In this session*, we will discuss where you are in your Quickbase journey, what you hope to gain from the Quick Base Junkie courses, and prepare a plan to complete them.

Agenda:

• Quickbase Experience Level
• Goals & Desired Outcomes
• Course Schedule

*Sessions must be used within 90 days of purchase. Times are generally available Tues - Thur 10am - 3pm Pacific.

In this session*, we'll review your progress, address potential challenges, and make a plan to complete the courses or apply learnings to your business.

Agenda:

• Progress So Far
• Challenges/Issues to Resolve
• Applying to Business Use Cases
• Next Steps

*Sessions must be used within 90 days of purchase. Times are generally available Tues - Thur 10am - 3pm Pacific.

Level: Beginner/Intermediate (although Advanced builders may learn a thing or two as well)
Prerequisite: Some (even if minimal) familiarity with Quickbase
Video Length: 3 hrs
Est. Completion Time: 2 days (to allow for practicing & following examples)

You've got a relationship, now what?

Learn how all the pieces fit together to deliver an optimal user experience.

Relationships can be confusing...

Do you struggle with Proxy fields? Conditional dropdowns? Summary fields? Report links? Filtered record pickers? Snapshot fields?

This course will demystify these components and more!

• Understand how records actually relate to one another AND what it means for your forms and user experience.
• Learn what a proxy is, when to use it (and when not to).
• Set up conditional dropdown fields to filter choices.
• Establish snapshot fields to LOCK in values.
• Use report links to filter and display related records in creative AND useful ways.
• See what happens when you change key values that will impact your relationships.
• Discover the effects of deleting a relationship or deleting a table with relationships.
• Get an inside look at how I get creative with relationships using report links, custom key fields, and formulas.

What you'll get:

• Step-by-step videos breaking down the relationship components
• A sample dataset to practice with
• Relationship upgrade lessons that will help you enhance and improve the user experience
• The 1-page relationship blueprint to remind you how the parent/child pieces fit together
• A relationship cheat sheet full of quick steps for easy reference
• PLUS incredible bonuses
  - The Relationship Fake-Out
  - Instant Relationship
  - Formulas as Reference Fields

Level: Beginner/Intermediate
Prerequisite: Basic understanding of Quickbase
Video Length: 2.75 hrs
Est. Completion Time: 1.5 days (to allow for practicing & following examples)

THE MOST comprehensive course on Quickbase text formulas.

Learn to confidently use text functions that:

• Extract characters from a text string leaving just the part that you need (Functions such as: Left, Right, Mid, NotLeft, NotRight, and Part)
• Combine text from fields or text strings to produce lists, summaries, and more (Function and operators such as: "&", List, and Split)
• Modify and manipulate text to get it into the format you need (Functions such as: SearchAndReplace, PadLeft, PadRight, Upper, Lower, ToText, and ToFormattedText)
• Evaluate the contents of a text field against specific conditions to arrive at a true/false result (Functions and operators such as: "=", "!=", "<>", Contains, Begins, Ends, IsNull, true, false, and not)

But wait, there's MORE!

• Use logic to determine if a specific criteria is met AND return a specific result depending on if the criteria was or was not met (Functions and operators such as: Case, If, Min, Max, And, and Or)
• Learn methods and strategies to combine functions to produce incredible results!
• Get tips & shortcuts to help you build, organize, and troubleshoot your formulas. 

What you'll get:

• Step-by-step videos breaking down 30+ text formula functions
• Multiple use case videos demonstrating how to combine text functions and leverage them in your apps
• Bonus videos with more text formula uses that extend the functions beyond basic fields
• A cheat sheet file of all the text formulas for easy reference
• Swipe files of the exact formulas used in each of the use cases and bonus videos that you can copy from anytime
• 12 formula shortcuts to help you manage your formulas
• A behind the scenes look at my Formula Lab app 

Level: Intermediate
Prerequisite: Some Quickbase formula writing experience (even if minimal)
Video Length: 2.5 hrs
Est. Completion Time: 2 days (to allow for practicing & following examples)

Buttons are an invaluable asset to any workflow.

Are you leveraging their potential?

Use them in your workflows to:

• Navigate to a custom Thank You page when a record is saved
• Perform quick-actions like "Save & Home"
• Add a child record in a pop-up window (vs the standard new screen)
• "Save & Keep Working" mid form
• Show a record's notes in a pop-up without navigating away from a report
• PLUS many others

This course will provide you with the skills, tools, and inspiration to transform your apps (and the workflow) with custom rich text buttons.

Are you ready to...

• Create attention-grabbing navigational or action-oriented buttons.
• Control the appearance of your button using a completely custom style, a pre-defined style, or an image.
• Control the behavior of your button such as where or how it opens or if the current record is saved before opening.
• Control the destination or action through a variety of Quickbase URL commands and button options like Replace RID.
• Use formula functions to dynamically modify the button's appearance or behavior based on record data.

But wait, you can do even more!

• Create hover-over text 'pop-ups'
• Add 'single use' report buttons
• Include icons & text on a button
• Incorporate rich-text & code pages for enhanced workflows
  
  

What you'll get with this course:

• Instruction that breaks down:
  • 3 different methods Style
    Class
    Images to control the appearance of your buttons
  • 4 different methods Target
    OpenAsPopup
    SaveBeforeNavigating
    ReplaceRID ​to control the behavior of your buttons
  • How buttons appear & behave on mobile (+ a brief look at buttons in email)
• 6 detailed examples Print Record
  View/Edit Child Record
  Show Notes From Report
  Save & Home
  Save & New
  Save & Thank You
  + Additional Resources demonstrated from start to finish in an app that you can get from the AppExchange
• 4 bonus lessons Show Info with Hover Over
  Button with Icon & Text
  Update Record from Report
  Add Children in Pop-up to further elevate the core concepts taught in the course
• A SUPER valuable Button Starter Tool that generates the initial button formula for you
• Multiple Quizzes to help lock in the lessons
• Troubleshooting tips to help you identify the cause of issues
• Answers to frequently asked questions
• Swipe files of all the demonstrated formulas that you can copy & paste
• Style Cheat Sheet containing all of the style properties and examples
• Class Cheat Sheet containing all of the class names and examples

Level: Intermediate/Advanced
Prerequisite: Some Quickbase formula writing experience (even if minimal)
Video Length: 4.5 hrs
Est. Completion Time: 2-4 days (to allow for practicing & following examples)

When an API button is pressed, something incredible happens...

A mini-program runs adding, editing, copying, or deleting records based on your custom specifications.

These mini-programs can include multiple actions across multiple records in multiple tables or apps.

All in that single button click.

And unlike Automations, Webhooks, or even Pipelines, API buttons are under the control of the user. They choose when to trigger the mini-program through the click of the button.

So, what can you do with API buttons?

• Add new records (requiring the user to save the new record or not)
• Copy an existing record while requiring the user to save the new record
• Edit existing records without requiring the user to save the changes
• Delete records without requiring confirmation from the user
• Trigger email notifications
• Trigger Pipelines
• Trigger Webhooks

But that's not all! With API buttons you can also:

• Control the user's destination after the above action (or as the primary action) — directing them to a homepage, thank you page, record, table homepage, report, etc.
• Combine or repeat any of the above actions to create multi-action buttons
• Utilize the power of formula functions to further enhance and expand the button's functionality

Here are just a few examples of what can be done with API Buttons:

• Initiate an email to request an approval
• Log an approval (or disapproval) from an email
• Add a set of standard tasks to a project
• Consolidate repetitive tasks by pre-populating new records with a set of field values
• Create a counter that increments with each button press (logging the number of times an action was taken)
• Update multiple fields at one time (such as phase, status, date, notes, etc.)
• Copy a template record to cut down on data entry (and mistakes)
• Delete the last item added to an order

What you'll get:

• Everything you need to use the 5 most common QuickBase APIs in your applications
  – API_AddRecord
  – API_GenAddRecordForm
  – GenCopyRecord
  – API_EditRecord
  – API_DeleteRecord
• Instruction that breaks down 24 different URL formula components that make the magic of the API possible
• An easy to remember 4 part structure that will help you create your API formulas with ease
• Multiple use cases and examples that include end-to-end demonstrations covering the business scenario, application setup, formula writing, and implementation in Quickbase — providing inspiration and integration of the lessons.
• Swipe files of all the demonstrated formulas that you can copy & paste
• Cheat sheets for all the formula components covered for quick reference after taking the course
• A decoder for all the field format requirements when using APIs so that you don't have to spend the time figuring them out on your own
• A troubleshooting guide to help you out when your formulas have errors
• Bonus lessons that help take your new API button skills to the next level

Level: Intermediate/Advanced 
Prerequisite: Some Quickbase formula writing experience (even if minimal)
Video Length: 5 hrs
Est. Completion Time: 2 - 3 days (to allow for practicing & following examples)

If you're not using HTML formulas in your apps you're seriously missing out!

This course will help you take your apps from ho-hum to holy-cow!

What you can do with HTML Formulas:

• Combine formula functions with HTML to dynamically deliver eye-catching information.
• Enhance text and numbers by setting the color, background, boldness, font, and MUCH more.
• Add images to reports and forms to display products, logos, or other graphics.
• Incorporate icons that automatically update when field values change.
• Create numbered or bulleted lists of information including summaries from child tables.
• Add dynamic hyperlinks and buttons where you control the look, label, and behavior.
• Use HTML tables to organize information and create print perfect forms (great for invoices, purchase orders, welcome letters, and more!).
• Build the MOST incredible Kanban reports you've ever seen.

But that's not all!

• Learn my hack for developing large amounts of HTML with minimal effort.
• See how HTML can be used in report formulas, extending the use beyond basic fields
• Get tips & shortcuts to help you build, organize, and troubleshoot your formulas.

What you'll get:

• Step-by-step videos gradually building from basic to advanced
• A practice packet that allows you to replicate the EXACT formulas I teach
• Dozens of examples showing the versatility and value of HTML formulas
• HTML/CSS formula cheat sheets & swipe files for easy reference and copy/paste
• PLUS BONUS HTML DEMOS:
  - Custom KPIs
  - Print Perfect Forms
  - Kanban Cards (3 ways!)

Tool Purpose: Convert raw HTML into formula friendly text strings
Recommended for: Anyone using a moderate amount of HTML (or more) in rich text formulas

Paste, Click, DONE!

Instantly convert any block of HTML text into a Rich Text Formula friendly text string.

STOP endlessly typing double quotes to create text strings and escaping or replacing the internal quotes.

The Super Fast HTML Formula Converter does the work for you and retains all line formatting, which means WAY less time and no ugly unmanageable blobs of text.

And if you include bracketed text references in your HTML, they'll automatically sync up when you paste the output into your Rich Text formula field! Amazing!

I CAN NOT believe I ever lived without this tool. It has made my development so much FASTER and way LESS FRUSTRATING. Literally, every time I use it, I'm amazed at how well it works... I kick myself for not making it sooner.

With the Super Fast HTML Formula Converter you can:

• Save tons of time by eliminating the tedious task of manually converting HTML into the correct formula format
• Choose your preferred quoting method by using the default single quote or force the use of escaped double-quotes (HTML containing URLs will automatically use double-quotes)
• Enter field references right into your HTML and have them automatically sync up in the converted formula friendly text
• Enter placeholders in your HTML that can easily be replaced with variables and other formula functions when editing the converted HTML formula — without needing to do any additional converting
• Retain the HTML line formatting for neat and organized formulas (that are way easier to modify later)

What you'll get:

• The converter tool which can be accessed online, anytime through your Quick Base Junkie account
• Video instruction for using the converter
• Written instruction for using the converter
• A demonstration that includes how to generate your own HTML
• An example use case with a few extra tips

Level: Intermediate/Advanced 
Prerequisite: Some Pipeline experience
Video Length: 1.75 hrs
Est. Completion Time: 1.5 days (to allow for practicing & following examples)

Jinja is the language used to write formulas and transform data within a Pipeline.

Do you know how to use it?

Intro to Jinja for Pipelines introduces Jinja for Pipelines in a simple to understand way.

With Jinja, you can stop creating extra fields just to produce a result to be used in a Pipeline.

This course includes multiple demos plus the 13-page Quick Base Junkie Jinja Library with over 50 Jinja functions with examples.

With Jinja you can:

• Perform math by adding, subtracting, dividing, or multiplying values.
• Manipulate text by extracting the part you need or combining it with other fields or text strings.
• Modify text through the use of functions like replace, capitalize, and format.
• Create boolean expressions that result in true or false for use in queries and conditional branches.
• Mimic Quickbase functions like "Case" and "If" to create conditionalized results.
• Wrangle pesky date/time fields using time zone, time delta, and other time-based functions.
• Aggregate values from a search/query step creating counts, sums, and lists. THIS IS A HUGE ADVANTAGE TO USING JINJA

But that's not all!

• You can also set your own variables right in the Pipeline
• Clear values in your fields
• Add notes to your Pipeline steps
• Set default values when results are null

What you'll get:

• Video intro to what Jinja is and how to use it in Pipelines.
• Multiple demonstrations using and combining Jinja functions.
• A practice use case for you to follow along using an app from the Quickbase App Exchange.
• 50+ functions described with examples in the Quick Base Junkie Jinja Library (PDF) that you can directly copy/paste from.
• Jinja FAQs to answer your burning "getting started" questions.
• Troubleshooting guide to assist when errors or unexpected results occur.
• Links to additional Jinja resources.

Each course is slightly different, so please refer to the individual course pages for course specific details.

Generally, each course includes:

• Online access anytime so you can learn when it's convenient for you
• Step-by-step video demonstrations to show you EXACTLY how it's done
• Exercises, quizzes, sample datasets, or practice apps to help lock in the lessons
• Swipe files that you can easily copy formulas from
• Cheat sheets on key topics for quick reference
• Troubleshooting guide or lesson
• Amazing bonus lessons that amplify your skills
• A completion certificate when you finish the course

What's NOT Included?

• Each course will list any important information about the course (such as what may not be covered within that course topic) in the additional details section. 
• Consulting, mentoring, development, or any other live support is excluded, except for the two 30-minute sessions with Sharon.

The course length varies by course.

The video time and estimated time to compete (with recommended exercises) are listed in the Additional Details sections above.

Generally, each course has a video run time of 1 - 5 hours with an estimated time to complete between 1 - 3 days.

All courses are hosted online and are accessible by logging into your Quick Base Junkie account anytime.

The training videos may be rewatched as often as needed.

All Quick Base Junkie courses are taught by Sharon Faust, Quickbase Expert and Founder of Quick Base Junkie.

Sharon is a certified Quickbase Expert, Consultant, and Trainer with a background in process improvement and user experience.

Learn more about Sharon.

The Build Better Bundle (this bundle) includes two additional bonus 30-minute Zoom sessions with Sharon and has limited availability.

The Mega Bundle does not include the sessions with Sharon and is always available.

Both bundles include all Quick Base Junkie courses & tools, fast-track options, swipe files, reference documents, extras, and bonus lessons.

Once your purchase is complete you will be asked to set up a Quick Base Junkie account and will get immediate access to the course. 

The two 30-minute Sessions with Sharon must be scheduled within 90 days of purchase. After that period, if either is not used, the option to book them will expire.

For the courses/tools included, you have unlimited access for the life of the course/tool.

This includes:

• Access for a minimum of 1 from the purchase date.
• Potential updates, edits, and/or additions to the course.
• Special offers only available to course students.

After 1 year, provided the course content remains relevant and Quick Base Junkie remains in business, access will continue.

Over time some courses/tools may become obsolete and be removed. If this occurs advanced notice will be given to anyone who has purchased before removal.

Each purchase is a single-user license for the course or tool.

Each user will set up their own account login.  

User credentials, course contents, and materials are not to be copied, shared, or distributed in any manner.

If you need access for multiple users, please refer to the Enterprise Package page or contact me for team pricing.

Yes.

An invoice can be provided if you are interested in purchasing for multiple users and/or your finance department needs an invoice to remit payment. 

Please contact me with your request.

Yes.

If you've recently purchased a bundle of courses and they have not yet been accessed, individual courses may be moved into different Quick Base Junkie accounts (existing or new). 

Please contact me with your request.

I know you won't be disappointed with any of the courses.

If for some reason the videos, bonuses, extras, and downloads are not what you expected, you can request a full refund within 30 days.

Yes, I provide Quickbase consulting and development services for a limited number of clients each year.

However, due to the demand for my services, I'm no longer able to take on new clients myself.

To continue to support you, I've developed an Expert Network of Quickbase Developers that I can match you with depending on your project.

For more information please visit the Quick Base Junkie Expert Network page.

No. Quick Base Junkie is not affiliated with or part of Quickbase.

I love their product and use my expertise to enable builders to get the most from the apps they create.