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Quote Tool Design Thoughts
I have a need for a unique quote tool, and I am seeking some design methods with pros/cons. My initial design draft is something like this – I have a Quote table form with some buttons to add a specific product. The issue is that adding each product, while easy enough, will place products in their own report link on the Quote Table form. Yes, I could have all products and configuration items in one “Products” table so that my quote table line-items are in one report-link, but now my field count within the “Products” table will easily exceed 500+ fields and make it worse to manage. I've attached my design thoughts (image) Thanks so much for any feedback
Replacement for "Copy Parent & Child Records" Button Creator?
In App Settings -> App Management, there's an option to create a button to add to forms to "Copy Parent & Child Records." However, the buttons created by this process are powered by Javascript, which I was under the impression was no longer really supported. Is there another option for recursively copying a parent record and any related child records (and child of child records)? Or can this button generator still be trusted despite the JS?
Can Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!
Pipeline Bulk Upsert Unique Values Only
Hi, I have a table of Account_Templates. It is a many to many table where many Templates have many Accounts. The Account has an associated lookup value, we'll call Question. Many accounts might have the same value for this Question field. I want my pipeline to search these Account-Templates and create a record on table Template_Questions. A new record should be created for only the unique combinations of field Template and field Question ([Template]-[Question]). My pipeline is currently structured as: 1. Prepare Bulk Upsert to Template_Questions 2. Search Account_Templates for all records Loop{ 3. For each search record found, add an upsert row where the key field equals "[Template]-[Question]". }Loop End 4. Commit Upsert When I run this pipeline, I get an error of duplicate values trying to be created. Is there a way to trim the upsert of duplicates before committing it? Alternative ideas are welcome. Thank you, Curtis
Set Legacy Forms as default for new tables?
Is there a way to set default form for new tables in an app to be legacy forms? I've noticed that in older apps, when I create a new table, it uses legacy forms, while in a new app I created recently, new tables default to the new form. The legacy form is available in the table's Form setting, and can be manually switched there. As to why I would want to do that - I'm just used to the old forms and I'm building a demo app with lots of tables, and I don't have time right now to figure out how to do all the things in the new forms that I could do with old forms. thanks!
Now Hiring: Software Project Manager – QuickBase Development | KR Wolfe, Inc.
Position Summary The Software Project Manager is a critical role responsible for leading the development, optimization, and integration of KR Wolfe’s QuickBase-based business application and other software tools to enhance efficiency across all departments. This role focuses on project planning, execution, and stakeholder collaboration for technology solutions, including inventory systems, reporting tools, and project management applications (e.g., Microsoft Planner). The Software Project Manager coordinates with external IT partners and QuickBase developers to deliver high-quality, scalable solutions that reduce technical debt. Success is measured by timely project delivery, user adoption, system reliability, and alignment with KR Wolfe’s SPIRIT and QUEST values. Key Responsibilities: 1. Manage QuickBase Development Projects Define project requirements, timelines, and deliverables for QuickBase enhancements, collaborating with external QuickBase developers to design scalable, high-quality solutions. Lead hands-on configuration and no-code development in QuickBase to prototype features, troubleshoot issues, and ensure rapid resolution of user challenges. Create and maintain documentation, standard operating procedures (SOPs), and training materials to drive user adoption and maximize application functionality. Manage permissions, access controls, and support processes to ensure seamless employee access to QuickBase. 2. Drive Cross-Departmental Technology Solutions Partner with business units and departments to identify needs and deliver tailored software solutions, such as enhanced reporting tools, inventory systems, or integrated field tools. Lead high-impact projects, such as company-wide inventory system development, by scoping requirements, managing timelines, and ensuring alignment with business goals. Engage stakeholders at all levels to foster enthusiasm, gather feedback, and implement systems that streamline workflows and drive efficiency. 3. Ensure Quality Assurance and System Reliability Oversee quality assurance processes, including regression testing, to ensure QuickBase and related applications (e.g., Microsoft Planner) meet reliability and performance standards. Implement strategies to reduce technical debt and enhance system scalability, preparing for future growth and integration needs. Monitor and address system issues promptly, ensuring minimal disruption to operations and high user satisfaction. 4. Coordinate Vendors and Stakeholder Collaboration Manage relationships with external IT partners (e.g., QuickBase developers, hardware/network support vendors) to ensure timely and cost-effective delivery of services. Collaborate with internal teams and external vendors to consolidate and optimize business applications (e.g., transitioning from Asana/Jira to Microsoft Planner), ensuring seamless integrations with QuickBase and Microsoft ecosystems. Communicate effectively with the Chief Operating Officer and cross-functional teams to align technology projects with company-wide goals, embodying SPIRIT through positive, collaborative teamwork. Qualifications: Education: Bachelor’s degree in Information Technology, Computer Science, Business Administration, or related field preferred. Experience: 4-6 years in software project management, business application development, or IT operations, preferably in construction, healthcare, or technical service industries. Project Management Skills: Proven ability to lead software projects, define requirements, manage timelines, and deliver scalable solutions using no-code/low-code platforms like QuickBase. Technical Proficiency: Expertise in QuickBase configuration, Microsoft Office Suite, and project management tools (e.g., Microsoft Planner); familiarity with ERP systems or integrations is a plus. Interpersonal Skills: Strong communication and stakeholder management skills to collaborate with cross-functional teams, vendors, and external partners, aligning with SPIRIT and QUEST values. Personal Attributes: Detail-oriented, proactive, and adaptable; ability to manage multiple projects and solve complex problems while maintaining positivity and commitment to Quality and Exceptional Service. Other: Willingness to travel occasionally for vendor meetings or project coordination; must work onsite in on of our business locations. Preferred Skills: Experience managing QuickBase or similar no-code/low-code platforms in a business environment. Familiarity with construction or healthcare industry workflows and technology needs. Proven success in leading application consolidation or integration projects. Apply Here: https://tinyurl.com/ycy2urwt
