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Hello Qrew!
EstherLaVielle , Maria , and I are always looking for opportunities to enhance The Qrew experience. As such, mid-year is a great time to examine where we are with our programs and w...
9 days ago
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As we transition to our new QBU user experience we haven't forgotten you, the user! If you run into any hiccups or friction with this change we're here for you!
Office Hours will be available ...
7 days ago
📅 What’s Happening and When?
We’re launching a new Quickbase University experience on Monday, July 14 th !
🤔 Why the Change? You spoke. We listened.
The current Quickbase U...
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Matching Fonts on Templates using Rich Text and Standard text
Hi, I'm very new to the quickbase world and trying to manage an app that was built for my agency. My question is about changing the font that prints from a form in Rich Text. We have several forms that use templates to print out and when there are both rich text fields and standard text fields used, the rich text fields default is different than the standard text in both size and font. This obviously looks terrible but I can't find a way to adjust it. I have read several articles and conversations about using rich text with HTML tags, but I can't find a way to actually adjust the font (I think prior to 2023 the options in Rich Text fields, were well richer). Can someone offer a suggestion. BTW, I am not a programmer so I need basic instructions on where to find things and how to adjust them. HELP! And TIA - Hayley
Could not parse XML input
Hi, I'm getting errors on my pipelines for a multi-line field. Quickbase reported an error: 11 : Could not parse XML input : XML Parsing Error. not well-formed (invalid token) at line 3 column 353 (which is byte 700) When I look through the activity log and the original db i'm seeing these characters: †and “. When I talked with the users they said they did not put them in the field. After a little research it looks like it was a copy and paste issue. My question is how can i prevent this from being sent through the pipeline? Thank you
Error listing for Pipelines?
Is there any kind of troubleshooting/listing somewhere of Common issues with Pipelines. I have Literally copied a working Pipeline line by line, instruction by instruction, and the one I am working on keeps getting an error. What I have noticed is for some reason the "Commit Upsert" runs twice, which i don't believe it ever used to if I look at older runs similar to this one. It is very frustrating with Pipelines to build an exact copy a functioning pipeline, only difference is a different app, and the copy will not function. I've added a screenshot of the error i'm getting. If anyone can either help me or guide me to a answer, I would appreciate it.Pipeline help
I have a parent table called principal investigators (PI) that has a child table called "applications". This is for external users to apply to a grant we are hosting, all the information will come through a form in the applications table. However, I want to pull information from the applications table into the PI table for future querying. Very simply, users will put in their name, email address, and departmental affiliations which I want to then create a record in the PI table if it does not exist. If it does exist, I want to update the applications table with the related PI record ID. I cannot get this to trigger properly and I have tried many times. It fails at the IF/ELSE statement. Here is my YAML file below if it helps (I removed identifying information): # Add PI to table # # Account slugs: # - quickbase[DB]: Realm Default Account <None> --- - META: name: Add PI to table enabled: false - TRIGGER quickbase[DB] record on_create -> a: inputs-meta: allow_triggers: Any export_fields: '"Applicant Name, Applicant Email, Departmental Affiliations, Related Investigator" <6, 9, 81, 234>' table: '"Awards Portal: Applications" <##>' - QUERY quickbase[DB] record search -> b: inputs-meta: export_fields: '"Email Address, Full Name" <7, 6>' table: '" Awards Portal: Principal Investigators" <##>' name: Search for records in PI table note: Search for records in PI table that match the applicant email - b<>LOOP: - DO: - IF: - AND: - a<>applicant_email equals {{b.email_address}} - THEN: - a<>ACTION quickbase record update -> c: inputs: related_investigator: '{{b.id}}' name: Update the record note: This step updates a record in the table - ELSE: - ACTION quickbase[DB] record create -> d: inputs-meta: export_fields: '"Affiliations, Email Address, Full Name" <8, 7, 6>' table: '"Awards Portal: Principal Investigators" <DB>' inputs: affiliations: '{{a.departmental_affiliations}}' email_address: '{{a.applicant_email}}' full_name: '{{a.applicant_name}}' name: Create the record note: This step creates a record in the table - a<>ACTION quickbase record update -> e: inputs: related_investigator: '{{d.id}}' name: Update the record note: This step updates a record in the table - metadata: name: If a condition is met, do something note: Check if condition is true - metadata: name: Iterate through the records note: Iterate through the records found in the previous step ...Quickbase Resources
Table of Contents 1. Quickbase Help 2. Qrew Community 3. Quickbase University 4. Quickbase Events Page 5. Technical Support Cases 6. Quickbase Service Notices 7. Product Feedback Starting up with any new platform can feel a bit overwhelming but we have a number of resources available as you get settled in Quickbase. These resources are great for new admins and app builders but will also be here to help you throughout your journey with Quickbase. If you plan to be active in your Quickbase account, we recommend you bookmark them, so they are always on hand. Quickbase Help Articles If you’re wondering what a feature is for or how to use it, this is the place for you. Think of this as the user manual for Quickbase with articles on specific features and topics. Qrew Community Your problem may have been solved by a member of our community, The Qrew. Explore Qrew Discussions, where experienced Quickbase developers share tips and tricks. You can search for a solution or post your question for discussion. Quickbase University Quickbase University helps you build better apps with on-demand and live training resources. When you are ready, we also offer a certification program that can help you solidify your skills or make sure your team members are ready to take on the important job of helping you build better workflows. If you are looking for a place to get yourself or your new app builders started with training, we recommend our Quickbase Quickstart course. Quickbase Events Page This page is a great place to find webinars and Qrew Meet-Ups that interest you. Whether you are looking to learn more about the product and best practices or find other Quickbase users to network with we have an event for you. We hope to see you there! Technical Support and Support Cases Whether you're troubleshooting an error or need guidance configuring your account, our dedicated technical support team is here to assist you. Think of this as your direct line to expert help and quick fixes to keep your Quickbase environment running smoothly. When you are facing a technical challenge our support team is here to provide you with professional support. Quickbase Service Notices When we schedule downtime for an upgrade or experience an outage, you can get live updates here. Product Feedback We take your feedback to heart and believe that our builders can help shape the future of the platform. We’d like to know what’s important to you so we can create the best product. Don’t worry if you don’t have feedback yet, just know we are here when you're ready to share it.Onboarding Emails
As an account admin, you should receive a series of three onboarding email over your first two weeks, but in case you want to see what will be sent, reference past emails, or share them with a colleague, this page has each of those emails for your convenience. 1st Email: Welcome to the Quickbase Family! Hi There, You've joined a community, thousands of people strong, with a shared mission to overcome disjointed systems and manual processes, the world of gray work. As Quickbase's CEO, I want to give you a warm welcome and help you jumpstart your journey. Please take two minutes to watch the video below for tips on how to get started. Over the coming days, our team will share many helpful resources in calls and emails. In the meantime, I recommend three things to all new customers: Take our Quickstart Course to learn the basics and explore the other training available on Quickbase University. Join our community, The Qrew, to connect with and learn from others like you. Ask your burning questions! Open a case with our Technical Support team if you need help, or Join our live Office Hours to connect with a Quickbase pro who can help you with your app building questions. Thank you again for choosing Quickbase to help solve your business challenges. I can't wait to see the amazing solutions you'll build. Sincerely, Ed Jennings Quickbase CEO 2nd Email: Get Started without Getting Overwhelmed Hi there, Getting started on a new platform can feel intimidating. We want to help you take it one step at a time. Over the next few weeks, we’ll be sharing guidance on how to get oriented as a Quickbase admin and set up your account for success. You’ll hear from us on how to: Set up your admin team and manage users Configure important account settings Build and deploy new Quickbase apps Keep a pulse on your Quickbase account activity As you get comfortable using Quickbase you are going to have questions, and we’re here to answer them. You can get help by opening a case with our Technical Support team if you need help or get advice from a Quickbase pro at our Office Hours. Sincerely, The Quickbase Team 3rd Email: How to set up your admin team and manage users Hi there, Quickbase is now your platform for turning fragmented work into one efficient ecosystem. As an admin for your Quickbase account, you have the power to bring your team together and manage the users who access your account. While you're getting familiar with Quickbase you should start setting up your admin team, those who will support you and your users. We recommend you: Bookmark your Admin Console - This is where you’ll go to get an overview of your account, manage users, and set up your account policies. Get familiar with your Admin Console – This will be your admin command center, and these help docs cover the information and settings you can access. Create your admin team – This team will support your success and be there to help cover your admin duties during vacations and sick time. We recommend having. a. At least two account admins with full management and billing permissions. b. At least three app admins, also known as builders or app managers. Invite your team to your apps - When you are ready to share your apps with your team, inviting them to the app is is the easiest way to get them using the app and sharing their feedback. Learn how to manage users – View and manage all your account’s users here. Creating your admin team and helping them get familiar with these admin abilities will help you feel confident building apps and bringing the rest of your team to Quickbase. Sincerely, The Quickbase Team 4th Email: Configure your important account settings Hi there, Your Quickbase account has important settings you may not know about yet. As you build and deploy apps to your company, getting ahead and configuring key settings now will help you avoid hiccups down the road. A quick review of the account setting checklist below will have your account ready to go. Account Configuration Set your account’s default time zone Set your account’s currency Confirm you have the right billing contact Update your Account Name Realm Name We recommend customers update their realm name to fit their business. Your realm name is what appears at the start of the account URL and most prefer it to read mycompanyname.quickbase.com. If your realm name isn’t right, open a support case with our Technical Support team. These settings will help to make sure your account is set up to match your business’ needs while you are getting started. Sincerely, The Quickbase Team🔔 What’s Happening This Week for the Qrew
Hey Qrew! No Qrew meetups this week, but we’ve got plenty of events and activities to take part in. Here is what’s happening in the Quickbase universe this week: 📅 This Week’s Highlights 📅 No Office Hours with Sam Trachy this Monday-Wednesday. He will return Thursday 7/17 and Friday 7/18. Quickbase University Office hours on M-F this week 12-1pm EDT to answer questions about the Quickbase University experience. Click the Office hours link above to ask questions and the university link to check out the new experience. FastField Office Hours M,W,F at 2pm EST ⭐Feature Focus Webinar ⭐ Topic: Connecting Your Team and External Stakeholders When: Thursday, July 17 at 1pm ET Discover new ways to streamline collaboration between your internal teams and outside partners. Register today! If you prefer reading, check out Wes McAda’s recent blog post on the Qrew community site, and chat with fellow Qrew members in the discussion or Discord Have a great week out there!Join multi-line text field to one line
Hi all. I'm trying to find a way (either using a formula or in Pipelines) to join a multi-line text field to a single line. Use case: The multi-line text field will contain text that will go to the JSON request body of an API call in Pipelines, so the field needs to be converted to a single line. The field has to a multi-line text field, because values can contain several paragraphs and app users can easily customize it. Thanks!
