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Introducing 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!2.3KViews1like3CommentsDashboard Enhancements
2 MIN READ NOTE: THIS BLOG WAS WRITTEN by BrianCafferelli , BUT TECHNICAL CHALLENGES ARE PREVENTING BRIAN FROM PUBLISHING. 🚀🚀🚀Quickbase makes it easy to surface the right data, to the right people, at the right time. When you set up dashboards for each role in your application, you are enabling informed decision-making across your business. Quickbase dashboards allow you to display reports and charts from multiple tables or even multiple apps. And in just a few clicks, you can apply filters to all reports on the page. All of this is supported by our drag-and-drop dashboard designer, giving you a quick and easy tool for delivering important business insights. We’re excited to announce a series of improvements that will allow you to display more data and more reports on your dashboards, and make it easier to build those dashboards. These new improvements will be released in April 2024. 🚀Infinitely-scrollable tabs More space, more reports, more data - all on one dashboard! Tabs will also display at the top of the page instead of the bottom, with this new design. Infinite dashboard with multiple reports 🚀Seamless building experience Experience a smoother, more intuitive way to arrange your widgets now that widgets will automatically move out of the way. We also added a quick option to add a new widget below an existing one. Widgets intuitively moving 🚀Add below widget menu option 🚀Meet the spacer widget Create cleaner, more organized layouts by effortlessly adding either space between widgets or stylish dividers. Spacer widget magic 🚀Missing button groups? A familiar Quickbase experience allows you to style your button widgets easily. Button groups 🚀 Less clicks and less back-and-forth when working with tabs Rearranging tabs easily 🚀Update filters titles inline 🚀Excited about all of these upgrades? You can update your dashboards without having to rebuild them!599Views1like6CommentsCreation of new QB Actions and Webhooks will be locked as of June 30, 2024
3 MIN READ Top of FormQBQuickbase 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 and Webhooks. These two features will reach End of Sale on June 30, 2024, and creating new actions/webhooks will be locked at that time. What this change means for you Any actions and webhooks you’ve already created will continue to run, and you will still be able to edit them. However, you will no longer be able to create new actions or automations. We strongly recommend that you avoid using unsupported features such as QB Actions and Webhooks because doing so presents a risk of disrupting your team’s workflow. Instead, you should build a pipeline for each your remaining actions and webhooks. 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. NOTE: This change to webhooks will not impact workflows you've built in Workato that connect to Quickbase. 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: ImprovedPipelines 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: AI-powered pipeline generation Support for official service accounts New bulk trigger step Initial trigger time improvements Connection Central improvements What’s coming next Looking further ahead, Quickbase Actions and Webhooks will reach End of Support in December 2024. At that point, existing actions and webhooks will continue to run, but you will no longer be able to edit them or create new ones. 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. Our annual Empower conference is coming on May 8, 2024, where you can learn more about our upcoming plans for Pipelines as well as other exciting innovations we have coming soon. This will be a free, virtual event – sign up today! Learn more Take the Getting Started with Pipelines course in Quickbase University. 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.236Views0likes25CommentsUnlocking more Quickbase Power with QBL and Solution APIs
4 MIN READ NOTE: THIS BLOG WAS WRITTEN byBrianCafferelli, BUT TECHNICAL CHALLENGES ARE PREVENTING BRIAN FROM PUBLISHING. Quickbase is built for enterprise scale. That’s why a majority of the Fortune 100 leverages our platform to manage their complex processes and eliminateGray Work. Success using a no-code platform like ours requires an approach to governance that enables business and IT to collaborate. Business users need to be able to innovate fast enough to stay ahead of competitors, while IT needs visibility and control to ensure compliance with corporate policies. That’s why one vital part of Quickbase isour Application Lifecycle Management (ALM) capability. This is a set of tools that helps you to plan, build, test, deploy, and update your apps.Our sandbox featureis one example of this. However, we have heard feedback from many of you that you need more control over how your apps are managed, as well as your pipelines. That’s why we are excited to announce general availability of our Solutions APIs, along with the all-new Quickbase Language (QBL). Introducing Quickbase Language (QBL) The cornerstone of Quickbase ALM is Quickbase Language (QBL), a domain-specific language designed to describe the schema of Quickbase apps. This human-readable, text-based language allows users to obtain textual descriptions of Quickbase apps and pipelines schema in the form of a YAML file. QBL's simple and intuitive syntax makes it easy to read and review changes to Quickbase apps, facilitating collaboration among development teams. You can findmore details about QBL in our help center. Solutions APIs Solutions APIs are an extension of our existinglibrary of RESTful APIs. This provides three endpoints that empower you to interact with QBL and manage Quickbase solutions easily: Export: Obtain the QBL definition for the supported schema of all apps in the Solution in YAML format. Create: Apply a YAML file with a valid QBL definition to create a new solution and its contained apps. Update: Apply a YAML file with a valid QBL definition to an existing Solution to update all schema in the solution to match the one in the YAML. These endpoints enable users to streamline the application development lifecycle, from creation to deployment, while ensuring consistency and accuracy across environments. The power of QBL + Solutions APIs Version Control: QBL describes your Quickbase Solutions using a text-based format. Solution APIs enable the export and import of these descriptions, facilitating version control. This solves the problem of tracking changes to Quickbase applications over time, providing a clear audit trail of modifications and ensuring consistency across environments. Change Management: By leveraging QBL and Solutions APIs, you can implement structured change management processes for Quickbase solutions. Changes made to schema can be described in QBL format and tracked through different methods. This enables teams to review, approve, and deploy changes systematically, reducing the risk of errors and regressions. Environment Management: Solutions APIs enable you to programmatically create and manage multiple virtual environments for your Quickbase solutions, such as development, testing, and production environments. This solves the problem of manual environment setup and configuration, streamlining the process of deploying and testing applications across different stages of the development lifecycle. Deployment Automation: You can automate the deployment of Quickbase Solutions, depending on your business needs. Approved changes can be automatically deployed from source control repositories to designated Quickbase environments, reducing manual effort and ensuring consistency in deployment processes. Scaling Solutions: Solutions APIs empower you to scale the distribution of Quickbase Solutions across multiple customers or organizations. By automating the creation and deployment of solutions using the APIs, you can efficiently onboard new users and deploy standardized solutions to different clients or departments. This solves the problem of manual solution distribution and customization, enabling customers to deliver value faster and more consistently. This allows you to build once, and deploy as many times as you need to, seamlessly maintaining many separate instances of the same solution. Applying these new capabilities To tap into the power of QBL and Solutions APIs, you need 2 main things. Step 1 Define the ALM goals of your team/organization. Figure out what is the best process for your setup. Do you need all ALM areas or just some of them? Will your team and users benefit from a strictly-controlled approval and deployment process, tight version control, or both? Is there some IT policy or regulation to follow? Once you have a good process defined, you can move on to step 2. Step 2 Decide what is the best way to manage and/or automate the designed process. Option 1: One powerful way to leverage Quickbase's ALM capabilities is by integrating the Solution APIs with source control tools like GitHub. By doing so, your can establish robust approval and deployment processes, enhancing collaboration, version control, and reliability throughout the application development lifecycle. Source control tools offer a wide range of features to support all that and if your organization is looking for optimal control and governance, we recommend looking into that option. Option 2: A different option, if your team needs a more familiar experience, is through managing the virtual environments, approvals, and deployments using a Quickbase app. Solutions APIs can be executed through a set of pipelines and the workflows can be managed in a Quickbase app dedicated for that purpose, as seen below: We are dedicated to making ALM easy for your teams. While QBL doesn’t support all Quickbase schema yet, we will keep improving the experience and adding schema coverage throughout the rest of 2024. To check which schema objects are supported by QBL today, please checkthe article in our help center. We are also here to help you on your ALM journey. Contact your account team for more information on the features and help in implementing them. Your feedback is precious to us! If you have anything to share about the ALM features, the experience using them, or you need more/different features, please leave your feedback in the side panel in the Quickbase platform!222Views0likes0CommentsUpgrading Qrew Discussions
2 MIN READ Welcome to the new Qrew Discussions! Here's a tour of the recent changes to our community platform. The goal is to make this as smooth a transition as possible, and by the end of this blog, you'll know what's changed, what's stayed the same, and how to make the most of your experience on this site. What's Stayed the Same? A lot. This is still designed to be a place where people can ask questions and receive answers. "Quickbase Discussions" remains the main Forum, go there for all Quickbase questions. Every thread from before should be searchable, we copied over all posts, all file attachments. Your login process should be the exact same. Only those with an email address tied to a Quickbase account can login to this website. Since we use Single Sign-On, the fastest way to access Qrew Discussions is to already be signed into your Quickbase account first. What Changed? We have a new Ranking system. Every member of this community has a Rank in their Profile. Users can increase their rank through contributions. Liking content, or having users like your content, will influence your rank, along with quality contributions that are marked as best solutions by your peers. Our ranking system is also designed to be tied to our statuses in the Qrew Champions program, with Qrew Champion as the top rank. The more you climb, the more permissions you can unlock within this experience. You will also notice new badges in your profile. The more you contribute, the more badges we'll reward you with to show off on your profile. Search should feel different, and it should feel better. You can search with increased filters, and should be able to find your answers faster. We'll be building up a Knowledge Base called Q Tips, allowing both commonly asked questions and general "this is how I Quickbase" Q Tips to be shared with The Qrew. All Discussion Topics must have a Tag. It is required. Your question has a category, we will want to capture this category so that it makes for an easier way to find your answer in the future. Additionally, these tags allow for reporting on the Quickbase side so we can see which features are demanding the most questions. I've listed "Other" as an option, please only use this option if none of the other Tags apply. Is there anything I need to do? The settings you had in your profile were wiped clean. If you had set up your email to get daily subscriptions, you'll need to redo this in "My Settings" page. Important Resources: Here's a guided tour of My Settings and what these settings do Here's a recap of our new ranking system and what you need to do to climb the ranks. Here's an example of how you can use search differently in this experience. I'll update this post with other new changes if any new videos are needed.202Views0likes1CommentPreparing for Automations End of Support on June 30, 2022
5 MIN READ Workflow automation has taken many forms in Quickbase over the years. It could be a simple email notification, a dynamic form rule, or even a complex script triggered by a webhook. But one thing that’s clear is that workflow automation is only going to increase in importance for customers and use cases of all kinds. To meet those evolving requirements, we have spent the last year growing and improving the workflow automation capabilities of our powerful new Pipelines technology. Now, as we continue to look toward the future, we must also evaluate the role of older and less flexible features like Quickbase Automations. That’s why we will be retiring Quickbase Automations in favor of Pipelines. On June 30, 2022, Automations will reach End of Support. What End of Support means for you The next step in retiring Automations will come on June 30, 2022, when the feature will reach End of Support. At that time, you will no longer be able to create new automations. This also means that the Quickbase Technical Support team will not be able to assist with the Automations feature after June 30, 2022. Existing automations will continue to be editable, and they will continue to run until Automations reaches End of Life. Read on to learn about the benefits of using Pipelines instead of Automations, and how you can prepare for Automations retirement by migrating your existing automations. Improving your workflow using Pipelines We have been continuously adding new capabilities and tools that will make it easy for you to migrate 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 Automations features – Pipelines now supports all the features you’ve been leveraging within Automations, including the ability to query the previous value of a field. Pipelines enables more sophisticated logic than Automations – Pipelines supports more powerful business logic than 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 point-and-click integration with over 30 products including Outlook, Slack, and Sharepoint. We are committed to supporting every Automations use case. That’s why all Quickbase customers get unlimited use of Quickbase-to-Quickbase Pipelines included with their service plan at no additional cost. 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 this community well. There are three main areas we are focusing on to further support you as you migrate from Automations: Ease of use – We are working on improvements to make it faster and more intuitive to build pipelines. For example, in the January 2022 release we are making our builder wizard generally available. Using the wizard, the user first chooses which steps to include. Then, they are directed to the pipelines designer page where they fill in the details for how each step should work. We have also extended our Pipelines educational resources in Quickbase University, with the release of our new Pipelines Builder certification exam. Performance – In December 2021, we rolled out the new “Blaze” engine to offer better reliability, performance, and efficiency for Pipelines. Compared to November 2020, usage of our Pipelines capability has multiplied by more than 71 times, and the Blaze engine helps support that exponential increase in workload. It also lays the foundation for the next round of exponential growth in integration and automation use-cases which companies are looking to create with Quickbase Pipelines. We’ve seen pipelines run 30 times faster on average since releasing the Blaze engine. Governance – We are making major investments to make it easier to manage your pipelines at scale. Account administrators will be able to set access to Pipelines channels by individual user, or by user group. Pipelines builders will also be notified when one of their pipelines encounters an error. And finally, app builders will be able to see a list of pipelines connected to their app. Each of these features will be available in the first half of 2022, before we reach the End of Support date for Automations. Preparing to migrate There are three steps you can take to prepare for your migration from Automations to Pipelines: Make sure you have access to Pipelines – Some of you are app builders who have built automations but have not had a chance to start working with Pipelines. It’s worthwhile to check the top-left of your Quickbase view to make sure you have Pipelines access set up. If you do not see the Pipelines tab, you’ll need to contact one of your account admins to get access. Create new workflow automations using Pipelines instead of Automations – Since Automations will not be supported starting on June 30, 2022, this is the perfect time to stop creating new automations and creating pipelines instead. We have many resources available to bring you up to speed. (Check out our list on the community.) Begin migrating your existing automations to Pipelines - We’ve developed a simple migration tool you can use to create a corresponding pipeline for each of your automations, which you can do in just a few clicks. We have been improving the migration tool over the past few months, and it is now ready to migrate virtually any automation. (Learn more about using the migration tool in our help article.) Timeline Over the several months, we will be following our standard feature retirement lifecycle, and taking several steps along the way to retire the Quickbase Automations feature. Timing Retirement Phase Description June 22, 2021 End of Sale We will focus on making sure that all our customers have the information and resources they need to successfully plan for the migration of their Automations to Pipelines. Even though the Automations feature will still be available to existing customers, we encourage customers to begin using Pipelines to implement new workflow automation ideas moving forward. June 30, 2022 End of Support Your existing Automations will continue to run without interruption, but you will no longer be able to create new Automations or get assistance with the building and configuration of Automations from Quickbase staff. During this time, we encourage you to migrate any remaining Automations to Pipelines at the earliest possible opportunity. TBD End of Life Automations is officially retired. This means that it is fully removed from our product, and remaining Automations will cease to function. Learn more Learn more about using the migration tool in our help article. Take the Getting Started with Pipelines course in Quickbase University. Take the Pipelines Builder certification exam. Browse all the Pipelines resources available on the community. Explore the 30+ point-and-click integration channels available for Pipelines. Learn more about Quickbase’s process for retiring product features.122Views0likes3CommentsThe Discord Qrew - What's It All About?
4 MIN READ TLDR: There's a Discord server for Quickbase Qrew members. It's run by Quickbase Qrew Members, not by Quickbase. It is a true Community-owned space. Quickbase employees participate as members of this community. Members of this space are online daily interacting with each other, helping with formulas, pipelines, and other product related questions. Quickbase Qrew Members can join here. As Community Manager here at Quickbase, I want to make every effort to actually be in the Community as much as I can be. That's not easy. There are a lot of you. There is only one of me. Part of the way we want to build more ways to engage with each other is to allow for more in person events via Qrew Groups. I'm excited to see efforts in Portland, Raleigh/Durham, and Boston coming along, and would expect to see a few more cities starting up soon as well. But what about the rest of the time when there are no in person gatherings to attend? That's a lot of time. How can the Qrew connect in other ways beyond Qrew Groups and this Qrew Discussions website? Our Community Slack was created in 2020 to allow for a virtual space to connect during our first virtual Empower, but it's been missing a true community feeling for some time. There had to be something else out there. I can't remember the first time I met @Rosson Long. I want to say it was former Quickbase Community Manager@Evan Martinez who introduced us on a call sometime in late 2022/early 2023. I arrived on the call without much in the way of an agenda, and Rosson immediately launches into this platform called "Discord" to show us the community he's built in this space. I'm googling "Discord" because I'd never used it. I'm not a gamer, clearly, otherwise I'd be very familiar with this platform. And Rosson is going from channel to channel talking about all the ways Quickbase community members could benefit. Rosson's passion for both Quickbase and this Discord space he's created are obvious. There's clearly value here, but I'm hesitant. My interest was piqued, so I asked for an invite. As an experiment, I decided I'd be a member of this small community inside the much larger capital C Community, and participate in Discord discussions when it made sense to. I've been doing so for the past six months, and here are my observations... If you love building in Quickbase and want to be around others like you, the Discord Qrew is where you want to be. It's not all work, it's some play. There's a #random channel where we recently went through our favorite lines from the movie "This is Spinal Tap". #thisgoestoeleven I witnessed someone share they had been let go from their employer and within days have a job interview and offer lined up. There's a #jobboard channel now as a result of this, members share openings in their org or post that they're looking for work opportunities. I was blown away watching this group come together to help one of their own find work. The knowledge is next level Quickbase. Some of the formulas, Pipelines jinja, tips and tricks being shared in this space are incredible. There are close to 200 members as of today, and there's always a group of frequent flyers in there daily helping each other out. I'd expect this number to climb steadily. Messages do not expire in Discord as they do in free Community Slack, which is a huge value add. It's very easy to pop into a room and demo a workflow or watch someone else demo a workflow. It's a very welcoming, extremely engaged, passionate group of Quickbase experts, and if you aspire to be a Quickbase SME one day, this is a good group for you to get to know. Don't take my word for it...here are some quotes from Quickbase Qrew members on their experience in the Discord Qrew... @Amanda Thomas wrote "This community helped me solve a problem yesterday without even realizing it. I was typing up my question and all the things I'd tried and just thinking about how to explain what I needed made me realize I had another option!" @Rosson Longwrote "The Discord community gives me an outlet to connect and talk with other Quickbase developers in real time about common problems and solutions. It also creates fun opportunities for humor and brings a light hearted mood to what can otherwise be a stressful and demanding job experience." @Allan Heaps wrote "The Discord community has been a key element in my comfort with and ability to move from a long career of educational technology and instructional design to database development and data analysis. I am the only one of my kind at the extended studies unit where I work. This Discord community gives me a group of capable mentors and peers who like to interact and learn together. I love that the conversations here cover archived questions and tips, opportunities to meet and show problems, and occasional conversations and demonstrations about who we are as humans in our lives beyond what we do at work." For those looking to join the Discord Qrew, here's a link to join.108Views10likes2CommentsNew 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.106Views0likes0CommentsQrew Events in May
4 MIN READ The below is a blog authored by CSM Esther Lavielle. 🌹🌺🌼🌞Spring weather is in full bloom and so are our Quickbase customer events. The month of May features Empower 2024 - our biggest virtual customer event of the year! In addition to our annual conference, there are many upcoming events for everyone – new or experienced to Quickbase - to participate in. The more you tend to your garden of Quickbase knowledge, the more it will grow and blossom! 📢📢📢Below is a list of our upcoming events with registration links and agendas. For an up-to-date list of events check out www.quickbase.com/events 🧑🏻🤝🧑🏿Manufacturing Customer Network Meeting – May 1st - Customer Network Anthony Offredi, Director of Customer Advisory, will present and walk through the Computerized Maintenance Management System (CMMS) app which is now live in the Quickbase app exchange. 🗣️Large Scale Solar – May 1st & 2nd In-person Conference We will be at Large Scale Solar in Dallas! If you plan to attend, be sure to stop by our booth to learn more about the features and how your peers are leveraging Quickbase to power all their solar projects in one platform. 🗣️Advancing Pre-Construction – May 2nd & 3rd In-person Conference We are headed to Advancing Pre-construction in Denver! If you plan to be there, stop by our Quickbase booth #26 to learn more about the most-requested features industry innovators are leveraging to manage complex buildout projects. 🎒Galactic Appventures - App Building for Beginners - May 1st & 2nd 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. 🧑🏻🤝🧑🏿Realm Admin Customer Network Meeting – May 7th - Customer Network Josh Miller, Innovation Strategy Manager, will walk through our new suite of Quickbase Governance applications, the Governance Starter Kit, and will host a question-and-answer session on how you can use these applications to help govern your Quickbase platform. ⚡⚡⚡⚡⚡Empower 2024 – May 8th - Virtual Customer Conference Interested in saving 20+ hours of admin work per week? Join Us at Empower 2024 and learn how Daifuku Intralogistics America, Lithko Contracting, Unipress, Valmet, and others are finding better ways to uncomplicate how they get work done. 🧑🏻🤝🧑🏿App Builder Customer Network Meeting – May 14th - Customer Network Sam Trachy, Quickbase Solution Consultant, will be hosting a 'Relationship Therapy' session to go over the most common table-to-table relationship fails folks need help with during office hours. Don’t miss out on an opportunity to learn ways to improve relationships within your apps. 🧑🏻🤝🧑🏿Mobile Workflow Customer Network Meeting – May 15th Customer Network Josh Martin from Gulf Coast Underground will share a FastField mobile customer use case. Polina Georgieva will update the audience with new feature timelines to get excited about. 🧑🏻🤝🧑🏿Introduction to Pipelines – May 16th - Customer Network Embark on a journey of discovery with us as we delve into the world of Pipelines! This course will equip you to automate workflows and integrate systems, guide you through the process of creating and managing Pipelines. 🧑🏻🤝🧑🏿AEC Customer Network Meeting – May 21st - Customer Network Kaity Strong, Solutions Consultant, will walk through the Contracts Management app available on the Exchange and share tips and tricks she's gathered while working with customers in the Architecture, Engineering, and Construction industriesy. 🧑🏻🤝🧑🏿Aviation Qrew Meetup - May 23rd - Qrew Group This month, we'll hear from AmberDavisfrom Wheels Up and how she created a Safety Management System with Quickbase! 🎒Galactic Appventures - App Building for Beginners - May 23rd, 24th - 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. 🧑🏻🤝🧑🏿Pipelines Customer Network Meeting – May 29th - Customer Networks Dwight Munson from Sigma Technologies We will also do a Pipeline product keynote recap what was shared at Empower 2024 and give you an opportunity to ask questions and share feedback to the product team. 🎒Sweet Connections - The Scoop on Relationships – May 29th - Training Indulge in our build-along workshop focused on the power of relationships. You’ll learn how to build the structural components of relationships and how to optimize them for enhanced app performance, data management, and user experience. 🕸️Optimize Your Applications with Performance Tools – May 30th - Webinars Looking to improve your app’s performance? Join Manny De la Cruz and Simon Lindquist as they share how you can improve your apps performance and the user experience by leveraging Quickbase’s Performance tools: Performance Analyzer, Performance Insights, and Performance Optimizer. 🎒Spy Analytics - Data Visualization with Reports & Dashboards – May 30th- Training Join us on this mission to create dynamic dashboards, integrate cross-app reports, and enable role-based data visibility. You’ll learn to manage and share reports, and create dynamic, interactive dashboards to make data-driven decisions. We look forward to seeing you at these events and sharing tips and tricks with you along the way. Let's make this spring one to remember! 👷♂️👷♀️🏗️🏢Keep building amazing things! Esther LaVielle, Customer Success PS: Interested in sharing your story or demoing your application(s) at an upcoming Customer Event? Let me know and I’d love to connect with you, email me at elavielle@quickbase.com !102Views2likes0Comments