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April 2025 Qrew Events You Don't Want To Miss
1 MIN READ As Empower 2025 comes to a close, the excitement doesn't have to end! April brings a fresh wave of engaging Qrew meet ups and webinars designed to keep you connected and inspired. Check out the event highlights to look forward to in the video below: Whether you're interested in learning about the latest features, improving your workflow, or connecting with other QuickBase enthusiasts, there's something for everyone. Join us for a month filled with opportunities to streamline your operations, automate tasks, and enhance your skills. New coming to the Qrew The Qrew Community team will be rolling out more contests and challenges for the Qrew! That means more opportunities to win swag, gift cards, and more. Did you catch the meme challenge on the discussion page? You can still participate! Be sure to keep your eye out for more contest and challenge announcements coming soon. Be sure to register for our upcoming April webinars and Qrew Meet Ups by visiting quickbase.com/events We look forward to seeing you there!Qrew Tip #04: Tune into the Empower25 Keynote
3 MIN READ Couldn’t make it to New Orleans for Empower25? Watch the keynote virtually by registering at quickbase.com/empower. Product Updates Cheat Sheet! Want to see what's new and upcoming for Quickbase? Use this one-page guide to all the product announcements from the Empower25 keynote. I made it exclusively for the Qrew blog, so let me know what you think. :) Available Now: General Access Feature Description Audit Logs Enhancements App builder access to Audit Logs, new Audit Logs tables for the Governance Core Apps, and new audit events to track pipeline building activity. Pipelines Improved FastField Channel Save your field teams time by pre-filling many sub-forms when dispatching a task in FastField FastField: Improved Data Tables Allow form builders to create a Data Table based on a Quickbase table report rather than the entire table, preserving any report filtering already set up. Improved Solution APIs: QBL support for forms, dashboards, and connected tables Update sets of related apps together to manage complex apps while ensuring business continuity. Available Now: Open Beta Feature Description FastField: AI Submission Analysis and Workflow Routing Decrease information overload from completed forms and understand the key pieces of value thanks to AI-powered summaries. New Bluebeam integration Construction companies can connect data together to run even more complex projects in Quickbase. Improved OpenAI integration Save time by automating repetitive tasks and reducing manual effort, and enhance innovation by unlocking new possibilities for streamlining workflows and building smarter solutions. Create a Quickbase Table from a FastField form Make it easier to connect FastField to Quickbase (and your field to your front office) by auto-populating Quickbase tables from new FastField forms. Smart Builder: Improved AI Workflows Connect your app to your other tools by building pipelines that auto-fill mandatory pipeline steps with the help of AI. Improved Solution APIs: QBL support for pipelines and connected tables Update sets of related apps together to manage complex apps while ensuring business continuity. Available in Beta Sign up to join the waitlist! Feature Description FastField OCR Reduce errors from manual data entry (serial numbers anyone?) by autopopulating forms - enabling field teams to get their jobs done with more efficiency and accuracy. Pipelines: Bulk Trigger Automated workflows that run faster when processing mainly bulk data operations. Coming Soon! Feature Description Grid Reports Save time and boost app adoption by providing a familiar spreadsheet-style experience for editing records. Smart Builder: AI Spreadsheet Import and AI Document Scanning Purge the spreadsheet for good by generating fully-functional, custom apps – complete with data – in minutes. Eliminate manual, error-prone tasks by using OCR to extract key information from documents. Smart Insights: Ask Quickbase AI Get tailored assistance on Quickbase within Quickbase. Get the help you need and better understand Quickbase's capabilities with just a question without the need to navigate outside of the product. Smart Governance: AI App Intelligence Learn the who, what, when, where, why and how from your app to aid in documentation, security and value. Improved Procore integration Construction companies can connect data together to run even more complex projects in Quickbase. Improved Pipelines Connected Table Monitor pipeline building more easily, with new fields like which channels a pipeline uses and which apps, tables, and fields it touches. What new features are you most excited to try? 🎤 Let us know in the comments. Until next week, AerisSolution APIs Resource Hub
1 MIN READ Quickbase is designed to grow with your business, and that's why we created Solution APIs. These APIs allow you to manage business-critical apps safely, minimizing any business disruption. This is how to do Enterprise-grade Application Lifecycle Management in Quickbase. With the major improvements in this area being announced at Empower 2025, Solution APIs are now ready for your production use. This hub collects all the resources available to help you get started with this exciting new capability: Learn more about where Solution APIs can help in your org (community post) Get started using Solution APIs (help article) Test the Solution API endpoints (developer portal) Get an up-to-date list for what schema is covered (help article) Learn about how our Solution Lifecycle Manager Quickbase app can help you manage your deployments (help article) Get a copy of the Solution Lifecycle Manager by going to the exchange and searching for SLM Learn more about Solution APIs, including demos (video from EmpowerPRO 2024)Admins Rejoice: Three Ways We’re Making Audit Logs More Powerful
3 MIN READ Audit logs are a powerful admin tool that makes it possible for teams to expand while still having the visibility into change that they need. Knowing how important that visibility is when our admins think about managing their workflows, we are excited to announce three new ways we are enhancing our audit log capabilities. First, we are adding new types of events around pipelines. Next, we are adding a new Admin Console sync channel for audit logs. And finally, we are adding a new app-specific version of audit logs which app builders can access from their app settings. Together, these new capabilities give your team better visibility into how your Quickbase account is being used. Audit logs: What are they good for? At its heart, Quickbase is an operations platform. And thousands of companies rely on Quickbase every day to manage unique processes that involve sensitive, business-critical data. To properly control these processes, you can reference our detailed audit logs. These logs include many different types of events, such as: Data access and changes, like when a dashboard is viewed or a record is updated Schema changes, like when a new table is added or a relationship is deleted User events, like when a user is invited to an app or their role in an app changes To see a complete list of events available, please see our Audit Logs Library. Using audit logs, you can ensure adherence to your organization’s security standards and compliance policies. Over the past few quarters, we have also made many additions to Audit Logs like: New events added: app builders visiting key settings pages, as well as solution and super user activities Added resource links (for records, reports, etc.) to event descriptions User access change events expanded to show details on what changed Addition of the Session Information column to distinguish simultaneous user sessions New audit events Does your organization use pipelines? If you’re like most Quickbase customers, some of your workflows are enriched by using Quickbase apps and pipelines together. You could previously audit schema changes to your apps but now you can do the same for pipelines. To accomplish this, we’ve added the following events in audit logs: Pipeline created, updated, or deleted Pipeline manually enabled or disabled Pipeline automatically disabled due to editing Prompt sent to Pipelines Smart Builder With this update, pipelines has become fully integrated into the core Quickbase experience. These updates make it easier for an account or realm admin to ensure compliance with your organization’s security and data governance policies. Audit Logs connected table Available to those on the Business and Enterprise plans, the Admin Console connected tables give you access to administrative data such as users and apps. We also have a trio of Governance Core App templates you can use with these connected tables to create an effective governance framework that’s proactive and customizable. This is a great way for your account admins to save time and reduce surprises. Simply visit the exchange and search for GCA Instructions to check it out! We’re adding a new type of Admin Console connected table, for your Audit Logs. This includes event data like app schema changes and user management activities. User-level and record-level actions are not included. Please review our Audit Logs Library for more information. Want to know when a relationship or a form has been updated? With the new Audit Logs connected table, you could set up an email to go out whenever this happens. That way, you can investigate and follow up with the user directly. App-level audit access Audit logs are often used by account admins for compliance reasons. But many of you have told us that app admins also need this data sometimes, to assist their app’s users and troubleshoot when something unexpected happens. To do this today, an app builder would need to contact their account admin asking for specific information from the audit logs. This can be a slow and tedious process. That’s why we’ve added an app-level version of audit logs. App admins can access this from app settings and see usage data for that specific app. We’ve also added additional filters to make it even easier to search. Finally, you can restore deleted records from app-level audit logs – quickly responding to mistakes one of your app’s users may make. Being able to access audit logs directly saves time and frustration, allowing you to confidently resolve issues with your app’s users on your own.Qrew Tip #03: Unlocking Insights with Data Analyzer
2 MIN READ Managing work orders effectively is crucial for any maintenance team, especially when it comes to identifying critical issues before they escalate. Quickbase’s Data Analyzer simplifies this process by offering quick insights and deeper predictive analytics. In this guide, we’ll walk through how to leverage Data Analyzer to streamline maintenance operations and proactively manage work orders. Step 1: Accessing Quick Insights Navigate to the Work Orders table. Select Work Order Priority and open Quick Insights. Choose a value to predict (in this case, “Critical”). Generate insights with a single click. Step 2: Installing and Configuring Data Analyzer To get started with Data Analyzer: Install the Data Analyzer application. Navigate to App Settings > Plugins > Advanced Features. Install the Data Analyzer plugin, name it, and confirm requirements are met. Open the ML Models Table—it auto-fills with relevant data. Save your settings and return to the homepage. Step 3: Creating and Analyzing a Predictive Model Once Data Analyzer is set up, create a new predictive model: Select the application and table (e.g., Work Order Priority). Define the prediction criteria (Critical Work Orders). Name your model and start the analysis. The model generates key insights, including: General Information (creation date, performance rating). Factor Insights (variables contributing to critical work orders). Model Details (work order type, job site, asset group, etc.). Step 4: Deploying Predictive Insights Generating insights is just the beginning. To make data actionable: Copy the predictive formula from Data Analyzer. Go back to the CMMS application and open the Work Orders Table. Create a new field and paste the formula. Adjust settings (set decimal places to zero and format as a percentage). Save changes. Step 5: Turning Data into Actionable Reports With the predictive model in place, you can now: Track the likelihood of a work order becoming critical. Filter work orders with a prediction probability of 50% or higher. Create dashboard reports for proactive decision-making. By integrating these insights, maintenance teams can shift from reactive to predictive maintenance, reducing downtime and improving operational efficiency. Quick Bites (NEW Customer Webinar Clip) Quickbase and FastField work better together 4 reasons you should join us in NOLA for Empower25, from former customers and current Quickbase staff [Insert Image as Preview] (Now On-Demand) How to save $1M+ by centralizing manufacturing operations Meme of the WeekUpdate on the Retirement of Automations, Actions, and Webhooks features
3 MIN READ Quickbase makes it easy to reduce repetitive tasks and orchestrate workflows, uniting disconnected data onto one platform. With Pipelines, business users can manage both automations and integrations in one place. And we have been hard at work enhancing our Pipelines capability based on your feedback. Now, as we continue to look toward the future, we must also evaluate the role of older and less flexible features like Quickbase Actions. Quickbase Actions will reach End of Support on August 31, 2025, and it will no longer be possible to create new actions at that point. What this change means for you After August 31, 2025, Quickbase Actions will no longer be supported. And at that time, you will no longer be able to create new actions. However, existing actions you’ve created will continue to run. And you will be able to enable, disable, and edit those actions as needed. We previously communicated a plan to disable the editing of automations and actions, and to begin the retirement of Application Webhooks. Based on your feedback, we are not planning to make those changes at this time. We still do strongly recommend that you migrate any remaining actions, webhooks, and automations you’re using to pipelines instead, which enable more powerful and flexible workflows. If you are an app builder, you already have access to create pipelines. If you do not see the Pipelines link below, please contact your account administrator to get access. The Pipelines Advantage We have been continuously adding new capabilities and tools that make it easy for you to transition your workflow automations to our newer and more powerful Pipelines technology. Not only will this ensure that you don’t experience any disruption to your business or your processes, but it also opens the door to new workflow ideas that can connect across multiple systems. Pipelines supports all features available within QB Actions and Automations – Pipelines supports all the features you’ve been leveraging within QB Actions and Automations, including the ability to query the previous value of a field. Pipelines enables more sophisticated logic than Quickbase Actions and Automations – Pipelines supports more powerful business logic than QB Actions and Automations – including branching and looping, as well as parsing text. Pipelines gives you the ability to scale workflow across systems – In addition to orchestrating workflow within your Quickbase ecosystem, Pipelines includes drag-and-drop integration with over 40 products including Outlook, Slack, and Sharepoint. Recent Pipelines Improvements We are making major improvements to Pipelines, which make it easier to build, enable more powerful pipelines, and make them easier to govern and manage. Easier to build: Describe your workflow using natural language, and our Smart Builder will build the pipeline for you using AI Improved Pipelines Designer offers a streamlined, drag-and-drop experience Simplified setup for Quickbase channel no longer requires user tokens to be created manually More powerful and reliable pipelines: New integration channels for FastField, Snowflake, and OpenAI Improved Outlook channel enables replying to email thread Improved Quickbase channel enables exporting records to CSV New HTTP channel makes it easier to integrate with other systems via API Pipelines trigger up to 30x faster (5x faster on average) Improved governance & collaboration: Service Accounts enable easy collaboration for pipeline building Added pipelines to Field Usage Pipelines can be backed up easily via Solutions Connection Central now includes both Pipelines and connected tables Connection Central Pipelines tab expand with much more detail like, name and owner of the pipeline, direct link to the pipeline, pipeline status and last triggered date, summary of all successful and failed runs of the last 24 hours resources details (fields, tables, and apps the pipeline accesses), channels and tags used, YAML export, and Static IP Addresses for Outgoing Pipelines Focus areas for improving Pipelines We’ve gotten feedback from many of you on Pipelines about what’s going well and where we have opportunity to improve. Thank you for taking the time to share your thoughts with us. Getting this perspective is essential to help us evolve our product and make sure we are serving the community well. Looking forward, we are exploring a number of Pipelines enhancements: New bulk trigger step Improved troubleshooting and error handling More no-code connectors We plan to keep existing actions, webhooks, and automations running for the foreseeable future. If this changes, we will provide a minimum of 3 months’ notice first. Learn more Take the Getting Started with Pipelines course in Quickbase University. Learn more about building pipelines with AI by watching our session from Empower 2024. Take the Pipelines Builder certification exam. Explore the 40+ no-code connectors available for Pipelines. Learn more about Quickbase’s process for retiring product features.Qrew Tip #02: Integrating Sage with Quickbase
2 MIN READ Managing projects with Excel and Sage 300 alone can be frustrating—scattered data, limited visibility, and time-consuming processes. But with Quickbase integration, project managers gain real-time insights into costs, purchase orders, and financials—all in one place. Learn how this seamless connection transforms project management. How Quickbase + Sage 300 Integration Works Let’s take a look at how this integration works in action, using a real project example: GSA Athens. Project Overview at a Glance The project record includes key summary data and actionable buttons. Users can drill down into cost details and financial transactions. Seamless Budgeting & Cost Tracking When an opportunity is marked as awarded, Quickbase automatically creates a budget and links it to the project. The budgeted cost is now visible within Quickbase. Live Financial Data from Sage 300 Sage 300 operates on a SQL database, and the integration pulls in actual costs in real time. Key financial metrics include: Purchase orders Labor hours & costs Committed vs. projected expenses 🧡 Did you like this Qrew Tip? Let us know by liking this blog post. Quick Bites Helpful resources from the Quickbase community 🔥 Button creating record that is connected to logged in user for mobile layout Advanced Quickbase bar chart tips Notifications cheat sheet Converting iPhone photos to other formats Fix two fields pulling on same table data not matching in report Have feedback? Ping me at aransom@quickbase.com and tell me how you’d improve this series. Meme of the Week Meme credit goes to the Qrew's master of puns: Wes McAda. Thank you for contributing to this week's issue! Now you’ve got another handy integration in your back pocket for next time. Are there other integrations we should cover in this series? Let me know in the comments. Until next time, AerisNominate the Next Qrew Legend
2 MIN READ Qrew, an important task lies ahead for you: Nominations are open for our 2025 Qrew Legend! From now through February 21st, nominate one person in the Qrew who has made the biggest impact on your Quickbase success. To nominate a Qrew Legend, click here. Who can I nominate? Any non-Quickbase employee Qrew member. This award is about recognizing one of you, not us! Any tips on who to choose? The person you nominate should be obvious to you. Nominate the individual who has made the biggest impact on you through their knowledge share or content. This could be an individual who has provided helpful content you have used to become a better user of Quickbase. It could be someone who inspired you to think differently on how you approach your role using Quickbase. Perhaps you saw them speak at an Empower event, or a Qrew Meet Up, or you have seen them share knowledge at Sam Trachy's office hours frequently. Legends come in many forms. Can I nominate multiple people? In the event you cannot decide between multiple options, you can submit more than one. But please try to stick to one nominee. What is the Qrew Legend award timeline? Nominations Open: Feb 6-Feb 21 Nominations Closed, Finalists Narrowed: Feb 24-28 Finalists Shared, Voting Open: March 3 - 21 Winner Announced: April 1st, Morning Keynote Who won Qrew Legend in 2024? In 2024, we named MarkShnier__You our inaugural Qrew Legend. For years, Mark has logged into our community forum and answered technical questions on how to use Quickbase. You would be hard-pressed to find anyone in our community who has not at some point found wisdom or an answer to Mark's responses. His solutions are quite literally bookmarked across the Internet. Mark has set an extremely high standard for this award. Please nominate those who have had an outsized impact on our community. What does the Qrew Legend receive? The Qrew Legend program launched in 2024 and is still evolving. As the first and only Qrew Legend, Mark Shnier has exclusive access to Quickbase leadership and decisionmakers, presented on Fit and Finish at the EmpowerPro keynote, and helped shapes our Product Roadmap priorities in 2025. My hope is to continue collaborating with Mark and our 2025 Qrew Legend winner in similar ways, adapting the program to include opportunities most exciting to new Legends. Nominations are closed! Thanks for your participation! Have any questions, comments, or concerns? Email bsimon@quickbase.com. .BEST DRESSED: Styling Mastery with New Forms
2 MIN READ What is the "Best Dressed" Course About? Meet Mr. Cruz, a dedicated entrepreneur who owns a manufacturing unit for wedding outfits. Managing orders, customers, and operations can get tricky, so he’s building forms in Quickbase to streamline his workflows. In this course, you’ll join Mr. Cruz on his journey to create dynamic forms tailored to different user needs. From adjusting form properties to adding creative design touches, you’ll learn how to create forms that suit your app’s needs perfectly. Why Should You Take This Course? Forms are the backbone of any Quickbase app. They allow users to input, view, and manage data effectively. This course will show you how to: - Personalize form layouts to match specific workflows. - Implement user-friendly design principles. - Add validation rules for accurate data entry. - Explore advanced features like form rules and navigation pages. What Will You Learn? Here’s what you’ll master in this course: Understanding form components and their settings. Testing forms with different preview modes. Applying key UI/UX design principles for usability. Creating dynamic record titles and custom layouts. Adding pinned sections, help text, and sub-forms. Validating data and customizing labels. Using advanced features like multiple-choice buttons and navigation pages. Start Learning Today! We offer this course in three formats. Choose your preferred learning style: On-Demand Training: Access this course anytime at Quickbase University. Semi-Private Training: Join other customers in an interactive session where you build alongside an instructor. Private Training: Contact your Account Executive or CSM to schedule a session exclusively with your organization. Don’t miss out – take the first step toward creating better forms today!
