Recent Discussions
Tell 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!
Project 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?Direct Links to the Governance Core Apps!
Hello Realm Admin Qrew! The Governance Core Apps are officially available in the the Exchange! Where To Find and Get Started : Login to Quickbase > Go to the Exchange and search "GCA Instructions". This app will guide you through the build of of the following apps: Admin Console SyncHub Realm Insights Realm Logger Looking for a Realm Admin Use Case! Anyone from the group would like to share their Realm admin use case that might be helpful to the group? Please raise your hand or contact me (Esther LaVielle) directly to let me know. What topics should we cover at Realm Admin Qrew Meet Ups? Please share your ideas with the group! We are looking to expand on new topics that can help you with managing access to apps and data via roles and actions, and how to apply unique authentication solutions.March Realm Admin Qrew Meet Up Recap and April's Agenda
Hello Realm Admin Qrew, Thank you to all who were able to attend the Realm Admin Qrew Meet Up on Tuessday March 4 th . Here’s what we discussed: Mihir Molloth from the City of Philadelphia presented their governance strategy for managing Quickbase applications across different city departments as they faced challenges with legacy workflows, data silos, and knowledge loss when employees left the organization. The governance application tracks all Quickbase apps, allows reporting to leadership, and ensures responsible use of the Quickbase license. The governance app has three components: an intake form via Formstack, an intake management app, and a feedback/enhancement request system for app owners. To dig into the app, check out the Formstack intake form, and learn from words of wisdom from Mihir, check out the recording here. Some quick announcements! Don’t forget to vote for the finalists for the Qrew Legend award. Voting is open until March 14 th . Vote here. On the fence about attending Empower? We are sweetening the deal by offering a $200 discount code: QBMardigras Our next Realm Admin meeting will be on Tuesday April 8 th at 12pm EST. Andy Krumrai from Rockwell Automations will be sharing their governance strategy when using the Quickbase Sandbox for managing and updating applications. He’s got great tips to share so you don’t’ want to miss it. Thank you all and have a great afternoon.October Realm Admin Qrew Meet Up Recap
Thank you all who were able to attend yesterday’s Realm Admin Qrew Meet Up. Here’s a recap of what happened: 1. Josh Miller, Customer Solutions Manager – Governance, gave the group a long-awaited update to the Governance Core Apps. After 25 downloads with customers, he was able to create a sweet suite of Governance Core Apps that will give every Realm Admin a front seat to manage their apps, users, usage, and more. 2. Customers were given a very brief overview of the topic of governance and showcase the updates that were made. He mentioned that it would take about one hour to download then prop up the first iteration of the app. 3. People loved seeing how Josh used code pages to create a guided experience when downloading and implementing the governance apps. 4. A couple of customers wanted to see Replication IDs added to the fields that can be pulled in for the ACC table. Thanks to Dwight Munson for adding it to the feedback tab. Make sure you log into Quickbase to access Product Feedback first before clicking this link to upvote this in the Feedback app. 5. Missed the meeting or want to rewatch all the magic? Here’s the Recording link to copy and paste: https://quickbase.zoom.us/rec/share/h-y2s6TdGXmOAE_Fed06PUiPS1XlJ1FqLSnwnpZOi-t0WvMKW1U29MwUu7EgyyjX.nJdrCYpwcY1PpCwJ?startTime=1727798031000 Here is the password: f&6*09iV 6. Special Announcement from Josh Miller: The Governance Core Apps is expected to officially available in the Exchange on Thursday October 3 rd ! (Pending a few tiny image updates) On behalf of the Qrew, we want to give a huge thank you to Josh Miller and all the customers who downloaded, tested earlier versions, and gave feedback to get this app to its current state today! As Dwight Munson said during the meeting, “Love seeing the evolution of the app.” We whole-heartedly agree! Our next meeting is on Tuesday, November 5 th . I would love to feature anyone who’s downloaded the Governance Core Apps after it has been made available to share their experience with others. Any volunteers? Ping me and let me know. Thank you and have a great afternoon.October Realm Admin Qrew Meet Up Agenda & New Nav Goes Live
Hello Realm Admin Qrew! Our next Realm Admin Qrew Meet Up will be on Tuesday October 1st, 2024 at 12pm EST. Click here to Register Agenda: Josh Miller, Customer Solutions Manager - Governance, will be back to give us an update and walk-through of the changes on the Governance Core Apps (formally known as the Governance Starter Kit). The Governance Core Apps will be launched the week of EmpowerPro (October 15-18th). This is your chance to get a sneak peak and ask questions in anticipation of a great tool that will make governing your realm a lot easier. Tuesday October 1st, 2024 is the same day New Navigation will go live! A heads up in anticipation for this. If you haven't made the switch to the new navigation bar or updated your settings to keep everything as is, this is your chance to do so with minimal interruptions. Need a refresher on the New Navigation? I got you covered! Check out these resources: UX One-Pager Short New Navigation Demo Video Introducing New Navigation Blog Post End-User Guide for New Navigation New Navigation (Must register to access) New Navigation Help ArticleApril'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.Take This Four Question Realm Admin Customer Network Survey!
Hi Realm Admin Qrew! The Customer Network team is planning our customer network agenda for summer 2024 and could use your feedback. Please take this four-question survey to help us put together meeting agendas that are valuable and worth your time to participate in. Click here to begin the survey If you have any questions or feedback, please let me know. Thank you for participating in the survey! - EstherAugust 6th Realm Admin Qrew Meet Up Recap
Thank you to everyone who attended the Realm Admin Qrew Meet Up on August 6th. Here’s a brief recap of our discussion on the “Command Center” concept: Command Center Concept: Georgi Peev, Anton Kharboush, and Ventsi Tasev presented a mockup of a governance command center dashboard designed to simplify tracking usage, managing users, and more. The chat reaction of "Holy Cow" highlighted the excitement around this concept. We appreciate all the feedback shared during the meeting. If you missed the session, here’s the link to the recording Passcode to access recording: ^80TdVT$ Many folks asked for the chat file so I have attached a copy to this email for all to review. If you have further thoughts on the command center concept or wish to participate in future testing, please reach out to me or add your feedback in Quickbase via the Feedback tab To learn more about ALM, QBL, and Solutions API, here are resources promised from the Product team: ALM: Test and Deploy with Confidence The future of ALM on Quickbase Unlocking More Quickbase Power with QBL and Solutions API ALM V1 Video review Agenda for our next Realm Admin Qrew Meet Up 9/3/24: The product team will walk through the concept of Solutions API, QBL, Schemas, and the Quickbase ALM app that facilitates the API orchestration. We will review specific use cases, implementations, and share practical tips that you can apply to your governance procedures. Register here to save your seat! We look forward to seeing you at the next Realm Admin meeting on Tuesday, September 3rd at 12 PM EST.
