Qrew Blog

Automating Tasks Using Pipelines! Now that you have your shiny new toy in the way of our latest feature, pipelines, you will want to learn ways you can begin to take advantage of this amazing new feature. In this post you will learn how to automate your tasks quickly, efficiently and most important easily through pipelines. In this example I'll be using a simple Project Management application for the example use case. In this example we will need 3 tables; a Projects table, a Tasks table, and a Task Template table. I will also have a single relationship where Projects have many Tasks. Below is an example of my relationship diagram I will be working with. For this example, I will keep the fields as simple as possible, so we are only looking at the information we will need for this pipeline. The Projects table will consist of two fields: Project Name and Project Type. The Tasks table will have a Task Name, Status and a Sort field. The Task Template table will have a Task Name, Project Ty

Gain More Control With Pipelines Orchestrate workflows across your entire ecosystem of software tools with Quick Base Pipelines. Using our visual interface, design your processes and connect to our library of third-party integration channels.You joined us for the webinar to learn how to take advantage of this powerful new capability. We walked through how to get setup and build your first pipelines but you might still have questions after the webinar. That is ok this is the place to let us know any other questions you might have. You can find Adam and Brian with our team here right after the webinar wraps up to answer questions on the webinar and Pipelines in general. With the power of Pipelines at your fingertips we are sure you are going to have some questions and we honestly can't wait to hear them. Post below and let us know!------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

Getting Started  When will I have access to Pipelines?  On Tuesday, February 25, 2020 we will begin a phased roll out of the Pipelines technology for Quick Base customers. We will be turning the feature on for groups of customers over the coming weeks.  How do I access Pipelines?  Since pipelines can work across Quick Base apps, you access Pipelines from the app bar.    If Pipelines has been turned on for your account and you cannot see it, please contact your account administrator to have them enable your access.  I'm just getting started with Pipelines, do you have any examples I can refer to?  Yes, you can visit our community to learn how you can use Pipelines to generate template records and build trend reports. We'll be adding more examples throughout the year to give you more inspiration.  Pricing  How do I better understand my pricing and billing for Pipe

Are you having an issue with having your embedded report not showing your beautiful icons and formula fields when you have them set on Grid Edit?Well I sure did, and I wanted to save you all from my hour-long rabbit hole of trying to fix it. The problem: I had two embedded child reports on one form both set to grid edit mode, but only one was showing all the pretty icons and rich text formulas. Milestones embedded table showing icons in Grid Edit Tasks embedded table NOT showing icons in Grid Edit vs. What it should be showing So, I checked every field, link, permission, sub-children, grandparents, DNA, horoscope, formula, and view that I could find. I lined everything up so that it was exactly the same permission-wise, and still no dice. But then I thought of one more thing... The #*%?$@^! Form / Report Permissions... That's right kids. IF your table has more than one form you need to look at the permissions of your reports in that table. Most often they will just grab the pe

As many of you have seen in your inboxes, we announced today that we acquired Cloudpipes, a leading cloud-based integration and software platform. This is a huge step towards our vision of delivering an enterprise-grade integration platform inside of Quick Base. We are working on getting this combined platform to the market as soon as possible, and will keep you all updated. Read more about this announcement, and sign up to stay in the know, from our CTPO Jay Jamison. Through all of your feedback on and hunger for power integrations and workflow automations we knew that this was the next step to giving our customers exactly what you all need to be successful and power your teams and your businesses. This community is a key stakeholder in the decisions we make on how to better our product every day. This is another step in that direction, and we want to give you all the chance to ask the questions that you have! AMA Details We will be holding an AMA (Ask Me Anything) with Chief Prod

Full details on our January release can be found in the release notes hosted in Quick Base Help:https://help.quickbase.com/release-notes/january-2020-release-notes.html Our January release, with the features and fixes listed below, will be available January 12th, 2020.Release Features Create an App with Visual Builder-Build from template Field Properties: view sample data Disconnect a Sync table Enhancements Increased limit of Kanban reports Increased performance for the user picker in built-in fields Updated error messages Early Access OpportunitiesQuick Base Pipelines- Sign up in our early access app and select Improving Workflow under Early Access CategoriesNew Table Reports-Sign up in our early access app and select Using Apps under Early Access CategoriesThese highlighted features and more (including bug fixes) can be found in further detail in our January release notes. To keep up with upcoming releases and status updates for the Quick Base Platform you can always che

Registration for our annual Empower user conference has just opened!  Join us June 1-4 in San Diego CA, to meet with over a thousand of your fellow Quick Base users and explore new ways to drive continuous improvement that will increase the impact you have on your organization, and your career.   Register by February 7th to save $250 on a full conference pass with Super Early Bird pricing, and get full access to: 70+ Unique Breakout Sessions Previews of New Product Features 1:1 Time with Quick Base Experts Networking activities to connect you with others and so much more Register right here   P.S.: Want to attend for free? Consider presenting a session for a complimentary pass. You can register to present right here. ------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

We'd like to thank all the Quick Base users for supporting the first Boise Users Group and a special thank you to Micron for hosting! Hope to see more community support and collaboration in the coming months!If you missed the inaugural users group stay tuned here for an update on the next installment.------------------------------- Quick Base Customer Team------------------------------

Earlier this year, we embarked on a journey to modernize the Quick Base interface. We committed to doing this in a safe and methodical way and began discussing some of the trade-offs on this Community post. We are proud to say that the time is almost here for customers to be getting their hands on our first large slice of this – the new table report – and providing us valuable feedback. This process will be slow and methodical. At the start, we will be more restrictive about the types of apps and environments that are suitable. As we add features and address bugs, that net will continue to widen. Here is the current progress: Throughout this modernization process, your feedback will be critical for its success.  To that end, we are exploring a private, invite-only, forum, right here in the Quick Base Community where engaged builders can ask questions, read about progress and even provide some unstructured feedback to our interaction designers and/or engineers. We first showed you

Welcome to our very first community digest. Each month our community digest is going to do a recap of the month in community focusing on popular discussions, fresh new articles, events that month, and user spotlights. The biggest news in this digest of course is the launch of our new community home on August 26th, so this digest will be a little bit bigger as it covers the end of August and September. Getting StartedWelcome to the Community: Introduce YourselfProfile Editing and Networking on the Community Popular DiscussionsSeptember AMA on App Planning with Lee GilmoreFormula for Calendar Time Block (Start Time + Duration)Listing Required fields not completedModify the add child record button to also change a field on the child recordTrying to ""Count"" the number of selections in a multi-select text fieldTackling a Formula Syntax Error  EventsLast week, we held a Quick Base Community Summit in Chicago. Over 100 app builders showed up to participate in hands-on trainings, g

For our September AMA (Ask Me Anything) we are going to be focusing on the ever popular subject of App Planning with the help of Lee Gilmore, one of our Orientation Success Managers, and the Orientation team. Whether planning a brand new app or getting ready for changes to one of your existing apps a clear plan can be a fundamental steps to turning an app into a huge success. Meticulous planning is one of the hidden secrets of the most successful apps in Quick Base and we are here to make sure it is no longer a secret. Whether you are brand new to app building or a veteran of creating apps this AMA is a great place to bring your questions and get the insight of an Orientation expert. On Thursday, September 26th 2019, we are hosting a live AMA (Ask Me Anything) featuring Lee. Lee will be here from 2-3 PM EST to tackle your questions about App Planning, whether it is planning a whole new application or making a plan to change the one you are using today as smoothly as possible.

Come see how two workplace heroes were able to transform their HR processes to create a solution as unique as their businesses in our webinar ÒMaking HR a PriorityAs an HR professional, the heart of your job is to make sure that your company's employees are not only as productive as they can be, but also engaged in their positions, and we're well-aware this task is often easier said than done.How often have rigid point-solutions and manual processes ground your team's workday to a halt, or confused your coworkers to the point of frustration?Join our March 15th webinar; "Making HR a Priority: How 2 HR Leaders Use Tech to Solve Everything from Onboarding to Organizational Change" on 12pm ET | 9am PT to hear how two HR heroes, Swapnil and Jose, transformed their HR processes using Quick Base to easily create a solution as unique as their businesses. Sign Up Here

This month’s release includes color-coding for mobile reports, enhancements for our new realm reporting feature, updates for Quick Base Sync, plus more.Full details on the release can be found in the release notes hosted in Quick Base Help:https://help.quickbase.com/release-notes/september-2019-release-notes.html Our September release, with the features and fixes listed below, will be available September 22, 2019. Release Features Color coded reports in the Quick Base mobile app More enhancements for user and app administration reporting Quick Books connections for Quick Base Sync Setting roles for cross-app relationships Early Access Barcode scanning in Quick Base mobile app Sign up for future early access opportunities EventsOur Community Summit events are free, one-day events to collaborate with and learn from the smartest Quick Base minds in your community. Don't miss out on free training, an inside look at our product roadmap, product de

I wanted to be the first to share the exciting news that this summer we will be introducing a brand-new Community site.  This update will provide the Community with a modern look and feel, and lots of improved functionality to help make it easier than ever to connect and collaborate with other members. The best part is that there is no need for a new bookmark because the Community will still be found right where it's always been at "community.quickbase.com".  This is a big step for us because it allows the Community to evolve beyond simply being a place to ask and answer questions.  As always, you'll be able to collaborate with other Quick Base problem-solvers, but the new Community will also be a central hub for members to f

We continue to deliver on our core themes of trust, simplicity, and power. This month's release includes features for builders and admins along with enhancements across all areas of the product. Full details on the release can be found in the release notes hosted in Quick Base Help:https://help.quickbase.com/release-notes/august-2019-release-notes.htmlThe August release of Quick Base, including the features and fixes listed in these release notes, will be available starting Sunday August 18, 2019 once our release is complete.Spotlight: User and app administration reporting enhancements Release Features User role formula function New field type: Formula-Multi-select text Type-ahead record-picker enhancements Working with cross-app relationships Mobile app enhancements Performance analyzer includes notification and webhook information Upcoming changes to QuickBooks Online connections Early Access New Sandbox-To participate, sign up in the QB Early Access app&nbsp

Hi there! My name is Caroline, and I am a member of the Marketing team here at Quick Base.We are dedicated to providing the right resources to help motived problem-solvers like you improve internal processes and turn ideas about better ways to work into data-driven applications.WeÕd love your input to help figure out how to give you more of the content you need. Please fill out this survey and give our team a better idea of the type of content you look for when looking for powerful solutions to your problems. It should take no more than 3 minutes! Click here for surveyWe hope to learn from the results and work to develop more relevant content that will help you develop your app-building skills, inspire new use cases and get better every day.Thanks! Caroline

We are excited to continue our Ask Me Anything series by having Jay Jamison, our Chief Product and Technology Officer, hosting our next AMA. On the heels of Empower and his product keynote speech Jay is ready to tackle your questions and learn a little more about what is on your mind. (If you missed out on the Product Keynote at Empower you can find it here) On Thursday, July 11th, weÕll host a live AMA (Ask Me Anything) featuring Jay. Jay will be here from 2-3 p.m. EST to answer all your burning questions. Did you get a chance to attend his keynote at Empower and you have even more questions about all the awesome features he talked about on stage? Are you super curious about the future of our new table reports? Do you want to know more about Jay's philosophy and passion for Quick Base development? Perhaps you are just curious to know about his favorite flavor of ice cream. Here is an awesome chance to put your questions to Jay. You can start submitting your questions he

We continue to deliver on our core themes of trust, simplicity, and power. This monthÕs release includes features for builders and admins along with enhancements across all areas of the product. Full details on the release can be found in the release notes hosted in Quick Base Help:https://help.quickbase.com/release-notes/july-2019-release-notes.htmlThe July release of Quick Base, including the features and fixes listed in these release notes, will be available starting Sunday July 21, 2019 once our release is complete.Spotlight:Power BI enhancementsRelease FeaturesField dependency diagram enhancementsAudit log enhancementsSAML configuration self-serviceCross-app relationships in Visual BuilderEarly AccessNew Sandbox-To participate, sign up in the QB Early Access app and select Platform Administration & App Lifecycle Management under Early Access Categories.User role formula functionNew field type: Formula-Multi-select textSign up for future early acce

With Empower 2019 behind us it is now time for our annual customer survey here at Quick Base. Tell us more about how you use Quick Base in your organization and get a chance to win a complimentary ticket to Empower 2020 in San Diego. It is a perfect chance to make sure you are all set for Empower next year and to pass on some feedback we can use to make sure we have even more exciting things to show off next year.  Click here for Quick BaseÕs fifth annual customer survey. Thanks!

Hello healthcare professionals! Please use this space to connect with other like-minded Quick Base builders and users in your field to ask questions, share tips, or just connect in general. If youÕre attending EMPOWER 2019 in Miami, be sure to attend the Healthcare Networking session, and come here afterwards to continue the discussion.

We are excited to continue our Ask Me Anything series and to be inviting Harrison Hersch, a senior product manager here at Quick Base, to join us on the Community to talk about his work on Performance.   On Thursday, May 23rd, we'll host a live AMA (Ask Me Anything) featuring Harrison. Harrison will be here from 2-3 p.m. EST to answer any questions you have about what we have been doing in the last year to make performance a priority in Quick Base, how Quick Base is developing for even better performance in the future, or anything else you would like to know about Harrison and his work. Was there something in our release notes in the last year that you find confusing or don't know how to apply to your apps? Are you curious what we mean by performance and how we think about efficiency in Quick Base? Is there something you feel is sluggish right now and you are curious if it is on the docket for change? Alternatively, do you have a success story to share on how Quick

Empower is that one time of year where we bring together so many of our users from all over. This year the Community is going to be present at Empower and show off some awesome stuff we are working on to help you connect even better with other builders. Stop by our table in the Heroes Lounge at Empower for a sneak peek at what we have been working on. I will be there to answer questions (when I'm not running one of my sessions) and I hope you stop by to say hi and share your thoughts. Along with our session tracks to help you hone your Quick Base skills Empower can be a great opportunity to get to know other Quick Base users who share your same challenges and successes. With so many Empower attendees and so much to do at Empower to help you find other Quick Base users we are running a number of Industry and Job Function networking sessions. This is a great chance to talk about your org's challenges and discuss solutions with people like you!Find the full agenda hereOur Community c

While weÕre adding a few improvements and bug fixes this month, our focus is on preparing to host the best Empower yet! We have major product news to share, so we hope to see you June 10-13 in Miami. Hoping to learn more about Empower and joining us in Miami? Just click on the image below to learn more about Empower 2019.  Full details on the release can be found in the release notes new home in Quick Base Help:https://help.quickbase.com/release-notes/may-2019-release-notes.htmlThe April release of Quick Base, including the features and fixes listed in these release notes, will be available starting Sunday May 19th, 2019 once our release is complete.IN THIS RELEASE We changed the top menu bar in the mobile app to be fixed in position while you scroll, so that you can access the menu more quickly from anywhere. You can now submit a support case directly from the Quick Base mobile app. To open a new case, select Submit support case from the More menu with

Our April release continues to deliver on our core themes of trust, power, and simplicity. This month, weÕre releasing: Visual Builder enhancementsReport formulas in chartsAdmin Console enhancementsFull details on the release can be found in the release notes new home in Quick Base Help:https://help.quickbase.com/release-notes/april-2019-release-notes.htmlThe April release of Quick Base, including the features and fixes listed in these release notes, will be available starting Sunday April 28th, 2019 once our release is complete.Release FeaturesVisual Builder enhancementsReport formulas in chartsAdmin ConsoleÑpassword resets and user managementDistinct counts option available for more field typesEarly AccessSign up for future early access opportunitiesAnnouncements:Introducing the Quick Base Builder ProgramQuick Base mobile Ask Me Anything-April 25th 2-3 PM EST on the CommunityThese highlighted features and more can be found in further detail in our April release notes. To keep up

Today we announced the Quick Base Visual Builder, a new feature that will fundamentally change the way people learn and build with Quick Base. WeÕre really excited about this release, and want to get as much feedback as possible from our community.   This Thursday, March 28th, weÕll host our first-ever live AMA (Ask Me Anything) featuring our esteemed product manager Jon Arias. Jon will be here from 2-3 p.m. EST to answer any questions you have about the visual builder, other ways weÕre making Quick Base easier to learn, or anything else youÕd like to know.    Submit your question in this topic any time between now and then. Jon will be in this thread live to tackle them on Thursday!