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Boston 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!4Views0likes0CommentsApril Pipelines Qrew Meet Up Recap & the Agenda for May
Hello Pipelines Qrew! Thanks to everyone who joined our recent Pipelines Qrew meetup on Wednesday! Here's a quick recap what we discussed: Smarter, Faster Pipelines Boryana Atanasova and Georgi Peev reintroduced powerful enhancements to Pipelines that were announced at Empower 2025, including sub-second triggers for small workflows and a new Bulk Trigger (available in beta soon) that processes multiple records sequentially. The Pipelines Product team is rolling out new channels for OpenAI, Bluebeam, Procore, and NetSuite, plus an AI Actions channel and document processing connector to extract structured data from files directly into Quickbase. Real-World Use Case: External API Parsing Savin Kumar from Accenture highlighted how he uses Pipelines to bring in data from multiple external APIs to create interactive reports—all within Quickbase. Tools like Jinja templates and our API docs made it seamless. Some folks were impressed but also intimidated with where to learn JSON and Jinja expressions. I know I am! Often, it’s all about having a space you can test our jinja codes (we recommend using your sandbox, versioning feature, or builder account) and copy/paste to see what works as you build and update your Pipelines. Here are some resources shared from the Qrew that can help: Jinja Pallet Project Intro to JSON vis W3Schools Become a Jinja Ninja – Quickbase Course Missed the meeting? No worries! Here’s the recording: https://quickbase.zoom.us/rec/share/mSGHS4hOjm8Jy7LkPfVbv10a0imdrB8e5Ss0TlIxDlbzZyWHWUH2VakXrO-sQ9Uz.6zCm7BBq38B4Z-f3?startTime=1744818892000 Sign up for the Beta Interested in trying out the new features mentioned in our meeting? Reach out to the product team via email because this will be an invite-only Beta test group. Boryana - batanasova@quickbase.com Stasha - smarkovska@quickbase.com Georgi - gpeev@quickbase.com At our next Pipelines Qrew Meet up on May 14 th 2025, Wes McAda will do an enhanced encore presentation of his Empower 2025 session on using Pipelines on an everyone-on-the-internet App that includes time-bound secure Links with cascading permissions and added security features for temporarily staging documents. And if we have extra time, I’d like to do a working session on using AI to build Pipelines. Thank you and have a good day!7Views0likes0CommentsApril App Builders Qrew Recap and Upcoming Agenda for May
Hello App Builders! Thank you to all who were able to attend Wednesday’s App Builder Qrew Meet Up. Here’s what we discussed: User-Focused Technique for Flexible Data Management Mark Shneir shared a user-focused approach that lets users quickly add child records to a parent, filter and view data in reports, and temporarily link unrelated tables using a “wildcard” user focus table. This technique streamlines data management and enhances the user experience, and it’s one that he uses with clients at least twice a month. Real-World Use Cases Mark also shared examples of how to quickly add team members or order items to projects, matching delivery truck requirements with team member skills, and efficiently associating orphan time records with invoices using his shared techniques. These scenarios demonstrate how it supports complex, multi-user workflows. Learning and Adoption While creating URL formula buttons can be a challenge, resources like an example app and community support make it easier to learn. The User Focus App in the Exchange by Mark Shnier is available for anyone to download and use as a cheat sheet to apply to your apps. You can access the app here or search “User Focus: in the exchange to find it. Missed the meeting? Here’s the link to the recording: https://quickbase.zoom.us/rec/share/wB-J2e9ckJZj1Dr0unLoT3HuTX2xPgskejRsmjMKMgGdI8iT0yseTYs3J3LBJGoM.y_6WRLx4wN7Ze0aq?startTime=1744732008000 App Builder App Download Raffle! As mentioned in our meeting, we are running a raffle for the App Builders Qrew! All you need to do is download Mark’s app from the exchange and go to the discussion post and share your “proof” of download to be entered into the raffle. You may also email me your proof but would love to get everyone to login to the Qrew discussion site to participate. We will keep the raffle open until April 22 nd . Winners will be announced at the next App Builders Qrew Meet Up!!!! May’s App Builder Meet Up Agenda: Our next App Builders Qrew Meet Up will be on Tuesday May 13 th at 12pm EST. Ventsi Tasev from the Product team will be there to share an update on Audit logs and Prashant Maheshwari from Krishna Beads will be sharing his use case on how to automate and stack data with some fun formulas anyone can apply to their reports soon after. Thank you and have a great afternoon.7Views0likes0CommentsPost-Empower Feedback
Happy Monday ladies :) Now that we've all had a couple weeks to digest from Empower, I would love to start a discussion around the event and start to gather feedback from the team. I personally was not able to attend, but I heard a lot of great things from the folks that were able to get together for the first time in 5 years! I would love to hear from some of the folks who either went in person or watched the Keynote live - what was your favorite part? Are you excited about a certain new feature? What could use improvement from either an engagement or rollout standpoint? Based on some of the feedback we gather from the group, this will inform our discussions moving forward and which Quickbase or developer resources we can help tap in for further discussion. While we did not have the opportunity to do a Qrew-specific event for Empower this year, that is certainly the goal for next year's. I hope some of you had the opportunity to meet with other members of the Qrew and join some of the ERG events during Empower. Share your thoughts and as always please feel free to reach out with any questions :)26Views1like1CommentApril's Realm Admin Qrew Meet Up Recap
Hello Realm Admin Qrew! Thank you to all who were able to attend yesterday’s Realm Admin Qrew meet up. The shift in our Qrew meet up schedule caused some login confusion. I posted a discussion link that clarifies April and May’s Qrew Meet Up schedule. Here’s what we discussed in yesterday’s meet up: Rayna Stoycheva shared the latest Quickbase ALM features, including support for forms, cross-app relationships, dashboards, and pipelines. - She demonstrated how to use Solution APIs to create and manage pipelines efficiently, and she and Ventsi Tasev helped answer questions via the chat on these beta updates. Next, Andy Krumrai, Jen Weber, and Mikael Andreasson from Rockwell Automation shared their best practices for using the Sandbox tool. Here are some highlights - They use an intake process with SharePoint to manage software changes. - Sandbox testing helps ensure changes are stable before going live. - They maintain detailed change logs and recommend using service accounts for managing solutions and pipelines. - Multiple folks mentioned they experienced delays with large schema changes (not the expected outcome), which Ventsi let folks know they are investigating and to be sure to put a support ticket with their names mentioned to follow up. Missed the meeting and want to review the slides? Here’s the recording link: https://quickbase.zoom.us/rec/share/Sc69wkOY8hh47sna5QtnvUcLtzo94gYvjCdD8sOo6s-z5XY7C3QMSomUFNrTtv0I.r-h5evBbb5934sjO?startTime=1744127442000 Attached is the Sandbox presentation in pdf from Rockwell Automations. Next month, the Realm Admin Qrew will be cancelled. In its place will be a May governance webinar on 5/8/25 that you can sign up for here. Thank you and have a good afternoon.11Views0likes0CommentsApril's App Builder Agenda for April 15th, 2025
Hello App Builders Qrew! With Empower shifting our April schedule a week down, I wanted to make sure to post the agenda and to remind folks to use the events page as our Qrew Meet Ups source of truth. I will do more to communicate upcoming meet ups via the discussions page and emails, but we are no longer sending out calendar invites. Agenda for the App Builders Qrew Meet Up Tuesday April 15th at 12pm EST: Mark Shnier, owner and developer of Your Quickbase Coach, who will present some use cases solved with the User Focus Technique, including calculating distances between addresses and quickly assigning team members to a project. This Technique should be in your toolkit as it's really useful and provides a great End User experience. This session will include an app by Mark that will available in the exchange that you can download and apply what you learned from this session right away. Mark is 2024's Qrew Legend and an incredible presence in Qrew discussions. Be sure to register and mark your calendars to join us for this very special opportunity to connect and learn from Mark Shneir. Thank you and we look forward to you joining us at our next App Builder meeting on the 15th!52Views0likes0CommentsQuickbase 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.47Views0likes2CommentsMarch 2025 PDX Qrew Meetup Notes
We started the March meeting with sharing updates on development progress during the previous month. Jen went first by showing a report designed to track progress and work complete on Jobs. The use case is to provide an easily digestible view for anyone with access to the realm. The report looks really nice and provides a lot of information with links to details. The goal of the report is to replace the spreadsheets used in the past. Next Kennedy updated Notifications sent to customers around warranty information. Seeing how others use the features of Quickbase to perform work is interesting. Jim talked about a Pipeline using the Restful API to get a report from Quickbase and then again using the Restful API to UPSERT changes to the table. The Pipeline takes three steps and uses the batch method in place of loops. He also shared progress on using QuNect to UPSERT to a UNIQUE lookup on a child table. Progress came to a halt when it was discovered that QuNect doesn't allow writing to lookup fields. Prior to a recent change by Quickbase to allow mapping tables using a Unique lookup field, this would have been an error. QuNect correctly made certain the builder didn't attempt to write to a lookup field. Now that writing to a lookup is allowed, QuNect is working on a solution and should have an update next week. Elena shared her work with Fast Field forms. She is building a solution for a customer. One problem was found problem with inserting a string value to a field. There is an option on the Fast Field form builder to insert a string literal. The string isn't written to the cell correctly. The workaround is to add a hidden field to the Fast Field form to take the place of the literal and then upsert that to QB. As we discussed Fast Field we moved into a general discussion of sharing our experience with Fast Field. The general talk about Fast Field includes a brief overview of the upcoming OCR feature. We have some interesting use cases to test out and determine if the Fast Field feature is preferred to the other offerings available in the market. During the conversation, Kennedy asked about Fast Field in general as her company doesn't have access. We gave a brief overview of Fast Field and then went over the features and differences between Fast Field and Quickbase. It seems like Jen has the most production level Fast Field experience amongst the PDX Qrew. Her experience in general is the separation between the two platforms causes duplicate work during development. We all acknowledge that while this integration is only a couple years old, improvements are taking place on a regular basis. As the platforms come together we expect improvements in the integration. As the Fast Field conversation died down, we started talking about the benefits and experience of using AI. We talked about how we use AI to write some code. We also shared our requirements & best practices for using AI. The conversation then moved towards an interesting AI use case. Elena shared a code page for designing a gardening layout planner tool. The page uses the Open AI pipeline channel to fill out record data based upon how the garden is drawn by the User. The Code page is a draggable quadrant like a square celled excel spreadsheet. Users draw a garden plan into the quadrant. Then using a header with drop down lists to define plants, soil type, that are in the selected cells on the quadrant. Next the code page generates values to be inserted into a table in Quickbase. Some of the feature ideas were to include suggestions from AI about plant placement, watering, soil all based upon the plant type in the generated records. The User now has a document with facts about the components of the garden design. It's a neat idea! The problem appears when the amount of data becomes overwhelming to the AI. The code page is generating a json array to send to OpenAI and that is where it seems to not work. The problem with the example is the number of key value pairs became too large and the AI was unable to process the data easily and at a reasonable cost. Good feedback from Jacob is to use the image itself or convert the data values into a series of questions and send the questions to open AI to produce the results. The reasoning is that AI is build upon language and may be more effective/ efficient than sending chunks of data. We all were pretty excited by this observation. The meetup began to wind down and we were beginning to say goodbye when Tammie King appeared in the Teams call. Since Tammie snuck in late, she asked about the cool excel like code page. So we talked about it some more. Again, we all were pretty excited by the garden designer code page. Then we talked about hanging out at Empower and then we called the meeting to a close. Jacob recommended the Pocket Pub as he felt it was nice the last time. While at the Pocket Pub we were witness to a storm front rolling over our heads. The news forecast was for tornadoes, lightening. The weather event was windy for about ten minutes. Some of us got dust blown in our beer before we could cover them with our hands. Then it rained and we continued our conversations.65Views2likes0CommentsApril 2025 Qrew Meetup Event
Portland Qrew is meeting the forth Wednesday at 3PM PST at Harder Mechanical Contractors and also on Teams. We'll talk about Empower a little more, key takeaways, plus deltas and other interesting gossip. Then 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.March 2025 Mobile Qrew Meet Up Recap
Hi Mobile Qrew! Thank you to all who were able to attend Wednesday’s Mobile Qrew Meet Up. Here’s what we discussed: Jenny Gomez, Technical Support Engineer, started off the meeting with a deep dive into data tables including what is it, how it’s different from lookup tables, advantages, and limitations. FastField's data tables provide a more dynamic and efficient solution compared to lookup lists, with real-time updates, individual row modifications, and integration with external data sources like Google Sheets and QuickBase. Next, she shared four different ways you can use data tables in FastField. Data tables can be created from scratch, from an Excel/CSV file, or by connecting to a Google Sheet or QuickBase table. The process involves configuring columns, setting up keys, and naming the table, and more. During our meeting, we spent a lot of time discussing various formulas, settings, and potential solutions to consider when connecting, syncing, and reporting on connected data tables from the field. This meeting is one of my favorite Mobile Qrew Meet Ups we’ve hosted because Jenny shared many important details that harmoniously merge the Quickbase and FastField experience. I highly recommend watching the recording in full and be sure to join the FastField Office hours hosted on Monday, Wednesday, and Friday to ask follow up questions. Here is the link to the recording: https://quickbase.zoom.us/rec/share/NAKgrKNsiKPOXHgYbCzvkVcRxXocxtJdm1jxUFjfogpLBy25hVSzAVPLm16kxSMQ.ToAF2qQXa32Z0gYJ?startTime=1742399719000 Resource files from Jenny: https://mergemobile.zendesk.com/hc/en-us/articles/27657201966733-Data-Tables https://mergemobile.zendesk.com/hc/en-us/articles/4446538238093-List-Filtering-By-Another-List https://mergemobile.zendesk.com/hc/en-us/articles/34933397969037-Data-Tables-Filtering-by-Quickbase-Records In lieu of our normal bi-monthly Mobile Qrew Meet Up, our next meeting in May will be a webinar: “AI capabilities in Quickbase and FastField” on Thursday May 22 nd . We are still working to get the event registration page set up but will have it available on the events page in April to register.27Views0likes0Comments