Quickbase Platform Release Notes

September 15, 2024

• New
• Enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase
• Feature retirements

New

Sidebar navigation on by default starting October 1

October 1, 2024, we’ll start rolling out sidebar navigation as the default navigation experience. The rollout will begin October 1 at 7pm EST and will finish by October 2 at 7pm EST.

In sidebar navigation, the menu bar across the top moves to the left. This gives you more valuable screen space while keeping tables within easy reach. All existing settings like permissions, table order, and custom branding translate 1:1, so your work won’t be interrupted.

Account admins can control whether their users can choose between the legacy and new navigation experience. If this account-wide control is turned off, users will have the new navigation experience by default.

Users who have tried new sidebar navigation and then switched back to legacy top navigation will not be defaulted to the new navigation on October 1. Instead, Quickbase will remember their preference. However, as long as admins allow them to see navigation options, they can switch to the new navigation at any time.

To ease the change, we’re providing you with several resources that you can share with your team members:

• Guide to Quickbase’s Updated Navigation (end-user guide)
• Introducing Quickbase New Navigation (blog post)
• Updates to Quickbase navigation (help article)
• We’ll also continue to provide in-product messaging and tours to introduce you and your users to the updated navigation.

Service accounts

Collaboration and governance are two crucial parts of Quickbase application building. Realm admins can now convert user accounts to service accounts, enabling secure collaboration among multiple users without the need to share individual logins.

Service accounts can be granted access to apps, pipelines, and solutions. They can also perform actions in a realm, including making API calls that use user tokens.

Realm admins can assign users to one or multiple service accounts. After a user has been assigned to a service account, they can switch to it from their user menu. When a user switches to a service account, an event is added to your audit logs with the session ID.

Note: You can only directly sign in to a service account if using SAML. This is so that you can leverage SAML Token Exchange. The menu shown below is only available on sidebar navigation.

Since beta launched in August, we’ve added the ability to switch back to your primary user account when operating as a service account.

Note: Accessing a service account directly from Pipelines will be available near the end of this year.

Learn more about setting up service accounts.

Application Lifecycle Management: Reports and charts now available in QBL and Solution APIs

We’ve added reports and charts support in QBL (Quickbase Language) as part of version 0.4.

Starting September 18, 2024, you’ll be able to export, create, and update reports and charts schema in addition to the existing app schema (tables, fields, relationships, roles, and all their settings). Schema includes:

• Table home page
• All types of default and shared reports and charts
• Reports and charts properties and settings
• Report groups
• Shared report role permissions

This updated QBL version will be the default version when exporting solutions, but older QBL versions are still available and valid for the Solution APIs.

With Solution APIs, you can do things like build and test changes in a dev app, and then apply those changes to a production app. This means you can make updates faster and easier.

QBL and Solution APIs are included for Enterprise customers. They are available, with some limits, to Business plan customers until December 31, 2024.

Learn more about QBL and Solution APIs.

Enhancements

Charts in custom emails

In custom emails, app builders and users can include chart reports embedded as images. In source mode, these can now be resized to further customize what recipients receive by placing the report inside of a <div>.

<div style="width: 300px">
  <qb-report report-id="1" />
</div>

AI Smart Builder now generates the latest version of dashboards

As of August 29, 2024, the AI Smart Builder now generates the latest version of dashboards. This means that you no longer need to manually upgrade your generated dashboard to the latest version—so you benefit from our dashboard updates right away.

Open beta

New navigation updates

As we continue our efforts to modernize the platform and provide a consistent experience, we’ve made several updates to our navigation experience.

Updated report menu

We’ve restyled the report menu in the new sidebar navigation experience. The new component gives you a quick overview of the available reports for the current table with quick access to your recent ones and your personal reports. Additionally, it gives you the opportunity to quickly organize the list using drag and drop.

Some of the labels have changed, but you’ll still be able to access everything you could access before:

• Mine is now Personal reports
• Common is now Shared

Updated navigation in Pipelines

On October 1, 2024, we will bring the new navigation experience to Pipelines by adding the global bar.

This gives you a similar navigation experience as your apps, the Admin Console, and Exchange. The global bar also supports custom branding settings on the account level.

This update brings the familiar look and feel of the user menu—giving you quick and easy access to links that were previously in My Preferences.

Improved responsive behavior for action bars and the global bar

Between September 19, 2024 and September 30, 2024 we will progressively roll out changes to improve the responsive behavior across many parts of the new navigation experience. This optimizes the layout for varying screen sizes. These improvements apply to form, dashboard, and report action bars, as well as the global bar in the new sidebar navigation experience.

Document Creation—open beta rolling out by September 27

The Document Creation open beta will be launching by September 27, 2024. Document Creation allows you to effortlessly generate documents such as invoices, proposals, and purchase orders directly within your app. Our customers on Business and Enterprise plans can find this new capability in the table settings.

Document Creation starts with document templates. You can create these templates by visiting the table settings page. Templates can include reports and charts, forms, and customizable tables to help you build professional-looking documents. After creating a template, install the Generate Document formula from Exchange to allow your app users to generate documents in PDF, Word, or HTML format.

Learn more in our Document Creation overview.

Additionally, new Quickbase accounts created after September 16, 2024, will not be able to access the legacy Exact Forms feature. Please see the Feature Retirements section at the end of these release notes for information about the retirement of Exact Forms.

Beta opportunities

View all beta opportunities in our early access app.

What’s fixed in Quickbase

Feature retirements

End of support

Exact Forms

On September 15, 2024, Exact Forms will officially reach End of Support. This is an old tool which is compatible only with certain Windows computers. By September 27, you’ll be able to use our newer and more powerful Document Creation feature instead (refer to the Open beta section in this release notes for more details).

For those with more advanced requirements, some of our partners also have document add-ons available. Learn more about Exact Forms alternatives in our blog post.

New Quickbase accounts created after this release will not have access to Exact Forms. In the second half of 2025, we will then turn off the ability for all users to create new documents using the Exact Forms feature.

We plan to keep existing documents created with Exact Forms running for the foreseeable future, rather than moving it to End of Life.

End of life

Retirement of Legacy Pipelines Builder on October 1

As of October 1, 2024, we will be retiring the Legacy Pipelines Builder as part of our continued focus on enhancing the Pipelines Designer experience.

8.18.24

• Enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase
• Feature retirements

Enhancements

Audit logs—new details and more coverage

New details

To help you inspect and reconstruct events under investigation, we’re adding the following information to audit logs:

• A new column named Session Information, containing:
  • A numeric session ID associated with a browsing session on a particular device (which resets when the session expires), or
  • A short snippet of the user token, for compatible API calls
• When creating a new user token, a short snippet of the token and the token ID will be included in the event details. This can be used to trace back API call usage.

This update increases visibility into actions taken on your account, including actions performed by users when they are using a service account.

With these additions, we’re removing the Application column from the audit logs interface. This column is still available in exports and the API call.

More coverage

We’re also adding coverage for more events, including:

• When an app admin selects save on the app branding or app properties
• When a realm admin selects save on the realm branding or realm policies
• When a realm or account admin selects save on an individual user account in the admin console

Secure links

Quickbase applications are often extended to anonymous (unauthenticated) users through Everyone on the Internet (EOTI). This feature allows safe public data entry and viewing.

With secure links, customers on the Business or Enterprise plans can add another layer of security on top of EOTI by:

• Generating unique links
• Verifying them using a new formula function: GetAccessKey()

This capability is intended for anonymous users to complete limited workflows, like an invoice or a survey. Learn more in our help article and get started with this formula in the Exchange.

Updated email builder

Create report subscriptions, personal notifications, and personal subscriptions with the updated email builder.

When you create a subscription directly from a table or summary report, including legacy-style reports, you’ll be directed to the updated email builder. Legacy subscriptions are available in table settings.

When you create personal notifications or subscriptions, the default option will be Build your own. This takes you to the updated email builder to create a custom email. Legacy notifications and subscriptions continue to be available as options for personal emails.

Snowflake channel—user role support

We are extending our Snowflake channel capabilities by adding support for user roles. Pipeline builders can now authenticate specific roles assigned to their Snowflake user.

Multiple roles can be connected as different accounts and later changed throughout the pipeline and across the entire workflow.

Learn how to connect to the Snowflake channel with a user role.

Pipelines—new Jinja filter parameters

You can now choose how you want data to be processed when using certain filters in Jinja. For the base64_decode filter, you can now decide whether you want the decoded data to come out as a regular string (the default) or as raw data (bytes) by using a special setting. This gives you more control over how you handle base64-encoded information.

We’ve also applied this option to the HMAC filter. If you use the same setting, the result will be in a raw data format (binary) instead of a string, allowing you to easily use it with other filters or systems.

New formula function

A new formula function, URLDecode(), is now available to take URL-encoded strings and return the decoded value.

Open beta

Service accounts—available to all customers by August 31

Starting with the August release, we will roll out service accounts for all customers to try during our open beta phase.

Collaboration and governance are two crucial parts of Quickbase application building. Service accounts allow you to collaborate securely without needing to share a user login. Now, realm admins can convert a user account to a service account. Service accounts have access to the entire platform. You can use a service account to build apps, pipelines, and even make API calls that use user tokens.

Realm admins can assign users to one or multiple service accounts. After a user has been assigned to a service account, they can switch to it from their user menu. When a user switches to a service account, an event will be added to your audit logs with the session ID.

New navigation updates

Our new navigation experience (currently in open beta) will be generally available (GA) on October 1, 2024. It will then become the default navigation for all users.

This new experience is the result of extensive development, testing, and feedback from our beta users. Before then, we encourage you to explore the new navigation experience and provide feedback. Try out the following updates in open beta:

New help menu and feedback system

On August 19, 2024, we’re launching our revamped help menu in the new navigation—replacing the temporary version introduced earlier. This intuitive menu brings back familiar interactions and provides quick access to essential resources. Key features of the updated help menu include:

• Support for custom URLs
• Direct access to Quickbase help, Community forums, and other resources
• A quick way to contact our technical support team for assistance

Previously, the Give feedback button was only available from the My Apps page. Now it’s included directly in the help menu, so you can easily give feedback from any page in Quickbase.

Restyled user menu

As a continuation of our efforts to modernize the platform, we have restyled the user menu in the new navigation experience. This change will be rolling out by August 22, 2024. Some of the labels have changed, but you’ll still be able to access everything you could access before.

• My preferences is now Profile
• My personal settings in this app is now Personal notifications and reports

Restyled Sandbox control

Sandbox controls have also been restyled in the new navigation experience to create a more consistent and modern look and feel.

Sidebar interaction

We updated the sidebar so that the arrow to expand and collapse it is visible when it’s collapsed or when you hover over it.

Learn more about all of our navigation updates.

FastField integration

With a stronger integration between FastField and Quickbase, it is now easier to collect more data in the field and manage it in Quickbase. With easier setup, automatic data connections, and Quickbase SSO, you can do more.

If you’re already using FastField, contact support to link your accounts.

If you’re new to FastField, go to the Admin console to start your 30-day free trial.

With linked accounts, you can do things like:

• Create FastField forms from existing Quickbase tables
• Automatically create Quickbase records from FastField form responses
• Control who can access FastField from Quickbase
• Use the FastField pipeline channel
• Sign in to FastField using your Quickbase credentials

Collect your data from anywhere, and manage it with the power of Quickbase.

Beta opportunities

View all beta opportunities in our early access app.

What’s fixed in Quickbase

Feature retirements

End of Support

Update on Automations, Application Webhooks UI, and Quickbase Actions retirement timeline

There’s one more planned change in the process of retiring Automations: disabling the ability to edit existing automations.

We had previously communicated that this would happen in August 2024. However, in the spirit of streamlining the retirement of Automations, as well as Actions and the Application Webhooks UI, we are moving this date to June 2025.

As a reminder, Automations is currently unsupported, and we recommend migrating to the more powerful and flexible Pipelines capability. It’s no longer possible to create new automations. Existing Automations, however, will continue to run indefinitely and you’ll still be able to enable or disable automations as needed.

Automations, Actions, and the Application Webhooks UI will also not be available going forward on newly-created accounts.

Learn more about the retirement of Automations and the retirement of Application Webhooks UI and Quickbase Actions.

7.21.24

• New
• Enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase
• Feature retirements

New

Email notifications for inefficient pipelines

Starting July 23, 2024, Quickbase will be sending emails with notifications about pipelines that are not performant, not optimized, or need design refinement. We’re doing this to ensure the stability and enhance the overall experience of our platform.
If you receive an email, open the link to review the pipelines and their structure. Quickbase Support is available to provide extra help and assist with things like re-designing and improving your pipelines. Our goal is to help our platform be as efficient as possible for everyone, and enable everyone to build better pipelines.

Enhancements

Improvements to Audit Logs

By July 31, 2024, we are making the following enhancements to Audit Logs:

• Adds or changes to users and groups will include a link to the respective resource in the admin console.
• Record events will include a link to the record.
• Changes and views of reports will include a link to the report.
• Operations specific only to an app or table will include a link to that app or table’s settings.

All changes will also be reflected in our Audit REST API.

We are also adding new events that identify when a builder has visited the following key application configuration pages:

• App Settings Home
• Table Settings Home
• Field List
• Form Properties
• Field Properties

The new events include a link to the respective object where applicable.

Finally, we are changing how user agents are displayed. User agents previously marked as Mac OS will now appear as Macintosh. When you export Audit Log data or use the Audit Log API, you will still see the old wording.

New Admin Console Connected (ACC) table

Our admin console channel within Quickbase Sync gives you better visibility into how your Quickbase account is being used. We are adding a new table to give you details about all of the connected tables across your account. The new table will contain the following fields:

• Source Table Name
• Source Table ID
• Source App Name
• Source App ID
• Source App Manager ID
• Source Realm ID
• Source Account ID
• Destination Table Name
• Destination Table ID
• Destination App Name
• Destination App ID
• Destination App Manager ID
• Destination Realm ID
• Destination Account ID
• Connection Name
• Connection Owner ID
• Last Refreshed
• Data Source

This new data set will be available by August 8, 2024. Learn more about ACC tables in the help center.

Easily add images in forms and emails

Now, builders and users can paste or insert images directly into two areas:

• Rich text fields on forms
• Custom Email Builder

Images inserted into these locations are compressed intelligently to below 100KB each. Compression preserves as much image quality as possible. Inserted images are limited to 10MB pre-compression, and we support the following file types: jpeg, jpg, png, gif, bmp, webp, tiff. The file size of compressed images counts against the 1MB limit for rich text fields. Or, if you want to include a full-size image, you can create a files table or use the file uploader plugin.

Widget improvements for dashboards

Previewing widgets is now more accurate, making it easier to get widgets exactly how you want them.

Also, earlier this year, we made improvements to dashboards to make it easier to build and control the layout. This month, we are building on that momentum. For the latest version of dashboards, you can now:

• Duplicate widgets on the same dashboard tab—Instead of manually re-adding widgets, save time and streamline your process by duplicating widgets.
• Move widgets between tabs—When a widget is moved, it disappears from the original tab, and a confirmation message displays, allowing you to quickly navigate to the new tab where the widget has been placed.
• Use more intuitive widget sizes with the Insert widget menu option—To ensure a consistent layout, widgets added from the Insert widget below menu option (previously called Add widget) inherit the size of the widget they are added from.

To take advantage of these improvements, upgrade to the latest version.

Improvements in Pipelines activity log

We are improving error handling in the Pipelines activity log to make it easier to identify errors that may prevent a pipeline from running. When building a pipeline, there are 2 types of errors you may see:

• Transient errors are temporary and the Quickbase platform will automatically try to resolve them.
• Terminal errors will cause a pipeline to stop and require troubleshooting action from you as the user.

Starting July 23, 2024, we are implementing these changes to increase error visibility and ease troubleshooting:

• The error counter on the My Pipelines page will now only show terminal errors. Previously, this counter also included transient errors.
• The link to view errors will now display only terminal errors.
• In the activity log for all pipelines and for individual pipelines, we’ve added a new filter to allow you to view transient errors. The Failures option now only shows terminal errors.

Pipelines designer enhancements

On July 17th, we’re introducing UI performance improvements to the Pipeline designer. With these updates, the Pipeline designer loads faster and editing pipelines is smoother and easier. The designer opens by default when you access your pipelines for editing.

Improvements to Smart Builder: Build Reports with AI

Starting July 22, 2024, we’re making the following improvements:

• Smart Builder generates reports 10x faster.
• We’ve also made improvements to how audit logs display usage of this feature. Previously, audit logs would show a report view event after a report has been generated with Smart Builder. Now, you can also see that it was Smart Builder that generated the report, rather than the user.

REST API increased limit

The payload limit of the /upsert API call is increased from 25MB to 40MB.

Technical support portal redesign

Starting in early August, we will be rolling out enhancements to our support portal to simplify and improve how you create and manage cases. There will be no downtime as we roll out the new support portal, and your current and previous cases will continue to be available in the new portal.

Key updates include:

• Smarter case submission—Our new case creation process will prompt you for relevant information based on the case category you select, meaning our reps will have access to the information they need to expedite your case.
• Multiple Attachments—Upload multiple photos or files when you submit or update your case to give our support reps the details they need to help you with your specific issue.
• Simplified Case Responses—You will now be able to respond directly to your case updates via email and it will be added directly to your case to simplify updates.

We’ll also be updating the look and feel of the portal:

More details with exact timing will be posted on our Community Portal and updated in our Release notes.

Refreshed look and feel for Create report UI

The appearance of this interface is now more consistent with other parts of the platform.

Open beta

New Navigation Updates

New accounts will have new navigation defaulted on

All accounts created on or after July 22, 2024, will have the new navigation experience turned on by default. The account level and user level controls will still be available. Learn more about the controls in the help center.

URL path change: removing .ui

When Open Beta began on May 8, 2024, new navigation brought you to a new domain in the browser URL that included a .ui subdomain (such as realm.ui.quickbase.com). This caused problems with specific Javascript features used in code pages when new navigation was on. With the July release, new navigation will move back to the same domain as old navigation (realm.quickbase.com).

Note that if you have any formula functions built using the URL format that contains .ui, we recommend updating those after the release.

Resolved issues with mixed encoding characters

New navigation caused some issues while saving or viewing data with new forms in realms or apps where the UTF-8 switch was turned off, resulting in characters displaying as a byte-code (for example, #00FB) or ? depending on the browser.

With this release, users should no longer experience issues while saving data. However, if your data contains characters with mixed encoding, we recommend using the Mixed Encoding Scanner app from Exchange to help you address the issue. Learn more about UTF-8 support

Additional page support

New navigation now supports more pages throughout the platform such as registration and user provisioning.

Data classification badge style update

To continue the improvements and modernization of our user interface, we have updated the data classification badge style within the new navigation experience.

Beta opportunities

View all beta opportunities in our early access app.

What’s fixed in Quickbase

Feature retirements

End of Support

Legacy Pipelines Editor

On July 22, 2024, the legacy Pipelines Editor will reach End of Support. It will later reach End of Life in September 2024.

Learn more about what’s new in Pipelines Designer.

Quickbase mobile app – mobile offline feature

On July 22, 2024, the mobile offline portion of the Quickbase mobile app will reach End of Support. It will later reach End of Life in December 2024.

With the addition of FastField, Quickbase now includes two mobile apps:

• The Quickbase mobile app is designed for unplanned work on the go.
• The FastField mobile app is optimized to support the planned work that field teams are doing— such as customer installations and inspections.

To streamline functionality, the mobile offline capabilities of the Quickbase mobile app will be retired. FastField’s advanced and robust offline mode will be the primary solution for field workers, providing superior capabilities and supporting a wider range of use cases.

Don’t have access to FastField yet? You can start a free trial today.

6.23.24

• Enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase
• Feature retirements

Enhancements

Pipelines added to Admin Console connected tables

We’ve added a new Pipelines table to the Admin Console data source of connected tables (also known as Quickbase Sync).

This new table contains the following fields that provide details about your realm’s pipelines:

• User ID
• Pipeline ID
• Description
• Pipeline Trigger Type
• State
• Last Triggered
• Pipeline Name

Pipelines ODBC channel: increased limits when searching or creating rows

We have increased the maximum number of columns in the Search Rows and Create a Row steps from 50 to 100.

App admins can now add apps to solutions

Previously, only the App Manager or a Super User could add an app to a solution. We’re now allowing permitted users to add applications to solutions in which they are app admins as well.

New look and feel when emailing table reports

By early July, we will refresh the email dialog you see when you email a table report. It will use the same dialogue as forms.

Enhancements to the rich text editor

By the end of June, we’ll roll out enhancements to the rich text editor used in forms and dashboards. These updates will enable you to:

• Remove formatting from content in the editor
• Change font size
• Increase or decrease the indent of nested content
• Make changes using source mode, similar to the capability in custom emails
• On dashboards, add a horizontal line in the rich text editor

Field selection order now shown in forms

Now, when builders are adding fields to a form, Quickbase displays a number next to the selection. This number tracks the order in which the fields were selected, and the order they’ll be added to the form.

Improved user agent in audit logs and platform analytics

We’ve clarified the user agent that shows in our audit logs and platform analytics for forms and reports that render in emails and print. The user agent will now show as QB Renderer (emails, docs, print).

Limit added for mentions in rich text fields

Up to 20 unique users can be tagged in a single rich text field for a record.

Increased limit for custom email sends

Quickbase can now send emails for up to 50 events per 5 seconds per app. Previously, this limit was 10 events per 5 seconds per app.

Dashboards: more color options for KPI widgets and search widgets

We improved the KPI widget text color customization in dashboards. Users can now override the default Web Content Accessibility Guidelines (WCAG) contrast-based text color and select their preferred text color, ensuring better readability and personalization.

You also now have more color options in search widgets. You can apply different colors from the updated color palette or add your own custom hex code.

Newly-created record IDs can be passed in formula-rich text fields using %%rid%%

When you use the API call API_GenAddRecordForm and leverage newly created record IDs by using data-replaceRid=true and %%rid%% in formulas, the record ID# will be automatically filled in the corresponding fields. Previously, this behavior was unsupported because API_GenAddRecordForm inserted newly created record IDs with “Add” buttons that were automatically generated when new relationships were created.

Open beta

New navigation

Open beta continues for new navigation and we updated our release timeline. New navigation will be defaulted on for all users in September 2024, rather than July. This change will give users more time to explore the navigation and provide admins with more time to prepare and enable their teams.

Beta opportunities

View all beta opportunities in our early access app.

What’s fixed in Quickbase

Feature retirements

End of Life

SFTP Connections for connected tables – ending support for SHA-1

Quickbase is continually focused on helping our customers improve their security by using the safest security protocols and aligning with industry best practices for data security and integrity. For that reason, we have updated the SFTP connector used for connected tables (Quickbase Sync) to only allow connections to SFTP servers that use SHA-2. Learn more in our community article. Connection owners are expected to transition their older SFTP connections to the new version (Client Version 2) prior to this June release and will no longer be able to switch between Client Versions after the release. On July 9th, any connections still using Client Version 1 will automatically be updated to Client Version 2.

4.21.24

• New
• Enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase
• Feature retirements

New

ALM: QBL & Solution APIs

QBL

Explore a new way to observe the Quickbase schema you create with QBL (Quickbase Language). QBL is a textual representation of Quickbase schema. This is a new way to view a full description of all settings and schema objects in apps and pipelines that you are building.

Use QBL to get details of a Solution that includes descriptions for all tables, fields, all their properties and settings, roles, and relationships. Learn more about Solutions.

Over the next few months, we’ll be adding more components. Learn more about this release and what’s next in our blog post.

Solution APIs

Interact with and utilize QBL using Solution APIs. Three new RESTful API endpoints include:

• Export API—export the QBL for a Quickbase Solution
• Create API—create a new solution with the same schema as QBL you already exported
• Update API—apply changes to Solutions schema using QBL

With Solution APIs, you can do things like build and test changes in a dev app, and then apply those changes to a production app. This means you can make updates faster and easier.

Learn more about QBL and Solution APIs in the help center.

QBL and Solution APIs are included for Enterprise customers. They are available, with some limits, to Business plan customers until December 31, 2024.

New platform analytics tile for user agents

Realm or account admins access Platform analytics to understand how their entire Quickbase ecosystem is being used, including their license costs. This will be released to all accounts by May 1, 2024.

To help customers understand their usage of billable API calls by user agent, we’ve added a new tile to platform analytics.

We’ve also added the ability to drill down into this data through the tile in the Platform Analytics tile in the Admin Console. The tile is named API calls by user agent.

This shows the amount of billable API calls consumed by each user agent. To provide summary-level information, Quickbase attempts to simplify the user agent string. This allows some version information to be available, while still providing high-level billing information.

For example, the user agent

???;Mozilla/5.0 (X11; CrOS x86_64 14541.0.0) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/122.0.0.0 Safari/537.36

displays as

???;Mozilla/5.0 AppleWebKit/537.36 Chrome/122.0.0.0 Safari/537.36.

Quickbase can’t account for all variations in user agents. Full details can be found by exporting the data, or using the Platform Analytics API.

User agent is a standard mechanism for clients (like browsers and integrations) to communicate what type of device and software it is. Browsers send an agent by default. Integrators writing custom code should always include an identifying user agent in accordance with the HTTP RFC spec.

Learn more about Quickbase Usage Pricing in our help center.

Enhancements

Dashboard upgrades

Dashboards have a major overhaul with our latest release, packed with enhancements to your builder experience. These upgrades are bringing more space, more reports, and more data while making it easy to organize and style your dashboard.

Here’s what’s new:

• Infinite scrolling on dashboards allows you to add more reports vertically
• With fluid widget reordering, widgets now seamlessly make room for each other as you move them around
• Top-aligned tabs help consistency meet convenience with tabs at the top of the dashboard, with easy drag-and-drop reordering
• New widget styling has a sleek new look with rounded corners, resizable from every corner, and minimum/maximum sizes
• The Spacer widget is a way to add space or a divider to your dashboard helping with more control over organization and layout
• Inline filter title updates for adjustments at any time
• For more flexibility you can now add widgets from the toolbar or the widget menu
• Easy upgrade using the Try upgraded dashboards button, and then explore an interactive preview for your existing dashboards

Learn more in our blog post.

You can also see the dashboards in action in a few different Empower sessions. Register for free and fill up your schedule.

Email a record

We’re excited to announce a new enhancement to the new form experience—emailing a record. Share data and keep your team updated. Specify the recipients and the subject, and then add a custom message. Preview the email in a new tab to make sure you’re sending the right data. This is a new option in the More menu on a form.

Performance Improvements for Forms

We implemented a series of general improvements to optimize speed, efficiency, and overall user experience on forms. Specific enhancements have been made for the following scenarios:

• When there are reference fields on the form
• When the form is in view mode and there are User and List-User fields

Changes for managing support cases

In preparation for our rollout of new navigation, the My Support Cases page no longer displays navigation at the top.

New location for help button in the Pipelines Designer

We are changing the position of the help center in Pipelines Designer. Now, open the help center from the toolbar on the designer canvas.

Enhancement to user caching

As we continuously refine performance and scalability, we’re changing the way users display throughout an app or account. Today, Quickbase displays users in red if they are denied. Moving forward, the display color may take up to a few hours to update for all users. However, permissions and user access continue to operate normally. This change will progressively roll out over the coming weeks.

Open Beta

New Navigation— Open beta available May 08

Starting May 8, account admins will have the option to let users try updated navigation. In the new navigation, the menu bar across the top moves to the left and becomes a collapsible sidebar. This move gives you more valuable screen space while keeping tables within easy reach.

Learn more about what is changing in our blog post.

Account admins control user access to new navigation 

On May 8, all users with access to the feature can try the new navigation by turning it on in user preferences.

Read our help article for detailed instructions.

Account admins control access to the feature. Starting May 8, users will see navigation options in user preferences by default. We understand that change takes planning and training. If you don’t want users to try the new navigation yet, turn off navigation options for your users on the Permissions page in the Admin Console.

URL changes and code pages

In addition to visual changes, new navigation includes a change in Quickbase URL pattern. Legacy URLs remain supported. Existing, native workflows will not be interrupted. However, code pages will be impacted by the change in two ways:

1. Code pages with JavaScript that includesdocument.referrer and window.parentwill not work when Open Beta begins on May 8.
   • We are working on a version of new navigation that works with code pages that use this JavaScript. It will be released during Open Beta, and we will announce the change in release notes.
2. Code pages that use the URL path viawindow.location or document.referrermay not work with new navigation because of the URL pattern change.
   • Review and update code pages to use custom query params in links to the code page instead so they will work with navigation updates.

Learn more about these impacts and recommended changes in our help article.

New navigation rollout plan 

We know how important it is to know what experience your users have when they sign in to the platform. To help you plan, we’re sharing additional details about how we’ll roll out new navigation in the coming months.

Open beta May 08, 2024

Default experience: Legacy navigation

• Account admins: In Admin Console, control if users see navigation options in user preferences
• All users: Turn on new navigation in user preferences

GA July 21, 2024

Default experience: New navigation

• Account admins: In Admin Console, control if users see navigation options in user preferences
• All users: Switch back to legacy navigation in user preferences

Q1 2025 Account and user controls deprecated

Default experience: New navigation

• All users will only have access to new navigation

Smart Builder—build pipelines with AI

Get ready for the May 8th Empower release! Smart Builder in Pipelines builds pipeline drafts from text descriptions in different languages to automate your workflow. Smart Builder sets up the steps for your workflow so you can configure your channels, add logic, and automate.

• Update workflows from manual to automated on-demand
• Go from idea to automation in minutes
• Describe the workflow you want to automate in natural language and the Smart Builder creates a pipeline for you

Smart Builder works especially well for simple, linear workflow automations. Future updates will include improved accuracy for more complex use cases such as pipelines with logic steps or searches and loops.

Note: Currently, each time you select Yes, build it your Smart Builder session ends. Refreshing or closing the page will also remove your AI Smart Builder session history. To start a new session, just type a description of the workflow you want to automate.

We measured it—building a pipeline with 4 steps, custom names, descriptions, and notes manually takes an average of 4-5 minutes. Using AI, you can generate a pipeline with the same elements, in just 30 seconds!

New custom email experience continues in beta

We’re introducing a new way to build custom, automated emails. Now you can create emails that:

• Bring together the functionality of notifications and subscriptions
• Offer more customization and flexibility, including CC/BCC fields
• CC/BCC option must be enabled in Realm Policies
• Introduce a record change element to quickly share changed data
• Generate audit log events to show when notifications are when they’re created, updated, or deleted
• Show up in logging and tracking when sent out
• Include more elements, like new forms, reports, and charts

Recent updates

Since starting the beta, we’ve released numerous improvements, many based on your feedback. Now, you can:

• Manually add email addresses when ignore recipient permissions is turned on for To, CC and BCC options(account setting must be turned on, available on Business + Enterprise)
• Populate the To option with email fields from the table
• Add markers to the subject line, like dynamically including a field value
  for example A new task has been assigned to [Team member name]
• Include custom HTML within supported guidelines

We’ve also made these improvements:

• By default, scheduled emails will no longer be sent if all reports in the email are empty. A new setting is available to override this.
• Added a Record link marker
• Made numerous bug fixes and other UI updates

Character and size limits for custom emails

To ensure stability for all applications, we’re adding the following limits to emails:

• Email name—200 characters max.
• Email description—1000 characters max.
• Email body—1mb max.

Existing notifications will continue to work. However, to save any changes, existing emails will need to be updated to be under these new limits.

Learn more in our blog post.

Data Analyzer continues in beta

We’ve updated the Data Analyzer Template App as part of the continued improvements we’re rolling out while Data Analyzer is in beta. Install the latest version to unlock new functionality and enhancements, including:

• Lower minimum of records required for Data Analyzer to run (lowered from 80 to 20)
• Confidence scores are now generated for each factor and insights are generated for factors with a confidence score below 80%
• New link to the live chart in the original data table available in the factor details drill down
• Results are always displayed, even if no model was able to be created

Models created with the previous version of the template app will continue to work. Get the latest version from the Exchange.

Beta opportunities

What’s fixed in Quickbase

Feature retirements

End of life

Uppercase URL variants

We’re upgrading a piece of infrastructure and more formally enforcing case sensitivity in URL paths, like /db/bcdefghj.

With this release, only lowercase /db/ will be supported. There are a limited number of customers with traffic to non-lower case variations—our Tech Support team is reaching out to them. Any external traffic (like integrations or scripts) with this URL pattern will need to be replaced in those systems.

For configurations within Quickbase applications, customers can use Search and Replace in Schema. This feature will find references to /db/. With the Maintain case box unchecked, Quickbase will replace all versions (/db/, /Db/, /dB/, /DB/) with /db/.

SFTP Connections for connected tables– ending support for SHA-1

Quickbase is focused on continually helping our customers improve their security by using the safest security protocols and aligning with industry best practices for data security and integrity. For that reason, we have updated the SFTP connector used for connected tables (Quickbase Sync) to only allow connections to SFTP servers that use SHA-2. Learn more in our community article.

The current version of the SFTP connector (Version 1) will continue to be available until May 2024 to give connection owners time to transition their older SFTP connections to the new version (Version 2).
To update an existing connection:

1. Select the user dropdown on the Global bar, then choose My Preferences.
2. In the My Connections section, select the SFTP connection you want to update.
3. Change the Client Version from 1 to 2 and re-enter the SFTP password.
4. Click the Save button to save your change.

Release date: 2.25.24

• Enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase
• Feature retirements

Enhancements

Apps created with Smart Builder

We’re continuing to improve apps created with Smart Builder:

• Auto-generated reports now support lookup, summary, and formula fields—allowing you to create more robust and comprehensive reports.
• Relationships now include a summary count field in a parent table.
  • For example, in an author table with a child table of books, a ‘# of Books’ field will be added to the author table.

Improved keyboard navigation in Pipelines Designer

Speed up your navigation within your pipeline and its step details by using your keyboard to select field values. Use keyboard shortcuts to manage the canvas view without clicks. Learn more about keyboard navigation.

Pipelines: show/hide password input

We’ve added a new show/hide feature for password inputs to enhance security. This lets you toggle the visibility of the password field as you type, allowing you to verify accuracy while maintaining privacy. With just a click, you can switch between hiding and showing your password to ensure you’ve entered it correctly.

Faster pipeline loading time

We’ve reduced the time it takes to initially load a pipeline in Pipeline Designer—helping you do more in less time!

Better experience in the My preferences page in Pipelines

The My preferences page in Pipelines has a sleek, modern makeover with a visually appealing and user-friendly interface.

FastField Pipelines channel: new authentication method and fields

We’ve introduced a new token-based authentication method for the FastField Pipelines channel. Starting March 5, 2024, the existing username and password authentication method for the channel will not be available for new pipelines.

Customers with existing pipelines using the username/password authentication method should consider switching to the new token-based method—especially if they want to begin using SSO to log in to FastField (currently available in the Enhanced FastField Integration beta program).

Additionally, after March 5, 2024, FastField Static Text and Hidden fields will be available for pre-population in the Dispatch a Form step.

Improved error messages on new Forms

To improve error recovery, new details are available in error messages on new Forms. The updated messages help you understand the problem and resolve it quickly.

Exchange (beta)

Dedicated sandbox support for formula installation

The Exchange now fully supports applications that have enabled the changes via a dedicated sandbox setting.

When installing formulas, users will now see sandbox applications in the application list. Installed formulas will be inserted into the sandbox environment and then can be published via the standard publishing workflow within the sandbox feature.

*Users must have administrative access to both the live and sandbox environments to see these applications in the list.

Open beta

FastField integration upgrades

We’re continuing to improve our FastField integration! On March 13, 2024, several upgrades will be available in open beta, allowing you to:

• Start a FastField trial from your Quickbase realm
• Access FastField directly from Quickbase
• Sign in to FastField via SSO using your Quickbase login
• Create FastField forms from Quickbase tables with the click of a button
• Add users in the field with ease

Learn more in our FastField beta program guide. For early access, use the link in the beta opportunities section below.

New email-building experience

We’re introducing a new way to build custom, automated emails. By March 7, 2024, this new experience will be in open beta and available to all builders. Now you can create emails that:

• Bring together notifications and subscriptions
• Offer more customization and flexibility, including CC/BCC
  • CC/BCC must be enabled in Realm Policies
• Introduce a record change widget to quickly share changed data
• Create audit log events to show when notifications are when created, updated, or deleted
• Show up in logging and tracking when sent out
• Include more widgets, like new forms, reports, and charts

Beta opportunities

What’s fixed in Quickbase

Feature retirements

End of Sale

End of Sale is the first step in retiring a Quickbase feature. When a feature reaches End of Sale, it is still available to existing customers, but training is no longer available on the feature and it is not available for purchase for new customers.

Quickbase mobile app – mobile offline feature

The mobile offline portion of the Quickbase mobile app is reaching End of Sale with this release. It will later reach End of Support on July 1, 2024.

With the addition of FastField, Quickbase now includes two mobile apps:

• The Quickbase mobile app is designed for unplanned work on-the-go.
• The FastField mobile app is optimized to support the planned work that field teams are doing— such as customer installations and inspections.

Rather than have redundant functionality across both mobile apps, we’ll be retiring the mobile offline capabilities of the Quickbase mobile app. This should help clarify that FastField is the go-to tool for field teams.

If you use the offline feature of the Quickbase mobile app today, we recommend that you switch to FastField instead. FastField offers more robust mobile workflows, through features like image annotation and signature capture. The offline capabilities of FastField are also more robust than what is available through the Quickbase mobile app today—supporting formulas, form rules, and all field types.

Don’t have access to FastField yet? You can start a free trial today.

1.21.24

• Enhancements
• Beta programs
• Beta opportunities
• What’s fixed in Quickbase

Enhancements

Expanded capabilities of generative AI reports in Smart Builder

For apps created with Smart Builder, the initial app includes auto-generated AI reports. The following report building capabilities are now included:

• Lookup fields can be created for auto-generated reports
• Support for grouping operation for x-axis
• Line charts may now include secondary y-axes
• Multiple y-axes for bar and line charts

Additional field types added to apps created with Smart Builder

Smart Builder now includes file attachment fields in the initial app schema. Sample data is not automatically generated for file attachment fields.

Exchange (Beta) updates: new landing page and interactive tags

Exchange (Beta) has a newly designed landing page experience with enhanced searching and filtering. Users can now filter by one or many tags in addition to searching or filtering by resource type.

Tags listed on resource details pages are also now clickable. Clicking on a tag will take you to a filtered search of all resources with the same tag.

Pipelines field usage

By January 30^th pipelines will appear in the Usage tab in field settings. This will give greater visibility into which fields are used in which pipelines. You can also see which steps the field is used in, who the pipeline owner is, and easily open a pipeline by clicking on the linked pipeline name. Learn more about field usage.

Quickly view step summaries in Pipelines Designer

Builders can now quickly view the complete output of a pipeline step without clicking into it. Click the menu on any step to open the Step Results panel and see the fields for that step.

Disabling application webhooks

Customers on Business and Enterprise plans can now disable native Quickbase application webhooks within the realm policies page. This ensures that the only method for sending messages out of Quickbase is through the Pipelines webhook channel, which offers increased governance, logging, and overall improved security.

Note: Enabling this will stop all existing webhooks from firing and hide the ability to create new ones.

User token hashing available for Business plan

In August 2022, we released a security-related capability to our Enterprise plan that hashes (hides) user token key values in both the user tokens page and the Quickbase database. Customers on the Business plan can now benefit from it too.

Platform Analytics API improvements

On January 31^st, customers on the Enterprise plan will have access to additional APIs to retrieve data from Platform Analytics. The API now includes grouping and filtering by user and/or application. At that time, updated API information will be available on the RESTful API developer portal under Platform Analytics.

New field available in Admin Console connected table for Access

A new field will be available in Quickbase Sync’s Admin Console connected table for Access. The App-Level Permission field will indicate the app permissions assigned to the user (Basic, Admin, Sharing). Learn more about permissions.

You can also take advantage of this new field for existing connected tables. The new field can be found on the Fields page. Learn more about connecting to the Admin Console.

Additional confirmation when adding encryption keys

Realm admins will encounter an additional confirmation dialog when adding or rotating encryption keys.

Open beta

Formula checker

We’ve improved the formula checker, a formula troubleshooting tool that launched as part of our December release. It now supports variables and static values. We’re continuing to make improvements while the formula checker is in beta, so be sure to give your feedback.

Beta programs

New email-building experience

We’re introducing a new way to build custom, automated emails. Now you can create emails that:

• Bring together notifications and subscriptions
• Offer more customization and flexibility
• Introduce a record change widget to quickly share changed data
• Are available in audit logs when creating, updating or deleting
• Are logged and tracked when sent out
• Include more widgets, like new forms, reports and charts

We’ll be slowly inviting users into a beta program for these new capabilities. Register at https://quickbase.com/beta.

Tighter FastField integration

We’re releasing a tighter integration of FastField that allows Quickbase customers to:

• Start a FastField trial directly from their Quickbase realm
• Access FastField directly from Quickbase
• Sign into FastField using their existing Quickbase credentials
• Create FastField forms from an existing Quickbase table that automatically inserts data into those tables
• Access the FastField mobile app by signing in with Quickbase SSO

We’ll be slowly inviting users into a beta program for these new capabilities. Register at https://quickbase.com/beta.

Beta opportunities

What’s fixed in Quickbase

12.17.23

Contents

• Enhancements
• Open Beta
• What’s fixed in Quickbase
• End of Support

Enhancements

AI Smart Builder (Beta) enhancements

Enhanced Reports Generated by AI

When you create apps using AI Smart Builder, the Summary dashboard now displays more insightful AI-generated information focusing on key business performance indicators (KPIs) that are specifically tailored to your industry, use case, and app schema.

Audit Log enhancements

It’s now easier to use the audit logs for the app creation process through AI Smart Builder.

• All creation steps can be identified by the user agent QB-AI

Optimized app creation

We’ve optimized AI Smart Builder to create apps faster than ever. You can now create an app in around 90 seconds. This helps app builders to efficiently create foundational apps to use immediately or continue to extend and iterate.

Exchange (Beta) enhancements

We’ll be making some improvements to the Exchange Beta over the next several releases. In this release, we will deliver the following updates:

New resource cards

We’ve re-designed resource cards to have a more modern look and feel and have reorganized some of the information on the cards.

Enhancements to formula installation

When you Install a formula URL, we no longer require you to modify the display settings after the installation. Formula URLs that are intended to be displayed as buttons or in iFrames will be created with these settings automatically.

Advanced Data Encryption – key authorization via AWS

If you are using the Advanced Data Encryption feature, we hold the encryption keys specific to your realm, giving your IT department greater control over how your data is secured. This also gives you the option to integrate with your Key Management System, making it easier to rotate the key on your schedule (via AWS or Azure). This month, we’re improving the AWS integration to allow direct access embedded in the key policy so that Quickbase can use it. This is a different way of authorization than designating a role in AWS and explicitly granting access to it. For more details on this functionality within AWS, see their help article.

Learn more about Quickbase encryption key management in our help article.

FastField integration – support for multiple photos

If you are using the FastField integration to submit data to Quickbase, you can now leverage the multi-photo field type. In FastField, this field type lets you add multiple photos at a single time, which can now be sent to Quickbase. The FastField integration detects this field type and allows the photos to be submitted to a related table in Quickbase (like Files).

See Multi Photo Field (Video), for more information.

RESTful API – retiring legacy HTTP headers

Earlier this year, we announced that we would be deprecating the legacy HTTP Response Headers in our RESTful API shown below, in favor of the newer “retry-after” header. We originally provided a two-month window but left them in place longer to ensure that you had time to update your code. Note these headers have been returned with static values since our API migration in Q1 ’23. Starting in this release, these headers will no longer be returned.  See RESTfful API help for more information.

x-ratelimit-limit — Maximum number of requests per time window.
x-ratelimit-remaining — Number of requests remaining before the reset time window is reached.
x-ratelimit-reset — Remaining time, in milliseconds, until a new window starts.

Forms updates

Save options

You can now select which save options are available to your end users using the save options in the Form settings menu placed on the page bar:

Pinned section updates

Pinned sections in forms display, even when there aren’t any visible pages.

Field properties tab automatically closes

As part of our enhancements to the form experience, we updated the behavior when editing a field property. When you are done making changes, we automatically close the tab.

Coming soon: embedded reports updates

Embedded reports on forms will be getting an updated look and feel. The two toolbars will be combined to give you more space and make things easier to find. Follow along on the status page to find out when this update will be rolled out.

New fields available in Admin Console connected tables for Users

Beginning December 18th, the following new fields will be available in the Admin Console’s connected table for Users:

• Account admin
• Super user
• Receive security question reset requests
• # of apps managed
• Pipelines create permission
• App admin
• Can create tokens
• Access to Solutions
• Authentication

The existing Access status field will also include one new status – Guest. A Guest is a user without app access who has not been realm-approved.

You can take advantage of the new data for your existing connected tables, since the new fields will be available for selection if the connection owner chooses to add new connected data fields to the respective table:

Visit our help center to learn more about this capability.

Performance Analyzer updates

Update results

We’ve added an Update results link in the Performance Analyzer so you can quickly refresh the performance analyzer window to see new activities as you’re browsing Quickbase in your main window.

For more information, see Analyzing performance of apps.

Performance Management Updates

Scale your apps more effectively with new forms. App builders can now troubleshoot and improve the performance in the new form experience using the Performance Analyzer and Performance Insights (available on the Enterprise pricing plan).

Formula checker (in Open Beta)

Use the formula checker to review the result and runtime of each expression in a formula. You can enter a record ID and a field ID, and then run the checker. The checker displays each expression, the result of the formula, and the runtime of that expression. For more information see Formula checker.

Use this tool to better understand the result of a formula.

In field properties, select the Formula checker button

Pipelines Designer updates

Pipelines Designer now remembers your last used connections for each channel

You can now automatically see your most recently used connections when you create a Pipeline. This streamlines your workflow creation. For example, if you have a pipeline involving Quickbase, Jira, and Slack, Pipelines remembers and applies your last connection for each step within these channels. This streamlines your workflows and makes the step setup easier.

Pipeline channels and connections updates

Pipelines Outlook channel – working with shared mailboxes

We are enhancing and expanding Microsoft’s Outlook channel capability to work with shared mailboxes consistently and throughout all email-related steps.

Going forward, the Outlook channel will offer two ways to use the functionality of a shared mailbox with some specifics in the user flow and permissions required:

• Shared Mailbox field – Full impersonation mode
• From Address field – send-on-behalf mode.

If you are currently using the From address field to send emails on behalf of a shared mailbox, you may need to revisit and modify your pipeline.

Learn more about shared mailboxes and if you need to do anything in our blog post and in our help documentation.

Pipelines Outlook channel Reply to an Email step

We’ve added a new Conversation History option field to the Reply to an Email step. You can choose whether to truncate the conversation history in the already existing email body or to keep the history in the email body and add a new message to it.

Pipelines Amazon AWS S3 channel enhancements

The file size limit is now changed to 100MB. See Amazon S3 channel.

Pipelines Webhooks, CSV, JSON Handler channels enhancements

We’ve improved error message content for Webhooks, CSV, and JSON Handler channels, when interacting with the Quickbase REST API. Also, when an error occurs, a more detailed body payload is returned in the Pipelines Activity log. In addition to the description and details that can help out in the debug process, the qb-api-ray identifier gives you a faster tech support response.

Pipelines – when cross-realm connections are forbidden

If your cross-realm security does not allow Pipelines connectivity or it has been revoked, Pipelines now automatically reports the authentication error.

View Pipelines Step Runs in Platform Analytics

We’ve introduced a new tile in Platform Analytics that displays the number of step runs in the billing period. A drill-down report displays step runs by user or pipeline.

Open Beta

What’s fixed in Quickbase

The actual date of deployment of the fix will appear in the WHAT WE FIXED column unless the fix is deployed on the day of the monthly release

End of Support

SFTP Connections for connected tables– ending support for SHA-1

Quickbase is focused on continually helping our customers improve their security by using the safest security protocols and aligning with industry best practices for data security and integrity. For that reason, we have updated the SFTP connector used for connected tables (Quickbase Sync) to only allow connections to SFTP servers that use SHA-2. See this article in Community for additional information.

The current version of the SFTP connector (Version 1) will continue to be available until May 2024 to give connection owners time to transition their older SFTP connections to the new version (Version 2).
To update an existing connection:

1. Select the user dropdown on the Global bar, then choose My Preferences.
2. In the My Connections section, select the SFTP connection you want to update.
3. Change the Client Version from 1 to 2 and re-enter the SFTP password.
4. Click the Save button to save your change.

11.12.23

Contents

• New
• Enhancements
• Beta
• End of Support
• What’s fixed in Quickbase

New

New API for SAML Token Exchange

A new RESTful API is available for customers to exchange a SAML assertion for a Quickbase token. This API complies with RFC 8693 to allow for secure communication to Quickbase APIs without any tokens being stored on another server. Users can choose which type of authorization for the API to return based on which type of call they need to make subsequently (XML, RESTful, or SCIM).

Enhancements

Improvement to the Fastfield and Quickbase Integration

You can now use Global Workflow in Fastfield to update a record and add a record. This is based on having a field marked unique on the destination Quickbase table.

Performance Analyzer updates

API_GenResultsTableis now handled in the performance analyzer.

New Fields available in Admin Console connected tables for Apps

Beginning November 13th, the following new fields will be available in Quickbase Sync’s Admin Console connected table for Apps:

• Manager Status
• # of users with any access
• # of users with direct access
• Last Access
• Mobile offline enabled
• Data change logs enabled
• Sandbox required
• Sandbox enabled

You can also take advantage of the new data for existing connected tables. The new fields will be available for selection on the fields page:

Updates to Connection Central for Quickbase Sync

App administrators can use the Quickbase Sync tab of Connection Central to see which tables in the app are being used as the source of connected tables. Look for these enhancements to the Quickbase Sync tab:

• The realm hostname is provided in addition to the realm name.
• You can filter the list of connections by using the Search field at the top.
• You can export a CSV of the connections currently shown in the list by clicking the download icon in the upper right corner of the page.

Quickbase Sync SFTP Connections – ending support for SHA-1

Quickbase is focused on continually helping our customers improve their security by using the safest security protocols and aligning with industry best practices for data security and integrity. For that reason, Quickbase Sync (for connected tables) is updating the SFTP connector to only allow connections to SFTP servers that use SHA-2. See this article in Community for additional information.

The current version of the SFTP connector (Version 1) will continue to be available until May 2024 to give you time to transition your existing SFTP connections to the new version (Version 2). New connections created after the November 2023 release must use Version 2.

If you are the owner of an existing SFTP connection, confirm with the administrator of your SFTP server that it is not using SHA-1. Then follow these steps to update your existing connection to use Version 2 of the SFTP connector:

1. Select the user dropdown on the Global bar, then choose My Preferences.
2. In the My Connections section, select the SFTP connection you want to update.
3. Change the Client Version from 1 to 2 and re-enter the SFTP password.
   
4. Click the Save button to save your change.
5. Go to one of the connected tables that uses the connection and manually refresh the table to confirm that the refresh works.

Note: You will be able to switch between Version 1 and Version 2 for existing connections until Version 1 is retired next year.

Platform Analytics integration reads reporting optimized

We’re excited to announce a significant improvement in Platform Analytics. Admins using the system will now experience faster loading times when accessing the “View integration reads” feature on the integration reads tile. You should experience this today. Data now refreshes hourly for these reports.

Increased payload size in RESTful API

We’ve increased the limit from 10 MB to 25 MB in the upsert API.

Added Generative AI Control to Admin Console

Starting on Tuesday, November 14th, Realm Admins may enable or disable all Generative AI features through a new capability in the Admin Console through the Policies section. Generative AI features are enabled by default.

Platform capabilities that are controlled by the policy are listed for reference in the description of the control.

Note: At the time of release, the setting will respect any previous requests to opt-out of Generative AI features.

AI Smart Builder (Beta) enhancements

We continue to improve the app-building capabilities of AI Smart Builder. This release includes:

Improvements to the Create App Wizard

• Added visual indicators for word count limitations for text fields when creating a new app with Smart Builder.
  
• If multiple app builds are attempted by the same user, the status of the in-progress app may now be accessed.
  

Improvements to App Creation and Sample Data

• Added international addresses to sample data to create more diverse map reports.
  
  
• Added restrictions for creating tables and sample data for out-of-compliance data, such as credit card numbers, so that Smart Builder doesn’t generate these kinds of data.
• Smart Builder will no longer generate an app without tables.

Report enhancements

Added the ‘Group by Parent’ enhancement for auto-generated bar charts.

Exchange (Beta) Enhancements

Jinja Snippets

You can now browse and consume Jinja snippets for pipelines in the exchange. We will be adding many useful snippets in the coming weeks, so be sure to check frequently for updates. The Jinja snippets can be copied to your clipboard and pasted directly into the Pipelines designer.

Image Carousel

In Exchange, you can now browse through images of resources via a carousel view. We will be updating existing resources with images over the coming weeks. This will be beneficial for users to understand what a resource does and looks like before installing it.

User Permissions for Enterprise Customers

Account administrators in enterprise accounts can now choose which users may access the Quickbase Exchange. The ‘Specific Users’ option will interact with the table on the account permissions page in the same manner as user token creation access. These permissions control access to both the Exchange and Exchange beta. This permission will continue to apply to the new Exchange once the legacy Exchange is retired.

For customers who have already disabled the exchange via the existing account level control, the exchange will remain disabled for all users. If the existing control is enabled, the default state of this new control will be “All users can access the Quickbase exchange.

Support for Community Contributions

We have added support to give attribution to members of the Quickbase Qrew who have submitted resources to the Exchange. We would like to thank the Qrew members who have already contributed a resource; we will be reaching out and starting to publish these resources in the coming weeks. If you are interested in contributing a resource (app, formula, or Jinja snippet), please click the Submit a Resource button in the top right corner of the Exchange.

Super Users

We’re enabling Super Users for all our Business and Enterprise customers. The capability will be defaulted on for all new customers, too. Up to 10 Realm and Account Administrators can be promoted to Super Users by a Realm Administrator. They will be granted full access to all applications in the realm they are part of.

You can still disable the functionality for your realm by submitting a case to our Technical Support team. Read more: Super Users.

End of Support

iCal fields

iCal fields are reaching End of Support with this release. We have not yet determined the date for End of Life.

We’re retiring iCal fields since pipelines offers a more streamlined method for integrating meeting schedules across systems. Specifically, our Outlook and Google Calendar channels have made iCal fields redundant.

vCard fields

vCard fields are reaching End of Support with this release. We have not yet determined the date for End of Life.

We’re retiring vCard fields since pipelines offers a more streamlined method for integrating contacts across systems, making vCard fields redundant.

What’s fixed in Quickbase

The actual date of deployment of the fix will appear in the WHAT WE FIXED column unless the fix is deployed on the day of the monthly release.

10.15.23

Contents

• New
• Enhancements
• Beta
• What’s fixed in Quickbase

New

FastField — Dispatch Tasks from Pipelines generally available (GA) October 24

As part of the FastField integration, you can dispatch and recall tasks/forms using Pipelines FastField channel. This was released in Beta on September 29th to all customers and will be GA as of October 24. We’ve also added the ability to dispatch sub-forms with a parent form. Read our help for more information about the FastField channel.

Pipelines Designer GA October 16

It’s now simpler than ever for business users to design workflows that bring together data from various sources, offering enhanced insight into your critical projects.

Generally available October 16, Pipelines Designer’s new and improved version will be the default style when creating your pipeline. You’ll have access to:

• Up to 2x faster design experience with improved UI performance
• Modern and intuitive navigation in the new canvas workspace
• Intuitive in-step navigation and configuration flow
• The ability to rearrange steps by dragging and dropping on the canvas
• The ability to rearrange multiple steps such as branches and loops
• Customizable step names and notes
• New Jinja code mode

You can always switch between the Legacy Builder and Pipelines Designer as needed.

Enhancements made in Pipelines Designer

We’ve listened to your feedback in the beta program and improved the following areas:

New Activity tab

When you activate or manually run a pipeline, we’ve made it easy for you to monitor what’s happening. The activity tab pops open automatically, giving you information on all your pipeline’s running, completed, or failed instances. If you want to dive deeper, click on each instance for a detailed breakdown.

UI Performance improvements with field selection in Pipelines Designer

Generally available October 16, we’re rolling out significant UI improvements that will optimize field selection with apps containing large tables, making it quicker to set up steps.

You can now use a step reference or a custom Jinja code in your date fields in Pipelines Designer

You can now use a powerful method of using data from a different step or enhancing input data using custom Jinja expressions. This redesigned format is scheduled for GA on October 16.

Change your Pipeline Title inline

You can change the name of your pipeline directly in Pipelines Designer. The redesigned experience is scheduled for GA on October 16.

Enhancements

Forms updates

We’ve continued to innovate on our new forms which became GA in June:

Duplicate record

You are now able to quickly duplicate record data on new forms. While viewing the form, you can access the Duplicate record option from the More menu. This creates a new record with the same values that people can update, and then save.

Spacing options

You can now control the display density of a form with the new spacing options. For each form, select either Relaxed, Normal, or Condensed from the More menu. This setting is set form-by-form, so you have control over how every form displays to best fit your needs. If you want your spacing to be different from the density you select in your Quickbase preferences use this option.

Change value using a formula

You can now achieve more advanced logic in fewer steps by using formulas in form rules to change field values. Instead of creating multiple rules or adding fields only used in rules, you can create a single formula to dynamically update values when in a form rule action. This change will be released the week of October 16th.

Form rules inside the form builder panel

Builders can now create and modify form rules in the form configuration panel. This in-context editing of form rules makes it easier to make related changes.

Keyboard shortcuts

Open the new keyboard shortcuts list by pressing ⌘+/ (Mac ) or Ctrl+/ (Windows). The shortcuts available change based on where you are in Quickbase. The shortcuts include:

Excel import limit

You can now import up to 25MB (decompressed) from Excel. We’ve increased the limit from 5MB to 25MB . Note that XLSX files are natively compressed, and the file size you see on your system may not directly correlate to the decompressed file size.

Table size alert email

We’ve improved the emails you receive when a table is near or at its limit to include more information and helpful next steps.

Solution Versioning improvements

Available starting October 26, we’ve made improvements to the versioning panel of the Solution hub. We’ve added tags to both successfully and unsuccessfully restored versions of a solution and sorted the solutions by the last action date (creation or restore attempt).

Beta opportunities

What’s fixed in Quickbase

Most fixes are released on the same day as the monthly release. If the fix will be available on a different date, we’ve noted it in the What We Fixed column.

9.17.23

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Fastfield — Dispatch Tasks from Pipelines

As part of the Fastfield integration, you can dispatch a task/form using our new Pipelines channel and it can also be recalled. This capability will be released to all customers, in open beta, on September 29th.

Pipelines — Use static IP addresses for outgoing pipelines

If you are on the Enterprise plan you can now use static IP addresses for any outgoing pipelines. This means that all outbound pipelines calls for all Pipeline channels will always come from the same IP addresses. This adds an additional layer of security to your integrations because you can add the IP addresses to the allow lists of other cloud-based software. For more information see IP Policies.

Simplified authentication for the Quickbase channel

Pipeline builders can now use simplified authentication with the Quickbase channel. This new capability streamlines and secures the process of connecting to Quickbase apps as you can use a default pre-provisioned user account for the realm that respects the user access level, instead of creating and managing user tokens for the apps they want to automate and integrate with. Any existing pipelines will continue to run using the tokens they were assigned originally unless manually changed.

For more information about the new authentication options, see Simplified Authentication in our help center.

We’ll be releasing this change in stages. Use this list to help you know when it will be available in your account. Note: These dates are subject to change.

Optimized paths to Pipelines Designer or Legacy Pipelines Builder

We’ve revamped and simplified the pipeline design process which minimizes the number of steps you’ll need to access either the Pipelines Designer or the Legacy Pipelines Builder.

When you click Create pipeline, a dialog appears, prompting you to confirm your preferred version.

In the action bar, you can change the name of your pipeline or add a description.

Enhancements

Embedding forms

Many of our builders need to expose a form to their users outside of the context of a Quickbase app. We’re improving this pattern in our new form experience. While building a form, you can click on the ‘Share’ icon to easily copy a URL that will direct users to a form without the Quickbase navigation elements.

You can choose to direct their users to a particular page after the record is submitted. The options are:

• Viewing record: shows the record just submitted in View mode
• Show confirmation message: shows a default confirmation message
• Redirect to a URL: will open the specified URL after the record is submitted
• Add another: reloads the form and allows the user to submit another record

We’ve supplied sample code so you can quickly embed a form in a Quickbase code page or external site. While you can achieve the same result using an ifv URL parameter, this makes it easier to organize links and embed forms.

Enhancements to auto-generated forms

We’ve updated how components and fields that are generated at the time relationships are created to appear on forms to help our users get started more quickly. When a relationship between two tables is built we:

• Create a new section at the bottom of the form
• Add a report component using the Report link field that’s automatically generated

Connected tables (Quickbase Sync) are part of Connection Central

Connection Central helps app builders understand how their apps are integrated, by displaying a list of pipelines connected to the app. Now we are making it even easier to understand how your apps are integrated, by adding connected tables (created with Quickbase Sync) to Connection Central. It will show app admins which tables in their app are being used as the source of a connected table, where the connected table resides, who owns the connection, and when the connected table was last refreshed.

Pipelines – Tag limits increased

You can add tags to each pipeline when you create them or edit them. You can now create up to 100 tags, and each pipeline can have up to 30 tags associated with it.

Table reports remember your page when navigating back

Table reports will remember the page you were on if you navigate back using your browser’s back button, the “return” option from new forms, or a redirect parameter in a formula URL button.

Beta opportunities

Data Analyzer

Data Analyzer (DA) is the latest Quickbase’s AI Machine Learning (ML) feature that provides you with trends and insights for your data. You can also deploy the ML model to predict the outcome in new and existing records.

An example use case: Based on historical sales data, DA can identify major trends and can provide win/loss probability for currently open opportunities.

Also, app admins can access “Outcome Suggestions” on the app dashboard, which give ideas on how Data Analyzer can help with improving the business process that the application is managing.

Outcome suggestions – General Information:

• Outcome suggestions results are based on the app schema (table and field names and app and table descriptions) combined with Generative AI.
• Outcome suggestions can be triggered by app admins only.
• This capability is currently only available for realms hosted in the United States for Business and Enterprise plans.
• Admins may opt-out realm(s) from this functionality by submitting a tech support ticket.

To build your first ML model with Data Analyzer:

1. Go to Exchange
2. Get the Data Analyzer Template App
3. Install the Data Analyzer plugin in the template app
4. Click New Model from the Template App dashboard and click Start the wizard in the new model form
5. Select the desired data and outcome parameters
6. Click Analyze

In a few minutes, the model record you created will be filled with information for the ML model.

Note: You need to install the Data Analyzer only once (steps 1-3) and simply select in which app the data you want to be analyzed.

You can build models on up to 10 unique outcome fields for the whole realm.

For extensive information, see Data Analyzer.

Build an app with next-gen Smart Builder

A new way to start a custom app with Smart Builder.

To start a new app, answer a few questions about the business problem you need to solve.

Provide your

• industry,
• purpose of the app, and
• what you want to track, report on, or manage.

Smart Builder, through Generative AI, will determine the

• tables, fields, and relationships;
• industry and use case specific reports; and
• dashboards; then
• populate the app with relevant sample data; and
• provide a summary of the app with some suggested next steps.

Within minutes, you’ll have a robust, scalable Quickbase app to explore, continue building, or start using in your business.

General Information:

• Creating an app with Smart Builder uses the information entered by the user and Generative AI to define the app.
• This capability is currently only available for realms hosted in the United States.
• Available in all realms starting October 3, 2023.
• Admins may opt-out realm(s) from this functionality by submitting a tech support ticket.

We appreciate your feedback and encourage you to report any issues or suggestions through the product feedback option.

What’s fixed in Quickbase

8.20.23

Contents

• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

Enhancements

Forms updates

Apply form rules on report and rich text components

On September 5th, builders will be able to conditionally control the appearance of more form components – report and rich text. You’ll have more control over the appearance of the forms and can make sure that the right information is presented to the different users you have. The available form rules actions for the new components will be show, hide and change label.

Form rules validation for missing information

We’re adding a visual indication when there is missing information in the form rule on the new forms. For example, we’ll indicate when there are issues like

• A field used in a condition has been deleted from the table
• A form element used in an action has been removed from the form canvas

This will help builders to easily identify problems with their form rules.

Revision history for file attachments

On September 5th, we’ll be adding revision history information to the file attachments on new forms. Users can access it using the new button. This will help you to easily manage and restore old revisions of the file attachments.

Other Forms updates

• You can now select which modes sections show up in forms similar to fields (add/edit/view).
• Fields will now highlight in yellow when there is a dynamic update to them via form rules or a formula recalculation.
• Report types other than table/timeline now have options on the form to hide the toolbar.

Solution management

Solutions permission model expansion: Super users included

Starting August 30, we are expanding our permission model to include super users. This gives admins an elevated level of control they can designate to others in their organization. Super users can add all apps in a realm to a solution. If apps are private, super users can only add them if they are also the app owner. Read more in the My solutions help article.

Solution Versioning: New forms now included

Starting this month, your new forms across your Solutions will be stored as parts of versions and can be rolled back just like any other schema. Read more about Solution Versioning.

Mobile Dashboards updates

A new mobile app version (1.53) will be released in the App Store and Google Play at the end of August with new enhancements to our Mobile Dashboards experience.

Applied filters displayed on the Dashboard canvas

With this update, you will be able to effortlessly view the number of filters you’ve applied directly on the dashboard. You’ll have the power to see the exact filters in use and remove them right from the dashboard interface.

Scan a QR or barcode in the search widget

The search widget will include the option to scan a QR code or barcode. The scanned content can be used as a search term, providing you with quicker access to relevant data and insights.

Pipelines Copy Records

• There will be no limit for transferring data from one table to another.
• Deleting a value from the Source table export fields field in the Copy records step will not make the pipeline invalid and it will continue to run normally
• Improved error handling for field type mismatches and changed behavior to support line errors for partial success.

Beta opportunities

What’s fixed in Quickbase

7.23.23

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Quickbase acquires Fastfield

You may have heard the exciting news—Quickbase acquired Merge Mobile, whose flagship product is Fastfield. Fastfield is an intuitive, easy-to-use form builder that simplifies data entry. With this acquisition, Quickbase provides complete coverage between back-office operations, folks on the go, and field services. We are excited to release the first phase of our integration for joint customers.

Beta

As of 7/14, a Quickbase connector is now available in open beta in Fastfield within Integrations and Global Workflow.

Builders can map fields from Fastfield to Quickbase. This integration supports most field types. Additionally, parent-child relationships are supported to send a form and sub-forms from Fastfield to Quickbase.

Generally available

Starting 7/28/2023, the first phase integration will be made generally available. Additionally, builders inside of Fastfield will be able to import their Quickbase schema into Fastfield, simplifying the form creation experience.

Over the coming months, we’ll share further information on integrations and how you can learn more.

Enhancements

Performance update

We are constantly working to enhance the performance and user experience of Quickbase. In recent years, we have invested in rebuilding the foundational components of the Quickbase UI, such as table reports and forms. Now, we are leveraging our new architecture to improve the speed of navigating between these pages.

Starting this month, you will notice a change in the structure of URLs on these new pages. For example, apps that use the latest versions of table reports and forms will have a new path in the URL after the DBID. For example:

 https://yourrealm.quickbase.com/db/{{dbid}}/form?a=dr...

You will not be required to update any of the URLs in your apps, and we’re maintaining compatibility with the old URL format.

These changes will be implemented in stages, and this list will help you know when they will be available in your account. However, be aware that these dates are subject to change.

Forms updates

New ways to add related data

In line with our continued investments, we’re making it easier for you to create and update records displayed in embedded reports when using new forms. Later this month, all users will be able to edit or view records displayed in embedded reports through a subform without leaving the page. You can also create new records using the New Record button in the header. You can leverage this behavior to:

• Quickly edit a related record
• Make edits to many records in sequence using the Save & Next button
• View or present records in sequence using the Next/Previous buttons
• Create new records on-the-fly, without leaving the page.

You don’t need to do anything to see these changes in your apps. If both forms use the new experience, you will be able to create, edit, and view records without leaving the page.

Builders can optionally choose to override this experience in the settings of the Report component. Here, they can choose to open the record in a new page, select the form to use when opening the record, and allow/prevent creating new records.

Copy forms

Builders can now copy forms from the forms list. To do this, navigate to the table settings, open the Manage Forms page, and click the Copy icon at the end of the row.

Select all fields

To help our builders get up to speed quickly using the new form experience, they can now add all fields in their table (up to the 500 limit) to the form at once.

Updates to tab width

Tabs now automatically size to fit the full width of the label.

Report actions for embedded table and timeline reports

We’ve added two new options to the toolbar for the report components for table and timeline reports:

• A quick link to open the grid edit version of a report in a new window. This will help you to quickly do edits of the related records embedded in the form.
• You can download the contents of an embedded report as a csv file. This will help you to easily share the data within the embedded report.

The filters and search criteria applied will be preserved when any of the options are used.

Additionally, we’re introducing a setting for report components to hide this toolbar to preserve space.

Showing conflict between form rules

To help our builders build form rules, we now show conflicts between actions of the form rules. This will lower the barrier for builders to extend the business logic inside their forms.

Enhanced otherwise section for form rules

Builders now have a quick way to see what the opposite behavior of their form rules in detail is.

Mobile dashboard enhancements

The following enhancements were released in the latest mobile app version 1.51, available in Google Play and App Store as of 6th July. Additionally, we have introduced performance improvements within the dashboard experience.

Pull to refresh

You can now use the pull-down gesture on the mobile dashboard screen to trigger a page refresh and get an updated version of their dashboard data.

Rich Text height mapping changes

The height of a rich text widget on a mobile dashboard depends on the widget’s height in the desktop’s dashboard grid. One grid cell on desktop is equal to 20% of maximum widget height on mobile.

Read more in Add a rich text widget.

Deep links to a mobile dashboard are now supported

When you tap on a dashboard link on their mobile device or scan a QR code containing such a link, you will now be brought to the dashboard screen in the Quickbase mobile application.

Monthly scheduled refreshes for connected tables (Quickbase Sync)

When setting up an automatic refresh schedule for a connected table, you can now use the new Every month option to schedule the refresh for a specific day each month.

User registration link expiration time setting

Now you can set an expiration timeframe for user registration links. You’ll find the option on the Policies page in the Admin Console, under Security Policies. By default, links are active for 7 days.

Solutions Versioning updates

Blocking version restore when no common resources (apps/pipelines) exist

You won’t be able to initiate version restores when there are no common resources (apps/pipelines) in the schema of the solution. If you try to restore a version with no common resources, you will now receive an error message and would not be able to proceed.

Beta opportunities

A new Quickbase Exchange experience

A new, more powerful Exchange is here! We’re excited to announce that the beta version of our enhanced Exchange is available to all customers. You can access the new Exchange via the app bar next to My Apps, Pipelines, and Solutions:

• Our vision for the Quickbase Exchange remains the same: It’s a destination to discover what’s possible and jumpstart your building with resources from Quickbase and the community. But we’re adding exciting functionality to help you go further, faster.
• For the first time ever, you’ll be able to find formulas in the Exchange. And there’s a lot more to come.

During this beta program, you can:

• Browse template apps and formulas
• Install or copy formulas with the click of a button
• Submit your own apps and formulas
• Provide feedback and help shape the future of the Exchange

What’s fixed in Quickbase

5.21.23

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Quickbase Solutions Versioning – available on Business & Enterprise plans, May 31st

If you ever needed to make self-administrated backups and restoration of Quickbase schema, but didn’t have an easy way, now this is possible. You can version single apps, pipelines or a combination of them together. Start by defining a “Quickbase Solution” – a combo of apps and pipelines that represent your business process and need to always be in sync. Once you have your Solution, you can store backups of the Solution’s schema at any time you like and keep them in a library. In case something is not working as desired, a relationship gets messed up or a pipeline stops working for some reason, you can revert to any of the stored back up versions, thus making sure data and processes keep flowing. And the best part is, reverts do not impact the data in your Solutions, so you will not be losing data you accumulated in the meantime. This capability will be available on Business and Enterprise plans on May 31st.

For more information, see Versioning and Rollbacks and My solutions.

Invoices from before August 2022 can be directly accessed

You can now access invoices for your Quickbase plan from before August 2022 using Invoice History. From here you can download any of your invoices you may need.

For more details see View billing invoices.

File Manager: Drag and Drop Multiple Files at Once

Starting May 31st, app users can experience new levels of productivity when it comes to file storage in Quickbase!

After an admin installs the File Manager plugin and configures fields and forms, app users will be able to quickly and easily drag and drop multiple files to existing or new forms using desktop or the mobile app. See File Manager plugin to begin to use this new feature, complete the setup and configuration.

Enhancements

Access Procore Change events from Quickbase

You can now easily get access to the latest changes made in Procore Financial Management by using the Procore channel in Pipelines. This means you can stay up to date with all your Change events data.

In Quickbase, you can customize your reports to track project finances according to your needs. By consolidating Procore data into Quickbase, users can gain deeper insights into project budgets, expenses, and variances, and monitor the financial health of the projects in real-time.

With real-time data syncing and improved visibility into project financials, you can proactively identify potential budget overruns and take corrective action before they occur. This can help you stay on track with project budgets and avoid costly delays or penalties.

Quickbooks

In the Quickbooks channel,  “Rate” (Unit Price) data for each Line is now available in Invoices.
When using the Create an Invoice step for the Invoices resource, you can now specify a unit price (under the “Rate” area of the QuickBooks Online UI) to specify either unit price, a discount, or a tax rate for line items.

Beta opportunities

What’s fixed in Quickbase

4.23.23

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Snowflake channel in Pipelines

Starting Tuesday, May 2nd, customers on the Enterprise plan will have access to our Snowflake channel in Pipelines. Snowflake is a modern data warehouse that lets you easily store, transform, and analyze large datasets with unlimited compute power.

With the Snowflake channel in Pipelines, you can create centralized and secure, bi-directional pipelines to critical data in a business-managed yet IT-approved way. And without writing any code or SQL syntax!

See our Snowflake channel help page for more information.

Gmail channel in Pipelines

Starting Tuesday, April 25th, all customers will have access to the Gmail channel in Pipelines. You will be able to easily automate email workflows and integrate your business-Gmail account with Quickbase apps and the wide range of other systems offered in Quickbase Pipelines. Please note, only Gmail accounts affiliated to Google Workspace are supported (not personal Gmail accounts).

See our Gmail channel help page for more information.

Enhancements

Restrict certain methods of sharing data between apps

Starting this release, we will prevent app builders from using certain methods to share data between apps if it will result in a group of apps dependent on each other that take up more than 50gb of estimated memory.

Quickbase runs on an extremely fast in-memory database. It is purpose-built for solving complex problems. Many use cases require sharing data between apps, which Quickbase can support with many capabilities. Certain of these capabilities require apps to share resources, limiting their ability to scale effectively and take on more growth in data and users. To help customers scale out, not up, Quickbase will now have a limit of 50gb of estimated memory per ecosystem. An ecosystem is any collection of apps, or single app, that is sharing resources via cross-app relationship, table to table import, or shared multiple choice fields.

Existing apps or ecosystems greater than 50gb in memory may experience instability or may not perform as expected with all features such as app copies or backup/restore. Learn more in our Sharing data across apps help article.

Quickbase channel of Pipelines: New “Export Records to CSV” step

Starting Tuesday, May 2nd, all customers will be able to use a new step in the Quickbase channel of Pipelines to easily export data out of a Quickbase table. This new functionality pairs nicely with other Pipelines channels and steps that allow you to import CSVs to other systems, so that you can create pipelines to easily move bulk-data in and out of Quickbase.

See our Quickbase channel help page for more information.

Summary field caching

Customers with the Advanced Performance Pack, on our Enterprise plan, can now set eligible summary fields to only evaluate when data changes in the app, improving performance.

See Creating a summary field for more information.

Control Quickbase Sync connections to an app

A new security option in the Advanced settings of App properties lets you control the ability of regular app users to make a Quickbase Sync connection to the app. If you turn off this option, only connections that use the credentials of an app admin will be able to use this app as the source for connected tables.

Updates to the default notification

We’ve updated the default notification. When a builder creates a new notification, we pre-fill the body of the email with a formatted template that can be easily adjusted.

We’ll be rolling out this change to accounts in waves after the April release.

Gantt Enhancements

These enhancements have been added in this release.

Users & Resources Table.

The Gantt no longer creates a record in the resources table when a user who has never used the Gantt launches it. This will allow for apps to utilize connected tables and/or tables with custom keys as their Resources table.

Select multiple tasks and create or remove dependencies.

Users of the Gantt can now select two or more tasks and create a chain of dependencies between them. Then can do this by holding shift to select multiple tasks, right clicking, and selecting Add Dependencies. They can also bulk delete dependencies by right clicking and selecting Remove Dependencies.

Beta opportunities

What’s fixed in Quickbase

3.26.23

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Restrict outside realms from making Quickbase Sync connections

Security-sensitive realm admins on Enterprise plans can more effectively control access to their data by preventing other realms from making Quickbase Sync connections to apps in their own realm. To restrict Quickbase Sync connections, click the Policies page in the Admin Console. You can disallow all outside realms from making a connection, or you can allow connections from a specified list of outside realms. Learn more in our Security Policies help article.

Enhancements

Pipelines now trigger up to 5x faster

Over the last few months, we’ve been working on new behind-the-scenes architecture to power speed and reliability improvements that customer wanted in the Pipelines area of Quickbase. As of March 1st, all customers are now backed by this new architecture. In the chart below you can see that “typical” pipeline workloads and “busy” pipeline workloads are now firing 5.6x faster and 3.5x faster than before (respectively).

• A “typical” pipeline workload is a generalization used to describe pipelines with simple structures. Most pipelines fall into this category
• A “busy” pipeline workload is a generalization used to describe pipelines that fire frequently or contain complex looping logic within.

If you’re interested in deeper details and explanations on all the Pipelines speed improvements, please be on the lookout for an upcoming Community blog post!

Reliability improvements in Pipelines

Throughout the first three months of 2023, Quickbase steadily increased the outbound-webhook rate limits from 20, to 50, per second per app. This increased rate limit now covers 99.99% of activity that we’ve seen throughout 2023.

Also, there is now an error notification sent to the pipeline owner if a pipeline is attempting to be triggered by a Quickbase app that exceeds this outbound-webhook rate limit.

Microsoft Outlook channel in Pipelines: Reply to email thread

New functionality of the Outlook channel that allows the user to reply to an email thread.

Increase the limit for uploading file attachments in OneDrive and SharePoint

The limit for uploading file attachments is now increased from 30MB to 100MB which allows users to upload even larger files.

Dashboard performance improvements

Earlier this month, we released changes to improve the initial time it takes a dashboard to load. Dashboard tabs that use a smaller number of distinct widget types will see the largest impact. Builders will also notice improvements in the time it takes to lock and unlock a dashboard for editing.

Creating report subscriptions for table reports

In the March release, we’re excited to bring more functionality to our table reports. You can now create subscriptions for table reports directly from the More menu of a standalone report. To set it up, simply choose ‘New subscription’ and you’ll be redirected to the Notification center. Learn more in Create a report subscription.

Note: Previously, this feature was available only in the legacy version of table reports. With the March release, it will also be available in the default version of table reports.

Change to embedded report links across apps

We’re continuing our efforts to help app builders scale effectively on Quickbase by changing the behavior of email notifications when a form is sent with an embedded report originating from a different app without an explicitly-defined relationship. Now, if the form is configured to include an embedded report directly, it will always be sent with the email notification. A few weeks ago, we changed the behavior so that:

• When the embedded report on the form is part of an explicitly-defined cross-application relationship, there are no changes.
• When the report is embedded on a form within the same app, there are no changes.
• When the report is not part of a cross-application relationship, but does come from another application, the parent form displays a link to the report.

With this release, embedded reports from different apps will scale more effectively. This change will stop embedded reports from causing dependency in the Quickbase infrastructure. Apps with a defined cross-application relationship will still share resources.

User tokens and app tokens

For performance reasons, revocations to apptokens or usertokens may take up to 5 minutes to propagate.

Create and manage custom searches with the Sensitive Data Scanner

The Sensitive Data Scanner will now allow account admins to customize their scans to fit the way each organization works by allowing them to manage scan configuration and set custom rules. Custom rules would enable admins to create their unique scan patterns and search for any data types using regular expressions. Scan configurations will allow them to save and re-use for search sets of predefined and user-build custom scan rules.

With the improved scanner you will be able to create and manage your scans easily by selecting your own scan thresholds, set custom rules and configurations altered based on your needs and then scan based on the selection

Additionally, you will have the opportunity to scan using the default scans or your custom configuration for each of your apps.

For more information on how to use the Custom search see Using custom search in Sensitive Data Scanner.

On top of that, you can now access Table ID to view the table, where sensitive data was found by simply clicking on the Table ID.

Read more information Sensitive Data Scanner.

Beta opportunities

Announcing Forms Beta

This month we’re continuing our journey in modernizing Quickbase with a beta program for the latest version of forms. The new version of forms will benefit builders of all skill levels with a drag and drop, WYSIWYG building experience.. We will be activating the feature for customers in waves. This will allow us to monitor performance, identify bugs, and gather feedback that will inform our roadmap on the way to General Availability later this year.

You can read more about the form designer in our announcement post on Quickbase Community (link incoming). Interested customers can join the waitlist for the beta program by signing up in our registration app.

We’re looking forward to partnering with our awesome community of builders to make this next iteration of form building in Quickbase as powerful as the apps you create. We can’t wait to see what you make.

What’s fixed in Quickbase

Contents

• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

Enhancements

Scrolling navigation in report builder

Use the new report builder panel to update your report settings while viewing your report data. Open the panel to access things like filters, sorting, color, and so on.

Based on the feedback we received, we changed from just using icons to switch sections in Kanban reports to navigation using scrolling. This makes navigating between sections easier, faster, and clearer.

Learn more about using the new report builder panel in our About Kanban reports in the help center.

We plan on releasing this report builder panel to other report types in the future. We’ll announce new releases in the release notes.

Longer runtime for performance insights

Run performance insights for 4 hours at a time to get more information and insights about how to improve the performance of applications. Builders can select different increments, but we recommend 4 hours to collect the most information. Learn more about performance insights in the Quickbase community.

Performance improvements for key fields

Reports and queries with a single criteria that leverage key fields now perform better. When it is possible, Builders should ensure reports, API calls, and formula queries use the key field for filtering.

Increased user token limit per user

A single user can now create 100 user tokens instead of 20. This work supports an increase in demand for integrations. Learn more about user tokens and applications in the help center.

Audit logs: Increased limits for data change logs

Data change logs have a new limit of 50 apps and 100 fields per table (up from 20 apps and 50 fields). This is helpful when working with larger apps with several tables. Learn more in the help center.

Change to embedded report links across apps

We’re continuing our efforts to help app builders scale effectively on Quickbase by changing the behavior of email notifications when a form is sent with an embedded report originating from a different app without an explicitly-defined relationship. Now, if the form is configured to include an embedded report directly, it will always be sent with the email notification. As of March 9th, the behavior is as follows: 

• When the embedded report on the form is part of an explicitly-defined cross-application relationship, there are no changes.
• When the report is embedded on a form within the same app, there are no changes.
• When the report is not part of a cross-application relationship, but does come from another application, the parent form displays a link to the report.

In March, we plan to release an update to help embedded reports from different apps scale more effectively. The upcoming change will stop embedded reports from causing dependency in the Quickbase infrastructure. Apps with a defined cross-application relationship will still share resources.

New formula functions for working with dates

We’ve added and upgraded formula capabilities to help app builders process data that includes dates and times across time zones and systems.

• “ToFormattedText()” now includes an input for “ISO8601”. ISO8601 is an international standard used in many systems, including our RESTful APIs.
• “ToUnixTime()” will output the numeric unix time of a date, or date/time field, including the milliseconds.

Note: these enhancements will be added to the in-app formula function helper in our March release.

Here’s an example of how you can leverage these new functions: 

 ToFormattedText(April 14, 2020, "ISO8601")

ToFormattedText([datetime], "ISO8601")

ToTimestamp([numeric])

ToDate([numeric])

ToUnixTime([datetime])

ToUnixTime(April 14, 2020)

Favoriting table reports

We enhanced the ability to add table reports to a list of favorites. Now you can create and manage a list of your favorite table reports for all versions of table reports, including default table reports.

In the More options menu, select Add to favorites. Then you can open your favorites from the top navigation menu, and open a table report from there.

Access Procore purchase orders from Quickbase

As of February 28th, you can easily pull purchase order information from Procore into Quickbase and any other systems we have a pipeline connect for. Quickbase automatically handles this complex process, and this expands the functionality of the Financial Management Module in Procore. 

RESTful API upgrades

We updated our infrastructure to more strictly adhere to API specifications. This improves performance by an average of ~30%, helping customers do more in less time.

This infrastructure update included security upgrades, infrastructure changes, and minimally-disruptive maintenance. Through the work we discovered and fixed different issues including:

• QBE017646 Accepting null for groupBy property
• QBE017605 Rejecting unicode escape characters with Bad Request
• QBE017601 Inconsistent results on file attachment field queries
• QBE017585 Providing retry-after response for rate limit error
• QBE017659 Failing to authenticate realm names with uppercase characters
• QBE017660 Failing auth endpoint with expired ticket error
• QBE017643 Failing API when http:// is present in the header
• QBE017661 Allowing trailing semicolon in content type header
• QBE017662 Rejecting null record values incorrectly
• QBE017663 Failing requests with missing or unexpected content type
• QBE017604 Passing JS NAN to a numeric field 

Learn more about this work, the rollout, and the impact in Quickbase RESTful API upgrades and post mortem. 

Beta opportunities

No beta opportunities this month. Read next month’s release notes for more opportunities.

What’s fixed in Quickbase

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Smart builder table and field recommendations

App builders can now use intelligent recommendations when creating tables and fields. Smart builder table and field recommendations are generated by an AI/ML algorithm trained on the millions of apps built on the Quickbase platform over the last 20 years.

Recommendations are included in updated Add Fields and New Table dialogs. You can see recommendations by selecting Recommendations or by typing to search for specific suggestions.

Smart builder table and field recommendations only include information that is common across at least 30 different customers. This helps keep recommendations relevant and anonymous.

Pipelines: Snowflake channel now available

Update December 12, 2022: Snowflake channel will be available as part of our Public Beta program.

Snowflake is a modern data warehouse that lets you easily store, transform, and analyze large datasets with unlimited computing. With the new Snowflake channel in Pipelines, you can now easily integrate Snowflake to send data to and from Quickbase apps and other systems in your ecosystem.

Since the Snowflake beta program, we’ve also added the ability to export records to CSV. This allows you to easily transfer a large set of records (up to 300MB) from Snowflake to Quickbase. For example you can generate a CSV with the Export Record to CSV step from Snowflake and then Import with CSV in Quickbase. For more details see the Snowflake help article.

GetRecordByUniqueField() formula function

Formula queries make it much easier to build calculations based on data from other records and data from other tables. The GetRecordbyUniqueField() function expands what’s possible with formula queries. You can use GetRecordbyUniqueField()instead of GetRecord() to allow users to search for a record using any unique field, rather than being limited to the Record ID#.

To use the new function, provide a field ID and a value to search for. The field must be marked both unique and required. Use this function within the GetFieldValues(), SumValues(), or Size() functions— all of which can use a list of records as input.

The GetRecordbyUniqueField() function is ideal to use with tables that have custom key fields, but you can use it with any field that is both unique and required.

You can also replace performance-intensive GetRecords() queries in situations where a unique, required field is available with GetRecordbyUniqueField() which offers easier set up and will give your queries a performance boost.

Learn more in our Formula Queries help article.

Restrict Pipelines connections outside of a realm

Available December 13, 2022: Security-sensitive realm admins on Enterprise plans can more effectively control access to their data by restricting Pipelines to connect only to their own realm. To restrict pipeline connections, go to the Policies page in the Admin Console. Restrictions will apply to any pipelines that include the Quickbase channel. When this restriction is turned on, any pipelines that use the Quickbase channel to connect two different realms will stop working. Learn more in our Security Policies help article.

Enhancements

Pipeline activity log date/time filter

We’re making activity log filtering by date easier and more powerful. You can now zoom in on activities by the hour, minute, and second.

The activity log now includes a From and To field. By clicking the clock icon, you can also select an optional 15-minute time increment. After you’ve made your selection, you can type in a more specific time increment.

New tooltip on the Permissions page

We’ve added a new tool tip to the Permitted users and groups table on the Permissions page.When you hover over a specific group or email domain group, you will see how many users are in the group. When you hover over a user, you will see the username and email.

Improvements to Performance Insights

We’ve added new insights that cover:

• Clusters of tables
• Reports that would benefit from caching
• Complex triggers (labor-intensive triggers generated by Webhooks or email notifications)

We also made a few other updates:

• Design changes that make the insight title more obvious and add a category so you can easily see what type of action will be required
• More details about specific pipelines referenced in insights
• Better links that go to a specific spot on a help page rather than the top of the article

Pipelines: JWT authentication now used in JSON Handler, CSV Handler and Webhooks channels

You can now use JWT (JSON Web Token) authentication in the Pipeline JSON Handler, CSV Handler and Webhooks channels. For more details see JSON Handler details. For example, the Incoming JSON step supports authentication through a JWT token:

When you select the JWT Token option, you’ll need to provide a public key and select a signing algorithm:

Beta opportunities

What’s fixed in Quickbase

Contents

• New
• Enhancements
• Beta opportunities
• Retirements
• What’s fixed in Quickbase

New

Pipelines packaging updates and access to more channels

Pipelines channel management improvements

To support the Pipelines packaging updates, several improvements are being introduced to the Pipelines tab and Permissions tab of the Admin Console. These updates provide increased visibility and control for admins:

Admin Console — Pipelines tab

• You can see all the channels included in your Plan
• By default, all of your channels will be turned on so that your users can have access to them
• Any channels you turned off in July 2022 or later will remain off
• Future channels that Quickbase builds will also be turned on by default
• You can directly turn on / off each included channel: Bucket, CSV Handler, Callable Pipelines, Clock, JSON Handler, Text, and Webhooks
• You can directly turn on / off additional third party integration channels (if applicable for your plan): Amazon S3, Autodesk, Gmail, ODBC, Procore, Snowflake, and more

Admin Console — Permissions tab

The new Specific user, with specific channels option on the Permissions tab of the Admin Console gives customers on our Enterprise plan the ability to control exactly which users have access to each of the enabled channels on an account.

The update to what Pipelines channels are available for you to access introduces some new behavior for active Pipelines and ones you are building.

If you turn off a channel in the Admin Console:

• All active pipelines using this channel in your realm will be suspended (temporarily disabled)
• No users will be able to build new Pipelines with the channel
• When users open a pipeline using the disabled channel, they will see a message that says: This pipeline has a disconnected channel. Please contact your realm admin to reconnect the channel or use a different channel.

If you remove a channel from a specific user/group/domain in the Permissions grid, all active pipelines for the affected users will be suspended. All affected users will not be able to build new Pipelines with the channel.

If you remove the permissions for a user to Pipelines in general, they will lose access to the Pipelines menu and all their active Pipelines will be suspended.

Re-enabling a channel or allowing a user to build Pipelines again will automatically re-activate their suspended pipelines.

Note: It may take up to 5 minutes for changes to go into effect.

Autodesk channel in Pipelines

Autodesk is a leading software provider with multiple product lines, including several products in Architecture, Engineering, and Construction (AEC). With the new Autodesk channel in Pipelines, customers can interact with Hubs, Projects, Items, and Folders to integrate and automate workflows primarily related to document-management. This new channel allows customers to integrate areas of Autodesk Construction Cloud and Autodesk BIM 360 with all other channels in Quickbase Pipelines including Salesforce, Twilio, Microsoft Outlook, Procore, and more. Check out the help page for more details, as well as common use-cases.

Realm admin view of Pipelines

Realm admins will now be able to review a complete list of the pipelines that have been built by all users, in one view. This gives admins the visibility into all integrations and automations on their realm, without needing to repetitively select Switch User to view the pipelines of individual users one at a time. The new realm level view of Pipelines will be accessible to realm admins by selecting a toggle on the My Pipelines page. This will bring up a list of Pipelines, with information like the pipeline name, pipeline owner, pipeline on/off status, channels associated to the pipeline, trigger type, and last triggered date/time.

Realm admins can now search by pipeline name, channel, and/or owner email so they can easily find, review, and govern all their realm apps, data, and connections in a unified and simplified manner. To learn more, read the help article.

Enhancements

Pipelines Outlook Channel: Reading from Shared Mailbox

You can now read emails from shared mailboxes in Outlook, allowing you to completely automate a request cycle. This applies to the following steps: New Email, Search Email and Look Up an Email.

For example, you can now read support requests from a shared mailbox and use details from the email header and body to automatically populate records in a Quickbase table. Once the record is created, a Work Order ID is generated and sent back to the original recipient to confirm that their request is being processed.

New report builder panel: Styling update

We’ve updated the appearance of the panel to clarify how you can resize its width. Hover over the left edge of the panel, then click and drag to make the panel as wide as you’d like.

Note: The report builder panel is currently available only on Kanban reports. Over time, we will be expanding this to cover all report and chart types.

New charts: Report caching support

Customers on Enterprise-level plans will be able to improve the performance of charts using a cache (a temporary store of data). We recommend that advanced users use caching with:

• Complex reports where the underlying data may not change often
• Reports that use large datasets

Charts will use the table’s default cache behavior or unless something different has been specified in the report’s settings. Users will be able to refresh report data from the report toolbar in Quickbase.

Users will be able to see if a report has been cached from within the Dashboard widget.

See our help center article on report caching for more information.

Beta opportunities

Retirements

Automations not reaching End of Life in January 2023

The next phase in our Automations retirement journey is the End of Life phase. This is the final phase, when the Automations feature will be completely removed from the product. Pipelines is the future of automation and integration in Quickbase. It supports both orchestrating workflows within Quickbase and integrating workflows across your tech ecosystem, all in one place.

To prepare for the End of Life of Automations, we gathered feedback from many of you on how you plan to continue creating new no-code workflows. This uncovered an opportunity for several key improvements to Pipelines, which will replace Automations. These improvements will make it easier to build and govern pipelines, and help pipelines run faster than ever before. We also heard that you needed more time to accomplish the task of migrating your existing automated workflows over into Pipelines. Based on the feedback we gathered from many of our customers, we believe this extension in the End of Life timeline will successfully allow for you to plan and accomplish your migrations. For more information, please refer to our Community post about the phases and timeline for the Automations retirement project. As a reminder, Quickbase Automations is no longer a supported feature. Therefore, it is no longer possible to create new automations. We recommend that you continue to migrate any remaining automations you have to pipelines. To learn more about migrating to Pipelines, please see this community post. In addition, we’ve created a brand-new workshop called How to get from A to P which is designed to teach Pipelines to those familiar with using Automations.

We will share more details on the timeline for Automations End of Life in upcoming release notes.

You will have at least six months notice to prepare for the new End of Life date.

Quickbase Sync Zuora Connector is now End of Life

We have retired the Zuora connector for Quickbase Sync. This means it is no longer possible to create a connected table by integrating with Zuora. To set up a workflow that integrates and automates data from Zuora to third party systems and Quickbase apps, please use the Pipelines Zuora channel.

What’s fixed in Quickbase

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase
• Retirements

New

Connection central

App admins can use a new app setting called Connection central to view the pipelines connected to their apps. This information helps admins maintain, troubleshoot, and ensure the success of their app.

To access this new pipeline connection information, navigate to your app, click on the settings icon, and click Connection central under Advanced.

If you have many pipelines connected to an app, you may want to download a CSV of this information. To export the pipelines list, click the download icon at the top of the page.
Note: When you hover over the icon, you’ll see, “Export x Connections as CSV” where the x reflects the total number of pipelines across the pages.

To learn more about this and other features, see the Connections central help article.

Important: Connection Central will not be viewable for customers who have IP restrictions enabled, which is available on Business-level or above plans. This feature will be available in the weeks following general release.

Performance insights

Customers on our Enterprise plan now have access to performance insights. Performance insights recommends clear actions you can take to improve performance. You’ll be able to use these insights to make changes that lead to a faster experience for end users, more users, higher transaction counts, and more sophisticated solutions.

Pipelines

We have redesigned the Channel catalog page for Pipelines. As the list of Pipelines capabilities continues to grow, this update will make it easier for you to search for information about the specific pre-built integrations that we support. It will also help you to learn more about any new channels that are in development or in beta. Updates include:

• New channel categories and details to help you find the right capabilities
• Status information about features that are coming soon
• Additional filtering options to make it easier for you to navigate

For more information see the About Channels help article.

Enhancements

Quickbase Sync: Enhanced details for connected tables using Quickbase connections

We have added additional details about Quickbase tables that are connected using Sync. When a connected table is configured with another Quickbase table as the source, the connection details of the connected table will now include the table ID of the source, along with the name and ID of the app where the source table resides. You must have admin permissions in the app to see its name.

Note: For cross-realm connections, the app name will not be available.

Quickbase Sync: Relative values for connected table date and date/time filters

New relative values and operators are available for date and date/time filters for connected tables.

For date filters, you can choose from the following relative date values:

• yesterday
• today
• tomorrow
• one week from today
• the first/last day of the previous/current/next month

For date/time filters, you can choose from the following relative date/time values, where midnight is the start of the day:

• midnight yesterday
• midnight today
• midnight tomorrow
• midnight one week from today
• midnight on the first/last day of the previous/current/next month

For date and date/time fields, you can use the new is during or is not during operator to filter on relative date ranges:

Please keep the following in mind when using date and date/time filters for connected tables:

• Connected table filters for date and date/time fields are based on the timezone setting for the app where the connected table resides
• If you change the timezone setting for a connected table’s app, the new timezone may not be immediately used for existing date and date/time filters during the next manual refresh. One way to ensure that the new timezone will be used is to sign out of Quickbase and sign back in before manually refreshing the connected table.
• When you add a date/time filter with a literal filter value, be sure to include the time as well as the date (for example, 2022-7-1 12:00 AM).

Performance improvements for table report style

Over the past several months, we’ve been developing a faster version of new table reports. This new version keeps the modern look-and-feel of the new table report style, while significantly improving loading and scrolling performance. We’d like to thank those of you who took the time
to engage with us and help us understand your pain points, so that we can provide you with the right solution.

• Our release schedule has changed slightly to combine all remaining phases into a single update on September 26th. In the previous phases, we received compelling feedback on the fixed column widths and we felt it is in our users’ best interest to address the problem moving forward with the release.
• After 9/26 all users in the previous phases will see the column widths change

Gauge charts use the new style

We’ve updated the styling of gauge charts on Quickbase. This is the last of the charts to be refreshed and is an important milestone in removing the New Style toggle completely from charts. Remember to leave your feedback by visiting the My Apps page and clicking the Give Feedback Icon.

Beta opportunities

What’s fixed in Quickbase

We continue to focus on quality. Below are the issues we fixed this month.

Note: Platform security, billing changes, back-end tooling, and performance are all ongoing commitments. Each release may include changes in these areas.