Quick Base Webinars

Customizing Your Quick Base

Jul 28, 2017, 02:00 pm (Eastern)

16bluesquare.png16blackdiamond.png Let's take 60 minutes and customize the award winning web based application platform, Quick Base. Whether you use Quick Base for projects and tasks or you track sales and opportunities, this is your opportunity to customize your Quick Base in ways you have only imagined. Since no two people use Quick Base in the same way, this is a refreshing look at what is possible. We can enhance dashboards, customize branding, import into Quick Base and export to other systems, let's set up email notifications, formulas and report links. This is a good time to bring your questions and refine your Quick Base application.

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Weekly Widgets - Quick Base Tricks and Tips

Aug 2, 2017, 02:00 pm (Eastern)

16bluesquare.png16blackdiamond.png Lets explore some of the neat little tricks you can do with Quick Base. This includes things like creating magic buttons and search boxes and embedding reports and graphics on forms. How about using the "formula" fields to monitor your process, check boxes, change color and update records automatically? Want to integrate your Quick Base with Twitter, LinkedIn or Facebook? How about embedding reports or data entry forms for your non-Quick Base website? This forum is live, interactive and open to anyone interested in taking their Quick Base to the next level.

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Customizing Your Quick Base

Aug 4, 2017, 02:00 pm (Eastern)

16bluesquare.png16blackdiamond.png Let's take 60 minutes and customize the award winning web based application platform, Quick Base. Whether you use Quick Base for projects and tasks or you track sales and opportunities, this is your opportunity to customize your Quick Base in ways you have only imagined. Since no two people use Quick Base in the same way, this is a refreshing look at what is possible. We can enhance dashboards, customize branding, import into Quick Base and export to other systems, let's set up email notifications, formulas and report links. This is a good time to bring your questions and refine your Quick Base application.

Attend Webinar

Weekly Widgets - Quick Base Tricks and Tips

Aug 9, 2017, 02:00 pm (Eastern)

16bluesquare.png16blackdiamond.png Lets explore some of the neat little tricks you can do with Quick Base. This includes things like creating magic buttons and search boxes and embedding reports and graphics on forms. How about using the "formula" fields to monitor your process, check boxes, change color and update records automatically? Want to integrate your Quick Base with Twitter, LinkedIn or Facebook? How about embedding reports or data entry forms for your non-Quick Base website? This forum is live, interactive and open to anyone interested in taking their Quick Base to the next level.

Attend Webinar

Customizing Your Quick Base

Aug 11, 2017, 02:00 pm (Eastern)

16bluesquare.png16blackdiamond.png Let's take 60 minutes and customize the award winning web based application platform, Quick Base. Whether you use Quick Base for projects and tasks or you track sales and opportunities, this is your opportunity to customize your Quick Base in ways you have only imagined. Since no two people use Quick Base in the same way, this is a refreshing look at what is possible. We can enhance dashboards, customize branding, import into Quick Base and export to other systems, let's set up email notifications, formulas and report links. This is a good time to bring your questions and refine your Quick Base application.

Attend Webinar

Customizing Your Quick Base

Jul 14, 2017, 02:01 pm (Eastern)

16bluesquare.png16blackdiamond.pngWe started the session talking about how you can use formula checkbox fields to provide "and" and "or" conditions for roles and permissions.

Next we moved to addressing how to inhibit email notifications to people who were on vacation or had the day off. We created a Days Off table with a date and related it to an Employee Sales Rep Table. Next we summarized up if the date they were off was today. That created a 1 at the Employee Sales Rep level. We then passed that down into their sales opportunity table so if someone modified one of their opportunities it would send an email notification out only if the lookup field brought down from the Sales Rep's table was 0. If it was a 1 then we know they had the day off. We then triggered the record change based on whether that number was a 0 or a 1.

Will then took it up a level and wanted it to do this for five user fields on the form. If anyone of them had the day off he wanted to inhibit the email notification for "just that user employee". This got into creating a formula List User field and placing only users that were working into the Formula List User field and we adjusted the email notification to go to the dynamically created formula List User field instead of just on user. COOOOOOL! You should have been there... Wait! You can watch the video. :-)

These customization webinars are an opportunity to ask anything you want. To build anything you want... live and see how our creativity kicks in. We hope you will pop into a future customization session.

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Fields and Forms in 30 Minutes

Jul 10, 2017, 01:01 pm (Eastern)

This is a quick into to Quick Bases, "fields" and "forms". It covers what they are, how they translate to a speadsheet and how you can use, control and change them.

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Weekly Widgets Quick Base Tricks and Tips

Jun 28, 2017, 02:00 pm (Eastern)

16bluesquare.png16blackdiamond.pngIn this session we started off discussing a question from Will. Will has three tables and when he adds a product record to one table he would like a shipment record to be staged in another table. We first looked at ways to co-op a custom save button to redirect to an add record in the Shipment table. The most productive option was to use a Quick Base action to generate the Shipment record. We used a summary field to count the products and we then passed down a lookup field so the Quick Base action would only create the Shipment record once. Cool!

Next we jumped into Jenni's question concerning the snapshotting and trending of data over time. We built a simple two table app and add a "table-to-table" import and then constructed a URL that could be pressed whenever a snapshot was desired. We discussed the use of Google Scripts to be leveraged to do that for Jenni each month automatically.

These sessions are open to anyone wishing to enhance their applications or refine a particular workflow and use case. All questions are entertained. We look forward to seeing you.

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Weekly Widgets Quick Base Tricks and Tips

Jun 14, 2017, 02:03 pm (Eastern)

16bluesquare.png16blackdiamond.png
Next Will asked using tabs on a form and asked about a problem he was having with "image onload" and tabs on a form. Will was using multiple forms and sections instead of having one long form to fill out. We talked about approaches to this and then built and example application with multiple tables. Each table became a section that when completed launched a Quick Base Action to update the master record.

There are many ways to approach a form like this. We welcome all to attend, participate how you like and ask any question(s) you like. We have fun.

This forum is live, interactive and open to anyone interested in taking their Quick Base to the next level.

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Learn Quick Base in Minutes

Jun 14, 2017, 01:01 pm (Eastern)

16greencircle.png16bluesquare.pngUsually in these introductory sessions I focus on the overview of Quick Base and the five core functions that make Quick Base super easy to use. In this session we covered the overview but we also took some trails less explored. I guess you can/could say that all these webinars are different. Have fun and feel free to pop into any of the sessions and ask questions.

With over 50 of the Fortune 100 Companies already using Quick Base, find out how easy it is to webify your business applications.

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Weekly Widgets Quick Base Tricks and Tips

May 31, 2017, 02:01 pm (Eastern)

16bluesquare.png16blackdiamond.pngThis week we started off with Taury using image onload to add tabs to her forms.

Next we tackled a common use case, "How to email a non-user customer and have them "Agree" or "Disagree" when we complete one of their projects.

We went step by step starting from a project management app and adding an email notification, the intelligent buttons, a special role for anonymous users to post their vote and a special "Thank You" dashboard thanking the customer for their input.

These are things we cover in these customization sessions. Bring your questions or bring your app.

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Learn Quick Base in Minutes

May 31, 2017, 01:01 pm (Eastern)

16greencircle.png16bluesquare.png Join us to import contacts and tasks and find out how to get your Quick Base active in minutes. We will use project management as an example of how you can use the core functions of Quick Base including forms, reports, dashboards, workflow and security. With over 50 of the Fortune 100 Companies already using Quick Base, find out how easy it is to webify your business applications.

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Integrating Quick Base with Hundreds of Apps via Workato

Create and customize integration flows that fit the way you work and drive better decisions and streamlined operations, with no coding.

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Best Practices to Improve Your End User Experience: Part 1

Learn how to use Quick Base dashboards and reports to create a more streamlined experience for your end user.

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Best Practices to Improve Your End User Experience: Part 2

Learn how to use roles, permissions, and form customization to show your end users the information that is most relevant to them.

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How EMC and FedEx Overcame SharePoint Limitations

Hear how industry leaders have solved for SharePoint limitations and learn ways to rapidly develop applications for collaboration.

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Productivity Experts Panel

Join three of the world's leading productivity experts for an unprecedented online round table to share their most valuable advice to "Get More Done."

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Getting Things Done: The Natural Planning Model

In this Webinar, Mike Williams, CEO, David Allen Company, discusses Getting Things Done - The Natural Planning Model.

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Improve your Business's Operations and Project Success

Learn why we often fail at project success and get the necessary tips you can implement right away from Inc. 100 leading expert Gordon Tredgold.

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Creating a GPS for Your Business

Learn how to automate the FAST principles (Focus, Accountability, Simplicity and Transparency) with Quick Base

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Accelerate Your Financial Processes by 33%

Find out how to conquer spreadsheets and save time with the power of financial automation. 

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Digital Transformation Roadmap for Operations

Discover our 5-step plan to faster processes and more productive teams all across your company.

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