JenBlack
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Joined 5 years ago
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Looking for Systems Admin - Quickbase experience a major plus!
I am hiring a system admin for my team, the position is based in our Kansas City, MO office but we are open to remote work for the right candidate. Apply here if you are interested!. More details about the role and my company: Spotlight is a fast-growing, tech-enabled services firm in Kansas City, Missouri focused on Analyst Relations (AR)—the strategic discipline of engaging with industry analysts (like Gartner and Forrester) to influence market perception and drive business growth. This is a mission-critical function for major B2B and SaaS organizations. As our Enterprise Systems Administrator, you will be fundamental to our operational excellence, working within our Enterprise Systems team and working closely with our cross-functional stakeholders. You will be the technical foundation for our operational databases, ensuring that all enterprise systems are secure, operationally efficient, and managed proactively to accelerate our business productivity. The Enterprise Systems Administrator is a critical, hands-on role responsible for the configuration, maintenance, and reliable operation of our core business applications. Reporting to the Sr. Director of Enterprise Systems, this role serves as the primary administrator for our operational databases, ensuring data integrity, system security, and user functionality that supports our business user and revenue operations goals. Core Responsibilities Platform Ownership: Act as the dedicated, hands-on administrator for our primary operational databases, including Quickbase, HubSpot, and NetSuite. Database Maintenance: Manage all aspects of database health, including data modeling, defining and enforcing table and field relationship management, and maintaining system integrity. User and Security Management: Administer user permissions, roles, access levels, and security settings to ensure compliance with data governance policies. Reporting & Configuration: Design, build, and maintain standard reports, dashboards, and custom workflows within the systems as defined by process owners. Data Hygiene: Execute ongoing data quality and cleanup initiatives, collaborating with Marketing Operations and Sales Operations to ensure data accuracy and consistency. External Reporting Delivery: Support the creation and delivery of monthly reports for leadership, including anticipating and implementing system configuration changes necessary to evolve reporting as business requirements mature. Data Transformation: Utilize advanced data transformation skills, including proficiency with tools like Power Query, SQL, or other scripting/ETL technologies, to efficiently transform and prepare complex data sets for analysis and system imports/exports, driving an evolution of our data handling capabilities. System Support: Act as the point of contact for internal users, troubleshooting system errors, configuration issues, and providing timely resolutions. Process Documentation: Create and maintain comprehensive documentation and training materials for core system processes and changes. Required Qualifications Database Fundamentals: Proven understanding of relational database structures, data modeling concepts, and principles of Master Data Management (MDM). Enterprise Systems Experience: 3-5 years of hands-on experience as an administrator or analyst supporting enterprise-level business applications. Data Analysis and Transformation Tools: Advanced proficiency in data manipulation and transformation, with a proven ability to leverage various tools (including but not limited to advanced spreadsheet functions and specialized data querying languages like M code/Power Query) to meet complex data needs. Demonstrated experience evolving and improving existing data processes. Problem-Solving: Strong analytical skills with the ability to translate business process requirements into technical system solutions. Highly Desired System Experience Quickbase Experience: Direct, hands-on administration or development experience with Quickbase (or other low-code tools) is a significant advantage. CRM/ERP Knowledge: Experience with HubSpot and/or NetSuite administration or integration. BI Tools: Prior exposure to connecting systems to external BI tools (e.g., Tableau, Looker, NSAW) or supporting BI data pipelines. This role offers a hybrid-style work opportunity based in our Kansas City, MO office, and some in-office attendance is required. While we strongly prefer local candidates, we are open to hiring a remote candidate for the right individual who possesses the technical skills and experience required for this Enterprise Systems role.Calculated field spanning records on multiple tables
I have two tables currently: Projects and Tasks (the Projects table being the parent). Only one person can be assigned to a project but a project can have multiple tasks. Each task also has an "Assigned To" field. Employees can be assigned to either the parent project or child task or both and not every project has a task. I am trying to calculate a "total duration" across the projects and tasks table. I have a Total Duration field for each project record and a Total Duration field for each task record. I'm trying to figure out how to blend this data so I can calculate this across each team member assigned either a task or project. The following rules would apply: If user is not equal to user in the Assigned To field on the project table and user is equal to user in the Assigned to field on the tasks table, then value = Total Task Duration; If user is equal to user in the Assigned To field on the projects table, then value = Total Project Duration. If user is equal to user in the Assigned To field on both the projects table and the tasks table, then value = 0 (since they will already be getting credit for the duration associated with the project) My inclination was some sort of skinny table with a pipeline that creates a record for each task and each project, including lookups to the Assigned To fields. Then we would use that table to calculate this duration total on these blended records. Has anyone had to do something similar? Does my solution sound like the most efficient? If you made it this far, thanks for any thoughts you may have! ------------------------------ Jen Black ------------------------------Dynamic multiple choice options based on value from another field
I have two multiple choice fields on the same table. Each record has a required field called "Program Type," and an optional field called "Scope." There are three program types that will use the scope field, the rest won't see this field when viewing or editing these records on the form. Each program type has a different set of choices they can use within the "scope" field. I would like a way for the form to show only the appropriate options to when the "program type" field is set to these unique values. I am still using old forms on this table. Example of what I would like the drop down to show based on program type. Program Type 1 Scope A Scope B Scope C Program Type 2 Scope D Scope E Scope F Hopefully that's clear, thanks for any advice you may have! Jen -- I know I have done this other places in my sy ------------------------------ Jen Black ------------------------------Percentages are Sums instead of Averages on the Total and Averages Rows
Currently percentages are sums instead of averages on the "Total and Averages Row" for my table reports. Having an average of my percentages but a total of my other numeric data is what I am looking for in this line. Is there a way for %s to be averaged on that final row instead of totaled? Screenshot for reference. Thanks in advance! ------------------------------ Jen Black ------------------------------Re: Include a report table in a notification email
Hey! It took me a minute to find. So insert the "A copy of the changed record" marker into the body of the notification. Then below the body of the notification, use the "data form" drop down to select the "mini form" you created. I also took out the edit/view options on the report i linked to in my mini form, I found it made the table look cleaner in the final email. Hope that helps! Jen ------------------------------ Jen Black ------------------------------Re: Include a report table in a notification email
Hi Mark, I'm resurrecting this thread a bit to see if this "mini form" solution is still available. I don't see this listed in my Markers for my notification. Is there still a way to accomplish this? Thanks for any information you can provide. Jen ------------------------------ Jen Black ------------------------------Metro Area Field
I am trying to figure out a good way to simplify user searching for client headquarter locations. I currently have an open text field allowing users to enter HQ location, however this allows a lot of discrepancies in the way users are entering data. One example of this could be entering data for Kansas City could look like this: KCMO Kansas City, Missouri Kansas City, MO Kansas City I don't want to have an entire address field because we don't need it and it takes up too much space on my form. One solution I thought about was to create a multiple choice field populated with most major cities and states our clients reside in, but allowing users the option of adding choices so we would at least have some consistency in formatting but I wanted to throw the idea out to the community and see if anyone else had run into/solved this problem as well. Thanks, Jen ------------------------------ Jen Black ------------------------------Re: Pipeline views {{e.id}} as the text "{{e.id}}" rather than the record ID number
I'm not sure if this will help but for all of my pipelines, I end up turning my record ID field into an integer in the pipeline Query step by adding "|int" into the field as seen below. SS also provided. Not sure if that will help but I've never had any issues with pipelines on the record ID side with this trick. {{a.id|int}} ------------------------------ Jen Black ------------------------------
