Blogs

How to Accelerate Your Workflow with Email and File Management

By Evan Martinez posted 3 days ago
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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 5 days ago
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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 COMING SOON ! Build Powerful Pipelines ...
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Quick Base Analytics: Improve your monthly insights by implementing a Months table

By Tom Leverone posted 5 days ago
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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 14 days ago
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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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Root Cause Analysis for Quick Base Production Incident on 2020-Jun-09

By Quick Base Team posted 06-11-2020
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Incident Overview Between 4:33 PM and 5:23 PM Eastern US Time (50 Minutes) on Tuesday, June 9, 2020, the Quick Base platform was unavailable due to an accidental deletion of the public SSL certificate issued on our behalf by our CDN and DDOS prevention service, Cloudflare. An SSL certificate (more accurately called a TLS certificate), is necessary for a website to have HTTPS encryption, thereby making the connection between our customers and the Quick Base platform secure. The accidental deletion of the public SSL certificate used by the Quick Base platform occurred during a configuration change process initiated by Cloudflare for which the Quick Base ...
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Empower 2020 Product Announcements and Info - FAQ

By Graham Leto posted 06-03-2020
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Hello Quick Base Community! We just wrapped up the first ever Virtual Empower event and it was awesome! We are so grateful to have gotten the opportunity to engage with so many amazing customers despite not being able to gather in person. We got to make some exciting announcements related to the future of the Quick Base platform in the Product Keynote and provided even more information in many of the sessions that followed. If you weren't able to attend, or just want to make sure you didn't miss anything, check out this comprehensive FAQ on all of the Product Announcements we made. Have a question that isn't answered here? Feel free to leave a comment, or ...
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Introducing the new RESTful API

By Adam Hoover posted 06-02-2020
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Introducing the new RESTful API With a platform as flexible and powerful as Quick Base, it could be easy to forget about all the different processes and tools that businesses rely on that go beyond their Quick Base apps. One thing that we have always understood however, is that there is no limit to the innovative new ideas that our customers can dream up. We're always looking for new ways to make those ideas possible, investing in features and enhancements that continue to make it easier for inspiration to become reality, and for businesses to perfect the processes that make them unique. That's why I'm so excited to introduce Quick Base's entirely new ...
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Mobile offline data entry - technical guide

By Brian Cafferelli posted 06-01-2020
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Mobile offline data entry - technical guide Here at Quick Base, we work with many companies facing process challenges out in the field. Whether it’s in manufacturing, utilities, or in other industries, these companies need to support workers who don’t spend much time behind a desk. What makes these processes even tougher to wrangle, is that many of those teams work in areas without a stable internet connection. For example, we see Quick Base used for warehouse operations and for managing installation of wind turbines. Quick Base supports these types of workflows with our native mobile application, available for iPhone, iPad, and Android mobile devices. ...
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Open beta has begun for new table reports

By Brian Cafferelli posted 06-01-2020
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Open beta has begun for new table reports 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 the long term. In 2020, the first step on this journey is launching a brand-new table report experience. This has been built from the ground up to provide a more modern and intuitive way for you to get insights from your data. We’ve been running an early access program for the past several months. Table reports lie ...
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How to use Pipelines to email a report at a specific time of day

By Brian Cafferelli posted 06-01-2020
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How can I email a report at a specific time of day? Has your boss or one of your colleagues ever asked you to email them a report at a specific time of day? Sometimes it’s helpful to get a report in your inbox before an important meeting is scheduled to begin, or just to receive it before your workday begins. Read on to learn how you can set this up using Pipelines. Since Quick Base Pipelines includes the ability for you to integrate your Quick Base apps with emails in a Microsoft Outlook inbox , you can set up a scheduled pipeline to run a report, then send it to an Outlook email address: Set up a user token for the Quick Base app you want ...
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