App Builder Qrew June 2026 Breakout Session Recap
Hello Qrew! Thank you to everyone who joined the App Builder Qrew meetup breakout session focused on QB Intelligence on Tuesday June 16th. Here’s what we discussed: AI Agents for Formulas — James Travaglini: James showed how AI can help builders create and refine Quickbase formulas faster, including examples like generating visual progress indicators and validating formula logic directly in Quickbase. Claude + QB Intelligence Prompts — Josh Miller: Josh shared how Claude can help turn business requirements into clear QB Intelligence prompts. He demonstrated how to structure prompts for tables, fields, relationships, and app validation so builders can move from idea to app structure more efficiently. Let me know if you need the skill file Josh mentioned and I will send it to you. AI Actions Use Cases — Jacob Buslewicz: Jacob walked through simple workflow examples using AI Actions, including how AI can extract key details from attachments like invoices and use that information to update or create Quickbase records. Unfortunately, we didn’t get a good recording of his session, but we do have an example of one of his use cases walking through in the recording. Missed the meeting? Here’s the recording of all three sessions Qrew tips: QB Intelligence can help reduce time spent on formula creation, app planning, and workflow setup. Strong prompts and clear requirements are essential to getting better AI outputs. Thanks again to James, Josh, and Jacob for sharing their examples and insights, and to everyone who participated in the breakout discussions. The next breakout sessions on QB Intelligence for Realm Admins will take place Tuesday June 23 rd at 12pm-1:30pm EST. James and Josh will be back to share use cases forQBI control center and QBI analysis + Claude to create a realm cleanup plan. Joining them is Georgi Georgiev who will share why the product team designed Quickbase Intelligence, how it works, and its governance capabilities. Come ready to learn, ask questions, and have fun moving from room to room. Be sure to register here. Thank you and hope you can join us next week!April 2026 App Builder Qrew Meetup Recap
Hi App Builders Qrew! Thanks again to everyone who joined the April App Builder Qrew meetup. Here’s what we discussed: Jenna Kotyk walked us through how Michaels moved away from a very manual, siloed process and built a more connected workflow with Quickbase at the center. Key highlights include: Quickbase is the source of truth Jenna shared how Michaels uses Quickbase to centralize data across teams and systems like SharePoint, Service Channel, Workday, and SQL, helping create more visibility, clearer ownership, and more reliable data. Document templates that pull everything together She showed how their Dealmaker app pulls deal details, financials, photos, site plans, and market info into a standardized PDF for each store. What used to be a very manual process is now much faster and more consistent. Real time savings and strong adoption One of the biggest takeaways was the impact. This process has saved hundreds of hours, reduced manual work, and helped teams get ahead of committee prep. Jenna also shared that adoption has been strong because the old process was so painful. Qrew Tips from the meetup: Qrew Tip #1: One button can generate multiple templates Jenna shared that you can use a formula for the template ID, which allows one button to generate different templates depending on the scenario. Qrew Tip #2: Break big doc gen templates into smaller sections A great tip Jim Harrison who suggested to break larger doc gen templates in smaller pieces first, get each section working, and then combine them into the final version. Missed the meeting? Here’s the recording: https://quickbase.zoom.us/rec/share/kPOikdyo6E_wl9ERaFyMZ3TyykP-7K0slNm85hwAAjyP_bvzf9DF4td2HGQqOfA4.ZCyFqslICYwlzu1k Thanks again to Jenna for a great session and to everyone who brought thoughtful questions to the conversation. Hope to see you next week for the Pipelines Qrew Meetup with Wes McAda on April 22 nd at 12pm EST.March 2026 Construction Tracking App Qrew Meetup Recap
Hi Qrew! Thanks again for joining our Qrew meetup: Construction Tracking App session on March 11 th . Here’s what we discussed: Emily Lundberg, William Byrd, and Scott Bullock for sharing Robinson Morton’s walked through how they replaced a mix of Excel, SharePoint, Monday.com, and Unanet with a centralized pre-construction tracking app to manage pre-construction work, project tracking, schedules, reporting, and team visibility. We also got to see live timeline reporting, Gantt charts, color-coded project phases, dashboard workflows, and SharePoint-connected data in action. Three Qrew tips from the session: Start with the real pain point. In this case, it was too much manual reporting, and too many disconnected tools became a weekly and monthly pain. Design for visibility. Giving teams a clear view into status, schedules, and workload can be just as valuable as automation. Let the app evolve with the business. This build started with one core need and expanded over time into a more connected system. Missed the meeting? Here’s the recording.March 2026 App Builder Qrew Meetup Recap
Hello Qrew! Thanks for joining us for the App Builder Qrew meetup on Tuesday, March 10. Here’s what we discussed: Melissa Freel from Neighborhood Legal Services Michigan for led a thoughtful discussion on app transition and support strategies. She shared her experience preparing Quickbase applications for handoff at Neighborhood Legal Services Michigan, with a focus on making documentation clear, practical, and accessible for future admins and citizen developers. Qrew Tips from Melissa Freel on transitioning a suite of apps: Start with reporting requirements and critical workflows when documenting an inherited app. Keep architecture and relationship diagrams simple and easy to follow. Document temporary fixes, integrations, and troubleshooting steps so future admins have context. Use consistent naming conventions and standardized app design to make apps easier to support. Add comments to formulas and note prior logic or ticket references when useful. Create documentation that works for a wide range of users, especially citizen developers. Missed the meeting? Here’s the link to the recording. Attached is a copy of her deck as well. A huge thank you to Melissa for sharing valuable tips as she transitions to a new position. We will miss you at the Qrew and are welcome back anytime! If anyone would like to connect with Melissa, she’s given me permission to share her Linkedin. Thank you and have a great afternoon.Nov 2025 App Builder Qrew Meetup Recap
Hello Qrew! Thank you to all who were able to attend Tuesday’s App Builder Qrew Meetup. We tried a new format and had a customer shared a real challenge and the Qrew workshopped solutions live. Here is what we discussed: Adam Toms from Rocky Mountain Care collapsed a tangle of facility-specific roles into one dynamic role by driving access off HR-fed subunits in a Core Ops app, replicating a lightweight “QB Users” table, flagging “Current User,” and enforcing a simple record rule. The group appreciated how clearly he mapped a complex use case. Ideal future state: App-readable custom fields on the native User (e.g., subunits) and in-app visibility into group membership—so no replicated user tables or per-table helpers. The audience gave him a vote of confidence in his current solution to which Adam plans to roll the pilot realm-wide and submit product feedback to expand user field capabilities. Ideas the Qrew shared that Adam plans to investigate: Use Governance Core Apps / Realm Insights as a command center to see who has what, then Pipelines/APIs to auto-sync HR changes into the identity table since his organization experiences frequent turnover and prefers one attribute-driven role over many location roles. Governance Core Apps Overview Governance Core App Instructions Governance Core App Training from QBU Qrew Tip: If you stack roles, permissions are additive—test record/field combos carefully and keep HIPAA/privacy requirements front and center. Missed the meeting? Here’s the recording. Enjoyed this session? So did I! Easily one of my faves of the year. If you want to share a use case challenge and workshop solutions with the Qrew, reach out and let’s chat! I am still looking for six more people to share their use cases in 2026. Our next Qrew virtual Qrew meetup is the Pipelines Qrew meetup on Wednesday 11/19 at 12pm EDT. If you have any old calendar invites, please make time to delete all of them and use the events page or Community events calendar to stay on top of future sessions. Thank you all and have a great evening!September 2025 App Builder Qrew Meetup Recap
Hi Qrew! Thank you to all who were able to attend yesterday’s App Builders Qrew meetup. Here’s what we discussed. Dashboard design and personalization tips: Sam Lange covered tips on how he uses new dashboards and shared best practices and tips that anyone from beginner to expert builders can use. A couple of highlights include recommendations to match your dashboards to client branding using color pickers and hex codes — access the link to the App Builder community page for color picker and hex code page recommendations from the Qrew. Same also recommends enhancing dashboards with embedded live elements like clocks, weather, and custom greetings via Code Pages. Check out the Code Page Discord for resources, help, and real-life examples from the Qrew. He also shared examples on how he uses emojis and colors to buttons and pages for better visual cues. I loved the look of those! Dashboard Performance Pro tips: Limit dashboard clutter by keeping no more than 5 reports per widget type per tab and leverage tabs or buttons to spread content and minimize heavy filters and drill-downs to keep dashboards snappy. Host images in a public or open-access files table to avoid broken links. For quick data input, use “quick save” buttons with grid edit forms backed by automation pipelines, and configure drill-down reports so filters applied on widgets pass through properly, reducing report duplication. Missed the meeting? Here’s the recording. Plus, kudos to all who engaged in the chat and Q&A — your questions and insights made the session richer! Continue the conversation the App Builder Qrew Group page. You can access all the links shared in the chat, the PDF shared by Sam, and get questions answered from the community. Thank you and we hope you are able to join our next Pipelines Qrew Meetup on September 24th. Best regards,September 2025 Dashboard Tips Discussion Continued
Hi Folks! We just concluded our App Builder Qrew meetup featuring SamLange1 and wanted to take the discussion online to see if anyone had any questions about what was shared today. Attached is the Dashboard Tips and Tricks pdf from Sam as well a links shared in the chat during our meeting below: General Dashboards help New Dashboards Release Notes Dashboard enhancements Home pages: https://helpv2.quickbase.com/hc/en-us/articles/4570339299220-Using-the-app-home-page https://helpv2.quickbase.com/hc/en-us/articles/4570350362644-Customize-the-App-Home-Page Limits in Quickbase Most Common Functions that affect performance Color Hex Color Codes https://www.colorhexa.com/ Color Wheel HTML Color Names https://wavget.com/typeitin/ Quickbase Support Center - All Functions and Operators Recording to today's Qrew meetup: https://quickbase.zoom.us/rec/share/j1lBaThMmrMGAQgGdVQMFfNUoVrEgP8kri6wE0kJpLKlY9WMYe6xeMlrbfXH6ez8.ZRqUm7WIOWAITYax?startTime=1757433186000 Got questions? Post below and Sam, Maria, and Esther will follow up. Thank you!August 2025 App Builder Qrew Meetup Recap
Hello Qrew, Thanks to all who were able to attend Tuesday’s App Builders Qrew Meetup. Here’s what we discussed: Secure Links for External Access Matt Burger shared how to create secure links that allow external users to access specific records without needing a Quickbase login. He also covered advanced features like setting access windows with start/end dates and a centralized control panel to reset all links regularly for enhanced security. Qrew Tip on Secure Links: Always include an expiration or reset mechanism in your access key formula so older links automatically become invalid whenever you update permissions. Access Keys + Real-Time Bulk Upserts Andrew Carbejal-Everts showcased the GetAccessKey() formula that extracts multiple parameters from the URL, maintains them across tables, and enables instant bulk record operations using Table-to-Table Import. To learn more about Andrew’s use case, he wrote a blog to accompany his use case for folks to follow along. Tip from Andrew: Use custom buttons and hide native Quickbase navigation in secure-link workflows to ensure the access key stays active as users navigate the app. Resources shared during the meetup: Secure links FAQ FAQ: What you can access with secure links Builder Program Link QBU: Quick HIIT - Secure Links Video QBU: Quick HIITS Secure Links Supplement PDF QBU: Common URL Parameters Supplement QBU: Quick HIITS Secure Links Presentation Missed this meeting? Here’s the recording! Our next App Builder Qrew Meetup will be on Tuesday September 9 th at 12pm EST. Sam Lange, Director of Innovations at ISTA Solutions, will be sharing Dashboard design tips and examples that will make you want to update the dashboard experience for yourself and end-users! Thank you and have a great afternoon!June 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.May 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 login
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About App Builder Qrew
Are you a builder? This Qrew is for you. Come discuss all topics builder focused here.Owned by: EstherLaVielle, AlexandraKynoch, and ben_simonCreated: 2 years ago
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