August meeting notes & follow-up
Thanks so much for joining us for the August Pipelines Customer Network Meeting! We had a great session that included: A product update from Edi Evastatiev who covered the latest updates coming to the new Pipelines Designer details here. Updates include: The ability to add notes to your steps Export step notes to YAML In September all channels will be available to all customers in public beta! Coming soon: a Jinja Library with commonly used complex expressions Don't know what the new Pipelines Designer is? Check out more information about Pipelines Designer here Our product team has been hard at work addressing the builder experience for Pipelines which historically has been a more advanced part of the product. We are calling it the new Pipelines Designer and it has been developed based on feedback from our group members to significantly improve the experience of building and managing Pipelines. The latest updates in Pipelines Designer bring a range of new features, including an infinite canvas workspace, an enhanced step configuration process, the ability to rearrange steps using drag-and-drop, a new code editor, a step reference validator, and numerous other additions. Right now the new Pipelines Designer is in beta. If a customer wants to join the beta before it's available in Sept you can email Edi at EEvastatiev@quickbase.com We had a great discussion where Edi collected feedback on why customers are not currently using the Pipelines Wizard to build. We then went into breakout rooms with 2 Quickbase experts in each room where customers could ask any Pipelines question they wanted! Attached is the slides from the meeting. Below is the recording information: https://quickbase.zoom.us/rec/share/ogneVi-Cq7JNBswWYHUePo6D5VmICh8T6hjIuc7Ib-UvVRg-6weqo7hnbUrXRReS.ZdIF4uAvINVvqYAh?startTime=1692719537000 Passcode: tX!*9KJb ------------------------------ Caroline Stuart-Freas ------------------------------42Views2likes2CommentsNew update on Automations and and more as well as improvements to Pipelines
Update on the Retirement of Automations, Actions, and Webhooks features | Qrew Discussions Have you read the most recent update from our Product Marketing team? Click above to check out the latest update on Automations, Actions, Webhooks, and more by Brian Cafferelli that was posted two days ago. I wanted to highlight this for the Pipelines Qrew so everyone is aware of these upcoming changes, and start a discussion with the group for those with questions and feedback for the Community team to listen. What do you think of this latest update? Will it impact your current workflow? Do you need converting some items into Pipelines? If so, which ones? Let us know your thoughts below.26Views1like0CommentsMarch 2025 Pipelines Qrew Meet Up Recap & What to look forward to in April
Hello Pipelines Qrew, Thank you to all who were able to attend the Pipelines Qrew Meet Up on Wednesday. Here’s what we discussed: James Malone and Matthew Tillinghast from Juiced Technologies shared a pipeline solution that entailed creating a master app that consolidates all the timecard records, allowing for better data management and reporting for their customer. James went through details of the pipeline process, including handling record creation, updates, and deletions. He discussed the challenges they faced, such as dealing with unique field constraints, mapping field names across different applications, as well a certain error message. James used placeholder parameters in the pipeline call definitions to easily accommodate new data requirements from different source apps and found callable pipelines to be very helpful in making this solution scalable across the 25 source apps. We had lots of comments and great questions that were addressed in the meeting. Missed the meeting? Here’s the link to the recording. Our next Pipelines Qrew Meet Up will be on Wednesday April 16 th at 12pm EST. The agenda is nearly finalized. I’m hoping the Pipelines product team will be available to answer questions about new features that will officially go live at Empower and include a customer use case from our friends from Accenture. Thank you and have a great weekend! Best regards,21Views1like0CommentsPipelines Qrew Meet Up Oct 18th - What Does This Qrew Want to Do?
Hey Everyone, For those of you who attended the August 28th Pipelines meetup, some of this will be a repeat. Quickbase is hosting a virtual end user conference in October. We're calling it EmpowerPro. On day 4, we'll have a Pipelines Qrew Meetup. What are some ideas for what we can do with our hour together on October 18th? Here are some ideas that were shared in the chat of the Aug 28th call: Pipelines and Versioning, Version Control, ALM, Sandboxes, etc Service Accounts, how to use them, what to do about transitioning existing pipelines ownership over to Service Accounts Pipelines Error Messages: What Do They Mean, What Should I Do When I See Them? There may be others I've missed but these appear to be the top three categories of what people are wanting more of. What do we think? Let's also keep in mind that for many individuals, the October Pipelines Meet Up will be their first time interacting with this Qrew. I personally like the idea of breaking down different error messages since if I were an end user that would be super frustrating to deal with. But all three of these are valuable topics that I'm sure would make for a meaningful meet up. Share your thoughts, please. I want this session to be designed based off feedback from The Qrew.59Views1like0CommentsSharepoint pipeline channel add list item issue
Hi all, Great meeting the other day, hearing everyone talking and on the chat, I'm hoping there are some real experts here as I'm having some trouble with the sharepoint channel in pipelines. I'm trying to create a new sharepoint list item when a record is created with a pipeline. Right now, it works fine to create the item, using some fields. However, if I try to send any data to a Hyperlink field in sharepoint the api request to sharepoint fails. Also, if I send email address to a person field in sharepoint it doesn't error but also it doesn't get filled out. I know in a normal api request to sharepoint the hyperlink field is special in that it wants a url and link text, so I'm not sure if I'm supposed to do something special in pipelines to get it to work. ------------------------------ Greg Vasquez ------------------------------45Views1like0CommentsGreat Meeting Today
I really enjoyed hearing from the product team. As a customer, I am impressed at how much they engage customer feedback. I also loved getting inspired by the customer demo. I have been wanting to do the same thing but I have been intimidated by the Outlook channel. Our system admins are not very keen on letting Quickbase access a mailbox directly, so I need to understand more about how that channel works before I can approach them. I'd love to hear your experiences with the Outlook Channel. ------------------------------ Tammie King ------------------------------43Views1like2Comments