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August 26th 2026 Qrew Meetup
Portland Qrew meets Wednesday, August 26th 3PM PST at Harder Mechanical Contractors and also on Teams. Each month we talk about current projects, changes and challenges. In addition anyone can show off work as we cheer you on. You are also welcome to bring a problem to solve by a helpful team of very nice people. Afterwards, we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.Looping and creating records without a duplicate.
I have a product table and a buyer table. For me to get the count of purchase made by a buyer I did create a max summary value in the relationship between the two. in the buyer table I can click on the summary value to see the chronology of the purchases. I want to record the purchases in another table by first looking if the buyer has bought more than 3 numbers of products for them to be added in the table. How do I go about this by ensuring I don't have duplicate records an also having this run to add a record when a customer makes another purchase?16Views0likes2CommentsNew Pipeline Run Preview Feature (July 2026)
Hey there Boston Qrew! Great meeting on Wednesday...and yes, before I say anything else, I'll say...can't wait for Tammie King's scavenger hunt in September! :) One of my takeaways from our run through this month's release notes thanks to Tyler Brezler was the curiousity & contemplation around the new pipeline run preview feature released on 7/14/26. I conferred with the Product Manager overseeing this and he shared: The feature does not incur any Reads, it just combines the activities of an entire pipeline run into a single view The idea is that the current Activity Log does not provide a user-friendly view of the run, just a table, so that's the gap we tried to cover. It also shows the path of the pipeline execution in a pipeline run. And that's the value prop really - having a user-friendly preview of a specific run on top of the activity log. We are aware of an issue with browser cookies preventing the preview from loading, so clearing those should fix the issue if you're running into any errors. Since it's release, there hasn't been any further informational assets prepared from a product enablement perspective, so simply dive in and try it out if you're curious! Hoping this additional insight helps anchor your expectations around it.No Denver Qrew Meetup on July 16th
Hi Denver Qrew, A quick update: Today’s meetup is not taking place today. The events page had the wrong date and has been updated. Paul Devillier and Louis Rowcliff are finalizing the date and location and are currently considering July 23 or July 30. Nothing is confirmed yet, but we’ll share the details as soon as they’re set. Thanks for your patience and we look forward to seeing everyone soon at the next Denver Qrew meetup. If you have any questions or feedback, please reach out to Louis, Paul, or me (Esther LaVielle).July 22nd 2026 Qrew Meetup Event
Portland Qrew is meeting Wednesday, July 22nd 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll talk about current projects, new changes and challenges and our favorite Quickbase Bug. Anyone can show off work and cheer each other on. We ask attendees to bring Quickbase problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email [email protected] directly and he will send you a Teams invitation.Realm Admin Qrew Breakout Session Recap June 2026
Thank you to everyone who joined the Realm Admin Qrew breakout sessions on Tuesday June 23rd. Here’s what we discussed. Georgi Georgiev: Why Quickbase Intelligence was built this way Shared the product team’s vision for QBI as workflow intelligence inside Quickbase, not just a generic chatbot. He explained how QBI is designed to understand app context, user intent, permissions, and data before helping users take action. Qrew tip: Start with one real business question your users already ask, then explore how QBI could help answer it in context. James Travaglini: How admins can manage AI access with Quickbase Intelligence Walked through AI Controls in the Admin Console and showed how admins can turn AI capabilities on or off at the realm and feature level. Highlighted permissions for specific users or groups, including controls for features like AI Smart Builder, Import Spreadsheets, AI Workflows, Quick Insights, and AI Agent actions. Qrew tip: Pilot AI with a small group first, enable only what they need, and expand access as your governance model matures. Josh Miller: How AI can support realm cleanup planning Shared how he used Realm Insights and Quickbase AI to review governance signals like inactive apps, app ownership, audit log activity, deactivated users, and cleanup opportunities. Showed how he used Claude to turn those findings into a leadership-friendly cleanup plan that could be shared with IT and leadership. Qrew tip: Use realm data to tell a clear governance story: what needs attention, why it matters, who should be involved, and what timeline makes sense. Missed the meeting? Here’s the recording. Helpful QBI resources: Quickbase Intelligence Pack: https://www.quickbase.com/intelligence-pack About Quickbase AI: https://help.quickbase.com/docs/about-quickbase-ai AI Actions help article: https://help.quickbase.com/docs/ai-actions AI Actions overview: https://www.quickbase.com/intelligence-pack/ai-actions AI Control Center: https://www.quickbase.com/intelligence-pack/ai-control-center Knowledge Layer: https://www.quickbase.com/intelligence-pack/knowledge-layer Thanks again to Georgi, James, Josh, and everyone who joined. We’re excited to keep learning together as the Qrew explores how to incorporate new QBI features and AI tools to make managing realms, apps, and workflows more efficient. The Qrew is on Summer Break July 2026! No virtual Qrew meetups next month, but we plan to be back in August with a new topics and cadence of meetups for us to get together on.App Builder Qrew June 2026 Breakout Session Recap
Hello Qrew! Thank you to everyone who joined the App Builder Qrew meetup breakout session focused on QB Intelligence on Tuesday June 16th. Here’s what we discussed: AI Agents for Formulas — James Travaglini: James showed how AI can help builders create and refine Quickbase formulas faster, including examples like generating visual progress indicators and validating formula logic directly in Quickbase. Claude + QB Intelligence Prompts — Josh Miller: Josh shared how Claude can help turn business requirements into clear QB Intelligence prompts. He demonstrated how to structure prompts for tables, fields, relationships, and app validation so builders can move from idea to app structure more efficiently. Let me know if you need the skill file Josh mentioned and I will send it to you. AI Actions Use Cases — Jacob Buslewicz: Jacob walked through simple workflow examples using AI Actions, including how AI can extract key details from attachments like invoices and use that information to update or create Quickbase records. Unfortunately, we didn’t get a good recording of his session, but we do have an example of one of his use cases walking through in the recording. Missed the meeting? Here’s the recording of all three sessions Qrew tips: QB Intelligence can help reduce time spent on formula creation, app planning, and workflow setup. Strong prompts and clear requirements are essential to getting better AI outputs. Thanks again to James, Josh, and Jacob for sharing their examples and insights, and to everyone who participated in the breakout discussions. The next breakout sessions on QB Intelligence for Realm Admins will take place Tuesday June 23 rd at 12pm-1:30pm EST. James and Josh will be back to share use cases forQBI control center and QBI analysis + Claude to create a realm cleanup plan. Joining them is Georgi Georgiev who will share why the product team designed Quickbase Intelligence, how it works, and its governance capabilities. Come ready to learn, ask questions, and have fun moving from room to room. Be sure to register here. Thank you and hope you can join us next week!25Views1like0CommentsJune 18th (Thurs) Denver Qrew Meetup
June 18th 2026 @ 3:00 - 5:00 PM MDT Clubhouse Work & Golf 5680 Greenwood Plaza Blvd, Ste 120 Greenwood Village, CO 80111 Click Here to Register! Our next meet up is in 2 weeks! Same spot, excited to see you all there! Any topics people want to talk about? Would anyone be willing to present something they've been working on or recently discovered? Let us know in the comments!45Views2likes1CommentEmbedded New Grid Edit Reports: Filters & Sorting Not Available in Edit Mode?
Hi everyone, I'm running into an issue with embedded New Grid Edit reports on a form and wanted to see if others have experienced the same thing. When the parent form is in Edit mode, the embedded New Grid Edit report does not allow filtering or sorting. However, when the parent form is in View mode, the same embedded report does allow filtering and sorting. Is this an expected limitation of New Grid Edit reports, or is it a bug? My use case is that users need to select records from a potentially large list using inline editing (checkboxes). Without filters or search, they have to scroll through many records, which defeats much of the purpose of inline editing. Has anyone found a workaround or implemented a better pattern for this scenario? I'd really appreciate any suggestions or confirmation on whether this is simply a current product limitation. Thanks in advance!44Views0likes2CommentsEmbedded New Grid Edit Reports: Filters & Sorting Not Available in Edit Mode?
Hi everyone, I'm running into an issue with embedded New Grid Edit reports on a form and wanted to see if others have experienced the same thing. When the parent form is in Edit mode, the embedded New Grid Edit report does not allow filtering or sorting. However, when the parent form is in View mode, the same embedded report does allow filtering and sorting. Is this an expected limitation of New Grid Edit reports, or is it a bug? My use case is that users need to select records from a potentially large list using inline editing (checkboxes). Without filters or search, they have to scroll through many records, which defeats much of the purpose of inline editing. Has anyone found a workaround or implemented a better pattern for this scenario? I'd really appreciate any suggestions or confirmation on whether this is simply a current product limitation. Thanks in advance!10Views0likes0Comments