Links Banner
Main Content
Recent Content
Esther's Monday Email!
1 MIN READ Hello Qrew! This month, we will be hosting four in-person Qrew meetups and two virtual Qrew meetups. Here’s what the Qrew has coming up for the week of September 8th, 2025: App Builder Qrew Tuesday 9/9/25 @ 12pm EDT Sam Lange [aka SamLange1] Director of Innovations at ISTA Solutions, will be sharing dashboard design tips and examples that will make you want to update the dashboard experience for yourself and end-users. All week: daily @ 1pm EDT Quickbase Office Hours with Sam Sign up here M/W/F @ 2pm EDT FastField Office Hours Drop in anytime with questions. Visit the events page to register. Looking ahead! Boston Qrew and Philadelphia Qrew Meetups are both happening the following week—catch up with local peers, and don’t miss your shot at the golden ticket raffle to attend Empower 2026 for free! Find the sign up here EmpowerPro 2025 October 7th and 8th registration is live! Sign up and save the date on your calendar! Hope to see lots of you at these sessions — let’s keep learning together!September Qrew Events!
2 MIN READ Hello Qrew! September 2025 is jam packed with many Qrew events and opportunities to win a golden ticket! Here’s what we have scheduled for this month: September In-Person Qrew Meetups Boston Qrew September 17, 2025, 4:00–6:00 pm EDT @ Mintz Headquarters Join Alice Rich, Sr. Manager – Product Management, for a Grid Edit feature overview and share what you’re working with the Boston Qrew. Philadelphia Qrew September 18, 2025, 3:00–5:00 pm EDT @ One Penn Center for a product roadmap discussion and deep dive with a Quickbase expert, and share use cases and pro tips to help expand your Philadelphia Quickbase network. Portland Qrew September 24, 2025, 3:00–4:00 pm PDT @ Harder Mechanical Contractors Visit the Portland Qrew group page for more details and link to sign up. Atlanta Qrew @ Topgolf Midtown September 25, 2025, 4:00–8:00 pm EDT Kickoff the Atlanta Qrew with a round of golf and discuss what topics you’d like the local Qrew group to cover in future meetups. September Virtual Qrew Events App Builder Qrew September 9, 2025, 12:00–1:00 pm EDT Sam Lange, Director of Innovations at ISTA Solutions, will be sharing dashboard design tips and examples that will make you want to update the dashboard experience for yourself and end-users. Pipelines Qrew September 24, 2025, 12:00–1:00 pm EDT Join Rob Mersereau, Sr. Technical Consultant, for a live demo on automating event tracking by integrating Google Calendar with Quickbase Pipelines to save time and boost efficiency. Looking Ahead into October: EmpowerPro 2025 & Product Talks Don’t miss EmpowerPro 2025 coming in October—A free virtual event for all customers to discover new feature innovations, learn new skills from subject matter experts, and network with other customers. Two weeks after EmpowerPro, the Qrew will be hosting an EmpowerPro Product Talks series with our product team that will include feature updates and Q&A sessions. Next steps: Click the links to Register for Qrew Meetups and EmpowerPro 2025 Visit the Quickbase Events page and the EmpowerPro 2025 page for all details and to register. Get connected with the Qrew and go for that golden ticket at your in-person Qrew meetup!Support Is Getting Smarter
2 MIN READ We’re excited to announce an upgrade to your support experience. Starting September 3rd, our Technical Support Portal will feature a new, AI‑powered Help Bot to get you answers faster than ever. This change is part of our ongoing effort to make it easier for you to find solutions, connect with experts, and maximize the value of Quickbase. What’s Changing We’re adding the native Quickbase AI widget to the Customer Portal. This new feature can help you resolve issues more quickly by suggesting relevant articles and providing answers in a single, seamless experience. What Stays the Same You’ll continue using your existing credentials. Our Technical Support team is still available to assist you. The AI Help Bot is an addition, not a replacement. You can still submit cases and interact with support engineers as before. Before & After Current Experience: New Experience: Why We’re Making This Change Get immediate answers to common questions. Resolve simple issues without waiting in a queue. Have your case routed more accurately when you do need to speak to a support engineer. Getting Started On September 3rd, visit the new portal by simply clicking the question mark Icon in the product and selecting "Open a New" or "Manage Support Cases." Once in the portal, you’ll notice the AI Help Bot ready to help you with your inquiries. Simply type your question, and it will guide you! We Want Your Feedback! Your input will help us refine and improve this experience. After you’ve tried the new portal and AI Help Bot, please share your thoughts via the in‑portal feedback link or here in the Community.EmpowerPro is Coming... Register Today!
2 MIN READ A Virtual Event for Quickbase Builders! Calling all Quickbase Qrew members! EmpowerPro is back—and this year’s virtual event is bigger and better than ever. Join us on October 7th and 8th for two full days of exclusive training, feature deep dives, and direct access to our product team. I’ll be there, and I hope to see all our passionate Qrew members in attendance as well! Whether you’re a seasoned Quickbase pro or just getting started, EmpowerPro is your chance to sharpen your skills, connect with fellow builders, and explore what’s next for Quickbase and FastField. We'll even sprinkle in a little fun announcement at the end about Empower in the spring! What’s On The Agenda? This EmpowerPro is packed with exciting opportunities to learn via: New Feature Spotlights: Get hands-on with AI Spreadsheet Import, Grid Reports, and Quick Insights. These are features I've been hearing a ton of buzz in our meetups and on Discord. Live Training Sessions: Level up your Quickbase expertise with practical, instructor-led learning. Q&A with Product Managers: Ask your burning questions directly to the team building the tools you love. See what's new with FastField! New ways to make connecting in the field and back office work easier than ever. Keep the Conversation Going: Qrew Meetups! The excitement doesn’t stop when EmpowerPro ends! Two weeks after the event, EstherLaVielle and I will be hosting three special Qrew meetups designed to: Bring builders and Product Managers together Share early success stories and lessons learned Dive deeper into how you’re adopting AI Spreadsheet Import, Grid Reports, and Quick Insights These meetups are the perfect way to connect with your peers, share feedback, and get even more out of the new features. Try out these new features and bring your feedback to the October Qrew meetups! Why You Should Attend EmpowerPro isn’t just another virtual event. It’s a hub for innovation, inspiration, and a chance to bring together our incredible community, The Qrew. It's going to sound biased when I say it but The Qrew is the best community in the world. Maybe better. EmpowerPro is the biggest virtual event of the year where we see this truth come to life. By attending EmpowerPro, you’ll walk away with actionable skills, insider knowledge, and connections to help you make an even bigger impact in your organization. And the best part? It’s free and it’s online, so you can join from anywhere. Reserve Your Spot Today Registration is now open! Seriously, what are you waiting for? Stop reading and click the link below! Secure your spot and get ready for two days of learning, networking, and Quickbase inspiration. And then do yourself a favor and block that calendar. You’re attending EmpowerPro! I’m pumped for this, and I hope you are too. This is going to be a great two days diving deep into Quickbase and FastField! I hope you’re equally pumped—see you there!Certification Wins
1 MIN READ 🎓 Hello Qrew! We’re back with the August edition of Certification Wins, where we proudly spotlight the amazing individuals in our community who’ve earned Quickbase Certifications during July! 🌟 Each certification is a reflection of your effort, curiosity, and commitment to building smarter. Whether you’re just starting or mastering advanced skills, this space celebrates YOU. 🙌 🏅Certified In July🏅 RachelBoswell OlabisiTine dhermes AnthonieJackson SourabhSharma WesMcAda RussellBranham KevinMontgomery dhermes WesMcAda Each name above represents hours of learning, practice, and persistence. Congratulations to all our achievers! 🌟 Featured Shoutout 🌟 🎉 This month’s spotlight has landed on AnthonieJackson 🎉 A $25 gift card is heading your way — congrats! 📣 Join the Celebration Want to see your name here next month? Start your certification journey today via Quickbase University and showcase your expertise to the entire Qrew. Quickbase Certification Central Read about Certifications here! Until next time! Bhavani Ramana Certification Specialist, QuickbaseYour Aug 25 Qrew Update
1 MIN READ Happy Monday, Qrew! Here are this week’s upcoming events— don’t miss your chance to connect, learn, and innovate together. ⭐ Meetup with the Qrew ⭐ Tuesday, Aug 26th @ 12-1pm EDT Michael Wilhoyt will show how he built and launched a Transportation Management System app for logistics. 🌐 Pipelines Qrew Meetup 🌐 Wednesday, Aug 27th @ 12-1pm EDT KristaSibery will demo PowerBI integration ~ AND ~ WesMcAda will present bulk trigger pipeline use cases. 🌹 Portland Qrew Meetup 🌹 Wednesday, Aug 27th @ 3-4pm PDT (6-7pm EDT) Join the Portland area Qrew for an in-person meetup at Harder Mechanical Contractors and on MS Teams to cover DocGen lessons learned, progress on Pipelines and Notification setup, performance improvements, and a preview of Grid Reports for those not in the beta. (Instructions for joining remotely are on the Qrew Group page) Remember: You can always check the events page for last-minute updates and more detail. Don't Forget! Sam Trachy’s Office Hour M-F @ 1pm ET FastField Office Hours M,W,F @ 2pm ET Quickbase University The Qrew Discussions Page Customer-led Quickbase DiscordRelease Notes Are Getting a New Home
3 MIN READ As part of our ongoing fit & finish focus—making the Quickbase experience smoother, clearer, and more consistent—we’re giving Release Notes a fresh home in a dedicated Quickbase app. This isn’t just a new location; it’s a better way to discover what’s new, track what matters to you, and plan ahead with confidence. Starting this fall, Release Notes will be faster to scan, easier to search, and more useful for your day-to-day work. Timeline September 9: We’ll publish Release Notes in both places (our help center and the new Quickbase app). October 7: Release Notes will be available only in the Quickbase app. We’ll share the direct link in your monthly email and in-product, and you can bookmark it for quick access. Why we’re making this change Today’s Release Notes live in our help center and can be tough to navigate and search across. That makes it harder for customers to find what matters to them and for our teams to keep everything consistent and up to date. A purpose-built app lets us fix that by centralizing content and making it more discoverable. What you’ll get in the new Release Notes app Powerful search & filters – Find updates by product area, plan, or feature types; sort and group across multiple releases. Clear, scannable layout – Short summaries with optional detail when you need it. “Coming soon” visibility – See a sneak peek of important changes on the horizon, including expected timing so you can plan ahead. Email that matches your pace – Keep the monthly summary. Prefer more frequent updates? Opt in to more frequent notifications. History at your fingertips – Older release notes hosted in our help center will be linked for continuity. Impact defects prioritization – Declare interest in specific defects and get notified when they are resolved. Service status connections – Where applicable, updates will link to related posts on our Service/Status page. An example screenshot (subject to change): What’s not changing You’ll still get a monthly Release Notes email—we’re just making it more useful and pointing you to the app as the single source of truth. The product continues to improve at the same pace; you’ll simply have a better way to discover, track, and engage with those changes. Key dates & how to prepare Now–Sept 9: Keep using Release Notes in the help center. Sept 9–Oct 7: Release Notes will appear in both places while we transition. We’ll include a link to the new app so you can explore it early. Oct 7 onward: Release Notes will be available exclusively in the Quickbase app. Thanks for being part of the Quickbase community. We can’t wait for you to try the new Release Notes experience—built to make finding the updates that matter simple, fast, and transparent. FAQs Q: Where do I find the new Release Notes app? A: We’ll include the link in the monthly email and in-product. Save it as a bookmark for quick access. Q: Will old notes still be available? A: Yes—previous release notes will be linked from the app so you can reference historical changes. Q: Can I keep monthly emails only? A: Absolutely. Monthly remains the default. You can opt in to weekly or daily notifications if you want more frequent updates. Q: How do I share feedback? A: The new app will have a dedicated feedback form.A new method for Bulk Upserting Data (Table to Table Imports + Accesskeys)
5 MIN READ Have you ever needed to build a workflow to copy a template, mass update child records, or archive a set of records? Then you've probably built a pipeline similar to the one in the screenshot below. They're the current gold standard approach to solve this task via pipelines. The new method I'm introducing mimics the bulk upsert functionality available in pipelines except it runs via one of our XML api calls, so it will execute before you redirect your user to the next page. This method leverages one of our newer formulas GetAccessKey() and pairs it with Table to Table imports (TTIs), a longstanding piece of our platform. Important: Before You Implement Your account needs to be on Business plan or Enterprise plan to unlock GetAccessKey() formula Cross App Data Migrations will cause those apps to share resources behind the scenes, similar to cross app relationships Users clicking a button to run the TTI will need access to view the source data AND to add/update records in the target table Use Case: Copy template tasks after selecting a template on a new project This is the app setup we have below. In our scenario, the tables and relationships are already setup. The template tasks are already defined. All we need to do is setup the table to table import and supporting fields. Step 1 Setup Formula Fields in the source table to get and parse the accesskey In this step we will define how we're going to format the data in the accesskey within our URL when making the TTI API call. We will use that format to create as many formula fields as there are parameters needed in our TTI. Identify the source table This is going to match table we would use the search record steps on if we were doing this via pipelines In our situation it is the Template Tasks table Determine what data we need from the origin This is the data we need from the Trigger step in our Pipeline In our situation it is what we need from the Projects table - the project record id# and the selected Related Template on the current project Mentally define the Data format in the AccessKey I like to use the "|" character to separate different pieces of data in the AccessKey. This can be used unless that character will be in the data you're passing via AccessKey In our scenario we will use Related Template|Project Record ID# Create your formula fields in the source table! AccessKey Template formula AccessKey Project formula Breakdown of the Template formula - Assume our request below where we have template 2 and project 13 https://realm.quickbase.com/db/dbid?a=API_RunImport&id=10&accesskey=2|13 GetAccessKey() retrieves the data from the accesskey parameter in the url - in the example we would end up with this ToNumber(Part("2|13",1,"|")) Part splits the text (first parameter) up based on the seperator (3rd parameter) and selects the text for the number (2nd parameter) index provided. Documentation Link Then we convert text to a number. Step 2 Create the Table to Table Import in the target table In this step we will both define which records in the source table are going to be used in the import and where the data from those records will be imported in our target table. Identify the target table The target table will match the table we would prepare bulk upsert for. In this scenario, we will be creating Tasks so that will be our source table. Go to the table to table import UI Navigate to the table's default report Click on the 3 horizontal dots and then Import/Export Select the "Import into a table from another table" radio button and then click the "Import from Another Table" link Click CREATE A NEW IMPORT button Setup the Table to Table Import Click - Choose a source table button - select the current application, then the source table identified in step 1. Template tasks will be chosen in our scenario. Import Type - Choose whether to copy (create new records only) or merge records (update and/or create based on unique field) If merge, you need to select the unique field you want to merge on Matching - Define your filters - this will be similar to setting up a filter in a report where the records that will show. The filter should also mirror your search in the pipeline approach. Here is where you will likely use one of your AccessKey parameters. In our scenario we will be filtering for Template tasks that have the same related template that is in our accesskey template field. Field Mapping - Custom Mapping - This will be similar to how you setup the add bulk upsert row in the pipeline approach. We will also likely use an accesskey parameter here. In our scenario, we will be setting the related project equal to the project in our accesskey project field. Save the import and name it Note the id in the URL after redirect. It will be a number after the &id= Step 3 Setup the URL button to trigger the import This will be similar to an API_EditRecord button, however, you will be calling API_RunImport. You will also need to provide an accesskey to the api call. Here is some material on setting up an API_EditRecord button - link to article Create a formula - url field in the table we want to trigger the import on. In our scenario we want to import records in our tasks table when we set a template on the project. So we want the button on our project table. Build the formula using the accesskey pattern we defined earlier and the id we noted after saving our TTI var text accesskey = [Related Template]&"|"&[record id#]; URLRoot()&"db/"&[_dbid_tasks]&"?a=API_RunImport&id=10&accesskey="& $accesskey &"&rdr=" &URLEncode(URLRoot()&"db/"&Dbid()&"?a=dr&rid=")&[record id#] In the above formula, everything before &rdr runs the table to table import. Everything after &rdr controls where the user lands after running the import. Thanks for reading my first blog post! I hope this post helps you implement this technique and allows you to unlock smoother workflows with faster data transfers! Quickbase University: Common URL Parameters PDFQBU Qrew Meetup Recap
2 MIN READ Hello Qrew! Thank you to all who were able to attend Wednesday’s Qrew Meetup. Here’s what we discussed: The New Quickbase University (QBU) Experience: TracyPrentiss and OsaEdebiri briefly walked though of the new Quickbase University experience. Powered by Brainstorm, they showcased the ability to set up private learning portals (which are free and customizable), and how you can create workflows with branching for a more engaged learning experience. J.J. Keller and Associates Mentorship Program: Fun fact – AnneRommelfanger and LauraLinssen introduced Brainstorm to Quickbase and ran their mentorship program which blended Quickbase University content with their own company governance training. This successful program grew from relying on a few central builders to having a trained builder in each business unit, enabling faster app changes and greater ownership. Amazing results! And now you can do the same at your organization! Four Tips to get started with your own learning portal: Reach out to your CSM to connect with the Customer Education team to get started on your own private learning portal. Ask about the “Train the Trainer” program to see if it fits your Quickbase training needs. First time logging in? Be sure to be on your “My Apps” page to access to QBU. Start with a short, focused learning path. Use branching for interactive training. Include governance from day one! Missed the meeting? Here’s the recording You might see a couple birds who joined us as well! Our next Qrew meetup will be on Tuesday August 26th at 12pm EST. Join the Qrew as Michael Wilhoyt , Business Process and Technology Consultant, demonstrates how he rapidly built and launched a Transportation Management System (TMS) Quickbase app and discover practical insights and inspiration for overcoming real-world logistical challenges.Bridging the Gap Between Design and Build: Introducing the Bluebeam + Quickbase Integration
4 MIN READ In construction, everyone knows the magic (and the mess) happens in the margins—on plans, in field notes, and in the hundreds of markups that help turn design into reality. But getting those markups in front of the right people at the right time? That’s where things can fall apart fast. We’ve seen it firsthand. Between our industry experience and countless customer conversations, one challenge keeps coming up: the disconnect between design teams and build teams, all because key information is hard to access. The challenge: eliminate the Gray Work associated with markups If you’ve worked with Bluebeam, you know it’s a powerful tool for reviewing and marking up plans. But a persistent challenge exists with broadening visibility to the markups and enabling all teams— not just VDC and design, but also PMs, foremen, and even your CFO—to take action based on the markups. So, what happens? People find workarounds. One of the most common? Exporting markups into Excel or email chains to share with the field. But the minute that happens, you lose the real-time connection. Changes get missed. Tasks fall through the cracks. And your clean, well-documented design intent gets scattered across spreadsheets and inboxes. Some teams try to solve this by bringing design in-house with design-build models. But even then, you’re still left asking: Who’s making the changes? Is anyone actually doing the work? And how can I track that it’s getting done? That’s the disconnect we set out to solve. Making markups actionable in Quickbase With the new Bluebeam + Quickbase integration, we’re helping construction teams bring design intent and execution into one shared space—without needing every stakeholder to have a Bluebeam license. Here’s how it works: Markups made in Bluebeam—whether it’s a revision cloud, a callout, or a text box—can now be exported into Quickbase as structured data. Each markup becomes an actionable item. You can assign tasks, set due dates, track status, and monitor completion—all in the same place you’re managing the rest of your project workflows. All stakeholders can see what’s changed, what needs to happen, and who’s responsible. No more digging through PDFs or waiting for someone to send the latest version. The best part? This isn’t a one-way sync. Your team can continue to work the way they’re used to in Bluebeam, and those updates will flow into Quickbase in near real-time. So your site team, PMs, and office admins can stay in sync without ever needing to log in to Bluebeam—or manage another round of exports. A better way to connect design and construction This integration was born from the idea that construction teams don’t need more software—they need better connections between the tools they already use. By bridging the gap between Bluebeam and Quickbase, we’re giving you a way to: Cut down on licensing costs Eliminate manual exports and rework Ensure that design markups turn into actual, trackable work Keep everyone—from architect to installer—on the same page And if you’re already using Quickbase to manage RFIs, punch lists, or closeout documentation, you can now layer in Bluebeam markups to keep your workflows connected from start to finish. From the jobsite to the office—why we built this (and had a little fun doing it) We built this integration because, honestly, we were tired of hearing the same story: “We made the changes in Bluebeam, but no one saw them.” Or worse: “We had five different versions of the same drawing floating around, and no one knew which was right.” Sound familiar? We wanted to fix that. Not with another expensive tool or a clunky workaround—but with something that just makes sense. We knew if we could take the markups people were already making in Bluebeam and bring them into Quickbase—where work actually happens—we could help close the loop. This was a true collaboration between our construction brains (hi, Bob) and product minds (hey, Boryana). There were sketches, debates, a few too many PDF exports… but we got there. And we think you’re really going to like what we built. Let’s just say: if you've ever copy-pasted a markup into Excel while muttering under your breath… this one’s for you. Ready to try it? You can check out the Bluebeam channel Help Guide. It has everything you need to get started—including setup steps, examples, and best practices. Or just dive in, test it out, and let us know what you think. We’d love to hear how it’s working for your team—and what else you’d like it to do. Got questions? Drop a comment below. We’re all ears (and markups). Written by: Bob Salaj, Principal Industry Advisor & former customer Boryana Atanasova, Sr. Product Manager, Quickbase
