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Certification Wins
1 MIN READ đ Hello Qrew! Weâre back with the August edition of Certification Wins, where we proudly spotlight the amazing individuals in our community whoâve earned Quickbase Certifications during July! đ Each certification is a reflection of your effort, curiosity, and commitment to building smarter. Whether youâre just starting or mastering advanced skills, this space celebrates YOU. đ đ Certified In Julyđ RachelBoswellâ OlabisiTineâ dhermesâ AnthonieJacksonâ SourabhSharmaâ WesMcAdaâ RussellBranhamâ KevinMontgomeryâ dhermesâ WesMcAdaâ Each name above represents hours of learning, practice, and persistence. Congratulations to all our achievers! đ Featured Shoutout đ đ This monthâs spotlight has landed on AnthonieJacksonâ đ A $25 gift card is heading your way â congrats! đŁ 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 weekâs upcoming eventsâ donât miss your chance to connect, learn, and innovate together. â Meetup with the Qrew â Tuesday, Aug 26th @ 12-1pm EDT Michael Wilhoytâ will show how he built and launched a Transportation Management System app for logistics. đ Pipelines Qrew Meetup đ Wednesday, Aug 27th @ 12-1pm EDT KristaSiberyâ will demo PowerBI integration ~ AND ~ WesMcAdaâ will present bulk trigger pipeline use cases. đš Portland Qrew Meetup đš 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 Trachyâs 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 focusâmaking the Quickbase experience smoother, clearer, and more consistentâweâre giving Release Notes a fresh home in a dedicated Quickbase app. This isnât just a new location; itâs a better way to discover whatâs 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: Weâll 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. Weâll share the direct link in your monthly email and in-product, and you can bookmark it for quick access. Why weâre making this change Todayâs 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 youâll get in the new Release Notes app Powerful search & filters â Find updates by product area, plan, or feature types; sort and group across multiple releases. Clear, scannable layout â Short summaries with optional detail when you need it. âComing soonâ visibility â See a sneak peek of important changes on the horizon, including expected timing so you can plan ahead. Email that matches your pace â Keep the monthly summary. Prefer more frequent updates? Opt in to more frequent notifications. History at your fingertips â Older release notes hosted in our help center will be linked for continuity. Impact defects prioritization â Declare interest in specific defects and get notified when they are resolved. Service status connections â Where applicable, updates will link to related posts on our Service/Status page. An example screenshot (subject to change): Whatâs not changing Youâll still get a monthly Release Notes emailâweâre 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; youâll simply have a better way to discover, track, and engage with those changes. Key dates & how to prepare NowâSept 9: Keep using Release Notes in the help center. Sept 9âOct 7: Release Notes will appear in both places while we transition. Weâll 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 canât wait for you to try the new Release Notes experienceâbuilt to make finding the updates that matter simple, fast, and transparent. FAQs Q: Where do I find the new Release Notes app? A: Weâll 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: Yesâprevious 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 Wednesdayâs Qrew Meetup. Hereâs what we discussed: The New Quickbase University (QBU) Experience: TracyPrentissâ and OsaEdebiriâ 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 â AnneRommelfangeâr and LauraLinssenâ 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 âTrain the Trainerâ program to see if it fits your Quickbase training needs. First time logging in? Be sure to be on your âMy Appsâ 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? Hereâs 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 Wilhoytâ , 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 marginsâon 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? Thatâs where things can fall apart fast. Weâve 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 youâve worked with Bluebeam, you know itâs a powerful tool for reviewing and marking up plans. But a persistent challenge exists with broadening visibility to the markups and enabling all teamsâ not just VDC and design, but also PMs, foremen, and even your CFOâto 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, youâre still left asking: Whoâs making the changes? Is anyone actually doing the work? And how can I track that itâs getting done? Thatâs the disconnect we set out to solve. Making markups actionable in Quickbase With the new Bluebeam + Quickbase integration, weâre helping construction teams bring design intent and execution into one shared spaceâwithout needing every stakeholder to have a Bluebeam license. Hereâs how it works: Markups made in Bluebeamâwhether itâs a revision cloud, a callout, or a text boxâcan 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 completionâall in the same place youâre managing the rest of your project workflows. All stakeholders can see whatâs changed, what needs to happen, and whoâs responsible. No more digging through PDFs or waiting for someone to send the latest version. The best part? This isnât a one-way sync. Your team can continue to work the way theyâre 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 Bluebeamâor manage another round of exports. A better way to connect design and construction This integration was born from the idea that construction teams donât need more softwareâthey need better connections between the tools they already use. By bridging the gap between Bluebeam and Quickbase, weâre 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 everyoneâfrom architect to installerâon the same page And if youâre 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 officeâwhy we built this (and had a little fun doing it) We built this integration because, honestly, we were tired of hearing the same story: âWe made the changes in Bluebeam, but no one saw them.â Or worse: âWe had five different versions of the same drawing floating around, and no one knew which was right.â Sound familiar? We wanted to fix that. Not with another expensive tool or a clunky workaroundâbut with something that just makes sense. We knew if we could take the markups people were already making in Bluebeam and bring them into Quickbaseâwhere work actually happensâwe 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 youâre really going to like what we built. Letâs just say: if you've ever copy-pasted a markup into Excel while muttering under your breath⌠this oneâs for you. Ready to try it? You can check out the Bluebeam channel Help Guide. It has everything you need to get startedâincluding setup steps, examples, and best practices. Or just dive in, test it out, and let us know what you think. Weâd love to hear how itâs working for your teamâand what else youâd like it to do. Got questions? Drop a comment below. Weâre all ears (and markups). Written by: Bob Salaj, Principal Industry Advisor & former customer Boryana Atanasova, Sr. Product Manager, QuickbaseJuly 2025 Qrew Meetup Attendee Raffle Winners!
1 MIN READ Please congratulate the following Qrew members who won a $50 gift card for attending Qrew meetups on July 9 th and 23 rd ! Congrats to Allyson Hewitt, Allan Heaps, Erin Sullivan, and Bruce Basinger for winning the $50 gift card raffle drawing! I will reach out to each winner this week to send them their raffle prize. Thank you all for making time to attend the Qrew meetups in July! We look forward to an exciting August agenda and hope you can attend our next meetups.July 27-Aug 2 @ Quickbase
1 MIN READ Hey Qrew! Hereâs an update to whatâs happening at Quickbase the week of July 28thâNo Qrew meetups this week, but we have lots of opportunities to level up your Quickbase skills and chances to share your experience with the Qrew! â Thursday, July 31st â Webinar: Formulas 101 @ 1:00 PM EDT Join us to learn how Quickbase formulas can help you unlock new insights into your data by performing calculations right in your app and doing away with redundant data entry. The utility of formulas in Quickbase doesn't stop at just doing math for you, they can also be used to customize your apps appearance, make your reporting more visually impactful, and create custom buttons to navigate your app or even kickstart workflows. RSVP to learn more. đ Additional Activities đ Sam Trachyâs Office hour M-F at 1pm EDT FastField Office Hours M,W,F at 2pm EDT Check out the new Quickbase University experience! Qrew Discussion site Customer-led Quickbase Discord Check the events page for last-minute updates and full details, and letâs make the most of the last week of July together.Pipelines: From AI-Built to AI-Launched
4 MIN READ Quickbase AI already helps you build applications by simply describing your use case or importing a spreadsheet. And for months now, youâve been able to build pipelines the same wayâjust describe what you want to happen (like âSend a Slack notification when a new project is createdâ), and Quickbase AI generates the pipeline structure in seconds. But thereâs always been one last manual hurdle: configuration. Selecting apps, mapping fields, reviewing stepsâit could take minutes to get your automation up and running. That changes today. Introducing 1-Click Automation! Now, with the newâŻâBuild and populate stepsââŻandâŻâPopulate all stepsââŻfeatures, Quickbase AI doesnât just build the pipelineâit configures it for you. Itâs the fastest way yet to go from idea to automation. Getting started: Experience the 1-click revolution New to building pipelines with AI? Navigate to Pipelines and select "Generate with AI" Describe your desired workflow (New) Click on âBuild and populate stepsâ Enable/Run your pipeline Already have a pipeline? (Optional) Use AI to add more steps (New) Click âPopulate all stepsâ Activate your ready-to-launch automation List of AI-powered features in Pipelines Build a new pipeline Perfect for beginners or busy buildersâno need to navigate menus or figure out the flow logic. Just describe what you want. Whether it's your first or your fiftieth pipeline, the hardest part is often the same: figuring out the steps in your workflow. With Quickbase AI, you can just describe what you want to happen, and the Smart Builder creates the logic for youâpipeline name, step names, and notes included. This saves you from manually selecting steps or figuring out technical details. Itâs a powerful head start, especially for complex automations. Pro tip: AI-generated step names and notes are key to getting the most out of downstream AI actions. Add steps to a pipeline Easily evolve your workflows without diving into technical details or breaking your existing logic. Workflows change. They evolve. And now, you can adjust your automation just by chatting with the AI. Quickbaseâs Smart Builder helps you easily add steps to an existing pipeline. You can preview and tweak suggestions before inserting themâwithout disrupting the pipeline execution. Just like when building from scratch, suggested steps come labeled and explained to keep things clear. Populate all steps The real game-changer â fill all the steps in the pipeline with AI. This is where Quickbase AI takes a bold leap forward. With a single click, AI populates all steps in your pipelineâfilling in app data, fields, and other setup details. You can use it when building a new pipeline or enhancing an existing one. What to know: AI considers the full pipeline context to make smart decisions Step names and notes = better results Existing data won't be overwritten If AI hits a step without a connected service, it stops gracefully AI does not currently configure filters This is true hands-free setupâmassive time savings, especially for larger automations. Populate a step You stay in control. Focus on the parts you want to tweak or let the AI take over the rest. Need more control? You can still ask AI to configure just one step or a field at a time. This is perfect when you want to lock in a specific setup before letting AI handle the rest. It's especially useful for steps like Copy Records, where you pick the tables and AI maps the fields. When suggesting values for a specific field, the AI is especially useful when there is a large list of options to choose from or generating content for some sort of notification (message, email, etc.). Even better: AI explains its suggestions, so you know whyâand can adjust if needed. Again, think of step notes as your request to AI. The clearer the note, the better the results. True Democratization The final pieces weâre introducing don't just make pipeline building fasterâthey make it accessible for anyone. For new users: No technical knowledge requiredâjust describe what you need Instant gratification: see your automation working immediately Focus on business logic, not technical configuration For experienced builders: Dramatically accelerate development cycles Prototype complex workflows in minutes Focus on optimization and advanced logic rather than basic setup For organizations: Reduce dependency on technical resources for basic automation Enable faster response to changing business needs Scale automation adoption across all teams and departments Build your next pipeline with AI, and click âBuild and populate steps.â Youâll go from an idea to working automation with zero frictionâand zero wasted time. Let AI do the heavy lifting, so you can focus on what really matters: solving business problems faster than ever before.Qrew Events for week of July 21st
1 MIN READ Hey Qrew! Hereâs an update to whatâs happening at Quickbase the week of July 21stâthese are fresh right off the events page, so read on, get in the know, and RSVP where you can. đ This Weekâs Highlights đ Sam Trachyâs Office hour M-F at 1pm EDT FastField Office Hours M,W,F at 2pm EDT Check out the new Quickbase University experience! Qrew Discussion site Customer-led Quickbase Discord â Wednesday, July 23rd â Pipelines Qrew Meet Up 12:00 PM â 1:00 PM EDT Kevin Slider will be sharing how to streamline document creation, storage, and notifications using the latest Document Generation features and Pipelines. Check the events page for last-minute updates and full details, and letâs make the most of this week together. Donât forgetâshow up, learn something new, share a tip, and bring the fun energy!
