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September Pipelines Qrew Meet Up Recap
Hello Pipelines Qrew! Thank you to all who were able to attend the September Pipelines Qrew Meet Up. Here’s a recap of what happened: Aksharada Acharya and Savin Kumar, Quickbase Developers from Accenture, shared two Jinja use cases: an “If” triggered conditions that sent notifications via pipelines with old and new values shown, and how a for-loop Jinja code increased the efficiency of processing and mapping child records to parent records via Pipelines. Jinja can seem very intimidating at first, but my biggest takeaway from the use case is that the payoff to learn Jinja coding language is worth the results. The best part of the meeting was seeing customers sharing resources, tips, and their experience with Jinja. Here is a list of resources that were shared that you can review and get started on. Jinja Pallets: https://jinja.palletsprojects.com/en/3.1.x/templates/#builtin-filters How to become a Jinja Ninja: QBU E-course https://j2live.ttl255.com Quickbase Junkie: Jinja videos Thank you to the Accenture team, Sean Boat-Moore, Mark Shnier, and Ben Simon for sharing these resources to the group. Want to see the 2 Jinja examples again? Here’s a copy of the recording and password: ?32Sr!sI As a reminder for October 2024: Ben Simon, Sr, Community Engagement Manager, will be hosting a special Pipelines Qrew Meet Up on Friday 10/18 at 2pm EST at Empower Pro. We will not be meeting in October at our normal cadence in favor of the Empower Pro session. Be sure to register and check out the agenda for the week. With the holidays coming up in November and December, I will be moving our Pipeline Meet Ups to the 2 nd Wednesday of the month starting in November. More details will come out soon after confirming our future agenda and speakers.2Views0likes0CommentsWomen's Qrew September Meetup
Hi all! Happy September and back to school season :) Here with another monthly Qrew meet up for this group. We are planning our next meet up for Tuesday, September 24th from 1-2PM EST for another product-focused session. Thank you to all who attended the August meet up regarding our Product roadmap and Pipelines questions. We are continuing our focus on the product with another session picking up where we left off last time with some Pipelines-specific tips and best practices an overview of our most recent Beta programs and how you can get involved a preview into what our first annual EmpowerPRO will look like Please join us in two weeks, and find the registration link here: https://quickbase.zoom.us/meeting/register/tJckc-yvpz0qEt2FbURadjK-QHvCYVZ96WiM If there are any specific questions or suggestions on topics, please feel free to drop them in!35Views0likes1CommentCrew Effort (Build an App together?)
Hey! I have an idea, I want to build a Quickbase Application that is designed to operate as a Resume Builder but... with the idea of using D&D as the sort of UI. Purpose: The primary purpose of the app is to showcase professional experience, skills, and accomplishments in a unique and engaging way by using a Dungeons & Dragons (D&D) character sheet format. This approach not only highlights traditional resume information but also gamifies the experience, making it more interactive and memorable for potential employers and colleagues. Scope: The app will encompass various elements of a professional resume, translated into a D&D format, including character attributes (skills), campaigns (companies worked for), quests (projects and achievements), and other relevant experiences. It will also calculate and display character attributes (Strength, Dexterity, Constitution, Intelligence, Wisdom, Charisma) based on the user's professional experiences and skills learned during their career. The Thing is, I was thinking that maybe this could be a group project. I would be happy to lead it, and I think it would be awesome that if we all built it together, we could submit it to the exchange. Thoughts? Opinions? Side note: I would think of the process almost exactly like a D&D Campaign, We could schedule bi-monthly meetups (virtually or in person) and build over time.September Mobile Qrew Meet Up Recap
Hello Mobile Qrew! Thank you to all who were able to attend the Meet Up. Here’s a quick recap of what was discussed: Polina Georgieva, Mobile Product Manager, did a quick overview of the differences between Quickbase Mobile and FastField, and walked through the Quickbase Mobile New Forms and invited the group to join the beta and test here. The issue with data tables that prevented a lot of folks from using mobile has been addressed – great news! Adam Lanthrop, Product Manager, showcased the integration of FastField to allow Quickbase customers to trial directly FastField from their Quickbase Realm, access FastField directly from Quickbase, how to log into the FastField using Quickbase and how to access to the FastField mobile application by logging in with Quickbase SSO. He also showed the new forms AI where you can literally draw a form on a piece of paper and abracadabra! A FieldField Form was ready to go into the field! Want to see how it works? Here’s a 1-minute video! And finally, both Polina and Adam, and our Mobile Product Marketing Manager, RJ, shared what’s ahead in the mobile roadmap. They want our mobile customers to know they are listening and really appreciate your feedback in making the mobile experience better each time they release updates and new features. We want to encourage our mobile customers to keep sharing your experience – Your successes, the not so great, and your wishes – as they pave the way for more customers to continue to adopt a mobile solution to their current operational workflows. To see more about data tables, integrations ,AI Forms, and hear more about the roadmap, here’s a link to the session recording and password: xRK?dz6t Our next Mobile Qrew Meet Up will be Wednesday, November 20 th . Next month will be EmpowerPro October 15 th -18 th . Hope to see you there!7Views0likes0CommentsOctober Realm Admin Qrew Meet Up Agenda & New Nav Goes Live
Hello Realm Admin Qrew! Our next Realm Admin Qrew Meet Up will be on Tuesday October 1st, 2024 at 12pm EST. Click here to Register Agenda: Josh Miller, Customer Solutions Manager - Governance, will be back to give us an update and walk-through of the changes on the Governance Core Apps (formally known as the Governance Starter Kit). The Governance Core Apps will be launched the week of EmpowerPro (October 15-18th). This is your chance to get a sneak peak and ask questions in anticipation of a great tool that will make governing your realm a lot easier. Tuesday October 1st, 2024 is the same day New Navigation will go live!A heads up in anticipation for this. If you haven't made the switch to the new navigation bar or updated your settings to keep everything as is, this is your chance to do so with minimal interruptions. Need a refresher on the New Navigation? I got you covered! Check out these resources: UX One-Pager Short New Navigation Demo Video Introducing New Navigation Blog Post End-User Guide for New Navigation New Navigation (Must register to access) New Navigation Help Article27Views0likes0CommentsSeptember Construction Qrew Meet Up Recap
Hello Construction Qrew! Thank you to all who were able to make the Construction Meet Up on Tuesday, September 17 th . Here’s a quick recap of what happened: Kaity Strong, Solutions Consultant, did a walk-through of the CRM Bid Management APP (available in the Exchange) and hosted a customer Q & A on it. One of the features within the CRM Bid Management App she highlighted was the Bid Ranking tool which helps to determine level of importance and likelihood of winning the contract bids. The audience loved that feature! She also helped answer questions on how to deal with connecting contacts tables to multiple bids, and the pros and cons of scaling Quickbase apps vertically vs. horizontally with on-the-fly mockups in Lucid chart. We loved the questions and feedback from the audience! To check out the session, you can click the recording hereand type in the password: k&^7*VB+ Our next meetup will be on Tuesday October 22 nd . The week after EmpowerPro! We will be using our next Construction Qrew Meet Up to discuss everyone’s experience at EmpowerPro and highlight key sessions that are beneficial to the Construction industry. A new calendar invite will be sent soon. Thank you all and have a great afternoon!September App Builders Qrew Meetup Recap
Hello App Builders! Thank you all who were able to attend Tuesday’s App Builders Qrew meetup. Here’s a recap of what was covered: Eric Diaz from CMS Controls shared their use case and demo’s how their Opportunities & Estimator and Project app works together to create visually appealing forms, reports, and dashboards. He also shared how CMS Controls integrated Sage 300 into their application for easy access of information for various teams. A Huge thank you to Eric for making the time to present. Notable items worth checking out in the recording: The use of Rich text in new forms and reports. It was a perfect balance of data and additional documented information that gave each user full transparency of what was being viewed. A couple of folks noted why they have not officially moved to new forms and was wondering if anyone else felt the same? Let me know if you’ve been holding off from adopting new forms because of inability to grid edit child tables. Don’t miss out on listening to the Q & A section! There were lot of questions and feedback from the audience for Eric. Loved seeing everyone asking questions, sharing experiences, and ideas. Here’s the recording and password of the session: 3Q=?Qura Our next App Builders meeting will be on October 8 th at 12pm EST. Babi Panzikar, VP ofBusiness Analytics & Reporting atDWF Legal Operations, will showcase how to set up a time zone and timer tracker solution to new forms.This is a great session for those who need to track workflows in multiple time zones and actions down to the second. I’ll be sending out an invite to save on your calendar shortly. Thank you all and have a great afternoon.3Views0likes0CommentsSeptember Manufacturing Qrew Meetup Recap
Hello Manufacturing Qrew! Thank you all who were able to attend Wednesday’s Manufacturing Qrew Meetup. Here’s a quick recap of the meeting: Scott Galloway, Sr. Manager – Solutions Architect, shared how to plan and build with App Scalability in mind. He used fun analogies on how to build solutions horizontally for various business use cases. Below is a screenshot from the presentation that describes instances where scaling horizontally makes the most sense. There are exceptions to the rule, but Scott mentioned that if you score in the medium to high range in these categories, planning for scalability will be critical to its performance. 3. Scott also mentioned tools customer can use such as performance insights, performance analyzer, and governance scorecard to monitor and help plan for scaling and optimal performance. We’re here to help! Reach out to your AE and CSM to discuss the tools mentioned above or share you interest in partnering with Scott’s Solution Architect team for guidance. Click here to learn more about app scalability and improving performance. Missed out on the meeting? Here’s the recording and password: 7x?HvEj8 Our next meeting will be on Wednesday October 2 nd . If you have a topic you’d like to discuss at our next meeting, please let me know.Realm Admin Qrew Group Recap
Hello Realm Admin Qrew! Thank you to everyone who was able to attend Tuesday’s Realm Admin Qrew Meetup! It was jam packed with lots of information and updates from our product team, and great feedback from the audience. Here’s a recap of what happened: Rayna Stoycheva, product manager, did a quick recap of the ALM, QBL, and Solutions API that’s currently being piloted. If you weren’t at Empower, this was an abbreviated version of what was rolled out at the time. You can watch the full version here. Ventsi Tasev, Product Manager, made a huge announcement that is exclusive for Qrew members! The ALM Solutioning beta is now open to customers with a Business license or higher and you do not need to have a services or enablement package get it set up and supported. In the past, it was only available to enterprise customers to try. To take part in the beta, please reach out to me or Ben Simon and we can connect you to the appropriate channels. Drew Ditto, Principle Software Engineer, shared an Solutions API to Github use case that dazzled the audience! If you missed it, Here’s the recording to our meeting. Password: e==nX611 And finally, I have a set of questions I would like to ask of the group from our Enablement Program Manager, Kate Barefoot: What obstacles might prevent you from using our Solution feature set to perform ALM in the platform? What concerns might stakeholders have about implementing Quickbase ALM? How can we address these challenges and concerns effectively so that it makes sense to adopt ALM, Solutions API, and QBL at your organization? The goal is to understand your genuine feeling on the ALM solutions, continue to invest in improving these tools, and grow its adoption among customers. Feel free to respond with your answers directly back to me and I’ll be able to share those over. If you’d rather book a meeting and talk, we can do that as well. Anyone got a good governance use case or topic they would like for us to cover next month? Ping me and let me know so I can start planning out the next agenda for the October 1 st Realm Admin Qrew Meetup. Thank you for your time and have a great afternoon!7Views0likes0CommentsAugust Portland Qrew Meetup Notes
Attendees: Lee Gilmore, Jen Clark, Jim Harrison, Jonathan Moreno-Farias, Elena Larabee, Tammi King The meeting started by sharing what we have been working on this month. Jen is working on building a mobile experience for her field Users in FastField forms. She is hoping for Address fields in place of latitude longitude coordinates and also the ability to perform calculations in the forms. I am working on the testing the beta version of Document Template. I shared what the tool can and cannot do and areas where they are making improvements. Elena continues to work on making an automation for importing Pipelines across apps. The current challenge is how to replace the slug automatically. One discovery she shared was in place of the slug one can use quickbase[default] which fills in the default Pipelines connector token for the App when the Pipeline is imported. It's not a foolproof solution due to security issues with using the default token. It could work to exhibit a proof of concept. Sadly Lee did not join us in person as he wasn't feeling well. On top of that the Internet at Lees house was acting up. Because of these two factors, we didn't get an update from Lee. He did hang out and was able to hear what we discussed so hopefully he got some good cheer from our conversation. Tammie continues to work on the photoshoot app for her company. The App uses the EOTI method allowing Customers to request and appointment. Automaton then sets up the schedule in an internal App based upon the Photographers calendar. Once the shoot is scheduled, automation duplicates the schedule to the EOTI App. Finally the App sends a calendar invite to the Customer. Scheduling is a complex system with many moving parts. On top of building this process she also has to work with Microsoft Exchange and Outlook where there are constraints from IT. Jonathan is new to the Harder team and decided to join the meetup to listen in and decide if he is interested in future events. Next we talked about Pizza. There is a difference between West Coast compared to East of the Mississippi Pizza. Being from the Chicagoland area originally I have my opinion. Tammie also shared her experience with a local market in the Boston area that by the sound of it is a good place to get pizza when in Boston. Before we ended the meeting we talked about Empower Pro plans. I will see if we can arrange for an in-person event and will update the Portland Qrew in the coming weeks. After the event we headed to Izakaya Kichinto for Ramen and a conversation around good sci-fi fantasy TV shows to watch.