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FastField tips
Hi, Mobile Qrew! We've put together a list of some handy things to do with the FastField integration in this Community blog: How to make the most of your FastField integration. It covers how to create FastField forms from Quickbase tables, use the AI Form Converter, manage users between accounts, and more. Feel free to ask any questions or leave feedback here for discussion. Thanks!13Views1like1CommentOrientation Office Hours Weekly Recap: Governance, Use Cases, and Admin Consoles
Hi New Admins! For anyone who is brand new to Quickbase, it can feel a bit overwhelming where to start learning. This is where Orientation Offices Hours can help. Over the past few weeks, new admins have stopped by to get an overview on how to review, use, and manage their Admin Console .They had questions on how to set up single sign on, how to set proper roles and permissions, and how to track their reads and usage. Simon Lindquist walked folks through a checklist of tasks and items that equipped every customer with what they should be aware of and what items to update at the beginning of their journey. Next, we had great conversations around governance and how to use the Governance Core Apps in the Exchange to build their own command center to closely monitor their realms, pipelines, usage, users, and more. Based on what customers shared at Orientation Office Hours, I was able to connect some new customers to our community called the Quickbase Qrew. They met separately and exchanged customer use cases and ideas that inspired the new admins to create similar apps. I was thrilled to hear how fun it was for them to connect, and hope to continue to match more wonderful advocates with new admins in the near future. All attendees came eager to learn and walked away with resources pointing them to Quickbase University to access courses, certification information, live trainings, and access to our amazing community, the Quickbase Qrew. They also walked away with recommendations and next steps on what to focus on their account. Overall, it's been a great few weeks of Orientation Office Hours. If you are looking forward to getting started as soon as you sign on the dotted line, we welcome you to join as many Orientation Office Hours to help get you started on your Quickbase journey. Sign up for Orientation Office Hours on our events page and we look forward to meeting you soon!1View0likes0CommentsJan 2025 App Builder Qrew Recap
Hello App Builder Qrew! Thank you to all who were able to attend our first App Builder Meet Up of the year. Here’s what we discussed: 1) Joe Reynolds, Sr. Solutions Consultant, showcased the power and capabilities of a Builder Account. He shared how he built his soccer coaching soccer team scheduling app which features a game schedule, practice schedule, game plan, and player minutes tracking. Joe also shared a Poker Night App, Travel app and more! 2) We also heard from customers who have built their own personal apps including a game tracking app, insurance inventory app, and so much more. I was very impressed with the many creative Apps and ideas shared by the Qrew! 3) We also did a quick overview of Builder Accounts benefits and limitation, and how to leverage it for learning Quickbase and testing new product releases. Joe shared an awesome Qrew tip! He recommends using the builder account to create and store templates of forms, reports, buttons, pipelines, etc., so you can bring with you to another job, etc. He also let us know that Quikbase Mobile is included with the Builder Account to test and use with your personal apps, but FastField is currently not available. 4) If you haven’t opened a builder account or having logged in for a while, you can register and login with your personal email here: https://www.quickbase.com/builder-program 5) Sad you missed out on this session? Here’s the recording! Our next meeting is on Tuesday February 11 th at 12pm EST. Charlie Murawski, Sr. Implementation Consultant, will be joining us to do an overview of the Updated Exchange and answer questions from the audience. Click the link above and save the time in your calendar. If you have a fun use case you would like to share with the App Builder Qrew, reach out to me and I’ll schedule you in! Thank you and have good afternoon.8Views0likes0CommentsJanuary Update for Construction Qrew
Hello Construction Qrew! I hope everyone is having a good new year so far. I want to share with the Construction Qrew that we will be cancelling January’s Construction Qrew Meet up and resume with a new agenda and update for February. Please stay tuned for more details. In the meantime, I want to invite you our Safety Apps Overview Qrew Meet Up we are hosting on tomorrow Wednesday 1/8/25 at 12pm EST. This meeting is open to all customers and will walk through our safety suite with a Quickbase expert. Register and login here:https://quickbase.zoom.us/meeting/register/tJAsduyuqjwoEt20a29KdKHnHj4vwTn8fexD Feel free to reach out with any questions or feedback. Thank you and I look forward to seeing you at an upcoming Qrew Meet Up.December Recap and Upcoming Agenda for January 2025
Hello Manufacturing Qrew! Here's a quick recap of what we discussed at our December Manufacturing Qrew Meet Up: 1)Sarah Rhyne, Customer Advocacy Manager, Manufacturing, walked through theCorrective and Preventative Action Apptemplate that is available in the exchange.The new template is designed for foundational quality control, featuring basic functionality without complex pipelines. It integrates with non-conformance reports and allows users to customize workflows for problem definition, root cause analysis, and corrective actions. Sarah recommends exploring the sample data provided with the template and provide feedback via the “Feedback” button in Quickbase to help make updates to the app. 2)Customer Collaboration Opportunity:Josh Cranfill, GM of Manufacturing, shared that Quickbase is looking for customer who would like to sign up for the“Customer Zero"opportunity to help Quickbase validate business requirements and refine the quality suite of applications we are rolling out. This is a very collaborative opportunity (no additional charge) to share your use case and compare it to industry requirements. If you are interested,please message me and or let your account team know and we can get you started. 3)Missed the meeting? No problem! Here’s the link to the recording.https://quickbase.zoom.us/rec/share/MTWIXfC2Lp-3RF6bDnzHrfF_Wpl-Rp5p39Lb98xJk2TCL-4zv9dPIevmNEi7y0EE.-Q0tDf3JV_Q-CLMa?startTime=1733331402000 To get you excited for the new year, I’d like to invite you to our next Manufacturing Qrew Meet up on Wednesday January 8th at 12pm EST. Agenda:Focused on the topic of safety, Sarah Rhyne, Customer Advocacy Manager, will share our Safety Suite of Apps from the Exchange that you can download, customize, and implement for your safety protocols. To sign up for this Meet Up and check out other Qrew Meet Ups happening this January, please visit our events page here:https://www.quickbase.com/events Got a use case you would like to feature at an upcoming meeting? Reach out to me or schedule a meeting with me here: https://calendly.com/elavielle/30min-1 Thank you and we'll see you on the 8th!January 2025 Realm Admin Qrew Meet Up Agenda
Hello Realm Admin Qrew! The next Realm Admin Qrew Meet up on January 7th at 12pm EST. We’re kicking off 2025 with a jam-packed session you don’t want to miss. On the Agenda:Project Managers Ventsi Tasev and Rayna Stoycheva will showcase several exciting updates for realm admins including new audit events, an enhanced topic/actions filter, the ability to remove users from the suppression list, improvements to the “ToUser” formula, a new ACC table, and the latest QBL version. Be sure to sign up and check out other Qrew Meet Ups and webinars on our Quickbase Events page:https://www.quickbase.com/events Hope everyone has a wonderful New Year celebration, and we’ll see you next week on the 7th!3Views0likes0CommentsOrientation Office hours 2025 Schedule Update
Hello! Hope everyone is enjoying the holiday season and gearing up for 2025. Just a heads up that Orientation Office hours will resume on Tuesday January 7th. To sign up for the next Orientation Office Hours and also check out other events happening in January 2025, head to our events page here: https://www.quickbase.com/events Thank you and we look look forward to seeing you at Orientation Office Hours in 2025!6Views0likes0CommentsQrew December 2024 Meeting Notes
We started the meeting giving our general status on what accomplishments we made this month. I would say the overall theme this month was everyone was busy. Due to being busy, not a lot of Quickbase work was done. We started off giving general updates with Dorian. Dorian spent some time this last month learning more about Quickbase. He is taking online QB Training and setting up a builder account. It will be exciting to watch Dorian progress through the learning process. Next we heard from Kennedy. Kennedy has been showing the Quickbase feature set off to other Big Sky stakeholders. One of the best ways to build interest in what Quickbase can do is showing it to others. When showing it to others, they start asking if it can do this or that and that builds on the development process. These simple questions may seem daunting but write them down anyways. Our brains process information at different rates. Sometimes it takes a while to think of a solution. Next thing you know, you're building and supporting an entire infrastructure the business relies upon to get work done. Next Diego talked about his experiences this month and had some really interesting questions for the group. Diego is getting comfortable conceiving and building structured systems. He shared observations on Users asking for changes and having to re-design a structure that is already in place. Another observation is finding what is already built and hasn't been used. Finally there is what needs to be added and how to do it in a way that gets used and still performs. Jen talked about building out some Apps for the service department and some UI improvements. She did a lot of building this month. She also has been working on integrations with Power Automate and HTTP connectors in Pipelines. Lee Gilmore made some comments regarding New forms versus Old forms. Learning what works for the old form versus the new form UI/UX and becoming familiar with the changes. We all agreed there is no reason to move to new style forms until Quickbase provides the same feature set as the old style forms. This feature set includes mobile functionality and form edit mode grid edit with sub-form rules. Sadly this leaves User experience in this strange state of unfinished partial solutions. Quickbase no doubt wants to proclaim new forms done and deprecate the old style, but doesn't seem interested in pushing New Style forms over the done line. Hopefully next year we will see some improvements to user experience. Elena spent time last month learning about Marketo. Also her team is working towards building a common data model for the Construction Apps in the Exchange. She shared her experiences learning about the complexity of designing the distributed data model with scalability in mind. The development of the Apps in the Exchange is complicated by answering questions like "how complex do you built it" and still have it be flexible enough to meet general requirements. At this point in the meeting, Diego asked Elena a question regarding overall decision making for product development. The question triggered an interesting conversation where nearly everyone had something to say. The question he asked; Who are you talking with to determine what solution to build and how deep you need to go? Diego then asked about how to communicate with stakeholders who aren't really interested or don't give feedback . Lee said treat the communication or lack thereof like an intake form. As builders we want to help and provide a solution. The problem happens when we get lost in the solution and are unable to provide what they are asking. It is important, and challenging, to listen to others commenting on our work and focus on their words, not a solution. Sometimes people are asking or saying things because it is how they process whatever it is we are showing them we built. There doesn't always have to be a solution. After that we went on to talk about other experiences we have working with others. Meeting with people and listening to their ideas. One interesting observation is people don't have a full sense of control over data in Quickbase. Having confidence in the data is important to getting and keeping User interest. It is easy to identify the lack of confidence when Users want to download the data and process it themselves in Excel. The challenge as a builder is to design User confidence in the data. We continued talking about how to structure data. Planning and best practices. Next Jim talked about progress on building a new Subcontractor form and process named Subcontractor Prequalification. The idea allows a User to formally request a Subcontractor is added to our Work Order system. The process replaces the current system, which is based around email, Teams and phone calls. The goal with the Subcontractor Prequalification process is to locate the information in a single database with progress alerts. Users can choose to receive Notifications on status changes, ask for status updates, stop getting notifications or learn when the Subcontractor is or isn't added to the system and why not. A benefit to this process is we now have a datastore of previous requests anyone can review before putting in a duplicate request. There were no collaboration questions this month for Quickbase development but it felt like we came together discussing Users and right sizing app building in general. Overall it was an interesting conversation, covering a problem that is complex and challenging. Any professional builder has had to deal with questions that have nothing to do with building the software part of applications. How much satisfaction does the builder provide the User versus calling it done? Afterwards we went to Broadway Grill & Brewery and continued the conversation eventually leading in to tales of upcoming and past travel. We decided then the PDX Qrew meetup next month will also be a week early and then fall back to the fourth Wednesday in February.10Views0likes0CommentsJanuary 15th PDX Qrew Meetup
Portland Qrew is meeting a week early again for the dark months. The plan is to talk about current projects, new changes and challenges. Sometimes we show off our work and cheer each other on to higher heights. We ask attendees to bring 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 jharrison@harder.com directly and he will send you a Teams invitation. We do not record or AI these meetings.November Qrew Meet Up Recap
Hello Manufacturing Qrew! Thank you all who were able to attend today’s Manufacturing Qrew Meet Up. Here’s a quick recap of the meeting: Jen Clark from General Sheet Metalshared her Purchase Order App + Sage 100 Integration and Delivery Management Dashboards. She emphasized how Quickbase helped save her team money on wasted scrap and became more efficient removing duplicate data efforts across the org. They plan to add additional apps, add a mobile component with FastField and more. If you are interested in learning more about how Jen set up the Sage integration, please reach out and I’ll be happy to make an introduction! The group had a had a great conversation onthe difference between Power BI and Quickbaseand ways their companies handle different use cases that might need a Quickbase App vs Power Apps. Definitely worth listening to if you are evaluating the difference between these tools. Kory Hoppes, Solutions Consultant, sharedhow to create secure linkswith the audience. There are few other items he wanted to share, and we’ll be recording and sharing those as a Qrew tip in the new future. Here’s the link to the recording :https://quickbase.zoom.us/rec/share/n-JkBBzwCympU61tXLO0UImNpdpqqELptEjGaumv6Fz2ykWmJ-kk8BqMt9viaUOO.a3ggmVWC0GL6T-oN?startTime=1730912115000 FYI: No password needed to start the video Would anyone like to join the club and share your use case? Ping me and let's talk! We love and need more customer stories for our group. Thank you!