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Rich BeanumJul 16, 2021 12:31:00 PM3 min read

Leverage Quickbase Updates to Create Value for Your Business


Long time Quickbase users and recent adopters alike should take note of the recent changes to the Quickbase platform. From the exciting updates to Quickbase’s dashboard features to the retirement of actions and automations – these changes will inevitably impact your application. 


Thankfully, the Quickbase updates offer some truly great opportunities that outweigh any potential challenges from the functionality that is being retired. Regardless of how long you’ve been using your Quickbase application, reviewing it with these changes in mind will help you to both improve your existing functionality and future proof your application.

Look at these Quickbase updates as an opportunity to step back and look at how you’re using your application. Some changes are inevitable, so why not make sure you get the most out of the time you invest in updating your app?

Actions and Automations Are Being Phased Out

Perhaps most importantly for all Quickbase users is the upcoming retirement of Quickbase actions and automations. Virtually any existing Quickbase application is likely to have actions or automations someplace in the app. This means that even if your application works perfectly right now, it will need to be updated to ensure continuity.

Converting all of your actions and automations to pipelines won’t be a small undertaking. Although it’s an unfortunate necessity, it can also present you with opportunities for increased efficiency and functionality. You just have to know what to look for.

Make Your Pipeline Conversion More Effective

Many existing actions and automations can be converted to pipelines without making too many adjustments. But simply focusing on a straightforward conversion is a missed opportunity. If you have to make these changes anyway, it’s a great chance to find ways to improve your existing functionality by leveraging what pipelines can do.

VeilSun’s expert Quickbase consultants can help you diagnose where you have actions and automations that need conversion and also offer insights into how to best leverage pipelines to your advantage. We’ll help you identify areas where pipelines can maximize your efficiency through features such as:

  • Cascading deletes to clean up data
  • Trend reporting to track KPIs
  • Creating dynamic child records
  • Search and reacting to soft data changes
  • Building custom templates to relate child and parent records

Leverage New Features for Added Value

The necessity of converting your actions and automations to pipelines is also an opportunity to step back and look for ways to get more out of your application. While there’s some merit to the old saying, “if it isn’t broken, don’t fix it,” that’s not true in the world of technology. Rapid changes and improvements in functionality mean that there are always opportunities to make things better.

Yes, you might be accustomed to the look and feel of your application. It might be working just fine. But you’re also probably missing out on some really exceptional new features. 

The new Quickbase dashboards, for example, can revolutionize the way you use data in your business. These are just a few of the ways you can now use dashboards that simply weren’t possible before:

  • Display reports from several Quickbase apps side-by-side
  • Use charts to drill-down and view detailed information without leaving the page
  • Group similar reports together in tabs, allowing users to flip back and forth with ease
  • Check in on business at a glance by using new KPI tiles
  • Create custom, easy-to-read layouts with flexible, resizable widgets


Get Help Seeing the Big Picture

Quickbase is an excellent tool for building custom applications without needing an in-house software development team. However, just because you don’t have to be an expert to build an application doesn’t mean you’ll know how to effectively take advantage of all the available features. That’s why working with a Quickbase Partner is the best way to get the most out of your application.

VeilSun’s Quickbase App CheckUp is an excellent way to ensure continued functionality and identify areas of opportunity for maximum performance. We’ll review the full functionality of your application, identifying all the actions and automations that will need converting to pipelines. We’ll also offer our expert insights into how you can take advantage of the new Quickbase features to maximize the value to your business.