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Update on the retirement of Application Webhooks UI and QB Actions
4 MIN READ Top of FormQB NOTE: Since we originally published this article, we have updated the date when Application Webhooks UI and QB Actions will reach End of Support. The new date is June 30, 2025 – when both creating and editing actions and webhooks will be locked. Note that locking create and edit does not apply to Webhooks APIs or the Webhooks channel in Pipelines. 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 the Application Webhooks UI and Quickbase Actions. These two features will reach End of Support on June 30, 2025, and existing actions and UI-based webhooks will become read-only at that time. What this change means for you After June 30, 2025, the Application Webhooks UI and QB Actions will no longer be supported. At that time, there are some changes we are making to those features: Any actions you’ve already created will continue to run. However, at that time they will become read-only, so you will not be able to edit them or create new ones. Any webhooks you’ve already created will continue to run. However, at that time the ability to create or edit Application Webhooks through the UI will be disabled. You will still be able to enable and disable existing actions and webhooks after this point. We strongly recommend that you migrate any remaining actions and webhooks to use 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 QB Actions and Webhooks features – Pipelines supports all the features you’ve been leveraging within QB Actions and Webhooks, including the ability to query the previous value of a field. Pipelines enables more sophisticated logic than Quickbase Actions and Webhooks – Pipelines supports more powerful business logic than QB Actions and Webhooks, 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 forFastfield and Snowflake ImprovedOutlook channel enables replying to email thread ImprovedQuickbase channel enables exporting records to CSV Pipelines trigger up to 5x faster Increased limit on outbound webhooks from 20/second to 50/second Improved governance: Added pipelines to Field Usage Pipelines can be backed up easily via Solutions Connection Central now includes both Pipelines and Sync tables 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: Support for official service accounts New bulk trigger step Initial trigger time improvements Connection Central improvements We plan to keep existing actions and webhooks running for the foreseeable future. If this changes, we will make sure to provide a reasonable amount of 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.692Views0likes25CommentsHello from Qrew Champions!
2 MIN READ Hello hello, Qrew! 👋 Boy, it really feels like the dog days of summer out here: my weeds are taller than my day lilies here in the Midwest, we're getting scorcher after scorcher, and wildfire smoke from Canada are making our sunsets extra vibrant... But you know what the perfect thing to take your mind off the hot summer days? Qrew Champions Summer Camp! 🏕️ Join us for Qrew Champions Summer Camp to reminisce over camp traditions of yore, learn about your fellow Champions' favorite summer past times, and opt in to earn some seriously cool camp-themed swag. Don't miss it: Qrew Camp ends at the end of July, so hurry on over to make sure you make the most of this year's camp before it's gone. Other things going on in Qrew Champions: Do you dream of the main stage? Could you give a TED talk right now on how Quickbase has changed your work management for the better? Are you interested in sharing your expertise as a member of the Qrew? Check out our first ever open call for Empower Pro speakers challenge open first to our Qrew throw your hat in the ring to speak at the inaugural Empower Pro this coming October! Do you love learning about Quickbase? Might you consider yourself a knowledgable Space Cadet? 👨🚀 Are you ready to work together to manage a fleet of starships while building your Quickbase skills? Check out our Galactic Appventure eLearning course challenge that willtake your app-building knowledge straight to the stratosphere! 🚀 Stay cool out there, Qrew, and I'll talk with y'all in August. ☀️ Cheers, Kaelie Become a Champion today:https://qrewchampions.influitive.com11Views1like0CommentsQ Tip; Quickbase Sandbox (Editing Structure w/o Access to Data)
2 MIN READ 🧠🧠🧠 Introducing "Q Tips", a blog series designed for Qrew members to share tips with the rest of The Qrew. Q Tips are short and sweet. The idea behind a Q Tip is there's something you do in Quickbase that makes your life easier, and you want to give access to this gold nugget to the rest of The Qrew. Do you want to submit your own Q Tip?Join the Champions Programand take the Q Tip challenge! I'll review all submissions and publish entries everyone in The Qrew can benefit from. What do you get? Points, badges, and the priceless feeling of knowing you made The Qrew a little bit smarter today. This week's Q Tip comes from the Quickbase product team, specifically @Alaina Nielson and @Ventsislav Tasev... We’ve seen the question a few times: Is there a way to let someone edit the structure of my app without having access to the data? Yes! By getting creative with a Quickbase Sandbox, you can: Let someone edit your app without ever seeing the data Maintain the ability to review and publish the changes yourself Here’s how: Make sure the sandbox feature has beenturned onfor the app you want to edit. Createa new sandbox. When prompted, choose to copyNo records. This will pull the structure of the app into the sandbox without any data. Add the person who needs to make edits to the Users page of the sandbox. Learn more aboutpermissions and sandboxes. After you’ve added the person to the sandbox and given them editing permissions, copy and paste the URL to share a direct link to the sandbox. The person won’t be able to access the sandbox through the My Apps page, but they will be able to access the sandbox via the direct link. The person will then be able to change the app structure. However, they will not be able to publish their changes. After they have made changes, they should contact you. You can then go in and review and publish the changes to the live app. 🗣️🗣️🗣️What do you think about this Q Tip? Leave a comment below!24Views1like1CommentGalactic Appventures Now On-Demand
1 MIN READ Transform your app-building journey with our Galactic Appventurescourse, available on-demand atQuickbase University beginning July 18th. This course is designed to provide you with the foundational skills needed to build and manage Quickbase apps effectively. Whether you're a novice or looking to refresh your skills, this course offers a comprehensive introduction to Quickbase's powerful features. What You'll Learn: App Planning and Design: Understand the core principles of planning and designing your app. Building and Customizing: Learn to build and customize forms, tables, and dashboards. Automation and Efficiency: Discover how to automate workflows and enhance app efficiency. Data Management: Master the techniques for managing and visualizing your data effectively. Why Choose On-Demand? Flexibility: Learn at your own pace, anytime and anywhere. Comprehensive Content: Access the same high-quality content as our live sessions. Interactive Learning: Engage with hands-on exercises and real-world examples. Live Training Still Available! While our on-demand course offers unparalleled convenience, we highly recommend our live instructor-led training sessions for a more interactive and engaging experience. Build apps alongside our expert trainers and get real-time feedback.Check out our upcoming live sessions and secure your spot today!18Views0likes0CommentsJuly Events in The Qrew!
3 MIN READ Hello Summer! With temperatures rising and summer fun being planned, we’ve got a few announcements to share with you today. Summer Vacation for Customer Networks The Customer Networks program will be taking a summer vacation for a bit, but we encourage you to stay in touch with us on the Qrew Discussions website. We hope to see you there and are eager to hear your favorite a-hah moments, Quickbase wins, and lessons throughout the summer! We will stay connected with weekly posts and discussions in our network Qrew groups. There are plenty of other customer events and activities you can join in July and we hope to see you there! Check out what we have in store and mark your calendars. July Events We’ve got lots in store for July outside of our standard office hours – check out the roster of events below! July 11 th -12 th Galactic AppVentures Training Launch your app-building skills to infinity and beyond with our Quickbase Fundamentals course! Join our crew of cadets as we navigate the universe of app creation. July 16 th Women’s Qrew Meetup Community Qrew Group Join us at the Women’s Qrew meetup of builders who identify as women to connect and learn from each other. They will share App use cases and tips for navigating your Quickbase career. July 17 th Quickbase’s Navigation Revolution: What’s New and Why it Matters Webinar Learn how Quickbase's updated navigation can transform your workflows and make your daily operations more intuitive and faster. July 18 th Far Out Formulas – See Your Data in New Ways Training Take your apps to new heights with this formula-focused workshop! In this training, you’ll learn the building blocks of formulas, how to create them, and more. July 19 th Spy Analytics: Data with Dashboards Training Build along with our expert trainers as you learn to manage and share reports, and create dynamic, interactive dashboards to make data-driven decisions. July 22 nd Introduction to Pipelines Training Embark on a journey into the world of Pipelines to automate workflows systems in real-time. You will learn the process of creating and managing pipelines to streamline operations and enhance productivity. July 25th Feature Focus: FastField Dynamic Reports Learn how to create customized PDF reports with FastField. These reports automatically adjust based on data submitted and offer responsive sizing, multiple column layouts and extensive customization options to meet your needs. July 24 th – 25 th Galactic AppVentures Training Launch your app-building skills to infinity and beyond with our Quickbase Fundamentals course! Join our crew of cadets as we navigate the universe of app creation. July 31 st End User Reporting: Visualize Your Success Training Get ready to build reports tailored to your specific needs. This course is designed for non-technical users to help you learn how to plan, create, and customize reports in Quickbase. Other ways to stay involved this summer Complete Challenges and Earn Rewards as a Qrew Champion! Pack your bags for virtualQrew Champions Summer Camp! Coming this July, join your "cabin" in competing to earn points for participating in different acts of Quickbase advocacy. Each Champion can earn exclusive swag just for participating—hope to see you at camp! Can’t make it to live training? Learn on-demand at Quickbase University. Here are new self-paced learning courses we recommend checking out: Quickbase Quick Start Automations to Pipelines Becoming a Jinja Ninja Get Quickbase Certified! Earn certificates and digital credentials to showcase your skills in designing and maintaining Quickbase Apps. Take one of our exams this summer: App Foundations Certification App Builder Certification Expert Builder Certification Pipelines Builder Certification Stay cool and hydrated this summer, and we’ll see you at our upcoming events!416Views0likes0CommentsNew email notification beta has arrived
5 MIN READ NOTE: THIS BLOG WAS AUTHORED BY BrianCafferelli , BUT DUE TO TECHNICAL CHALLENGES, BRIAN WAS NOT ABLE TO PUBLISH. Companies around the world run time-sensitive, business-critical processes on Quickbase. And one of the ways this streamlines how you manage critical information is through our built-in email notifications. The ability to send alerts to the right people at the right time ensures that your team stays productive. We’ve upgraded much of the user interface across the Quickbase platform recently, such as reports and forms. And the next step in this journey is simplifying emails and making them more flexible. We’re proud to announce that we have re-built emails from the ground up. We are providing a new and modernized experience that supports new forms, allows you to pick the time of day an email is sent, and more. Read on to learn more what’s possible using new email notifications. Using new forms and notifications together We recently rolled out a new version of forms, providing a drag-and-drop building experience and giving you more control over the layout and appearance. However, using these new forms requires a separate legacy form to be built for emails as well. We are now making this build experience easier and more consistent, now that you can display a new form in a new email notification. This helps make your notifications more professional-looking and engaging. Embedding reports and charts Legacy emails in Quickbase allow you to send a single report to a group of users periodically. New email notifications will also allow you to send a chart, and even multiple reports or charts in the same email. This puts a lot of power into the hands of the app builder since you build these user interface elements such as reports, and can use them in many places such as dashboards and emails. Expanded options for the From field Being mindful of who appears in the From field of your email can help clarify who is driving the process at hand and help an email recipient to respond quickly. Quickbase enables you to set your From field to the generic “notify@quickbase.com”, or the user set in a User-type field. For example, an email on a compliance requests table could appear as coming from the user who placed the request. Our new email notification feature adds a few options for setting your “From” field. You can have your emails appear as coming from the owner of the email notification. Or you can even have emails appear as coming from the user who triggered the email in the first place. This gives you a great amount of flexibility to set up email notifications to match your exact process needs. Setting CC and BCC fields With the legacy emails, you can dynamically set the recipient based on data in Quickbase. For example, based on the Assigned To field in your table. This maps to the To field in the email message. However, it’s not possible to populate the CC or BCC fields today. New email notifications enable you to CC and BCC people. (This ability must first be enabled at the realm level) Attach files to your emails Using legacy emails, you could include a file attachment as part of the form or report being sent. New email notifications will let you go a step further and take a file from a File Attachment field in Quickbase and attach it directly to the email. Better bulk options We have also added more flexibility for managing bulk emails. For example, imagine that you have created an email notification which is sent when a record is edited. If a user clicks to edit a single record, then saves it, the email sent will reflect the changes made to that individual record. But what would you like to happen when a user enters grid edit mode, and updates many records at once? Legacy email notifications allow you to choose whether you want to send the email if many records were changed at once. Our new email notifications go one step further and make it easy to send individual emails (up to 10 at once), or to send a combined email that covers all the triggering records. Audit Logs We get support cases from builders asking to verify whether an email notification was sent, when it was sent, etc. The Quickbase Tech Support Team has access to that information today, but customers are not able to see it directly. When you leverage our new email notifications, account admins will be able to track usage of those emails in their Audit Logs. A streamlined builder experience We’ve also made it easier to build email notifications. We have combined the functionality of legacy notifications and legacy subscriptions together, allowing you to set up either a triggered email or a scheduled email. Need to change the trigger type later? No problem! Using the new email notifications, you will be able to go back afterwards and switch the trigger type without needing to create a new email from scratch. This also provides a more intuitive and streamlined experience, similar to how trigger behavior can be modified for a pipeline. For scheduled emails, you will also be able to specify the time of day the message will be sent. This is a long-time customer request which makes it easier to plan out your workflows. Our updated rich-text editor helps you to create impactful and professional messages, with new features like inserting report widgets into your emails. And you can still modify the HTML markup directly if you’d prefer. Tips for new builders To create notifications that are impactful, here are a few things to keep in mind: Leverage the conditions in the trigger to ensure the email is sent precisely when you need it to be Write out your email in a way that makes it clear why the recipient is receiving it, and what they should be doing upon receiving it Use rich text and images like your company’s logo to create a more engaging message. The future of legacy email notifications and subscriptions In order to make all the powerful improvements above to email notifications, we needed to re-build the feature from the ground up. That means that you will need to create new emails to take advantage of these new capabilities. However, we realize that most of you rely heavily on legacy notifications and subscriptions. So those legacy emails will continue to be available and operate exactly like they do today, and we do not currently have plans to change that behavior. Try it out today! We opened up our beta program for new email notifications to all users in March 2024. Simply navigate to table settings, and when you click the New button for emails you will see the new “Build your own” option. To learn more about new email notifications, please see the article in our help center.527Views0likes1CommentIntroducing New Quickbase Navigation (beta)
3 MIN READ Quickbase is the world’s first platform for dynamic work management. And that means we wake up every day asking ourselves how we can make our customers more efficient and help them grow. We are continually improving the platform and adding new capabilities, so it is easier than ever for you to see, connect, and control your most complex processes. To do that, we want to make sure we continue to focus on providing an intuitive, clean user experience, which is the foundation on which the rest of Quickbase relies. That’s why we’re excited to announce the beta version of our new navigation. Here’s what to expect from our new navigation, and how you can try it out today. What’s changing? We rebuilt Quickbase’s navigation from the ground up to provide a more modern and intuitive experience for both you and your users. And, while we have future plans to add new functionality and concepts to our navigation, we’re not adding any new elements just yet. Instead, this initial release of our new navigation will re-arrange the components you use to navigate around your apps today. This approach will ease you and your users into this experience and make it easier to manage this change. Tables have moved to the left side Some may call it clunky; others call it dated, but we heard loud and clear from many of you that the Quickbase menus at the top of the page take up too much room. That’s why we’re moving app-level links to a new sidebar which you can find at the left edge of the page. Here, you can navigate to each table in your app. And if you are an app admin, you will find links to app settings and the user management page. We’re also providing centralized access to all your table settings with Settings for each table directly in the content menu are designed to save you time and clicks. It’s important to note that your existing table order and permissions will translate 1:1 from legacy navigation to the new style, so you’ll be able to hit the ground running without the need to re-calibrate your settings. With more room to breathe, you can see – and understand - more of your own data on your screen at once. There are several ways you can choose to interact with this menu, depending on how you like to get work done. You can open the sidebar by clicking the arrow to push content and maintain your open/closed state as you navigate across pages or simply hover anywhere over the closed sidebar to open temporarily and close automatically as you navigate. Switch between apps using the new global nav menu We’re cleaning up the experience of having to switch between apps with the app bar, by moving these controls to the top-left corner of the page. In this new waffle menu, you’ll be able to switch between apps. This is also where you will access other parts of Quickbase outside of apps, such as Pipelines and Exchange, enabling one-click access to key areas of the platform. Getting involved in the beta program Want to be one of the first to get your hands on the new nav? Your valuable feedback is pivotal to shaping our platform. Register here! Next steps The new navigation will be available for all users starting on May 8, 2024, with the ability to try it defaulted on. Each account admin can choose to disable the new navigation for their users under the Admin Console-> Permissions menu. If a user’s ability to turn the new navigation is not disabled, they can visit their user preferences and select sidebar navigation to try out the new experience. Happy navigating!3.6KViews1like10CommentsMidyear Community Survey
1 MIN READ Hey Everyone! With July 1st being the midway point of the year, I've put together a survey for us to look ahead into the back half of 2024 and learn from all of you what you want to see more of from now through the end of the year. What new features are you looking to see more of from other Qrew members? Tell us in the survey. I'm also more holistically wanting to learn how impactful this community forum is, how we can improve in areas like product feedback and listening to our community. At the end of the year, I'll look to do a similar survey and evaluate how we fared against the feedback. Here's the survey. All participants will be entered into a raffle to get a $100 coupon code to our Swag Store. In the event you are located outside the US, I'll find a gift card of the same value for you to use. Cheers!82Views0likes0CommentsHello from Qrew Champions! ✨
2 MIN READ Hey all! My name is Kaelie (they/them) and I run our Qrew Champions customer advocacy program. I’m so excited to get to geek about all things Quickbase here with the Qrew and share more about what’s going on in the Qrew Champions. What are our Qrew Champions up to? Allan Heaps, Database Designer and Analyst at Boise State University,recently spoke at a Customer Network meeting and starred as a guest speaker at the “Inherited App” Quickbase webinar about his work at Boise State University Wes McAda, Senior Software Developer at Versar Inc, and Jessica Rugg, Technical Specialist at Benesch,recently shared their Quickbase expertise in a blog post, “Navigating Software Changes With Ease: Tips From Quickbase Experts.” Mark Lind, Systems Analyst at CCI Systems, penned his own blog post about using Quickbase for project management, “How CCI Systems Manages Complex Projects and Critical Information.” What’s new and upcoming? New and most-loved rewards include Amazon gift cards, Corkcicle insulated coffee mugs, and two colorful Quickbase-branded Cotopaxi bags 🎁 New Single Sign-On means you can seamlessly go between Qrew Champions, Qrew Discussions, and your Quickbase dashboard without needing to log in each time 👏 Pack your bags for virtual Qrew Champions Summer Camp! Coming this July, join your "cabin" in competing to earn points for participating in different acts of Quickbase advocacy. Each Champion can earn exclusive swag just for participating—hope to see you at camp! 🏕️ Catch you in July, and hope everyone has a happy Pride month! Cheers, Kaelie Become a Champion today: https://qrewchampions.influitive.com84Views0likes0CommentsNew Certification Badges in The Qrew
2 MIN READ Did you know Quickbase offered Certifications? You didn't? Well, Certification is real. And it's a great way to prove your Quickbase knowledge and establish yourself as a go-to builder within your organization. Moving forward, here in The Qrew, your profile will show which Certifications you have passed. It may take us (read: Ben) some time to get everyone's profile up to date, but we now have the badges for each of the four certification exams we have below. Each month, I'll have a blog post with the previous month's certification recipients. We will shower you with recognition! As a reminder/overview, Quickbase offers the following four certification exams: App Foundations - this is a new exam, perfect for new builders looking to ensure they understand the fundamentals of planning, building, designing, and maintaining simple Quickbase applications. App Builder - Similar to the App Foundations exam, but questions here are more geared towards Building apps, fewer questions on maintaining and planning apps. Expert Builder - Once you have passed App Builder, challenge yourself to go to that next level with the Expert Builder Certification. A learning path and topics covered are provided to you in advance so you can prepare. Pipelines Builder - For Qrew members who push themselves, and their Quickbase apps to do integrations through Pipelines, we offer a Pipelines Certification. There's also a Learning Path provided for this exam to help you prepare. All Exams come with a cost, as we want to provide you with incentive to block off the time required to complete AND pass the exam. Once you pass, you'll receive a congratulatory email that includes a badge you can post on your social media profiles, and here in The Qrew we'll get your profile updated for you. Now go get Certified and collect these sweet badges!91Views0likes2Comments