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Data Integration
This training is intended for those with some level of coding and development skills. However, all are welcome to complete this series of courses. Explore complex QuickBase use cases that build upon native functionality to create unique and creative Applications that automate business processes.
Click a course tile below to begin:
Getting Started with Pipelines
Learn how to use pipelines to enhance the capabilities of your Quick Base and third-party apps. Join Chantelle and Sam as they build their first pipelines.
FREE
124 min
Building Powerful Pipelines Using included Features
Take your pipelines to the next level by harnessing functionality such as conditional statements, record linking, buckets, and jinja expressions
FREE
198 min
BuildAutomationProcess AutomationPipelines
Working with Automations
In this course you will learn about the basic components of an automation as well as how to create them. (II17)
FREE
18 min
AutomaticAutomatedAutomationIntermediate TrainingBuilding an AppBuilderActionTrigger
Introduction to Webhooks
This course provides an introduction to webhooks and examples of where and how to use them within Quick Base. (AA04)
FREE
45 min
WorkflowCreateAdvanced TrainingTroubleshootWebhookseLearningExpertExpert BuilderEndpoint URLEfficiencyIntegrationSean PadianAuthenticationLoggingMirroringAuditSecure
API Boot Camp
This course presents the core knowledge needed to leverage Quick Base APIs. (AA02)
FREE
54 min
Quick BaseAdvanced TrainingAPI ButtonUse CaseTroubleshootAPIeLearningExpertExpert BuilderEndpoint URLSean PadianDeveloperCode pageError codeDoQuery
Complex Workflow and Automation
This course presents some of the advanced functionality of Quick Base as it relates to workflow. (AA03)
FREE
95 min
WorkflowExchangeExerciseAutomaticAutomatedFormulasAutomationAdvanced TrainingAPI ButtonChallengeCaseAPIProcess AutomationKirk TrachyWebhooksComplexProcessExpertExpert BuilderActionEndpoint URLHTTP PostWorkatoAutomateIntegration
EMPOWER2016
Topics presented at EMPOWER2016 User Conference. (EF02)
FREE
32 hr 21 min
DataWebhooksEmpowerUser Conference2016WorkatoInheritFormula fieldsGoogle appsHTMLOptimize
EMPOWER2015
Topics presented at EMPOWER2015 User Conference. (EF01)
FREE
FormNotificationFormulasChartsAPIEmpower2015User ConferenceApp BuilderCode pageAdoptionInheritERPRules
Intermediate Training - Online - Data Validation using Custom Data Rules - January 21st - 2021
Learn how to implement data validation in your apps with custom data rules and proper data rule documentation.
FREE
Data Normalization
Recorded Webinar - Create tables from existing fields on current tables (RE04)
FREE
51 min
CE013: 2021 Certification - Expert Builder
Exam has 60 questions, a 75 minute time limit, and the passing score is 70%.
$99
CM013: 2021 Certification - Expert Builder
Combined builder and expert exam has 120 questions, a 150 minute time limit, and the passing score is 70%.
$99
Empower 2019
Topics presented at Empower 2019 User Conference. (EF05)
FREE
65 hr 33 min
Chicago Community Summit, - September 25, 2019
Collaborate and learn from the smartest Quick Base minds in your community.
FREE
FormsFormAPICommunity SummitConditional DropdownConditional DropdownsFormula fieldsPerformanceCustom Data RulesMobile
Modeling Your App
In this course you will learn what a data model is as well as how to create one. (B05)
FREE
13 min
Process MappingModelDiagramBuild an AppDrawingBuildDataData InputBuilding an AppBest Practice TrainingProcessEfficiencyModelingBusiness ProcessData model
Working with Roles and Permissions
This course focuses on creating and managing user roles in Quick Base. (FF23)
FREE
21 min
Fundamental TrainingRolesUsersApp BuilderRolePermissionsAssignTesting
EMPOWER2018
Topics presented at EMPOWER2018 User Conference. (EF04)
FREE
40 hr 24 min
WorkflowDiagramProject ManagementAPIEmpowerUser ConferenceCertificationWorkatoSecurity2018GovernanceHTMLEnd userComplianceText message
Diagramming Your App
Recorded Webinar: Learn to diagram your app before you build (RE01)
FREE
63 min
Make Your Forms Better with Report Links
Make your forms better using Report Links. (RE07)
FREE
53 min
Los Angeles Community Summit, - February 28, 2019
Collaborate and learn from the smartest Quick Base minds in your community. (RE16)
FREE
Community SummitLos Angeles
Best Practices - Resources
Resources prepared by our Best Practice Consultants to support app builder success (B07)
FREE
4 min
ResourcesReferenceAutomationWebhooksBest Practice TrainingActionShare dataSyncImportIntegrationCross-appCross App RelationshipsCross App RelationshipAdoption
Webhooks Example - Manage Records
Leverage Webhooks to manage records in your app. (WA02)
FREE
52 min
ABC Consolidated Reporting
You have a number of Apps in your organization. Learn how to consolidate the key information in a number of Apps into one location for reporting. (WA01: )
FREE
8 min
AutomationAPIKirk TrachyGoogle Scripts
Virtual Community Summit - April 6-10, 2020
Join the Quick Base team to learn powerful, actionable skills, including how to leverage Pipelines.
FREE
8 hr 25 min
Relationship Advice
Recorded Webinar - Relationship strategies to take your Quick Base knowledge to the next level (RE02)
FREE
55 min
Building an App - Adding Relationships
Create relationships between tables to effeciently manage and report on your data. (FF06)
FREE
36 min
TablesFieldsFormsRelationshipsFundamental TrainingRecordsOne to ManyReference FieldsBuild an AppRelationshipBuilding an AppSummary FieldsLookup FieldsOne-to-many
Reporting 101 Creating Reports in Quick Base
Recorded Webinar - Learn the basics of report building in Quick Base (RE05)
FREE
65 min
Customizing App and Table Home Pages
Create dynamic and engaging home pages for your app and individual tables. (FF09)
FREE
28 min
TablesFormsCustomizeFundamental TrainingRecordsHome PageRolesAlternate Home PageCustomizing AppTable Home PageRoleDashboard
Using Email Notifications, Subscriptions, and Reminders
This course covers the creation and sending of manual and automated notifications as well as subscriptions and reminders. (FF24)
FREE
19 min
ReminderNotificationEmailAutomatedCalendarMessageSubscription
Documenting Your App
Documenting your app for the benefit of other builders and yourself! (AP04)
FREE
20 min
EMPOWER2017
Topics presented at EMPOWER2017 User Conference. (EF03)
FREE
Project ManagementFormulasWebhooksEmpowerWorkatoOptimizeDashboardZapierEOTIEveryoneButton
Advanced Use of Formulas
Automating your workflow with formulas is a very effective way to add efficiency to your processes. (AA01)
FREE
111 min
FormulasAutomationAdvanced TrainingConcatenateAPI ButtonUse CaseTroubleshootChallengeMohlmanAPIComplexCalculateColorizationAPI button
Using Relationships to Solve Complex Problems
A key concept, understanding how to leverage relationships will boost the efficiency of the Apps you design. (II02)
FREE
74 min
TablesRelationshipsOne to ManyMany to ManyRelationshipJoin TableIntermediate TrainingSyncImportIntermediate TablesCascading DropdownsCross App RelationshipsConditional DropdownImporting DataRelationship DiagramConditional DropdownsQuick Base SyncMany-to-ManyCascading DropdownCross-App RelationshipsQuickBase SyncRelationship DiagramsImportingSummary FieldImport DataCross-App RelationshipOne-to-ManyTableIntermediate TableCross App RelationshipConnected DataLookup FieldLineageExample
Empower 2020
Topics presented at Empower 2020 User Conference. (EF06)
FREE
Distributing Data with Reports
Leverage the many reporting features to deliver the right data to the right users. (FF08)
FREE
29 min
TablesFieldsFormsReportsFundamental TrainingRecordsDataChartsReportingCalendarKanban
Maximizing Forms
Build and customize forms to control how data is captured by your app. (II06)
FREE
9 min
FormsFormData CollectionData InputIntermediate TrainingRolesRole
Planning Your App
This course discusses the best practices around planning your Quick Base app (B03)
FREE
25 min
Process MappingPlanningBuild an AppProject ManagementData CollectionBuilding an AppBest Practice TrainingPreparationStakeholdersProcessApp BuilderApp DiagramEfficiencyFrameworkApp planning
Mapping Your Business Process
This course discusses how you map your business processes so that you can capture what you need to build successful Quick Base apps. (B04)
FREE
12 min
MappingProcess MappingModelPlanningDataBest Practice TrainingRequirementsFuture StateModelingBusiness ProcessCurrent StateDiscoveryMicroMacro
Reporting 201 Solve Common Reporting Issues
Recorded Webinar: Review and solve common reporting issues (RE06)
FREE
56 min
CB013: 2021 Certification - App Builder
Exam has 60 questions, a 75 minute time limit, and the passing score is 70%.
$99
Distributing Data with Enhanced Reports
Build effective reports to present the data your users expect. (II05)
FREE
42 min
ReportsFilteringGliffyEmbedded ReportsMany to ManySummary ReportDataJoin TableReportingSummary FieldsRow ColorizationIntermediate TablesMany-to-ManySummary FieldIntermediate TableDynamic FiltersFiltersChildReport LinkChild TableSummary ReportsParent TableChild TablesFilterDynamic FilterParent TablesReportEmbedded ReportParentReport Links
Managing your Apps with Roles
Securing and controlling access to your data is critical. (II03)
FREE
13 min
Intermediate TrainingRolesRolePermissionsPermissionSecurity
San Francisco Community Summit - March 13-14, 2018
Collaborate and learn from the smartest Quick Base minds in your community. (RF08)
FREE
Community SummitSan Francisco
Intermediate Training - Online - Building Better Relationships through Lineage - January 26th - 2021
Go beyond fundamental training with this session about relationships.
FREE
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Intermediate Training - Online - Conditional Dropdowns - January 27th - 2021
Ever wanted to have one dropdown field influence another? Take this relationship course to learn how!
FREE
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Intermediate Training - Online - Many to Many Relationships - January 28th - 2021
This course covers how to set up a many-to-many relationship
FREE
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Intermediate Training - Online - Sharing and Managing Reports - January 29th - 2021
You know how to create reports, but do you know the best ways to share them and maintain them?
FREE
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Dallas Community Summit - December 4-5, 2017
Collaborate and learn from the smartest Quick Base minds in your community. (RI01)
FREE
DallasCommunityRegional
IT Demonstration for the Enterprise
A simplified view of the current Quick Base Administration functionality and where we're heading with this capability. (A03)
FREE
5 min
Account AdminAdministrationApp managerGovernanceEnterprise
New York City Community Summit - October 10 & 11, 2018
Collaborate and learn from the smartest Quick Base minds in your community. (RF09)
FREE
BasicNew York
Managing Your App
This course covers the setting of your app's properties and management settings. (FF25)
FREE
17 min
PropertiesDataManage AppRelationship DiagramsApp managerSchemaOwner
Introduction to Developing Quick Base Apps
Explore how to use Quick Base to solve your business problem. Join Morgan as she creates her first solution in a Quick Base app.
FREE
147 min
Track Data Changes with Automations
Recorded Webinar - Learn how to track important changes in your data with Quick Base Automations (RE03)
FREE
70 min
Building User Friendly Forms
Customizing your data entry forms will enhance your end user experience and drive the success of your app. (FF07)
FREE
28 min
TablesFieldsFormsCustomizeFundamental TrainingFormRecordsData CollectionData InputLayoutDynamic Form RuleRoleRules
Atlanta Community Summit, - November 7, 2019
Collaborate and learn from the smartest Quick Base minds in your community.
FREE
Gaining Efficiency through Formulas
Formulas are a powerful tool to help automate and configure applications to be most effective. (II07)
FREE
61 min
AutomatedFormulasIntermediate TrainingConcatenateTroubleshootCaseEfficiencyRow ColorizationAutomateCalculate
Building an App - Start with Tables and Fields
This course walks you through the fundamental steps of creating a Quick Base app from scratch. (FF05)
FREE
17 min
TablesFieldsFormsDiagramFundamental TrainingCreateRecordsBuild an AppBuildBuilding an AppeLearningFrom scratchApp BuilderApp Diagram
Account Admin Overview
Quick Base functionality used to manage your account. (A04)
FREE
33 min
GroupsUsersPermissionsPlatform AdminsAppsRealm AdminsAccount SummaryPoliciesRealm SummaryUser Interface