Recent Discussions
Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!
Getting invoice data from Quickbooks
I want to get invoice data from Quickbooks and put the invoices and associated line items into a Quickbase tables called 'Invoices' and its child table called 'Line Items'. I can get the invoices using the Quickbooks channel Search Invoices step, and the 'Lines' list field is shown as one of the fields of the Search Record from that step. See attached screenshot. I can loop through the Invoices to populate the 'Invoices' table but there seems to be no way to iterate through the 'Lines' list of each Invoice to populate the child table. Customer support tried but their suggestions didn't work. The only example I found is to go the other way: creating a Quickbooks invoice from the above mentioned Quickbase tables.Pipelines 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!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!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.March 2025 Pipelines Qrew Meet Up Recap & What to look forward to in April
Hello Pipelines Qrew, Thank you to all who were able to attend the Pipelines Qrew Meet Up on Wednesday. Here’s what we discussed: James Malone and Matthew Tillinghast from Juiced Technologies shared a pipeline solution that entailed creating a master app that consolidates all the timecard records, allowing for better data management and reporting for their customer. James went through details of the pipeline process, including handling record creation, updates, and deletions. He discussed the challenges they faced, such as dealing with unique field constraints, mapping field names across different applications, as well a certain error message. James used placeholder parameters in the pipeline call definitions to easily accommodate new data requirements from different source apps and found callable pipelines to be very helpful in making this solution scalable across the 25 source apps. We had lots of comments and great questions that were addressed in the meeting. Missed the meeting? Here’s the link to the recording. Our next Pipelines Qrew Meet Up will be on Wednesday April 16 th at 12pm EST. The agenda is nearly finalized. I’m hoping the Pipelines product team will be available to answer questions about new features that will officially go live at Empower and include a customer use case from our friends from Accenture. Thank you and have a great weekend! Best regards,May 2025 Pipelines Qrew Meet Up Recap
Hi Pipelines Qrew! Thank you to all who were able to attend the 1pm EST session of the Pipelines Qrew yesterday. Here’s what we discussed: API Fundamentals & Postman Testing Mike Frischmann walked through how to set up and test APIs in Quickbase using Postman, focusing on foundational concepts for new and intermediate users. He explained how to authenticate using API keys, review API documentation, and test both GET (listing templates) and POST (creating PDFs) requests with the Craft My PDF API. Mike emphasized using Postman to troubleshoot and validate API calls before moving them into Quickbase Pipelines. This was an eye-opener for many! Automating PDF Ticket Generation & Upload Mike demonstrated how to automate the creation and upload of PDF tickets for Quickbase records. He showed how to trigger a pipeline when a record is updated, pass Quickbase data into the Craft My PDF API, and automatically upload the resulting PDF back into the correct Quickbase record. The demo included mapping dynamic fields from Quickbase, building the JSON payload, and handling the API response to store the PDF. Translating Postman Workflows into Pipelines After validating API calls in Postman, Mike showed how to replicate the workflow in Quickbase Pipelines. He covered setting up triggers, using the JSON handler, mapping variables, and configuring the “iterate over JSON records” step to process multiple responses. Many folks commented how they appreciated Mike’s way of walking through each step, not getting deterred when things didn’t work, and working through the solution by using Postman and Quickbase to figure out errors, and rerunning Pipelines until it worked in his live demo. It was well-paced and easy to follow. These are some great best practices for making the process repeatable and scalable for various API use cases. Missed the meeting? Here’s the recording! I highly recommend giving it a listen-through and trying out the resources he recommended. Mike uses most of the hour, but it’s filled with valuable information and step-by-step guidance along the way. Pipelines Raffle Entry: We have a raffle drawing for those who listen to the recording or attended the meeting. You can enter by logging into the Qrew Discussion site and share what you learned from Mike’s session, share an additional useful tip, or ask a question about what you watched to the group. Winners will be selected at the next Pipelines meeting! Open until May 28 th so get your entries in! Agenda for next Pipelines Qrew Meet Up Wednesday June 25 th at 12pm: We are back to our regularly schedule meet up time next month and Wes McAda from Versar Inc. will be doing an Empower encore presentation with a new Pipelines twist for his EOTI app. I already have a fun raffle idea that I’m looking forward to deploying alongside Wes’s presentation. Check out the events page for more details and to register or login. If you use a calendar, please be sure to update it based on what we’ve posted on the events page. We’re cooking up four meet ups for June 2025 including two that are special that I’m excited to tell you more about very soon! Thank you and have a good evening.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!
