Forum Widgets
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!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!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.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.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.
