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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!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.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!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.
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!New update on Automations and and more as well as improvements to Pipelines
Update on the Retirement of Automations, Actions, and Webhooks features | Qrew Discussions Have you read the most recent update from our Product Marketing team? Click above to check out the latest update on Automations, Actions, Webhooks, and more by Brian Cafferelli that was posted two days ago. I wanted to highlight this for the Pipelines Qrew so everyone is aware of these upcoming changes, and start a discussion with the group for those with questions and feedback for the Community team to listen. What do you think of this latest update? Will it impact your current workflow? Do you need converting some items into Pipelines? If so, which ones? Let us know your thoughts below.Updated Time and Agenda to May 14th Pipelines Qrew Meet Up
Hello Pipelines Qrew! Two important updates to give you about our next Pipelines Qrew Meet Up: Instead of our normal Pipelines Qrew Meet Up time, we will be meeting May 14th at 1pm EST. To accommodate our new speaker's schedule, we are moving up the time for the Pipelines Qrew to meet 5/14/25 at 1pm EST to 2pm EST. If you are unable to attend this new time, please make sure you are registered to receive the recording. Access link to register and login here. 2. The agenda has changed: MichaelFrishman, owner of MJF Technology Solutions LLC, will lead a session on using APIs with Quickbase Pipelines and Postman, focusing on foundational tips for beginners and intermediate users of Pipelines. Mike mentioned he wished there were session like this when he was learning Pipelines and Postman, and wants to help those who are on a similar journey.
