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Product Talk Excerpts
Full session linked at the bottom.
This is a compilation of clips yoinked (my daughter assures me that this is a real word) from the session led by AliceRich. Enjoy!...
3 days ago
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If a quick summary is what you need, in under 3 minutes I will walk you through the most recent updates to Quickbase, right here:
Highlights include:
New getRo...
9 days ago
3 MIN READ
When you talk to Mark, you can sense two things immediately:
he’s been using Quickbase for a very long time
and he’s still having a blast.
As the founder and Principal Engineer of Your Qui...
9 days agoThe Content Feed
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Denying ticket does not move it to "Denied" stage in pipeline.
I created a Kanban board as my pipeline for new ticket request that come in when requestors need help with something. They rest of the automation works well, however for some reason I when opening a ticket and denying it, it does not move to the "Denied" stage in the pipeline, but rather it stays in the "Requests Received" stage. I would appreciate assistance resolving this. Thank you.Want the Approve/Deny buttons to disappear once ticket is approved.
I built a ticketing system for our department so we can receive requests from employees for assistance they may need. Once my manager reviews the ticket and approves and assigns it to a team member for them to work on it, I want the Approve/Deny buttons to disappear on the Internal Ticket Review Form's "Edit" view we see when we click on the ticket to open it once the ticket has been approved. I also don’t want the Approve/Deny instructional text to show after that either. How can I do this? Thank you.Revisiting Product Talks: Grid Reports
Product Talk Excerpts Full session linked at the bottom. This is a compilation of clips yoinked (my daughter assures me that this is a real word) from the session led by AliceRich. Enjoy! First thing first...are you trained on Grid Reports? No? Check out the basics of Grid Reports via this training from the best training team in the world! For everyone else, enjoy the below Qrew Tips! Intro to Grid Reports: Columns Panel & Reportable Property: Form Rules & Required Fields: Column Widths: Row Heights: Report Settings: Form Permission Override: Backwards Compatible: The Quickbase Mobile App: Record Pickers: Dashboards: Editing Records: User Permissions / Access: Updating and Testing: Coming Soon: Features Survey Results: View the full talk (58:27) here
Send an Image to an Agent
Going one step further than this post Use AI to create a field based on another text field | Qrew Discussions Has anybody been able to send an image/ attachment out to an AI Agent for analysis? I am trying to use this to capture information about text in the images, essentially an OCR project but the info could be anywhere in the picture.Release Enablement
If a quick summary is what you need, in under 3 minutes I will walk you through the most recent updates to Quickbase, right here: Highlights include: New getRoles API Call Retrieves all of the roles for an application. Requires admin access to an app. https://developer.quickbase.com/operation/getRoles Allow Crawler Traffic Crawlers can only access data that’s available to the EOTI (everyone on the internet) role. Quickbase never returns data that a role doesn’t have permission to view. https://help.quickbase.com/docs/security-policies Data Analyzer Data Analyzer is an AI tool that predicts the likelihood an outcome will occur for each record in your table. Generate predictions to analyze Quickbase data, and view results directly in your table to better understand trends and drive decisions. https://help.quickbase.com/docs/data-analyzer Pipelines Outlook Channel New Data Available Event "Created at" and "Updated at" https://help.quickbase.com/docs/microsoft-outlook-channel Pipelines Step Notes Indicator Flags when you capture important details about a step within your pipelines https://help.quickbase.com/docs/add-a-note-to-a-step Mobile App barcode & QR Scanner Now in the NEW form experience! https://help.quickbase.com/docs/barcode-scanning-on-legacy-forms-on-mobile Advanced Pipeline Step Filter Use Jinja and metadata in your filters https://help.quickbase.com/docs/use-the-quickbase-channel#advanced-query View the Release Notes App
Use AI to create a field based on another text field
Is it possible to use AI to create a field "Category" based on another text field "Description." The field description is of-course is verbose and all over the place. But technically LLM should be able to create a succinct 'Category' field for me by parsing the actual topic of discussion captured in the description field. Is this possible within Quickbase?Unorthodox post - when your brain just won't "Quickbase"
Hey all! This is going to be a vulnerable post and I deliberated whether I'd post, but this has always been an incredibly supportive community. I am going through a challenging time in life having lost my mom a couple of months ago, and one of the most surprising ways this has affected me is -- my brain is just "off" for Quickbase. I'd been asked to head up a project cleaning up a former app developer's less-than-ideal-state work, which is something I very much would like to do; but I'm literally logging in daily and looking at my screen, with Quickbase being a small percentage of what I'm generally responsible for day-over-day, and I am just unable to get started. Has anyone experienced this? Any tips for snapping yourself back into shape? As a musician outside of work as well, I realize Quickbase is very much also a creative space, and when I think about whether you could just command yourself to write a song on demand, it feels like a similar mental lock-out where you don't have a lot of control over when your creative energy is going to come back. Would love any feedback and apologies for the sort of odd post. I've been sitting with this project for about 6 weeks now and it's going exactly no where. I either need to take a full pause from the project, or figure out how to get my head in this game.
