January 2025 Meetup Notes
Attendees: Kennedy Maxey, Esther LaVielle, Nico Cantillo, Jen Clark, Daniel Jeon a Denver Quickbase builder 12-14 years, Elena Larabee & Jim Harrison
We held the January Monthly Qrew meetup a week early as planned last month. Next month we go back to the regular fourth Wednesday schedule.
The meeting started with Introductions. A new attendee Daniel Jeon joined us remotely from Denver, CO. Daniel has several years of experience with Quickbase. We are excited to hear what insights he has to share. Everyone had a chance to say hello to Daniel and give a brief introduction as well. Once the introductions were complete we moved on to asking if there were collaboration questions from the group.
Collaboration:
Jen asked about anyone's experience with setting up Single Sign On using Microsoft Active Directory. The example showed her login process takes three clicks and doesn't keep the login active once the browser is closed. Several commented there are some settings in the Admin console and Quickbase Support may have to make some changes on their end as well. She is planning to contact Quickbase Support.
Nico Showed an App he built this past month around the management of stringing tennis rackets. The design is to keep track of materials, cost and time spent on each racket. During the presentation Kennedy asked about the Document Template. Nico explained how he is using Document Template to print forms. Kennedy looked and doesn't have access to the Document Template since her Realm is not on the plan that offers the Document Template feature. We suggested either a Builder Account, make a test, show it off and see if there is budget or Nico is going to see if Quickbase can turn it on so she can test it out.
Daniel asked about Webhooks. He wanted to know if they are "really" going away. Nico responded that yes Webhooks are going away as Quickbase wants traffic going through Pipelines and not Webhooks. I pointed out that Webhooks are going away from the UI and moving forward will be managed via API. There is still a lot of work to be done before Pipelines is ready to replace Webhooks. We then talked about Zapier, Workato and Pipelines. Daniel has experience using Zapier and I asked about the experience since we use mainly Workato. He said the UI/UX is more feature dense than Pipelines, there is a Dev and Production environment for example.
Next Jen asked about ideas for building a tool management system. The idea in essence is Users fill a shopping cart with Tools and then check them out. As the checkout process happens quantities are updated in an inventory table. Elena has the most experience with inventory management and building tools in Quickbase. She mentioned using a Code page. We talked about using code pages and Quickbase API to get records from a Query and then add the template new records to another table as well as update the quantity values. This is all possible with a firm understanding of JavaScript. Pipelines is also an option but doesn't provide a live real time experience for the Users. We talked more about Code pages, service accounts and performance tools.
The last question came from Jen regarding a new Pipeline process. The idea is getting the most recent files from a SharePoint folder. We looked at several examples of the file structure and the recommendation came up to use Bucket. I have an example I can share but it has been a while so we decided to hold off and look at it again at the next meeting Jen is available.
We arrived at the end of our meeting and said our fair wells until next time.
