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June 2025 Cascading Permissions Qrew Meetup Recap
Hello Qrew! Thank you all who were able to attend yesterday’s special hands-on training Qrew Meetup. Here’s what we discussed: To follow along, we recommended everyone to download the "Empower 2025 – Learn Cascading Permissions" app from the App Exchange before the session. Lauren Molino, Director of Advanced Solutions Services, showed how cascading permissions in Quickbase let you control data access with precision by combining user roles, data relationships, and dynamic rules. She walked through building a scalable permission system—starting with a user table and current user formula field, then cascading permissions through related tables—to handle scenarios like restricting project visibility to employees who’ve signed an NDA for a company. Lauren shared a great tip: using a parameters table to link employees and companies makes it easy to manage complex, dynamic permissions without duplicating roles or filters. A helpful takeaway from the session: Always test your permissions with real user scenarios to ensure employees only see the projects and tasks they’re supposed to—this saves time, reduces errors, and boosts data security. Missed the meeting? Here’s the recording: https://quickbase.zoom.us/rec/share/aJG4TJFrKTuiPV0UwM04RVSIFr4wqPIIOLyO7Q60tDwwc2itVal9BlRwzKV-97Q.nQarFMe5whLtgSgi?startTime=1749657243000 As promised, I did a raffle for all attendees who stayed for at least 15 minutes of the meetup. Here are your Attendee raffle winners: Congrats to Harrison Smith and Mike Freyder!!! I will be reaching out within the next week to send you your $50 dollar gift cards. In July, we are going to have two Qrew Meetups. We will be doing a General Qrew Meetup on Wednesday July 9 th and a Pipelines Qrew Meetup Wednesday the 23 rd with two more Empower encore presentations featuring Nathan Call, Manager of Implementation Services, and Kevin Slider, Team Lead of Implementation Services. Details are available on the events page. Thank you and have a great afternoon!12Views0likes0CommentsJune App Builder Qrew Meet Up Recap
Hello App Builders Qrew! Thank you to all who were able to attend yesterday’s App Builder Qrew Meetup. Here’s what we discussed: Ventsi Tasev shared that the product team enhanced its data change tracking and audit log features, now automatically tracking changes for all scalar fields, allowing users to restore previous values from audit logs, and introducing an "always audit" option for specific fields. See file attachment for additional questions answered. Next, Lyla Rozelle, Senior Product Manager, provided a tour of the updated admin console account summary page, highlighting how users can review usage, get support, manage their account, and better understand their Quickbase plan. Nichole Braswell, Quickbase Developer at Sympo, shared practical solutions for managing multiple forms for a single record using a single button, streamlining workflows and optimizing user access. She addressed a customer use case performance issue with a large, complex form by demonstrating solutions such as splitting the form into smaller tabs or multiple forms, improving usability and speed. Missed the meeting? Here’s the recording: https://quickbase.zoom.us/rec/share/s7nyV7i2bXiDHAOJgohA84cr-S-k3iKEa6fj1_8ZEwYsELJBC7ko4PlOX6EWH74.8_KqqvJj1iiERPj6?startTime=1749570444000 As promised, I have done a raffle for all attendees who attended at least 15 minutes of yesterday’s Qrew Meetup. Here are your winners: Congrats to Danielle Orioles and Jen Clark as our App Builder raffle winners!!! I will be reaching out to you both within the next week to send you your $50 gift card. In July, we are going to have two Qrew Meetups. We will be doing a General Qrew Meetup on Wednesday July 9 th and a Pipelines Qrew Meetup Wednesday the 23 rd with two more Empower encore presentations featuring Nathan Call, Manager of Implementation Services, and Kevin Slider, Team Lead of Implementation Services. More details on the events page coming soon.13Views0likes0CommentsJune 2025 Qrew Meetup Event
Portland Qrew is meeting the forth Wednesday at 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll look at DocGen lessons learned and alternative solutions. We will talk about current projects, new changes and challenges. Anyone can show off 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.Join the Solutions API Webinar 6/5/25
Hi Folks! I wanted to reach out to let folks know we are likely not going to be doing the Realm Admin Qrew Meet Ups the first week of the month or any meet ups on the 3rd week of of the month moving forward to accommodate the webinar schedule. What does this mean for this group? We will be moving towards more topics focused Qrew groups. Our product team will use the meetings on the 2nd and 4th week of the month to continue to connect and update us on realm admin product features during those times, and we'll combine with additional topics that will reach a wider audience. Check out the June events blog here Realm Administrator are invited to the Solutions API Webinar this Thursday 6/5/25 at 11am EDT! It will be a great overview on Solutions API that we've discussed in past meet ups, and include feature updates and practical application tips from the product team. Click here to register to join us. Thank you!6Views0likes0CommentsMay 2025 App Builder Qrew Meet Up Recap
UPDATED 6/3/25: Added Resource Deck with codes and formulas to try from PrashantMaheshw. See Attachment below. Hello App Builders Qrew! Thank you all who were able to attend yesterday’s App Builders Qrew Meet Up. Here’s what we discussed: Certifications & Community: Over 163 new Quickbase user earned certifications from Jan 2025 to present! We’ll will be doing monthly recognitions, raffle drawings, and more to celebrate this great achievement. Click here if you want to get Quickbase Certified. Four use cases from Krishna Beads, Inc. (Minute 5:37) Excel to Quickbase Migration Prashant Maheshwari demoed how his organization moved from “Excel hell” (sprawling, multi-tabbed spreadsheets and endless emails) to a centralized Quickbase app, making weekly updates, handoffs, and history tracking seamless. Living Images for Status (Minute 9:21) Prashant showed off dynamic “living images” using rich text formulas-visual status indicators that update in real time and can be referenced across tables, streamlining production meetings and status checks. ChatGPT for Formula Generation (Minute 12:43) Next, he walked through using ChatGPT to generate Quickbase rich text formulas for status indicators, enabling non-coders to create and tweak visual workflows fast. HTML Tables in Reports (Minute 17:05) Prashant also demonstrated embedding HTML tables in reports to consolidate multiple data points and images into a single, visually organized space-especially useful for image-heavy workflows. ChatGPT & Code Pages (Minute 38:35) Dwight Munson from Signa Health jumped in on the fly to share his experience using ChatGPT to build custom code pages with JavaScript in Quickbase. He noted it can take 30–40 iterations to get production-ready code, but it’s a great starting point for custom solutions. Missed the meeting? Here’s the recording link Resource links shared from the audience: Prashant Maheshwari https://community.quickbase.com/discussions/quickbase-discussions/video-become-multi-select-hero-by-automating-multi-to-multi-relationships/20580/replies/20584 https://www.loom.com/share/70446b1889394803b9afa6a029ab2307 Sharon Faust https://www.quickbasejunkie.com/html-formula-crash-course https://www.quickbasejunkie.com/blog/mini-query-table Ben Simon https://www.thebrain.com/ Mark Lind https://www.youtube.com/watch?v=EeLipPBTOv4 Please congratulate the App Builders Raffle drawing winners from the User Focus App download contest: Amy Gosz Amanda Thomas Nichole Braswell Each will receive a $50 gift card from Quickbase. This was a jam-packed session with tons of valuable real-life use cases and information you don’t want to miss out on. When I get Prashant’s document, I’ll share in the App Builder’s Qrew group. A huge thank you to Prashant Maheshwari (who presented from the hospital room and made it work) and Dwight Munson for jumping in to share a valuable use case as well. I have created a Kudoboard that folks can thank Prashant for sharing his use case from the hospital and join in to wish Prashant’s wife a speedy recovery. Be sure to join in and send him a message! June Agenda: Join Nichole Braswell, Quickbase Developer at Sympo,to learn an easy way to manage multiple forms for a single record, all with one button. Plus, Lyla Rozelle, Sr. Product Manager, will give a quick tour of the updated admin console account summary page to help you review usage, get support, manage your account, and understand your Quickbase plan. Link to register or login20Views0likes0CommentsBoston Qrew Meetup - May 21, 2025
Great News! I'm excited to share that we're bringing back monthly in-person events. Starting in May, we'll be hosting Boston Qrew Meetings on the 3rd Wednesday of every month. These meetups are a great opportunity to connect with other Quickbase users, get help with your apps, share ideas and challenges, and hear from Quickbase product experts about new features and updates. Whether you're just getting started or have been building for years, there's something for everyone. Upcoming Meetups: May 21 (4–6 PM) Quickbase, 255 State Street, Boston Guests: Ryan Murray, Heather Karas, Sam Trachy June 18 (Time TBD) Quickbase, 255 State Street, Boston Guests: Scott Galloway, TBD July 16 (TBD) – Boston August 20 (TBD) – Boston If you’re interested in joining us on May 21, register here: https://resources.quickbase.com/nav/app/buzeg8mdy/table/bu2pvgz53/action/nwr?originalQid=td&page=1 Hope to see you there!74Views3likes4CommentsRaffle 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!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.20Views0likes0CommentsQuickbase AI Beta Tools Now Available - Contest!
https://helpv2.quickbase.com/hc/en-us/articles/31162224971284-About-Quickbase-AI Check out this new Quickbase Help Article that showcases new AI Features for our builders. I'm going out on a limb to try something new and see if I could get some responses by running a fun little contest. Please respond to the following questions below: If you have tried the new Beta AI features, what is your first impression of it? What AI features mentioned in the article will be useful to you? What features mentioned in the article would you like to see additional updates to that will make even more useful to you? Do you like trying out new Beta features or do you wait until they are officially released to the general audience (GA)? Any other comments to share? Folks who can respond to all 6 questions on this thread are eligible to be part of a contest where the most helpful response(s) will receive a $25 discount code to the Quickbase Swag Store.65Views0likes3CommentsReminder: Pipelines Qrew May Meet Up on 5/14 at 1pm EST
Hello Pipelines Qrew! Just wanted to put out a reminder of the time change for our Pipelines Qrew Meet up this Wednesday. When: Wednesday, May 14th, 1:00–2:00 PM EST IMPORTANT: Please note the special time-this session starts at 1:00 PM EST, not our usual 12:00 PM! Agenda: Michael Frishman (MJF Technology Solutions LLC) will lead a hands-on session on using APIs with Quickbase Pipelines and Postman, perfect for beginners and intermediate users. Register or login here Office Hours Update Quickbase Office Hours will be available only on Monday and Friday this week. No office hours Tuesday-Thursday of this week.5Views0likes0Comments