ContributionsMost RecentMost LikesSolutionsRe: Quickbase Technical Documentation for Grid-Edit Record Picker Option Hi Jon, That option sends you to the old record picker, not our newer in-form one. That said, it is delivered via a pop-up, and this might be getting caught by your browser's pop-up blocker. If that still doesn't help, I would encourage you to send in a care case. Hope this helps! Jacob MacIntyre Director, Customer Acceleration Group 617-250-2282 (office/mobile)| Portland, OR www.quickbase.com This message and its contents are confidential. If you received this message in error, do not use or rely upon it. Instead, please inform the sender and then delete it. Thank you. Re: Pipelines Quickbooks channel help From what I can gather - I think you'd set up to steps after your trigger step. Search records in that child table, (filtered on the related parent = recordID of the parent / trigger) a "for each" loop will pop up, and for each item found in #1 - create a record in Books. Hope that helps! Jacob ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ Re: Do you want to start a local QB builder community? Philly! Okay we're going to look into builders in the area and get back to you. Thank you! ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ Re: Do you want to start a local QB builder community?I hate Nate Underwood reach out. Can't wait! ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ HEAD'S UP! We're meeting at a new spot for our next meetup:Hey all - please be aware of our location switch for our meetup next month. Looking forward to seeing you at the last one of the decade! 1225 SE Grand Ave, Portland, OR 97214 https://neyborly.com/locations/portland/se-grand ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ Thanks for coming out! PDX User Group Great discussion today everybody - thank you! As we talked about, it's often hard to know when to break an app into more than one or many apps. Harrison wrote a great post about this: https://community.quickbase.com/browse/blogs/blogviewer?BlogKey=4d3963dc-2d01-490a-b8b7-b94a4a2bb491&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=blogviewer Thank you @Lee Gilmore for starting off this conversation and lending us your expertise! ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ Detroit User Group Kickoff We had a theory: QB Builders in Motor City want to meet one another, talk shop, and have some fun. We love being right. To all those who attended, thank you - we had a wonderful time hosting and we're already looking forward to the next one. Remember - this is your community. Post here often, ask questions, invite others. ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ Re: Question From Practice ExamI agree this one is a little squishy. I think the intent is that the users understand the purpose of the app and how to accomplish that purpose (choice a), and b, c and d all support a. I could be wrong though, I'll verify and forward this feedback along to our certifications team. ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------ Re: Automation Record HistorySorry for the delay George! As you may have seen, we were revamping our community forum right after you posted this question. Is your project % complete a summary field from the tasks table? Also, do you have a child table to track Project Snapshots?Do you want to start a local QB builder community?When I was a customer of Quick Base, one of the things I loved most was watching my colleagues' "light bulbs" go on, so to speak. That time when you're talking through a process with somebody, and you realize that the reason their process is so broken is because of the technology that was available (or not available), and that with Quick Base they can build what is necessary to fit the best process. Or that moment someone learns the power of a database for the first time because they finally understand it. Or when a person no longer hates their job because they killed that spreadsheet-turned-ERP monster. Now, as a Quick Base employee, my role and work is quite different. I participate in and lead a lot more conversations about Quick Base with prospective customers, brand new users, and veteran builders. What hasn't changed is my favorite part - those light bulbs. Since our customers span the globe, most of these conversations are video chat, phone, or email. However, when we can make it happen, we always find that face to face conversations have a higher chance of those light bulbs turning on. One example of this is our local builder group we started a little while back in Portland, OR. Builders from around town get together, have a drink or snack, and chat about their recent discoveries, challenges, and wins. I can't tell you how rewarding this has been. A room of light bulbs who genuinely enjoy each other's company, centered around a single mantra: getting the work done effectively. Are you a veteran builder? Are you new to Quick Base and you "get it" and want to do more? Do you want to network and find out how many others in your area are developing cool apps with Quick Base? If you're interested in starting a builder community in your area, reach out to me. I'd love to help you get started. Jacob ------------------------------ Jacob MacIntyre Manager Quick Base Portland OR ------------------------------