April 2026 Pipelines Qrew Meetup Recap
Hi Pipelines Qrew! Thank you all who were able to join the Pipelines Qrew meetup On Wednesday. Wes McAda shared three use cases for using Pipelines and Jinja for Project Expense Summaries. Those three include: Using Jinja + namespace to pull unique Project IDs from an expenses table and upsert parent Project records Using a callable low-code pipeline to find expenses missing a related summary, create or find the matching Project Type Summary, and relate sibling expense records Using Jinja + regex + namespace to calculate scalar dollar values, handle null expense types, and distribute records into separate Food, Lodging, and Unallocated tables Qrew tips from the meeting: Wes McAda’s Qrew tip: Think about data volume, reporting needs, and performance when deciding between relational summaries and scalar values. The best approach really depends on the use case. Jim Harrison’s Qrew tip/example: Jim brought up another potential use case to replace “search” with buckets as they can be a very efficient way to pivot and transform data in a pipeline and shared an example to the Qrew to review. Missed the meeting? Here’s the recording. Want the YAML? Reach out to me via email [email protected] for copies of it. As a reminder, we will not be hosting any virtual Qrew groups in May. Instead, we will meet up in Houston on May 18 th at 7pm on the 6 th floor of the Marriott Marquis for a special Qrew Meetup the day before Empower 2026. Hope to see you there!November 2025 Pipelines Qrew Meetup Recap
Hi Qrew, Thanks to everyone who joined Wednesday’s Pipelines meetup. Here’s what we discussed: Dwight Munson (Sigma Technologies LTD.) walked us through two Pipeline patterns—audit logs and post-backs—that keep tracking simple and improve visibility across the org. Audit logs pipeline: Dwight replaced noisy webhooks with one metadata-driven pipeline that logs only what changed. It loops the changed fields and writes compact rows—field label/ID, old → new, modified by. He uses single vs. bulk triggers to stay efficient during mass edits. Post-backs pipeline: For Field Verification Requests (FVRs), Dwight stamps each record with the app ID, table ID, record ID, and target field IDs, then uses a single generic pipeline to aggregate locations and post totals/status back to the originating work request across multiple apps—no per-app pipelines. Qrew tips from Dwight: Always stamp origin IDs so one pipeline can post anywhere. Keep post-back targets scalar so humans can fix edge cases. Skip logging fields that only create noise—you don’t need them. Missed the meeting? Here’s the recording. Our next meetup is Tuesday, Dec 9 th at 12pm EDT — App Builders Qrew with Lee Gilmore (Primary Key Consulting) and Qrew Legend Mark Shnier on change management and app adoption with real-world examples. Thank you and have a great afternoon! Best regards,September 2025 Qrew Meetup Recap
Thank you to everyone who joined yesterday’s Pipelines Qrew meetup. Here’s what we discussed: Rob Mersereau, Sr. Implementation Consultant, shared an encore of his Empower 2025 talk using a Mardi Gras example to show how to integrate Quickbase with Google Calendar through Pipelines. He noted that this use case can be applied to Outlook and SharePoint. Key highlights and tips: Link to app for following along Connect & Import: Rob demonstrated linking multiple Google accounts to Pipelines to pull Mardi Gras parade events into Quickbase—one record per event. Qrew Tip: Name Quickbase fields clearly with “gcal_” prefixes so AI auto-mapping works smoothly. Push to Calendar: He showed sending Quickbase parade plans to Google Calendar, writing back event IDs and clickable links for seamless updates. Qrew Tip: Always double-check your pipeline is turned on—this is the top cause of sync issues. Keep Data Fresh: Rob recommends using Bulk Record Upsert in Quickbase to quickly update or add records and track changes. Qrew Tip: Use Google event IDs as merge fields to prevent duplicates and enable reliable two-way sync. Build Gradually: Start with simple one-way flows, then add Teams alerts, Maps API calls, or multi-way sync as your workflow grows. Missed the meetup? Here’s the recording Attached is the participant guide to follow Rob’s examples. October is EmpowerPro month! Be sure to register for EmpowerPro October 7-8. Afterward, the Qrew will host a 3-part series, EmpowerPro Product Talks, on October 22, 23, and 28. More details coming soon!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!Pipelines Qrew Meet Up Oct 18th - What Does This Qrew Want to Do?
Hey Everyone, For those of you who attended the August 28th Pipelines meetup, some of this will be a repeat. Quickbase is hosting a virtual end user conference in October. We're calling it EmpowerPro. On day 4, we'll have a Pipelines Qrew Meetup. What are some ideas for what we can do with our hour together on October 18th? Here are some ideas that were shared in the chat of the Aug 28th call: Pipelines and Versioning, Version Control, ALM, Sandboxes, etc Service Accounts, how to use them, what to do about transitioning existing pipelines ownership over to Service Accounts Pipelines Error Messages: What Do They Mean, What Should I Do When I See Them? There may be others I've missed but these appear to be the top three categories of what people are wanting more of. What do we think? Let's also keep in mind that for many individuals, the October Pipelines Meet Up will be their first time interacting with this Qrew. I personally like the idea of breaking down different error messages since if I were an end user that would be super frustrating to deal with. But all three of these are valuable topics that I'm sure would make for a meaningful meet up. Share your thoughts, please. I want this session to be designed based off feedback from The Qrew.
Pipelines QuickBooks channel - invoice lines issue
Hi everyone, I have a pipeline that's been working great for about a year and just recently it's broken down and I'm having a really difficult time getting it figured out. Essentially, it's a pipeline that searches through invoices triggered by a button on my Base record - if an invoice exists it updates it, if it doesn't find one it creates one. I have it set up to search Base for several financial summary fields and insert those records as lines in the Books invoice. This has worked wonderfully for a long time, but now it just will not insert that array of records as lines when an invoice is updated (it still works when creating a new invoice). Has anyone experienced anything similar? I've tried copying the whole pipeline, I've tried deleting the "update invoice" step and recreating it, I've tried turning it off and on again, but it still just isn't working. Here it is successfully finding all 7 financial summary records: Here is the input array (with all seven objects): Here is the output array for the same step: Any help would be greatly appreciated, this is driving me crazy! I don't understand where the breakdown is between the input and output... Thank you! #Pipelines #quickbooks ------------------------------ Elena Larrabee ------------------------------Automation to create multiple records based on a multi-select text field
Hi everyone! I have a tricky question for you. I have a parent table (jobs) with a child table (schedule) with its own child table (crew assignments), which in turn has its own parent table (crew) which is just a master list of the staff. The way I have my app designed, users add schedule items in a grid edit within the main Job form. Then within each schedule item in the grid edit, there's a multi-select text field set up to assign crew members to each schedule item. It's fine, but it's just a multi-select text field that pulls crew names from the master crew table, it's not actually associating crew assignment child records with that schedule item. Having users click a report link from each schedule item and add crew assignments in grid edit mode would be adding too many steps. What I think I need is to be able to do is keep my multi-select text field, but create an automation that separates that list and then creates a child record in the crew assignments table for each name on the list. I haven't done much with list fields in automations so I'm not sure where to start. Or of course, if I'm missing something blindingly obvious about being able to create multiple grandchild records within a grandparent form let me know. Any help would be awesome! ------------------------------ Elena Larrabee ------------------------------User Voice login issues?
Does anybody else have trouble getting into the user voice portal (for Pipelines, specifically)? It just always tells me there's something wrong with my sign in information. Does anybody know how to fix it? Thanks in advance! #UserVoice #Pipelines ------------------------------ Elena Larrabee ------------------------------Pipelines Quickbooks channel help
Hi everyone! Does anyone know how to add multiple lines to a Quickbooks invoice via a pipeline? Is that possible? For example, I have a Job record in Base that generates a Books invoice via a pipeline. The Base record has multiple child records that I need to be able to insert as multiple line items in the Books invoice. Thank you! #quickbooks #Pipelines #channels ------------------------------ Elena Larrabee ------------------------------
