have one, what are you waiting for?? They’re free!! You may not have noticed, but we’ve added a new category to the App Exchange. Can you guess what it is?? You ’ve got ...
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Streamline your procurement process using the Formstack Documents channel

By Brian Cafferelli posted 07-21-2020
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Streamline your procurement process using the Formstack Documents channel Formstack Documents enables anyone to easily create smart documents, upload important data, and streamline the paperwork process. Skip manual documentation and data entry with a smart document that can be easily merged with relevant data which is automatically formatted. With the Formstack Documents channel you can auto-populate documents in PDF, Word, and PowerPoint formats from data in Quick Base apps. This allows employees to easily gather data from across disparate systems to better manage and execute the document creation process. With automated data merges and uploads, ...
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Change coming on 07/26/20: clicking on an HTML file attachment will download the file

By Brian Cafferelli posted 07-21-2020
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Change coming on 07/26/20: clicking on an HTML file attachment will download the file You rely on Quick Base to provide world-class security. One of the many ways we fulfill that promise is by continuously monitoring our systems for anything that may impact the security of your data. We recently discovered one such issue regarding HTML file attachments and will soon make changes to make it more secure. Read on to see if your apps will be impacted by the change. Quick Base has a list of file types which can be viewed by most web browsers, such as png, jpeg, and html. For example, an html file can be attached to a field. If a user clicks on the link ...
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Speed up your sales process using the Salesforce Pipelines channel

By Brian Cafferelli posted 07-09-2020
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Speed up your sales process using the Salesforce Pipelines channel Quick Base Pipelines enhances the value of Salesforce by allowing users to connect their Salesforce instance with 3 rd -party solutions to better manage and track customer and prospect information throughout the customer journey. Unlock new customer insights by connecting and automating key processes across various systems to better analyze and understand your customer data. Our Salesforce channel allows you to create bi-directional data flows using virtually any type of Salesforce object, including accounts, contacts, opportunities, any custom objects you’ve created, and much more. ...
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Handling Time Series Data in Quick Base Apps

By Tyler Pitchford posted 07-07-2020
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Introduction Before my home state of Georgia went on lockdown, I dabbled in sourdough as a hobby. After lockdown, it was an obsession. To the point that I decided I needed to make my own proofing box. I looked at several designs, eventually settling on using a cooler, a Raspberry. Pi, a piezoelectric mister, a light bulk, and 2 smart switches to control it. I wanted to have careful control over the setup, so I integrated a humidity and temperature sensor as the brains, but I wanted a place to store and monitor the data generated by the proofing box—Quick Base was the perfect tool. I had recently worked with a large chemical-processing company to setup ...
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Pipelines and Object Linking

By Scott Galloway posted 06-23-2020
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Pipelines and Object Linking As a Quick Base Solution Architect I was more than thrilled when I learned Quick Base was acquiring an Integration Service Platform . Historically, when I've encountered customers with a need to integrate or extend Quick Base I would recommend writing cod e . Unfortunately, these options we r e not always easily achieved for a number o f reason s . In some cases , there was a skill gap ; or if the skill set was there time was no t . In other cases, I would recommend leveraging a Quick Base Solution Partner - paid professionals who are highly ski lled Quick Base developers ...
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