Recent Discussions
January 2024 Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you to all who were able to attend Wednesday’s Meet Up. Here’s what we discussed: Georgi presented three new AI-powered features for Quickbase's Smart Builder: pipeline creation, field mapping suggestions, and an open AI channel. Stasha showcased improvements to Quickbase's Connection Central, including better visibility, security, and flexibility for pipeline management. She also shared a new "Quick Start" feature that can make certain pipelines start in under 1 second, a big improvement to time and efficiency! Sasha and Andrew demonstrated the new HTTP channel, showing how to set up OAuth2 connections and make API calls with custom error handling. During the Q & A sections, customers requested more flexibility in the Copy Records pipeline step to associate child records with parent records and expressed interest in more advanced filtering and Jinja capabilities within pipelines. If you missed the meeting, here’s the recording link: https://quickbase.zoom.us/rec/share/B8_-I94f2KXPwOeGHHc4HIoEObwUo2ezx2TqTWFLtLpA0cU3NcAQPiSP2erRsHcF.JyOYxZ-TO44uEuqe?startTime=1737564664000 HTTP Channel info Connection Central And finally, if you didn’t take the Pipeline survey, here’s the link to share feedback on the items we shared in our meeting: https://www.menti.com/algcrtbunj88 Our next Pipelines Qrew Meet Up will be on Wednesday 2/12 at 12pm EST. Wes McAda from Versar will be sharing a Running Totals demo with the audience which includes an easy, intermediate, and advanced solution to consider. Register and login here Thank you and have a good afternoon.December Pipelines Qrew Meet Up Agenda
Hello Pipelines Qrew! Our very last Pipelines meeting of the year will be next Wednesday December 18th at 12pm EST. Link to register: https://quickbase.zoom.us/meeting/register/tJEpd-6srTstGtaxNVjc0xeMzsZgzx0t9fXb On the Agenda: Tammie King from Mintz will be sharing her Pipelines Best Practices and tips she’s learned from being a customer for over six years. This is special session because we worked together to find the most frequently asked questions about Pipelines over the past 3 months from the Qrew Discussion Board, Tech support, and customer calls. Looking forward to ending the year with a great Pipelines Qrew Meet Up!November Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you all who were able to attend Wednesday’s Pipeline Qrew Meet Up. Here’s a recap of what happened: 1) Brittany Scheid from Simitree Healthcare Consulting shared her Pipelines Use case on how she uses Pipelines to automate the workflow of onboarding and provisioning employees/contractors. She went into detail and shared tips on how her workflow was planned and proceeded to break it down how she set up her Pipeline which included testable steps along the way. 2) To see more of Brittany’s workflow as well as tips she shared, I have attached a PDF of her presentation along with the chat file from the meeting. 3) During the call there were a lot of great resources shared that helped Brittany with creating and managing her Pipeline. Quickbase API GUIDE Jinja Ninja with Ryan Pflederer Become a Jinja Ninja E-Course in Quickbase University User Status Overview Gmail + feature to test multiple users A special thank you to all who shared resources above and tips in the chat! 4) Missed the call or want to relisten to the recording? Click the link below. No password required! https://quickbase.zoom.us/rec/share/VWzTQ-DdJTrREIaBqbTsNM562P9Xu3BkFzX3ll_wPRL9cI94zrSqSo3LY8WdF2MR.tF806pvVBgm3zn4Q?startTime=1731516805000 Our next Pipelines Qrew Meet up is on Wednesday December 18 th ! Tammie King has volunteered to share her use case our last Qrew Meet Up of the year, so I’ll update everyone as soon as we finalize the agenda. Invites will be shared from Zoom soon. Thank you all for a great meet up!November Pipelines Qrew Meet Up Agenda
Hello Pipelines Qrew! Our next Pipelines Qrew Meet up in on Wednesday November 13th at 12pm EST. On Our Agenda: Brittany Scheid from SimiTree Healthcare Consultants will present a Contractor Onboarding Pipelines use case that helps her organization updates, manages, and validates employee and contractor information. Ventsi Tasev from the Pipelines Product team will also be joining us for Q&A on leveraging Service Accounts for Pipelines. It's going to be a great session this November. Hope to see you all there! Register here to join: https://quickbase.zoom.us/meeting/register/tJEpd-6srTstGtaxNVjc0xeMzsZgzx0t9fXbPipelines Qrew Discussion Question - Week 1
Happy summer break, Pipelines Qrew! I have a questions for you to help me answer: What kind of technical use cases would you like to see in detail from a Quickbase expert? Example: How to run a Pipeline using a CSV file Tips on using Jinja in Pipelines When are formulas helpful in a Pipeline? Let's start a discussion and share your thoughts below!September Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you to all who were able to attend the September Pipelines Qrew Meet Up. Here’s a recap of what happened: Aksharada Acharya and Savin Kumar, Quickbase Developers from Accenture, shared two Jinja use cases: an “If” triggered conditions that sent notifications via pipelines with old and new values shown, and how a for-loop Jinja code increased the efficiency of processing and mapping child records to parent records via Pipelines. Jinja can seem very intimidating at first, but my biggest takeaway from the use case is that the payoff to learn Jinja coding language is worth the results. The best part of the meeting was seeing customers sharing resources, tips, and their experience with Jinja. Here is a list of resources that were shared that you can review and get started on. Jinja Pallets: https://jinja.palletsprojects.com/en/3.1.x/templates/#builtin-filters How to become a Jinja Ninja: QBU E-course https://j2live.ttl255.com Quickbase Junkie: Jinja videos Thank you to the Accenture team, Sean Boat-Moore, Mark Shnier, and Ben Simon for sharing these resources to the group. Want to see the 2 Jinja examples again? Here’s a copy of the recording and password: ?32Sr!sI As a reminder for October 2024: Ben Simon, Sr, Community Engagement Manager, will be hosting a special Pipelines Qrew Meet Up on Friday 10/18 at 2pm EST at Empower Pro. We will not be meeting in October at our normal cadence in favor of the Empower Pro session. Be sure to register and check out the agenda for the week. With the holidays coming up in November and December, I will be moving our Pipeline Meet Ups to the 2 nd Wednesday of the month starting in November. More details will come out soon after confirming our future agenda and speakers.Pipelines Qrew Meet Up Oct 18th - What Does This Qrew Want to Do?
Hey Everyone, For those of you who attended the August 28th Pipelines meetup, some of this will be a repeat. Quickbase is hosting a virtual end user conference in October. We're calling it EmpowerPro. On day 4, we'll have a Pipelines Qrew Meetup. What are some ideas for what we can do with our hour together on October 18th? Here are some ideas that were shared in the chat of the Aug 28th call: Pipelines and Versioning, Version Control, ALM, Sandboxes, etc Service Accounts, how to use them, what to do about transitioning existing pipelines ownership over to Service Accounts Pipelines Error Messages: What Do They Mean, What Should I Do When I See Them? There may be others I've missed but these appear to be the top three categories of what people are wanting more of. What do we think? Let's also keep in mind that for many individuals, the October Pipelines Meet Up will be their first time interacting with this Qrew. I personally like the idea of breaking down different error messages since if I were an end user that would be super frustrating to deal with. But all three of these are valuable topics that I'm sure would make for a meaningful meet up. Share your thoughts, please. I want this session to be designed based off feedback from The Qrew.
File Attachment Type Issue
When using the Send Email with Attachments action in a pipeline, I'm using the file_transfer_handle value for the URL field. When this action is triggered, the email is sent to the recipient with the attachment, however, the file type is lost and therefore the recipient has to explicitly specify the file type when saving the document which is not ideal. What do I need to do to preserve the file type so that if the attachment in the record is of PDF type and the pipeline sends an email with that attachment, the recipient sees a PDF attachment in their email. Thanks!Upcoming Pipelines Customer Network Meeting: Wednesday August 28th, 2024 at 12pm EST
Hope you all had a great summer break in July! Just a quick heads up that the Pipelines Customer Network Meeting is starting back up in August 2024. Agenda for Wednesday 8/28/24 at 12pm EST: Jeff Hosack and Chris Vaska from Ensono will share their Pipeline use case helped standardize the customer experience for their disaster recovery drill program. Click here to register for the upcoming Pipelines Customer Network Meeting Click here to register and login to the Pipelines Customer Network Meeting
