EstherLaVielle
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Joined 4 years ago
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Office hours Cancelled 6/18-6/23/25. Returning 6/24/25
Hello everyone! Office hours with Sam Trachy will be cancelled the rest of this week and returning next Tuesday June 24th at 1pm EST. If you need support, be sure to reach out to the support team by accessing the ? on the top right corner of your account. More details here. If you want talk about strategy, performance, or growth, you can can reach out to your account team and they would be happy to help. Don't know who they are? You can access your Account Summary to view their contact info.June 2025 Cascading Permissions Qrew Meetup Recap
Hello Qrew! Thank you all who were able to attend yesterday’s special hands-on training Qrew Meetup. Here’s what we discussed: To follow along, we recommended everyone to download the "Empower 2025 – Learn Cascading Permissions" app from the App Exchange before the session. Lauren Molino, Director of Advanced Solutions Services, showed how cascading permissions in Quickbase let you control data access with precision by combining user roles, data relationships, and dynamic rules. She walked through building a scalable permission system—starting with a user table and current user formula field, then cascading permissions through related tables—to handle scenarios like restricting project visibility to employees who’ve signed an NDA for a company. Lauren shared a great tip: using a parameters table to link employees and companies makes it easy to manage complex, dynamic permissions without duplicating roles or filters. A helpful takeaway from the session: Always test your permissions with real user scenarios to ensure employees only see the projects and tasks they’re supposed to—this saves time, reduces errors, and boosts data security. Missed the meeting? Here’s the recording: https://quickbase.zoom.us/rec/share/aJG4TJFrKTuiPV0UwM04RVSIFr4wqPIIOLyO7Q60tDwwc2itVal9BlRwzKV-97Q.nQarFMe5whLtgSgi?startTime=1749657243000 As promised, I did a raffle for all attendees who stayed for at least 15 minutes of the meetup. Here are your Attendee raffle winners: Congrats to Harrison Smith and Mike Freyder!!! I will be reaching out within the next week to send you your $50 dollar gift cards. 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. Details are available on the events page. 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.Join the Solutions API Webinar 6/5/25
Hi Folks! I wanted to reach out to let folks know we are likely not going to be doing the Realm Admin Qrew Meet Ups the first week of the month or any meet ups on the 3rd week of of the month moving forward to accommodate the webinar schedule. What does this mean for this group? We will be moving towards more topics focused Qrew groups. Our product team will use the meetings on the 2nd and 4th week of the month to continue to connect and update us on realm admin product features during those times, and we'll combine with additional topics that will reach a wider audience. Check out the June events blog here Realm Administrator are invited to the Solutions API Webinar this Thursday 6/5/25 at 11am EDT! It will be a great overview on Solutions API that we've discussed in past meet ups, and include feature updates and practical application tips from the product team. Click here to register to join us. Thank you!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 loginJoin us for a Jamboree of June Events!
June is heating up with many Qrew events and activities to fill your days with learning new tips while connecting with other builders and admins. This month we’ve got four virtual Qrew Meetups coming up with brand new topics and a hands-on training opportunity. App Builders Qrew Meet Up June 10, 2025 | 12:00–1:00 pm EDT – Register here Join Nichole Braswell, Quickbase Developer at Sympo, to discover an easy way to manage multiple forms for a single record with just one button. Plus, Lyla Rozelle, Sr. Product Manager, will give a quick tour of the updated admin console account summary page, and Ventsi Tasev, Group Product Manager, will share the latest on Audit log feature updates. Cascading Permissions – General Qrew Meet Up June 11, 2025 | 12:00–1:00 pm EDT – Register here Join this Empower encore Qrew Meet Up with Lauren Molino, Director of Advanced Solutions Services, for a hands-on, follow-along session where you'll learn how cascading permissions can help you control access across your Quickbase apps, streamline workflows, and boost security—all with fewer manual updates. To follow along, download the "Empower 2025 – Learn Cascading Permissions" app from the App Exchange before the session! Code Pages Qrew Meet Up June 24, 2025 | 12:00–1:00 pm EDT – Register here Join us for a quick overview of code pages with helpful tips and resources to get started, then explore four real-world code page examples by customers and Quickbase subject matter experts that you can try out after the Meet Up. Pipelines Qrew Meet Up June 25, 2025 | 12:00–1:00 pm EDT – Register here Wes McAda, Senior Software Developer at Versar Global Solutions, will give an enhanced encore of his Empower 2025 session on using Pipelines with an Everyone-on-the-Internet app, featuring time-bound secure links, cascading permissions, and new security features for staging documents. In the spirit of having more fun at our Qrew groups, we will be doing more raffles, door prizes, and certification celebrations throughout the month. Find additional event details on our Events Page and don’t hesitate to reach out if you have questions or comments. We can’t wait to see you in June!Who Won the May Feature Focus Door Prize?
We’re thrilled to give a big shoutout to Chris Austin for attending our recent Quickbase Feature Focus webinar and being our door prize winner! Thank you to all who were able to attend! All registrants and attendees will receive the recording via Goldcast to your email. You can also rewatch the webinar on demand by accessing the events page. We are so delighted to see how enthusiastic folks were to learn about the new AI smart features and thoroughly appreciated the thoughtful questions and comments from the crowd. We can’t wait to see how you put these new features to work when they are available! Interested in joining the public beta to test out these features? Join here!May 2025 Pipelines Qrew Meet Up Recap
Hi Pipelines Qrew! Thank you to all who were able to attend the 1pm EST session of the Pipelines Qrew yesterday. Here’s what we discussed: API Fundamentals & Postman Testing Mike Frischmann walked through how to set up and test APIs in Quickbase using Postman, focusing on foundational concepts for new and intermediate users. He explained how to authenticate using API keys, review API documentation, and test both GET (listing templates) and POST (creating PDFs) requests with the Craft My PDF API. Mike emphasized using Postman to troubleshoot and validate API calls before moving them into Quickbase Pipelines. This was an eye-opener for many! Automating PDF Ticket Generation & Upload Mike demonstrated how to automate the creation and upload of PDF tickets for Quickbase records. He showed how to trigger a pipeline when a record is updated, pass Quickbase data into the Craft My PDF API, and automatically upload the resulting PDF back into the correct Quickbase record. The demo included mapping dynamic fields from Quickbase, building the JSON payload, and handling the API response to store the PDF. Translating Postman Workflows into Pipelines After validating API calls in Postman, Mike showed how to replicate the workflow in Quickbase Pipelines. He covered setting up triggers, using the JSON handler, mapping variables, and configuring the “iterate over JSON records” step to process multiple responses. Many folks commented how they appreciated Mike’s way of walking through each step, not getting deterred when things didn’t work, and working through the solution by using Postman and Quickbase to figure out errors, and rerunning Pipelines until it worked in his live demo. It was well-paced and easy to follow. These are some great best practices for making the process repeatable and scalable for various API use cases. Missed the meeting? Here’s the recording! I highly recommend giving it a listen-through and trying out the resources he recommended. Mike uses most of the hour, but it’s filled with valuable information and step-by-step guidance along the way. Pipelines Raffle Entry: We have a raffle drawing for those who listen to the recording or attended the meeting. You can enter by logging into the Qrew Discussion site and share what you learned from Mike’s session, share an additional useful tip, or ask a question about what you watched to the group. Winners will be selected at the next Pipelines meeting! Open until May 28 th so get your entries in! Agenda for next Pipelines Qrew Meet Up Wednesday June 25 th at 12pm: We are back to our regularly schedule meet up time next month and Wes McAda from Versar Inc. will be doing an Empower encore presentation with a new Pipelines twist for his EOTI app. I already have a fun raffle idea that I’m looking forward to deploying alongside Wes’s presentation. Check out the events page for more details and to register or login. If you use a calendar, please be sure to update it based on what we’ve posted on the events page. We’re cooking up four meet ups for June 2025 including two that are special that I’m excited to tell you more about very soon! Thank you and have a good evening.Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!
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App Builder Qrew
Are you a builder? This Qrew is for you. Come discuss all topics builder focused here.Boston Qrew
Boston based Quickbase enthusiasts connect here.Construction Qrew
Where Qrew Members within Construction can meet and discuss industry challenges.Manufacturing Qrew
A Qrew focused on Manufacturing use cases and solutions.Mobile Qrew
For your mobile based use cases, there's no better space to discuss Quickbase mobile than in the Mobile Qrew.
