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Welcome to the Women's Qrew! Tell us about yourself.
We would love to learn more about our members! Tell us a little bit about you. What is your name? What company are you with? What is your role there? What brought you to the Qrew board, specifically the Women's Qrew? What is one thing you are most looking forward to this summer? Feel free to include any other fun facts about yourself :)315Views3likes13CommentsPipeline Create Record with Today's Date in Date Field
Hello All, I'm building a pipeline and having a hard time telling whether or not I'm limited to picking a specific date or if I can have it generate today's date. Here's how the pipeline works: A. Pipeline triggered by a record being updated in table 1. Trigger is a formula date field with a custom date in the future. B. Look Up this record in table 1 and pull field information. C. Copy table 1 field information into table 2: event name, start date, notes, and relate record in table 2 to record in table 1. Just ran the pipeline and it worked great. However, it looks like I can only set the date to a preset date, rather than have it auto-generate today's date, since the task should be generated the same day the pipeline triggers. Anyone have a recommendation for this? Screenshot attached. ------------------------------ QB Admin Pentastar ------------------------------224Views0likes2CommentsTell us about your Realm Set up!
Hello Realm Admin Qrew! I have a question for you to answer: How many realm admins do your organization have? Do you share roles and responsibilities? Example: I have two realm admins (including myself). We share some responsibilities, but would like to give access to everything to my second realm admin. Is that possible? What are the drawbacks I need to be aware of? Let's start a discussion and share your thoughts below!121Views0likes4CommentsFirst Virtual Meetup tomorrow (6/18)!
Hello everyone! I hope you all enjoyed your weekend. We're looking forward to our first virtual meetup tomorrow (6/18) from 1-2PM EST. If you have yet to register and are able to attend, please register here! Here is a light agenda for the conversation: - Introduction to Women's Qrew leaders - Purpose Statement - Hear from Heather Karas about her experience using Quickbase - Call for presenters - Set meeting cadence We're looking forward to hearing from YOU tomorrow, so come prepared for an interactive session :) If anyone has any questions, please feel free to email me at tluccio@quickbase.com.Solved103Views2likes3CommentsProject Intake Form
Hi everyone! bsimon_personalsuggested I post this question here, so I'm hoping someone has something they use! Does anyone have an app that they use for the project intake process? We're trying to develop a way to better capture requests for new solutions (both QB and non) and ask all the right questions up front so we have a better idea of what we're getting into, weighing out the costs, etc., before we just start doing a full discovery and building. We've noticed a tendency of running with ideas without first really weighing out the costs and seeing what software/solutions already exist that could be used, and we're trying to rein it all in. I'm thinking a form that asks things like the below and then enables us to do follow up, create estimates, etc. Thanks! What is the problem you are trying to solve for? What solutions have you explored? What other systems are used for the process where integration may be needed? How frequently would those integrations/syncs need to happen? Who are the stakeholders? How many users will need access? Who will support the solution? Have you budgeted for this/what is your budget?Save the Date - March 27th
Great News, we will be holding Boston Qrew Meetings on the 4th Wednesday of every month starting in March. March 27th we will have a virtual event (Leave a comment and let us know what time you prefer) We will try to hold an in-person event in April or May depending on how the numbers look. Quickbase is opening their new Boston Office, so we can try to set up a meeting over there so we can check out the new Digs! Let me know if you are interested in joining on the 27th! The link will be posted as soon as we receive some feedback on the time ------------------------------ Tammie King ------------------------------92Views0likes4CommentsWomen's Qrew September Meetup
Hi all! Happy September and back to school season :) Here with another monthly Qrew meet up for this group. We are planning our next meet up for Tuesday, September 24th from 1-2PM EST for another product-focused session. Thank you to all who attended the August meet up regarding our Product roadmap and Pipelines questions. We are continuing our focus on the product with another session picking up where we left off last time with some Pipelines-specific tips and best practices an overview of our most recent Beta programs and how you can get involved a preview into what our first annual EmpowerPRO will look like Please join us in two weeks, and find the registration link here: https://quickbase.zoom.us/meeting/register/tJckc-yvpz0qEt2FbURadjK-QHvCYVZ96WiM If there are any specific questions or suggestions on topics, please feel free to drop them in!85Views0likes1CommentNotification Button
Does anyone have any experience with creating a button that will trigger a notification. I'm not sure what to do in the rich text field that will change a status that will be pick up by the notification to be sent. ------------------------------ Jeff Sykier ------------------------------83Views0likes1CommentAvoid These 3 Common Mistakes When Setting Up Your Quickbase Realm
Setting up your Quickbase realm is the first step toward unlocking greater efficiency and eliminating gray work. But like any new endeavor, it comes with challenges. Taking the time to avoid a few common mistakes upfront can save you a lot of headaches down the road. Here are three pitfalls to watch out for—and some tips to sidestep them. Assigning Incorrect User Roles Quickbase is all about collaboration, and assigning user roles properly is critical to ensuring everyone can do their jobs without compromising sensitive data. However, it's easy to make mistakes when assigning roles—like giving too many people admin privileges or not granting users access to the tools they need to either work or develop apps. How to Avoid This Mistake: Understand Role Types: Before assigning roles, familiarize yourself with the options in Quickbase, from basic users to full administrators. Follow the Principle of Least Privilege: Only grant access to what a user truly needs. This reduces risk and keeps your realm secure. Think about segregating highly sensitive data in a peripheral app, to ensure it’s easy for all admins to see who might have inadvertent access. Use Role-Based Permissions: Tailor permissions based on team functions to avoid accidental data breaches or mismanagement. You can use User Groups as one way to manage these assignments. Skipping Governance Tools Quickbase provides governance tools to help you maintain control and accountability in your realm. Ignoring these tools can lead to disorganization, inefficient workflows, or even security risks. How to Avoid This Mistake: Install the Governance Core Apps: This suite simplifies managing users, apps, and permissions. It’s an easy way to set yourself up for success, ensure regulatory compliance, and set your IT team’s minds at ease. Regularly Audit Your Realm: Schedule time to review user activity and ensure everything is running as it should. Create Usage Policies: Establish clear organizational guidelines on how apps are designed, documented, built, shared, and maintained. Failing to Plan and Document App Structures Jumping straight into building apps without a plan can create messy, inefficient systems. Over time, this can lead to confusion and make it harder to scale your solutions. How to Avoid This Mistake: Start with a Map: Outline how your apps will connect and interact. Identify the data each app will handle and plan your relationships accordingly. Keep a record of app structures, workflows, and key decisions. This ensures continuity as your team grows or roles change. Tools like Lucidchart or Vimeo can help. Build Out, Not Up: Quickbase works best when smaller applications share information with each other, versus everything being stored in a single, monolithic app. Consider what information would be useful as ‘hub’ apps, like employee data or contact lists. Think Long-Term: Consider how your business might evolve and ensure your setup can adapt to those changes. This course from Quickbase University can help you get into the app planning mindset. Final Thoughts Setting up your Quickbase realm doesn’t have to be overwhelming. By avoiding these common mistakes—assigning incorrect user roles, skipping governance tools, and failing to plan your app structures—you can build a strong foundation for success. Take your time, use the resources available, and don’t hesitate to ask for help if you need it. Remember: a little effort upfront can save you hours of work (and stress) later. Happy building! What challenges have you faced while setting up your Quickbase realm? Share your experiences and tips in the comments below!78Views3likes0Comments