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?Schedule a meeting with Josh Miller to check out his Governance Starter Pack Apps!
Hi Realm Admin folks! Josh Miller, our residence Governance Expert at Quickbase, is looking for volunteers, who is interested in checking out his starter pack Governance Apps that will be launched in the Exchange soon. Some folks asked what these apps are all about. Here's a description: Governance Starter Pack is three apps: Admin Console Sync Hub - a repository for your Admin Console Sync Tables Realm Insights - where you manage information and make decisions for different aspects of the Realm Realm Logger - where you log changes, additions, and deletions regarding attributes in the Realm (think deleted apps, permission changes for users, etc.) These help you govern your realm at a very foundational level (first version will come with Users, Apps, and User Access tables) and gives you a base to expand upon as you scale your governance. *This could take an end user around an hour to three hours to set up. He is working to drastically reduce the development time and that is where he needs your help. Second is an app called Group Configuration. This allows you to manage your groups by creating reports that keep the groups up to date. Example: a user has a report of all active managers. The filter is Employee Status is equal to active. This report is assigned to a group. Once a day this report will update and will not include employees that move to terminated status. This app will log the additions and deletions and make sure the group is updated on a daily basis. Josh Miller would like to these by some folks to see if it resonates and if so, what improvements can he can make before deploying to the exchange. If you are interested in checking out what Josh is cooking up, please book a 30 minute meeting with him here. ------------------------------ Esther LaVielle ------------------------------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 Article
January 2024 Realm Admin Meeting Notes & Follow-up
Thank you so much for joining us on the Realm Admin Customer Network Qrew meeting on January 10, 2024. We were joined by Ventsislav Tasev, a Group Product Manager at Quickbase. Ventsi shared some very useful information about the Quickbase Admin Console Connected Sync Tables. He reviewed what they are, why they are useful, some uses for the Connected Sync tables, and also the updates that have been made to them over the past couple months. Ventsi also answered several questions that were brought up around the topic. Please find this information in the attached PDF of the presentation we covered on the call. Some useful help articles: QB connected tables in general- https://helpv2.quickbase.com/hc/en-us/articles/4570308461716-Creating-connected-tables connecting specifically to the admin console - https://helpv2.quickbase.com/hc/en-us/articles/4570424924052-Connecting-to-Quickbase-Admin-Console- Two blog posts on the topic a bit outdated but still with useful information. We are preparing a new and more comprehensive one that should go out in the upcoming weeks: https://community.quickbase.com/blogs/brian-cafferelli1/2019/10/08/easier-account-management-using-qb-sync https://community.quickbase.com/blogs/brian-cafferelli1/2020/01/24/chargeback-management-for-quick-base-has-arrived The link to our PA reads API -Quickbase API Portal The recording of the meeting can be found HERE. If you have additional feedback or questions, let's continue that conversation here in the community! If you prefer, you can reach out to Ventsi directly at [email protected] If anyone would like to share out a use case their organization has found helpful, please reach out to me. You can use the community here, or I am also available by email: [email protected] Thanks again! Jenn ------------------------------ Jennifer Richardson ------------------------------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! - Esther
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Where Realm Admins help other Realm Admins Realm Admin.Created: 2 years ago
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