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Quickbase Release Notes

Here’s What’s New with Quickbase

11.14.21

Contents

New features

Lucidchart integration

As part of the Quickbase + Lucid partnership, we are proud to announce the GA release of a new product integration.

Simply build your database diagram (ERD) in Lucidchart, export it using the Quickbase option, and then import that diagram into Quickbase to create your app. You can find the option to import from Lucidchart as a fourth option when you create a new Quickbase app. See full instructions for this feature in our help center.

Our Customer Success team has helped many customers plan business-critical apps using Lucidchart, and we want to make it even easier for app builders to collaborate with their colleagues to turn ideas into action.

Pipelines – AWS S3 Channel

You can now integrate and automate movement of files, and extraction of data within files stored in Amazon Web Services (AWS) S3 to other systems. This Channel is available to customers on Business and Enterprise plans.

ActionUpload an ObjectUploads an Object into S3 Bucket.
ActionDelete an ObjectDelete the selected object. An object look up should be done in previous step.
ActionLook Up an ObjectReturns a single Object for the selected account. It is used when you wish to download or transfer the file. Look Up an Object searches for a single object given the bucket’s name containing it and the object’s name as a key. This action will return content_url / file_transfer_handle.
QuerySearch ObjectsSearches the selected account for files and returns a list. Search Object searches for objects given many parameters: id, key, type, bucket, updated at, size, content type, browser url, file transfer handle or (advanced) expression handle. The query will return a list that satisfies the search conditions.

Read our AWS S3 Channel help page for more information on how to connect, more details on each available Step, two use cases focused on how to upload File Attachments from Quickbase into AWS S3, and how to extract CSV file data from S3 into a Quickbase app.

Enhancements

Email Notifications – Rich Text Editor

11.16.21

It’s now much easier to create styled custom notifications.

Notifications provide a powerful, streamlined way to contact users about important additions or updates. Adding visual styling to notifications helps create alerts that are actionable, look more professional, and are less likely to be missed in a busy inbox.

Previously, the only way for you to include any formatting beyond plain text was to write custom HTML. This prevented less technical users from using styled content.

We’ve added a rich text toolbar to the notification builder page, making it easier for everyone to create custom notifications. Note that you can still customize notifications with HTML via the Source tab.

New table report style – improved date filters

If you are a new table report user, you can use a new date-picker menu to easily filter by time period. This feature will be progressively rolled out over the next few weeks.

Date options include:

  • By year or by fiscal year
  • By quarter or fiscal quarter
  • By month or by week
  • Dynamic ranges, like “during the previous month” or “during the next two weeks”
  • Filtering by records where the date is empty

In addition to the options above, you can also still select custom date ranges.

Dashboard elements added to Field Usage

If you’re an app builder, you can now see when fields are used in search and filter widgets on dashboards in the Usage tab of a field’s properties.

This information will also be included in the responses of calls made to the /getFieldUsage and /getFieldsUsage endpoints in the RESTful API.

Additional Scroll and Load Reports on Forms

When you view or edit a form, Quickbase loads certain embedded reports when they come into focus. This optimizes performance for end users by only loading the information they need. Over the coming weeks, we’ll progressively roll out support for additional report types to load in this manner.

Formula queries in custom data rules

Previously, we suggested that you use formula queries that only referenced different tables in custom data rules (CDR) because the record being edited may or may not be included correctly. Now, formula queries in CDR will include or exclude the record being edited as appropriate. If changes make the record being edited match the criteria of a formula query inside a GetRecords function, it will be included in the formula query result for custom data rules. Respectively, if changes to the record make it not match the query criteria (where it had previously), it will be excluded.

For more information and examples on formula queries implementation for custom data rules see the formula queries help article.

Update to recent reports list

Quickbase keeps a list of recently-accessed reports for each individual user. This list can be found in the Favorites menu or in the Reports & Charts panel. Previously, reports would stay on this list for varying amounts of time, depending on how many reports the user accessed. Starting in the November release, reports will remain on the list for 30 days. We’ve updated our Limits documentation to reflect this change.

Open beta

Pipelines – beginner builder wizard

This new feature in the Pipelines builder helps new builders get started. It guides you through the most important things you need to decide when starting your Pipeline and shows you how to think about your Pipeline’s “skeleton,” or basic structure.

For this beta program, we’ll roll out this feature in phases beginning on November 17, 2021. To ensure a smooth transition, we won’t take opt-in requests but instead will provide a controlled rollout.

Email notification templates

This enhancement, will give users the option to insert prebuilt templates into custom notifications. These templates provide example content to help new users understand how to get started with custom notifications.

This beta feature will be released incrementally to accounts over the next few weeks. To ensure a smooth transition, we won’t take opt-in requests but instead will provide a controlled rollout.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.

 

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.

ISSUEAREA AFFECTEDDESCRIPTION
QBE016380PipelinesThe Box channel now has a new step to create a share link.
QBE016153New style table reportIf you added “Long options” in a multi-select text field and reduced a window from full screen, options were cut off and not wrapping properly.
QBE016209PipelinesSome scheduled pipelines only ran when they were manually executed.
QBE016224PipelinesIf you created a usertoken name using non-latin UTF-8 characters, that usertoken name could not connect to the Quickbase channel in Pipelines.
QBE016377New Timeline reportsWe fixed an issue where some timeline reports did not render.
QBE016365PipelinesA bug that caused ODBC Channel SQL outputs larger than 100 records to sporadically return different results has a workaround to use stable-sorting with “ORDER BY” clauses in your SQL statement. For more information, see our ODBC channel help page.
QBE016273PipelinesThe settings menu dropdown was hidden behind the toolbar in the Pipelines Builder.

 

 

Feature retirements

Quickbase routinely retires features that aren’t broadly useful so we can focus on delivering the most valuable product improvements for your business. Learn more about feature retirements on the community.

End of life – Quickbase Desktop

We’re retiring Quickbase Desktop, which was an older tool for integrating Quickbase with the Windows, 32-bit, desktop versions of Microsoft Access.

Timeline for retiring Quickbase Desktop: Quickbase Desktop reached End of Life on October 15, 2021.

10.15.21

Contents

New

Formula queries

Formula queries are now available to all customers. This new feature allows formulas to query and aggregate data across records and even unrelated tables in the same app.

With formula queries, you can do things like:

  • Find duplicate records in a table
  • Keep track of running totals
  • Autonumber records
  • Create advanced calculations, like identifying company holidays within a certain period of time
  • Create advanced report filters
  • Create fields with outputs similar to lookup summary fields without creating additional table relationships

A single Quickbase formula can span 100 million cells of information, leveraging the power of our purpose-built in-memory database to deliver actionable information. Over the last few months, we’ve improved our formula language, making it more powerful and flexible than ever before.

To maintain consistency, we are renaming the GetCellValues function to GetFieldValues. For those who implemented GetCellValues during the beta program, there will be a transition period to migrate before we retire GetCellValues at the end of 2021.

For additional information, check out our Formula queries help center article.

New timeline report style

After the October release, all timeline reports will use the new style by default on report and table home pages. This new timeline style allows users to take advantage of many new features like resizable columns, column filters, and row colorization.

You can still toggle off the new style on a report-by-report basis.

Automation to Pipelines Migration tool: Copy Records

We now support copying records in the Automations migration tool, so you can migrate automations that use copy records to Pipelines. Now, the Automations migrations tool can convert every action in automations.

For more information on how to use this feature, see our online help article on Automation Migration.

Changes to Quickbase feedback

We are changing the platform we use to collect product feedback to ensure we provide the best experience possible. After the October release, you’ll see a new icon on the My Apps page:

After clicking this icon, you’ll see any requests you’ve previously submitted on UserVoice and can rank each to let us know which requests are most important. You can no longer add new requests or feedback to UserVoice after October 7, 2021, but this platform will remain in read-only mode until October 31, 2021. If you’ve submitted feedback that didn’t meet our criteria for automatic migration that’s still important to you, please re-create those requests in our new platform.

New Pipelines Channel: Formstack Forms

All customers can now leverage Formstack Forms from their Quickbase applications. Read more about the Formstack channel and how to use it in our Formstack help center article.

Enhancements

Mobile workflow enhancements

The following features are now available on the mobile website and mobile app:

  • iFrames on a form when set in a formula url field
  • data-autosave=true can now be used in formula rich text fields to force the record to bypass the save prompt
  • Note: This feature must be used for mobile, as the “Auto save when redirected away from the page” setting only applies to the full site.
  • Formula URL controls to launch a link in a popup are now supported for a mobile browser
  • The following new CSS classes and attributes (introduced earlier this year) now translate to mobile with slight differences in behavior.
    • data-height/data-width (mobile web only)
    • data-OpenAsPopup (mobile web only)
    • data-replaceRid
    • SaveBeforeNavigating (when in the mobile app, will function only when navigating to *.quickbase.com URLs)
  • data-refresh (mobile web only)

Note: Popups in the mobile web are treated as a new tab, and are not supported in the mobile app. If optimizing for the mobile app, builders should use page navigations instead of popups.

Improved performance of user operations

Quickbase has improved performance of all operations that involve lookups of users, including:

  • Bulk user operations, like those found on the Manage Users page
  • Interactions with User and List-User fields
  • Formulas that convert between users and email addresses

Note that changes to user profiles, or invitations of new users, may take up to an hour to reflect in an app. Learn more about limits in our help center article.

Enhancements to Formula Rich Text fields

Builders can now use data-autosave=true in a formula rich text formula to override the auto-save setting in table settings.

My pipelines page: Search filters preserved after leaving the page

When you enter a search value or a filter in the “My pipelines” page, leave the page and then return to it, your filters are preserved and still valid.

My pipelines page: View pipeline type in the grid

You can now see what the type of the pipeline is in the “My pipelines” page grid. These types include:

  • Draft: This pipeline is incomplete
  •  Scheduled: This pipeline runs at a set time
  • Manual: This pipeline runs when manually started. It can as well be scheduled to run automatically on a certain schedule
  • Triggered: This pipeline is triggered by an event in real-time

Platform analytics user reads summary

In platform analytics, you can now view summary read information in the new page 2. You can access page 2 from the user reads section on the platform analytics page. Learn how we measure user reads in our help center.

Quickbase channel: Non-English characters

This channel now provides UTF-8 support for non-English characters.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Lucidchart integrationThe ability to build your database diagrams (ERDs) in Lucidchart, export it using the Quickbase option, and then import that diagram into Quickbase to create your app.Open BetaYou can import from Lucidchart as an additional option when you create a new app. See complete instructions for this feature in our help center.
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.
Pipelines certification examThe beta for the new exam starts now and there is still an opportunity to participate.BetaEmail Quickbase University to sign up.

 

 

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.

ISSUEAREA AFFECTEDDESCRIPTION
QBE016030New table report styleWhen a user sorted a new style table report, entered grid edit, and customized the report, the report type would change to grid edit, and not offer a way to change it back.
QBE016123New table report styleThe sort option controls in table headers were not accessible by keyboard.
QBE016143New table report styleWhen you sorted a column in the new table report and attempted to use keyboard navigation, tab and shift + tab would leave the grid and focus between the last dynamic filter and first pagination icon.
QBE016124REST APIWe rolled back a change that affected some users’ ability to get temporary tokens.
QBE016144REST APIThe responses for getReport and getTableReports in the dataSource property now return a JSON array instead of JSON objects for gauge, pie, funnel and bubble charts. Now, the property is named dataSources and returns as single-item array.
QBE016150PipelinesA failure occurred when some users used UTF-8 characters in a Quickbase channel step.
QBE016149PipelinesSome scheduled pipelines were not running properly.
QBE016178PipelinesAutomation migration dates did not display correctly in Safari.
QBE016185Account managementWhen you attempted to transfer an app to a person with no explicit app creation permissions, you received an error and the transfer failed.
QBE016121Quickbase SyncNow, Quickbase Sync uses NetSuite SOAP 2019.2 for connections to NetSuite. When your Quickbase NetSuite connection first attempts to use 2019.2, an integration record for Quickbase Sync is created in your NetSuite instance. If the NetSuite instance requires approval during the auto-installation of an integration record, your NetSuite administrator must enable the Quickbase Sync integration record for the connection to work.
9.19.21

Contents

New

On-Premises Connectivity with Pipelines

Organizations rely on access to appropriate data for creating workflows and making informed decisions. This data often lives behind firewalls in customers’ private networks. Quickbase is introducing our On-Premises Connectivity feature to help customers securely integrate with these crucial systems and data sources.

You can use this new feature to create secure, no-code integrations between your Quickbase Pipelines ecosystem and your on-premises apps, endpoints, and databases. When you install the Pipelines agent software on your private-network server, you can create an encrypted connection to your Pipelines account. You can use this secure connection in 5 Pipelines channels (ODBC, Jira, Webhooks, CSV Handler, and JSON Handler) for automation and integration.

Customers on Enterprise-level plans with read entitlements receive this feature as part of their plan.

For additional information, check out these resources:

  • On-Premises connectivity help article — Includes use-case examples, like how to move data from your Microsoft SQL Server database into a Quickbase app.
  • On-Premises Connectivity: How-To Video

     

 

Performance optimizer

As part of our effort to provide enterprise-grade performance at scale, we are introducing a new feature that app builders can use to scan a Quickbase app for performance optimizations. You can apply those changes to your app with a single click. Find out how this works in our community post.

You can find the performance optimizer in App management — learn more about how to use it in our help center article. Note that this feature is available to app admins (app builders) on the Enterprise-level plan. For questions on your plan, please reach out to your account team.

Enhancements

New audit log activities

Admins can now see failed login events in the audit logs. These logs will specify whether logins failed because of invalid credentials, invalid user tokens, or invalid tickets. Logs might look like:

  • Someone was unable to log in because of an invalid user token on table Reports in app API Gateway.
  • Someone attempted to log in with an expired ticket on the Reports table in app API Gateway.
  • Ariel Adams attempted to log in with incorrect credentials.
    Note: This log captures the user’s name.

Visit our audit logs help page to read more about the patterns captured in each of these events.

Create duplicate dashboard tabs

Builders can duplicate a dashboard tab using the existing tab as a template. To do this, unlock the dashboard, click the context menu (…) of the tab you’d like to duplicate, and click Duplicate.

Platform analytics user reads CSV export

In platform analytics, you can now export detailed user read information through a CSV download. To do this, click the download icon. Find out more about how we measure user reads in our help center article.

Pipelines enhancements

New action step in Quickbase channel

The Action step Make request has been added to the Quickbase channel. This action makes an HTTP or REST API request. You can call the Quickbase APIs using your Quickbase authentication (QB-USER-TOKEN) implicitly. An example of usage would be a table-to-table import.

More field types supported in Quickbase channel

We are supporting two more field types in the Quickbase channel. This helps builders rebuild certain automations. These fields are:

  • Predecessor – Helps keep items in a sequenced order. When you specify a predecessor for a task, you set up a dependency between two tasks.
  • Workdate – Used with predecessor fields. This is a special type of date field created to accommodate durations that include partial days.

Additional My pipelines changes

Pipeline type

You can now quickly view what method your pipeline uses to start. In the My Pipelines page, click your pipeline. Under Pipeline Type, view whether the pipeline is manual, triggered, or scheduled.

Quickbase apps used

You can now see what Quickbase apps your pipeline is currently using. In the My Pipelines page, click your pipeline and under Channels Used, look for Quickbase apps.

Pipelines builder enhanced scheduling

In July, we released enhanced scheduling for the My Pipelines page. With this release, we added the same enhanced scheduling features to the Pipelines Builder. These changes include scheduling multiple days in a week, month, and more. Read more specifics in the July release notes.

RSS feed available on the activity log

You can now subscribe to pipeline activity using RSS from the activity log.

We’ve also added additional information about each activity entry in the <content> tag along with the pipeline name:

  • Pipeline id – the unique identifier that the step ran from
  • Run id – the unique instance of this pipeline execution

Improvements to Quickbase channel Look Up a Record

The Quickbase channel Look Up a Record action can now search for a single record by Record ID or by key fields.

Change to Webhooks, JSON, and CSV Handlers

Webhooks, JSON, and CSV Handler channels won’t process HTTP responses larger than 32MB to help prevent memory issues. Requests larger than 32MB will return an error.

Open beta

More actions in the timeline toolbar

Later this week, users of the timeline report in Open Beta will see more options in the toolbar of the report, including:

  • Saving changes made to the report
  • Grid edit
  • Saving as a spreadsheet
  • Full screen
  • Spacing controls
  • And more

Visit any timeline report in your app and click New style to try it out.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Lucidchart IntegrationThe ability to build your database diagrams (ERDs) in Lucidchart, export it using the Quickbase option, and then import that diagram into Quickbase to create your app.Open BetaYou can import from Lucidchart as an additional option when you create a new app. See complete instructions for this feature in our help center
New timelineAll users can toggle on the new style of timeline reports in their apps.Open BetaClick the New style toggle from any timeline report in your apps
Formula QueriesThe ability to gather information from any field or record in a Quickbase app, without a relationship.Public BetaOpen to all who request access in our early access app.
AWS S3 ChannelPipelines’ first direct channel to the AWS ecosystem, allowing users to upload, delete, look up, and search objects in AWS S3… Supports use-cases like:

  • Extracting AWS S3 CSV file data to a Quickbase app
  • Transferring Quickbase record file attachments to S3 buckets
BetaSign up in our early access app. Select Building AppsImproving Workflow, and/or Using Apps under Program Area.
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.
Pipelines Certification examTake the new Pipelines Certification exam before it goes live. It will be in Beta in the second half of October. You will receive a code to access the test and have the chance to get certified early.BetaSign up in our early access app. Select HelpUniversity, and Certification under Program Area.

 

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.

IssueArea affectedDescription
QBE015802New table report styleWhen you added a column filter on a list user field, then searched for a value in the list-user field, and customized the report, the filter on the report would switch from using the “contains” to “includes” query type and break the filter.
QBE015892New table report styleThe left to right scroll bar was hidden in reports in the UI tab in the admin console.
QBE016078New table report styleUsers on Safari could infinitely scroll horizontally.
QBE016088New table report styleWe updated the color of text and links on dark backgrounds in the full color display option.
QBE016029New table report styleWhen you used vertical scrolling on a page with four list-user fields, scrolling was slow and sometimes displayed “page unresponsive.”
QBE016089New table report styleThe top section of error messages was cut off since the messages were appearing at the wrong point on the page.
QBE016011New dashboardWhen you added a summary report to the dashboard and drilled down into a Group by Date field, the date range displays incorrectly.
QBE016023New dashboardA problem in new dashboards was affecting some users’ ability to publish sandboxes.
QBE016047New dashboardWhen app admins assumed an end user role, they could still see the locked icon on new dashboards, which end users wouldn’t be able to see.
QBE016068New dashboardUsers couldn’t select Custom Key field as an option on search widgets when the widget was searching specific fields.
QBE016004New dashboardWhen you added a report with nested filters to a dashboard, then drilled down on the report, the filters became misplaced and corrupted.
QBE015936RESTful APIWhen you created a personal report and ran GetReports via RESTful API, your User ID returned as an integer instead of string.
8.15.21

Contents

New Pipelines

Channel enhancement — Remove records in bulk

We have introduced a new step which speeds up the delete process for a large number of records. This can help you out when you’re migrating automations.

Channel enhancement — Automation admins

A new Quickbase Channel resource, Automation Admins, is now available for realm administrators. Automation Admins has one query step, Automations Information. Realm admins can combine automations information and migration statuses in an application to retrieve metadata, like this:

 

For more details, see About the Quickbase channel and stay tuned for news on an exchange app that uses this channel to help manage your automations to Pipelines conversion process.

Automation migration tool improvements

You can now migrate automations that have Delete records action steps. Delete records automation steps are migrated into a single Pipelines Quickbase channel step: Remove Record(s). For example, this automation will be migrated as this pipeline:

Additionally, you can now migrate automations that use custom table keys. That means that primary keys that are different from the default key, Record ID#, are now supported. For example:

 

Enhancements

New dashboard enhancements

Learn more about the enhancements below during our New Dashboard: Updates webinar on August 25th at 12PM ET. Register for the webinar today!

Copy new dashboards

Builders can copy dashboards in their app from the Pages list. Click the copy icon next to a dashboard to quickly create a new dashboard using the existing dashboard as a template.

Kanban report now available

Shortly after this release, builders will be able to add Kanban reports to their dashboards to manage records directly on the dashboard. Keep an eye on the announcement icon to see when this becomes available.

Search widget now available

Shortly after this release, app builders will be able to add a search widget to a dashboard to allow users to find records in any Quickbase app they have access to. Learn more about how to use this search widget in our webinar later this month. Register for the webinar today!

Updated rich text widget

We made changes to the rich text widget to allow our users to more easily make changes in small spaces. The toolbar of a rich text widget appears outside of the component when it’s one row tall.

Updated Kanban styling

In August, we’ll make some small, stylistic changes to the Kanban report to better improve readability and accessibility:

  • More consistent fonts
  • Better spacing to improve readability
  • Stronger borders to meet accessible contrast ratios

 

Help content

We’re focusing more on delivering help content via guided help. As part of this change, when you click the help icon (?) in Quickbase, a default help landing page appears instead of a specific topic. You can still access and search all of our help center topics at help.quickbase.com.

Open Beta

Lucidchart integration

08.16.2021

As part of the Quickbase + Lucid partnership, we are introducing a new product integration that’s available starting on August 16, 2021.

Our Customer Success team has helped many customers plan business-critical apps using Lucidchart, and we want to make it even easier for our builder community to turn ideas into action with this new integration.

Simply build your database diagram (ERD) in Lucidchart, export it using the Quickbase option, and then import that diagram into Quickbase to create your app. You can find the option to import from Lucidchart as a fourth option when you create a new application. See full instructions for this feature in our help center.

Timeline report

Additional resolution support

Builders can now use all resolution options (Day/Week, Month/Quarter, Fiscal Year/Month, etc.) in the new style.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New timeline reportAll users can toggle on the new style of timeline reports in their apps.Open BetaClick the New style toggle from any timeline report in your apps
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.
Formula queriesThe ability to gather information from any field or record in a Quickbase app, without a relationship. Customers will be invited in very small waves.BetaSign up in our early access app.

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.

ISSUEAREA AFFECTEDDESCRIPTION
QBE015854New table report styleWhen you created a temporary report and searched for records, then opened grid edit, made a change, and clicked Save, a report opened that only had the records that appeared in your search.
QBE015845New table report styleWhen you searched a table and narrowed the records returned, then you email the report out, results did not appear when you cleared the search and started a new search.
QBE015865New table report styleUpdating a report’s color scheme to full color did not save and reverted to the default.
QBE015912New table report styleColumn and dynamic filters did not return records that included an uppercase AND or OR.
QBE015927New table report styleThe User field did not display in blue like other Reference/lookup fields.
QBE015920New dashboardWhen you created a new dashboard and set it as the default app home page, it would override the old home page you had set for specific roles.
QBE015895New table report styleColumn filters did not open when a browser window was too short for the filter dropdown to display.
QBE015954New table report styleThe filter toolbar wasn’t displaying as open when you opened grid edit and then returned.
QBE015969New table report styleAfter making a change to a temporary report, it wasn’t possible to exit grid edit.
QBE015841New dashboardWe fixed an issue where KPI widgets that displayed a 0 were cut off in certain places.
QBE015985New table report styleWhen you downloaded a report as CSV and then tried to enter grid edit, grid edit didn’t load and the report downloaded again as a CSV.
QBE015925New timeline reportWhen using the new timeline report in an app with a non-US date format, the timeline bars now reflect the correct dates.
QBE015983New table report styleSome users experienced extremely long load times for incremental sets of records when they scrolled.
QBE015921New table report styleWhen UTF-8 was enabled for an app, some characters were displaying incorrectly on embedded reports after using pagination.
QBE016008New table report styleSome values in user fields were not displaying in the new table report style.
QBE016017New table report styleReports generated through the “Copy link” option in the more menu would time out if left open for an extended period of time.
QBE016015New table report styleThe user in the in user lookup field normally displays as blue, but changed from blue to red after a user opened and exited the field properties of the user lookup field.
7.18.21

Contents

Enhancements

My Pipelines page is generally available

We’re excited to announce that on July 15, the new My Pipelines page becomes the default view for all Quickbase Pipelines users. You can use the toggle at the top of the page to switch back to the old My Pipelines page. For more information, see the About the My pipelines help page.

Here are some highlights:

  • Performance — We built the new My Pipelines page with performance and speed in mind to accommodate every builder — even those with many pipelines.
  • View — The page features a streamlined interface with relevant attributes for each pipeline. Access more information about your channels in the side panel, including run time, status, and context menus.
  • Filter, Search, and Sort — Filter on pre-existing or custom-created and attributed tags for each pipeline and narrow your search with AND based on names, channels, and tags. Sort your pipelines with the On/Off toggle and select ascending, descending, or the last modified pipeline date.
  • Side panel: Basic information — Review pipeline details in the side panel in the Basic info and Statistics tabs. Find and edit information on name, description, tags, pipeline ID, date created, channels used, schedule and next run time, last run date, and step runs. We’ll add more new insights and functionality to this area soon.
  • Side panel: Usage stats — Click the pie chart in the side panel to access usage statistics on when the pipeline was last triggered and the number of billable and total step runs in the last 30 days. An indicator shows how usage in the last 30 days compares to the previous 30 days.
  • Error counts — View the error count for the past seven days for immediate insight on performance and opportunities for optimization.

Better scheduling in Pipelines

We’ve improved your experience and added new and more sophisticated options for scheduling pipelines, making it possible for you to:

  • Set up schedules to run on specific and multiple days in the week, multiple days in the month, or the last day of the month.
  • Use CRON (Advanced) scheduling for even more flexibility. Now, you can schedule a pipeline using a CRON expression. Learn more about this scheduling feature in our help center or read about CRON scheduling with the Crontab guru.

You can also convert scheduled automations to pipelines to take advantage of better scheduling.

Note: Currently, some of these enhancements are only available on the new My Pipelines page, but we’ll add them to the Pipelines Builder soon.

Pipelines migration tool enhancements

You can move more types of automations to Pipelines, including:

  • Scheduled automations
  • Automations that have references to more than one app
  • Automations that have references to an old record:

Migrate again

We are also introducing the ability to migrate again, which you can use to regenerate your pipelines even after migration. This helps if you have deleted or edited a pipeline that was previously migrated:

Learn more in our automation migration help article.

Pipelines Jinja enhancements

Now you can use the following cryptographic functions in Pipelines (MD5, SHA1, SHA 224, SHA 256, SHA 384, SHA 512) in Jinja. For more information, see About Jinja in our help center.

Use new summary reports in charts

Now you can access advanced summary report formulas, which lets you use a new type of calculation in summary reports, in charts.

This feature performs calculations on a set of aggregate data by summing the data set, then calculating an average. This is possible through a new formula function that builders can integrate into a report formula, and solves a longstanding issue often called the “average of averages problem”.

For more information, check out our Community Post about summary reports.

Improved scrolling on new table report style

With a platform as diverse as Quickbase, where some apps have a few hundred records, and others have several million, it’s challenging to optimize behaviors for all users.

With this in mind, we’ve improved the new table report style scrolling experience, minimizing how often you experience a loading state and ensuring scalability for large reports. Quickbase now loads in records earlier in your scrolling process and dynamically adjusts the number of records that load in based on the number of columns in the report.

New dashboard updates

Create new records

Builders can use dashboard buttons to create records in any of their Quickbase apps. To get started, add a new button widget to a dashboard and under Action to take when clicking button, select Create new record.

Navigate between reports when widgets are expanded

Use the new Jump To menu when viewing an expanded version of a widget to quickly view another report, rich text, or web page widget anywhere on the dashboard:

Update to table permissions for Everyone on the Internet (EOTI)

Quickbase’s Everyone on the Internet (EOTI) feature provides public access to certain apps, helping collect data like product surveys or support tickets. When builders add a new table to an app, existing roles may default to have viewing access for all its records. This includes the EOTI role, if the app includes one.

This change helps optimize security for Quickbase’s largest and most critical deployments with sensitive data. Read more about governing EOTI in our help center.

We streamlined this process so you can configure your app easily and securely. In any new tables, you create after July 18, 2021, any role that is assigned to EOTI can’t add, edit, or view any records. If the EOTI role needs to view records on that table, you can manually grant it the correct permissions.

Over the next few weeks, Quickbase will also begin displaying the following message to app admins on the settings pages for existing tables that have the EOTI role turned on, in case admins want to adjust the permissions on those tables:

Note: If you’re not sure which role is being used for EOTI, click Users and search for everyone. In the example below, the app has been shared with “Everyone on the Internet” using a role called “Public Access”.

Updated look and feel for Quickbase mobile app

With this release, both the Quickbase Android app and iOS app now reflect Quickbase’s new brand identity and color palette, providing a more cohesive experience for users.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New timeline reportAll users can toggle on the new style of timeline reports in their apps.Open BetaOpen to all
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.
Formula queriesThe ability to gather information from any field or record in a Quickbase app, without a relationship. Customers will be invited in very small waves.BetaSign up in our early access app.

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.

ISSUEDESCRIPTION
QBE015904We fixed an issue with Quickbase Sync SFTP connections. Previously, hidden folders or files inside the QuickBase Sync folder of an SFTP server could cause connected table refreshes to fail. Now we ignore hidden folders and files.
QBE015586We fixed an issue in the new table report style where, when dynamic field labels were too long, the report cut off some dynamic filters, records, and information about criteria.
QBE015766We fixed an issue in the new table report style where the Save report asPrint, and Email dialogs were covered by table rows.
QBE015787We fixed an issue in the new table report style where, when there were more than 3 users in the list-user field, hovering over the number of additional users did not expand their names.
QBE015852We fixed a problem in the RESTful API where users were not able to create a numeric-formula field that displayed as percent, currency, or star rating.
QBE015866We fixed an issue in the RESTful API where getting the tables for an app returned information on restricted tables.
QBE015906We fixed an issue where editing a record containing a formula field that depended on a checkbox field returned an error in tables that had grid editing enabled.
QBE015916We fixed an issue in the new table report style where the User window didn’t open when the User field was clicked.
QBE015901We fixed an issue where the last used datetime on the User Token Edit page displayed the wrong time zone.
QBE015829We fixed an issue where, when you drilled down on a dashboard, summary reports did not honor a report’s initial filters.
QBE015923We fixed an issue in the pages list where a role’s specified home page did not display correctly in the Specified Home Page For column.
QBE015917We fixed an issue in Pipelines where, when filenames contain special characters like a hyphen, hash, or a space, the upload step failed with a error 404.
QBE015828We fixed an issue in the new table report style where the Formula URL DoRedirect Button was redirecting to the wrong location.
QBE015822We fixed an issue in the new table report style where, when a user opened a table, sorted by a specific column, and then clicked Edit these records, the grid edit would not respect the column sorting.
QBE015863We fixed an issue in the new table report style where formula URL buttons redirected some users to pages that displayed only code, or to other URLs within the app.
6.13.21

Contents

New

Automations to Pipelines migration capability

Use this new capability to easily convert your existing Quickbase automations into Pipelines. You can continue running your automated workflow without interruption, while the flexibility, scalability, and speed of Pipelines ensures that your processes are always ready to grow with your business.

Beginning June 21, you can find the new migration capability on any page that displays automations in your Quickbase apps. You can migrate one automation at a time, and there’s no limit to the amount of automations you can migrate.

To learn more about the capability and the use cases it supports, review our Automation migration help topic, or read more on the Automating with Pipelines Quickbase Community page.

Enhancements

New table report style

The new table report style is now the default for all users. We removed the word “beta” from the table report toggle to reflect this.

Eventually, we’ll remove the toggle entirely so all customers will use this style. However, we’ll keep the toggle around for a period of time while we confirm that this style serves the needs of the Quickbase community. Read more about how to use the new style and why we made these changes in our Quickbase Community article or help center.

We also updated this style so that filters or searches applied on new table reports before entering grid edit are maintained when you save or cancel out of grid edit.

Security enhancement to custom branding

We disabled the ability to insert and/or edit custom code such as JavaScript in custom branding on June 13. This change affects branding set both at the app level and at the realm level. Users cannot save branding that contains unsupported content. This is part of a greater security initiative regarding how Quickbase handles JavaScript and unsupported HTML tags in places other than code pages. Learn about upcoming JavaScript changes on Quickbase Community.

Batch deletes just got faster

We significantly decreased the amount of time it takes to perform large batch delete operations in Quickbase when you open the More menu in a report and select the Delete these records option. This is part of our broader efforts to continue improving Quickbase performance for increased scale.

Beta opportunities

Note that open betas are available to all Quickbase users, allowing us to collect feedback on new features before releasing them fully.

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New timeline reportAll users can toggle on the new style of timeline reports in their apps.Open BetaOpen to all
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new slide-in report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.
Summary Formulas for chartsAdvanced support report formulas will now be available in charts.BetaSign up in our early access app.
Formula queriesThe ability to gather information from any field or record in a Quickbase app, without a relationship. Customers will be invited in very small waves.BetaSign up in our early access app.

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.

ISSUEDESCRIPTION
QBE015801We upgraded the Exchange channel used by Quickbase Sync for connected tables. As part of the upgrade, you may notice that the text in the Body field looks cleaner. This also means that the Date Modified timestamp may have changed for a record the first time the table refreshed after the upgrade.
QBE015738We fixed an issue where searches in the new table report style returned results from all searchable fields present on the table, rather than only the fields in columns marked as searchable.
QBE015763We fixed an issue where find and replace would sometimes not work if you accessed the new table report in Firefox.
QBE015813We fixed an issue in the new table report style where clicking a Formula – URL button to add a record that features the &z= Rurl() parameter returned a JSON response on save instead of properly redirecting the user back to where they started.
QBE015816We fixed an issue in the new table report where, when a search timed out, the report displayed a blank page instead of an error message.
QBE015281We fixed an issue where apostrophes in new table report titles did not encode correctly after the report was updated.
QBE015800In the RESTful API, we updated the currencyFormat field property type from an integer to an enum of strings. This change affects the createField and updateField endpoints.
QBE015795We fixed an issue in the RESTful API where, if the Hash User Tokens box was checked in a realm, the response to a Clone a user token call would display as empty quotes ("",) instead of showing the full token value. If the flag was disabled, the token displayed properly between the quotes.
QBE014901We fixed an issue in the new table report style where users couldn’t adjust the width of the final column in a report.
QBE015753We fixed an issue in the new table report style where report descriptions that were fully expanded still displayed a “Show more / Show less” message.
QBE015799We fixed an issue in the new table report style where, when reports were configured to display without wrapping, content was wrapped tightly in the first column.
QBE014809We fixed an issue in the new table report style where expansion in multiple selections within a column filter would make scrolling difficult.
QBE015857We fixed an issue in the new table report style where saving your changes on the Field Properties page would open the Fields section under Table Settings instead of your report. Now, saving your changes on Field Properties returns you to your report.
QBE015861We renamed Summary Report Formulas to Summary Formulas in the report builder.
QBE014978The SameSite:None attribute was not being passed to the SAML flow. We are slowly rolling out an enhancement supporting customers using a SAML flow that are also using Quickbase within iFrames. This change will not be available to all customers on release day.
QBE007947

QBE006166

Fixed issues with copy and paste in grid edit between applications in Chrome or Firefox. We have improved the cross-browser support for pasting into grid edit. Users can now use their keyboard shortcut or Paste Special.
5.18.21

Contents

New

New dashboards – generally available at Empower 2021 (May 25)

Our new dashboards provide more modern visuals for surfacing real-time insights from your operational data across different systems, teams, and locations. They enable you to display reports side-by-side from different apps, and to filter all reports on the dashboard at once in just a few clicks.

We’re excited that this feature will be generally available on May 25, 2021. To watch a livestream of the official announcement, register for Virtual Empower. It’s free!

New dashboards are now fully reliable for use in your business and mission-critical apps. Learn about this milestone on Quickbase Community or watch the Empower keynote.

With this general release of dashboards, you can:

  • Add summary reports and bubblefunnel, and area charts to dashboards
  • Expand widgets to see details at a glance – Click Expand widget in the menu to open widgets in an expanded view, then navigate with the arrows or your keyboard
  • View dashboard events in audit logs – Realm admins can open audit logs to see when users create, update, view, or delete a dashboard
  • Use your keyboard to navigate more consistently between widgets
  • Get help in dashboards – Click the lightbulb icon to access guides, give feedback, and view announcements about new dashboard features
    .
  • And, dashboards are now backed up and stored in accordance with Quickbase’s backup policies.

We fixed the following issues where:

  • Users could not end a session when testing as a role or a user
  • Summary reports on new dashboards did not honor field display settings
  • KPI widgets displaying a value of 0 would display an error
  • Some charts did not return all records in the query
  • In cases where dashboard filters mapped to a deleted table report, widgets would load indefinitely. If you encountered this, you may need to recreate the filter to fix it

Pipelines pricing enhancement

In April 2021, Quickbase launched new pricing plans that customers can purchase with their contracts. These plans help align how we measure usage in Pipelines with the rest of our product.

The new plans measure usage with read entitlements. For more information about read entitlements, see the platform analytics help page.

For customers on the new plan, over 60% of the functionality within Pipelines will be free. Customers will remain on the old plan until they purchase the new plan. The Quickbase channel remains free, regardless of plan.

Read the updated Pipelines billing help page for more information on new plans, read entitlements, and Quickbase billing, and stay tuned for our upcoming community blog post.

New table report — general availability update

This month, we’re continuing the phased rollout of the new table report that defaults table reports to the new style. The rollout finishes on May 24.

After the rollout is done, you will still be able to toggle back to the previous table report style. Eventually, we’ll remove the toggle so all customers are using the new table report. However, we’ll keep the toggle around for a period of time while we confirm that the new table report serves the needs of the Quickbase community.

The rollout is in phases, based on the first letter of your Quickbase URL. For example, “https://examplecorp.quickbase.com” starts with the letter “e.” The first phase began on April 26th for the first ~25% of accounts. We’re continuing with 25% phases until the end of the rollout on May 24:

PHASEDATESEGMENTS
Phase 104/26/21Customers with URLs beginning with a – d
No additional phase5/03/21Monitoring performance
Phase 25/10/21Customers with URLs beginning with e – m
Phase 305/17/21Customers with URLs beginning with n – s
Phase 405/24/21Customers with URLs beginning with t – z and all others (accounts with URLs that don’t start with a letter of the alphabet)

We’re continuing to monitor each phase of the rollout and may adjust the dates for the following phases as needed. This rollout also marks the next milestone for a few features we are retiring this year.

Read more about the improvements you’ll see with the new table report in our Quickbase Community blog post. Questions or concerns? Please submit a support case.

Enhancements

More efficient summary operator

With this release, a new summary field function called Has any children? outputs a checkbox. After finding a match, Quickbase will stop counting. Builders can use this pattern to drive permissions or workflows where only the existence of a child record is important, not how many exist. Learn more about performance improvements in our Quickbase Community blog post.

Additional improvements to new CSS classes

In our April release, we improved the formula-url and formula-rich text fields, giving builders more customizable and powerful workflows.

This release, we added three key options that continue to improve these features in formula-rich text fields:

  • Refresh the source page when a popup is closed using the data-refresh parameter.
  • Customize the size of a popup using the data-width and data-height parameters

Here’s an example that uses these two features in combination with the OpenAsPopup class:

"<a class='Vibrant Success OpenAsPopup' data-height=200 data-width=200 data-refresh=true href='" & [url] & "'>Click here</a>"
  • Use record ID# as a parameter when you click a custom hyperlink from an add record form. This lets you leverage newly created record IDs and expands custom code page workflow options. Use record ID# in formulas with data-replaceRid=true and %%rid%% where you would like the RID.
    Note: You can only use this parameter when the hyperlink navigates to the same tab, not when it is set to open in a new tab or popup.

Here’s an example of a formula-rich text field that uses this feature:

"<a class='Vibrant Success SaveBeforeNavigating' data-replaceRid=true href='/db/abc?a=dr&rid=%%rid%%'>Click here</a>"

Scheduled pipelines can now be turned on and off

You can now toggle on and off scheduled pipelines without having to first clear the schedule.

Beta opportunities

Note that open betas are available to all Quickbase users, allowing us to collect feedback on new features before releasing them fully.

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New timeline reportLater this month all users will be able to toggle on the new style of Timeline reports in their apps.Open BetaOpen to all
Report settings panel – KanbanUpdate report settings more quickly for your Kanban reports using our new slide-in report settings panel.BetaSign up in our early access app. Select Building Apps under Program Area.

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.

ISSUEDESCRIPTION
QBE015697We fixed an issue in the new table report where searches that used a special character and returned only one record resulted in a blank screen.
QBE015720We fixed a scrolling issue in the new table report that occurred when a user added a description to a full-page report. When this happened, the user couldn’t scroll to view the last few records on a page.
QBE015744We fixed an issue in the new table report where reports without a description displayed extra space at the bottom of the report.
QBE015169We fixed an issue with the Quickbase channel in Pipelines where, when the options in the channel steps contained spaces, multi-select options failed to save.
QBE015691We made a change to the report schema API. Now, within the summarize properties of a summary report, we will include the showAs attribute for fields summarized with the type number-of-records.
QBE010988We fixed an issue where some builders received errors messages when using a connected table synced to Gmail.
QBE015727We fixed an issue in connected tables that made the Refresh Data option available to roles without the Edit Field Properties permission. To manually refresh a connected table, a role must have must administration access to the app and full permissions for the connected table.
QBE015751We fixed an issue in the report builder where summary reports were loading slowly.
QBE015694We fixed an issue where the get all relationships endpoint did not allow {{skip}} as a query parameter for pagination.
QBE015728We fixed an issue with horizontal scrolling in the new table report that occurred in reports that had either descriptions, footers, or both.
QBE015726We fixed an issue where users were unable to right click and paste into rich text fields and homepage widgets.
QBE015750We fixed a problem that occurred in Internet Explorer 11 where new table reports loaded as a blank page.
QBE015754We fixed an issue in the new dashboard where the percentage on the Y-axis of chart reports was incorrect when users applied a goal line and viewed the chart on a dashboard.
QBE014980We fixed a list user field wrapping issue in the new table report where, when users reduced the column width, content would run into the next column instead of cutting off.
QBE015051We fixed an issue in the new table report where, when you grouped based on user-list, the field displayed HTML.
QBE015583We fixed an issue in the new table report where column filters sometimes did not load any data, even when the related dynamic filter did.
QBE015647We fixed an issue in the new table report where the “Invalid” value in the user field displayed as a blue link instead of plain text.
QBE015663We fixed an issue in the new table report where using the Show columns feature would add a column, but also duplicate the last column heading in a report. You couldn’t hide the duplicated heading.
QBE015735We fixed an issue in the new table report where, when you collapsed the report into nested groups, the group label would become unreadably short.
QBE015745We fixed an issue in the new table report where column filter row height appeared as the same height as the column header row.
QBE015746We fixed an issue in the new table report where users who did not have permission to delete reports were seeing a delete check box on group header rows, although they couldn’t use these check boxes to delete any records.
QBE015782In the new table report, we made “Field properties” a clickable link so you can open a page in a new browser tab.
4.18.21

Contents

New

New table report — general availability

We’re excited to announce that the new table report is ready for general availability (GA). On April 26th, we will begin a phased rollout that defaults table reports to the new style.

Note that after rollout has completed, you’ll still be able to toggle back to the previous table report style. Eventually, the toggle will be removed so all customers use the new table report. However, we’ll keep the toggle around for a period of time while we validate that the new table report serves the needs of the Quickbase community.

Our rollout will be in phases, based on the first letter of your Quickbase URL. For example, “https://examplecorp.quickbase.com” starts with the letter “e.” The first phase begins on April 26th, when we’ll make this change for the first ~25% of accounts. During the following few weeks, we’ll continue with 25% phases until we complete this rollout:

 

PHASEDATESEGMENTS
Phase 104/26/21Customers with URLs beginning with a – d and new accounts (accounts created on or after this date)
No additional phase5/03/21Monitoring performance
Phase 25/10/21Customers with URLs beginning with e – m
Phase 305/17/21Customers with URLs beginning with n – s
Phase 405/24/21Customers with URLs beginning with t – z and all others (accounts with URLs that don’t start with a letter of the alphabet)

We’ll closely monitor each phase of the rollout and may adjust the dates for the following phases as needed. This rollout also marks the next milestone for a few features we are retiring this year.

Read more about the improvements you’ll see with the new table report in our community post. Questions or concerns? Please submit a support case.

New summary report calculation option

This enables you to use a new type of calculation in a summary report. It performs calculations on a set of aggregate data by first summing the data set, and then calculating an average. This is made possible via a new formula function which the builder will plug into a report formula. This solves a longstanding issue often called the “average of averages problem”.

Platform analytics — general availability of the overview page

The overview page functionality within platform analytics (previously referred to as platform insights) will be generally available starting April 27. Located in the admin console, this feature provides realm-level insights across all your apps, users, and connections. Platform analytics is available in the admin console for all customers on new plans.

The overview page enables account and realm admins visibility into their organization’s usage of Quickbase through eight valuable operational and contract-based metrics.

Enhancements will quickly follow through the rest of Q2 and Q3 2021, including the launch of the drill-down page that enables realm and account admins to view historical trends of each metric in aggregate, by individual application, and/or by individual user level. This helps you to better understand usage patterns as well as view trended data. Stay tuned for more details.

Enhancements

More control over formula-url and formula-rich text fields

These features and capabilities include:

  • Open a formula url as popup allows builders to set a website to open in a popup window and the existing setting to open in a new tab. You can use the same functionality with formula-rich text by applying the CSS class (OpenAsPopup).
  • Builders can now use a new CSS class (SaveBeforeNavigating) inside of a formula-rich text field so that Quickbase saves the record before navigating when this setting is used.

    Note that only one of the above workflow classes is supported per formula-rich text.
  • Embed a secure, external website as an iframe on a form. This provides builders a way to embed YouTube videos or other file services (Box, Drive, etc.) as a file preview. For security purposes, the only *.quickbase.com URLs that are supported are for code pages. All other native pages (*.quickbase.com URLs) do not function when embedded on a Quickbase form.

A new find() formula function

Now you can parse more complicated text patterns with less work. A new function called find() provides the index of the start of a defined string. This value can then be used in further text functions like left() or notRight()Find(“hello”, “ello”) would return 2.

Security enhancement to rich text fields

We’ve disabled the ability to insert and/or edit custom code such as JavaScript in rich text fields. This change only affects user-entry fields, so formula fields are not affected at this time. Users cannot save values in rich text fields that contain unsupported content. This is part of a greater security initiative regarding how Quickbase handles JavaScript and unsupported HTML tags in places other than code pages. Learn about upcoming JavaScript changes on community.

Additional tracking in audit logs

We’ve added additional events that will be tracked in audit logs as we continue to improve the platform and add ways to access data. See the updates in the audit log help article.

Pipelines enhancements

Google Drive channel

You can now access Google shared drives. If you are an enterprise user, you can extend all the features and functionalities in Google Drive to operate over items located in your shared drives. You can design workflow automations to spread throughout all folders a specific user has access to and not just those in My Drive. Look for this capability in the dropdown menu of the Drive field.

You can now use the Google Drive channel to export in various formats and steps that allow download of files now work with these formats. Now it’s easier to directly download the file in the format you need.

You can now look up files and folders by name in Google Drive. This makes it easier for you to directly navigate to the resource you want to work with. It is not necessary to keep or work on intricate ways to obtain the file or folder ID.

Google Sheets channel

In cases where your workflow spreads across multiple channels and you need date/time fields transfers, there are expanded date/time formats.

Google Contacts channel

You can now add contacts with international phone numbers.

Outlook Calendar channel

It’s easier for you use time zone IDs in subsequent steps.

Open beta

Open betas are available to all Quickbase users, allowing us to collect feedback before releasing them fully.

New dashboards

This enables you to quickly build more powerful dashboards and addresses several longstanding requests from the community. Notable features include:

  • Cross-report filtering: Click to filter several reports on your dashboard simultaneously
  • Cross-app reporting: Display reports from any of your Quickbase apps side-by-side
  • Dashboard tabs: Easily organize important reports on your dashboard

April updates

  • Funnel and area charts are now supported on the dashboard
  • We fixed an issue where numeric percent fields were not properly formatted

Learn about creating new dashboards in our Help Center.

Pipelines: New My Pipelines page enhancements

On/off toggle– You can turn Pipelines on and off from the My Pipelines page.

Other beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New timelineThis combines an improved Gantt chart design with updated table report functionality.

Customers can gather more insight immediately with colorized timeline bars in a more modern experience.

 

BetaSign up in our early access app.

Select Using Apps under Program Area.

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.

ISSUEDESCRIPTION
QBE010744We fixed an issue that prevented you from deleting a copy of a connected field that is part of a composite refresh key in a connected table.
QBE010793We fixed an issue where the key field of a connected table remained required if you set the key to a different field later. If you set the key field of a connected table to a connected field other than the refresh key, the field automatically becomes a required field.
QBE013422We fixed a permissions issue that sometimes prevented an application administrator from deleting a connected field from a connected table.
QBE014721We’ve updated Quickbase Sync to use Salesforce API Version 39 for connections to Salesforce.
QBE015082If you disconnect a connected table, you can now delete the composite refresh key from the disconnected table if it’s no longer the table key.
QBE015598We fixed an issue with new table reports where, if you applied a filter before pressing some formula – URL buttons, you would receive a JSON response. This change does not affect any legacy reports.
QBE015615We fixed an issue with how new table reports displayed rich text fields that contained HTML tables. This change does not affect any legacy reports.
QBE015593We fixed an issue in new table reports where filtering with the operator <some field> contains would only search the columns in the report instead of all searchable fields in the table.
QBE015561
QBE015589
We fixed a couple of issues in new table reports where, when the performance bar or a footer were enabled, the horizontal scroll bar would sometimes disappear after exiting full screen mode or closing the Reports & Charts tray. This issue did not affect legacy reports.
QBE015671New table reports now correctly display UTF-8 encoded data when the app or realm-level settings to force UTF-8 encoding are enabled.
QBE15283We fixed a problem where the API portal would cache and display the first successful request to download a file endpoint and return it to users instead of the most recent attempt. Now, browsers always fetch the latest version, instead of caching the first successful one.
QBE014676We fixed an issue in Pipelines Outlook Calendar Event Triggers where, when the Created and Updated pipelines were simultaneously enabled, the Created Pipeline couldn’t trigger and users couldn’t invite themselves to calendar events.
QBE015677We fixed an issue in new table reports where predecessors didn’t work since they weren’t displayed as links. This change does not affect legacy reports.
QBE015678We fixed an issue in new table reports where no records were returned when you filtered on a column with high-order characters, even if matches existed. This issue did not affect legacy reports
QBE015679We fixed an issue in new table reports where multiple-choice numeric fields in new table reports did not display values not currently in the list of choices as red. This issue did not affect legacy reports.
QBE015680We fixed an issue where standalone new table reports weren’t displaying error messages. This issue did not affect legacy reports.
QBE015685We fixed an issue in new table reports where summary fields, reference fields, and reference proxy fields didn’t display a blue hyperlink color. This issue did not affect legacy reports.

Feature retirements

Quickbase routinely retires features that aren’t broadly useful so we can focus on delivering the most valuable product improvements for your business. Learn more about feature retirements and the terms End of Sale, End of Support, and End of Life on the community.

All feature retirements in the April release are related to table reports. The features we’re retiring are not available in the new table reports, but you can toggle back to the legacy table report to continue using them for an extended period of time. We suggest beginning to explore alternate solutions and migrating your applications.

Read more about table report retirements in this community post.

End of Sale

iCal fields

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.

Timeline for retiring iCal fields: iCal fields are reaching End of Sale as of the April release. We have not yet determined the dates for End of Support and End of Life.

vCard fields

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

Timeline for retiring vCard fields: vCard fields are reaching end of sale as of the April release. We have not yet determined the dates for End of Support and End of Life.

End of Support

Summary tables on table reports

We’re retiring summary tables on table reports since you can surface the same insights with summary reports and dashboards, making this feature redundant.

The feature we’re retiring is the small summary table displayed at the bottom of table reports, like the one shown here. Summary reports will not be affected by this change.

Timeline for retiring summary tables on table reports: This feature will reach End of Sale and End of Support as of the April release. We have not yet determined a date for End of Life.

Table report format setting

We’re retiring the table report’s format setting. The plain text and CSV options are already served by the Download report as CSV feature, making these report options redundant. The XML options do not match best practices for extending Quickbase with custom code and are outdated since most developers prefer CSS over XML to style web pages.

The alternative to the XML options is to stand up a full web page and use the Quickbase API to populate it with record data.

Timeline for retiring the table report format setting: This feature will reach End of Sale and End of Support as of the April release. We have not yet determined a date for End of Life.

New and updated flags

We’re retiring new and updated record flags. App builders can’t rely on their users seeing these flags, since each end user controls whether the flags are visible. Quickbase also offers many options to highlight important and timely data. Instead of using new and updated flags, you can use report filters and formulas to dynamically filter and flag records you want your users to act on.

Timeline for retiring new and updated flags: This feature will reach End of Sale and End of Support as of the April release. We have not yet determined a date for End of Life.

3.14.2021

New

Introducing a new Pipelines channel — Microsoft Teams

Pipelines now provides connectivity to Microsoft’s popular business communication platform, Microsoft Teams.

When you work with Channels, Teams, and Messages, you can build powerful integrations, automate notification workflows, and enhance team communication and productivity. Learn more about using the Microsoft Teams channel in our help center.

 

Enhancements

Formula URL and rich text can now redirect to where a user started

Previously, builders had to pre-define a location for their formula buttons to redirect to, or first redirect to a custom code page. Starting in this release, a new URL pattern is available to redirect an end user to where they started. For example,

URLRoot() & "db/" & [_DBID_SUB_TASKS] & "?a=API_AddRecord"&"&rdr="&URLEncode( URLRoot()
& "db/" & Dbid() & "?a=doredirect&z=" & Rurl())

 

Pipelines

Enhancements for the Quickbase channel

With this release, two highly requested features that simplify the process of building powerful and complex workflows are now available:

  • You can take the previous value of a field from a trigger and analyze both the original and the new value when a record is updated. Then you can compare the difference between the two values or track the change.
  • You can use a combined trigger for a Created OR Updated OR Deleted record to optimize your workflows and the organization and execution of your pipelines. Before, if you wanted to automate the same process that ran when a Quickbase record was added, modified, or deleted, you would need to create a separate Pipeline for each scenario. Now, if the logic is identical, those pipelines can be merged into one pipeline. This makes it easier to find and update records whenever you want.

 

Microsoft SharePoint channel supports files and folders

New file management functionality in Microsoft SharePoint unlocks a greater number of workflow automations that can have greater complexity. Use this management to handle the creation and organization of files, keep them in sync with other third-party file management services, and improve your experience of SharePoint integration.

With the new categories for Files and Folders, you can design bidirectional flow to download, upload, move, delete, search files, organize, and automate the process creating folders.

Note: To be able to see and use this functionality, you need to reconnect the channel and provide authorization. For more information see About the Microsoft SharePoint channel.

 

Google channel enhancements

  • Google Contacts channel supports Company, Address and Title fields
  • Google Calendar channel supports sending notifications whenever an event is created

 

New Jinja functions in Pipelines

Here are the new functions:

  • base64_encode Encodes a string using Base64 and returns the encoded bytes.
  • base64_decode Decodes the Base64 encoded string and returns the decoded bytes.
  • timestamp_to_time Converts UNIX timestamp to UTC Date Time format.

Force browser encoding to UTF-8

By default, data and schema entered in Quickbase apps use ASCII character encoding (Not sure what counts as an ASCII character- see this table for valid ACSII examples). To benefit our international users, we’re introducing two new settings:

  • App-level, force UTF-8: This forces browser and RESTful API encoding for data and schemas in each application to be in UTF-8. This setting is only available when the realm-level setting below is not enabled. App administrators will be able to turn this setting on or off.
  • Realm-level, force UTF-8: This forces browser, XML APIs and RESTful API encoding for data and schemas in each application in the realm and all additional properties (such as user profiles) to be in UTF-8. By putting in a support case, Quickbase Care can turn this setting on or off.

These settings only apply to entering or displaying UTF-8 data. This setting does not apply to operations you perform on UTF-8 data, such as searching and sorting records, or setting custom permissions based on field values. Toggling this setting does not change the encoding for any existing data or schema. ASCII characters should continue to function normally. Quickbase users may experience character inconsistencies if there are any data or schemas with encoding other than ASCII or UTF-8.

 

Data classification label and APIs

The Get, Create, Update, and Copy App API calls now return the data classification label assigned to the app. If data classification is not turned on, the API returns nothing. If data classification is turned on, but the app is not labeled, the API returns None.

Data classification labels can be added in the admin console by a realm admin for Platform+ plans.

Learn more about data classification on our Community blog and help documentation.

 

Open beta

Open betas are available to all Quickbase users, allowing us to collect feedback before releasing them fully.

New dashboards

With this release, all builders can to create a new dashboard. Just visit your app settings, click Pages, New Page, and select Dashboard to begin.

New dashboards enable you to get even more insight from your data in Quickbase. We’re excited to bring several new capabilities to your apps that allow you to build more powerful Dashboards more quickly. We’re happy to address several longstanding product requests from the community with this feature. Some of the most important features include:

  • Cross-report filtering: Click to filter several reports on your dashboard simultaneously
  • Cross-app reporting: Display reports from any of your Quickbase apps side-by-side
  • Dashboard tabs: Easily organize important reports on your dashboard

Learn about creating new dashboards in our help center.

New table report — readability and performance improvements

In this release, you’ll see dramatically improved initial report load times. In some cases with large or complex reports, load times improved by as much as 450%.

You’ll also see improvement when sorting, showing/hiding columns, opening/closing the column filters row, and scrolling vertically in the report.

We’ve also made a few design changes to make things easier to read. You’ll notice a darker header row to provide more contrast and better catch the user’s eye, along with more defined horizontal borders in place of zebra striping, and column headers will no longer appear in all caps.

New My Pipelines page improvements

We added these features and capabilities on the new My Pipelines page:

  • Edit Pipeline Name and Description from the info panel
  • Export, Duplicate, and Delete a pipeline
  • Create Pipeline now lets you set a name, description, and tags. You can also import a pipeline from a YAML

 

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New timelineThe enhanced timeline builds upon the new table report feature and includes many of the same enhancements that the Table Report brings to the platform.

In addition to a more modern experience, customers can gather more insight immediately with colorized timeline bars.

BetaSign up in our early access app.

Select Using Apps under Program Area.

Platform InsightsPlatform Insights provides customers with complete visibility into their usage of Quickbase through an interactive dashboard displaying key metrics.

Realm & Account admins can better understand platform-wide usage details and trends to effectively manage and govern their Quickbase instance.

Beta

We are slowly accepting customers who are a good fit.

Sign up in our early access app.

Select Platform Administration or Platform Infrastructure under Program Area.

Summary reportThis feature enables a new type of calculation to be used in a summary report.

It allows you to perform calculations on a set of aggregate data by first summing the data set, and then calculating an average. This will be made possible via a new formula function which the app builder will plug into a report formula. The longstanding problem this feature solves is often called the “average of averages problem.”

BetaSign up in our early access app.

Select Building Apps under Program Area.

 

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.

ISSUEDESCRIPTION
QBE014781We fixed an issue where some custom NetSuite fields were either unavailable or caused refresh errors for connected tables.
QBE015168We fixed an issue where report headers appeared in the wrong position in new table reports when neither the viewing nor editing options were selected.
QBE015174We resolved a table import error that produced an excessively long HTTP error message. We replaced this HTTP error message with one that opens on a new page with complete details.
QBE015272We fixed an issue where the platform admin link on the left side of the admin site did not appear when audit entitlement was enabled.
QBE010756We fixed an issue that allowed users to change the table key of a connected table to a non-connected field other than the record ID# field. This action could cause refresh errors and is no longer allowed. This fix does not automatically update the table key of existing connected tables where the table key was changed.
QBE015228Users, groups, and accounts can now share the same name. For instance, “smith_banking” could now be used as a user screen name, a group name, and an account name at the same time.

Features

2.07.2021

 

New default Quickbase branding

We’ve officially launched our new branding. While you’ll start to see this new brand reflected across our key marketing channels over time, you can expect very minimal changes to the product experience. If you’re using our default branding, only the logo on the top left of the platform will be new. If you’re using custom branding, you’ll see no change at all.

 

Introducing the new My Pipelines page

We’re thrilled to present the result of our effort to improve performance and rethink and redesign the My Pipelines page. Our ambition was to deliver a more efficient way to organize and manage your pipelines, with modern design and technologies that address all your feedback. Here are some highlights:

  • My Pipelines page will load faster
  • New features help keep your pipelines organized. We’ve introduced new features such as tagging, filtering, and searching to help you keep your pipelines organized.
  • You’ll see more detailed information, statistics, and metrics for each pipeline
  • The new unified look and feel matches the rest of the Quickbase platform

The My Pipelines page is now in beta, available for everyone to opt-in. We highly appreciate your feedback — please let us know how we did.

 

Introducing new Pipelines Channels

  • Google Docs — Replace Text in documents and use Google Drive to expand the number of workflows you could design. See the Google Docs channel documentation for more information.
  • Google Drive — Organize your Google Drive and automate how your file storage is handled. Do this by triggering on File and Folder events and managing permissions, create, read, update, and delete operations. See the Google Drive channel documentation for more information.
  • Google Workspace — Automatically provision users in Google Workspace. This includes create, read, update and delete operations for users, groups and group members. See the Google Workspace channel documentation for more information.

 

New table report enhancements: Full color option and performance improvements

You can now choose how colors appear on new table reports. In report settings, choose pale coloring for more readability or full coloring to grab users’ attention.

 

This release also includes the first in a series of performance improvements targeting slow interactions and report load times in the new table report. You’ll see improvement when toggling full screen on/off and opening the column menu.

 

New table report enhancements: Dynamic filter display

2.22.2021

Throughout our open beta program, the most frequent piece of feedback we’ve gotten has been that while column filters are useful, you would still like to filter on fields that aren’t columns in the report.

With the Feb. 22 release, the dynamic filters builders have selected in report settings will appear at the top of new table reports.

Applied filters will appear as tokens, similar to the current report experience. Click the “X” to clear each filter or use the “Clear all” option.

 

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New table reportsThe new table report provides a modern interface to view, filter, sort, and group Quickbase data. Use the toggle found on each report to turn the experience on.Open betaOpen to everyone
New dashboardsOur new dashboards provide a refreshed modern interface and new functionality for users. View collections of reports from across all your Quickbase applications and filter across selected reports by field values in the underlying data.BetaSign up in our early access app.Select Building Apps under Program Area.We will be accepting customers in waves to participate. Learn more about the new dashboards.
New timelineThe enhanced timeline builds upon the New Table Report feature and leverages many of the same enhancements that the Table Report brings to the platform. In addition to a more modern experience, customers can gather more insight immediately with colorized timeline bars.BetaSign up in our early access app. Select Using Apps under Program Area.
Platform InsightsPlatform Insights provides customers with complete visibility into their usage of Quickbase through an interactive dashboard displaying key metrics.

Realm and account admins can better understand platform-wide usage details and trends to effectively manage and govern their Quickbase instance.

Coming soon to BetaSign up in our early access app. Select Platform Administration or Platform Infrastructure under Program Area.

 

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.

ISSUEDESCRIPTION
QBE15133We changed the API name property to return the user’s name rather than screen name. We also added a screenname property to be backwards compatible.
QBE15149We fixed an issue where we incorrectly displayed summarize values when grouped by negative numbers in chart and summary reports.
QBE15157We fixed an issue where builders were unable to access the user ID of a user field.
QBE15158We corrected the API fieldType validation error message that appears when you specify an invalid fieldType value to “create field”. The API now requires the correct syntax for this request.
QBE14971The new table report now displays a single record report when you use a search widget. Previously, it displayed a report with only one record in it.
QBE15176We fixed an issue where API query results produced inconsistent pagination when the query results were not sorted. A sort order is now required when you specify top or skip.

Features

1.10.2021

 

Introducing New Pipelines Channels

We are excited to announce that you can now connect and integrate with these popular web apps:

  • Twilio — With our Twilio integration you can easily build workflows to automatically handle text messages and manage the message logs. Learn more about the Twilio channel in online help.
  • Google Contacts — Use this channel to manage and transfer Google contact information, perform all create, read, update and delete operations. Learn more about the Google Contacts channel in online help.
  • Google Calendar — Build powerful workflows using Calendar and Events. Learn more about the Google Calendar channel in online help.
  • Google Sheets — Create, monitor, analyze, transfer and transform your spreadsheet data cross platform with the Google Sheet channel. Learn more about the Google Sheets channel in online help.

 

New default record picker behavior

Record pickers on new tables (customizable in Advanced Table Settings) now default to listing the first three fields that were added to the table. Previously, the default record picker listed the Record ID first, which is often not a helpful value to display. This new behavior will make table-to-table relationships more intuitive for new builders and reduce the need to change this default. As a part of this change, modifying the Key Field in a table no longer impacts what is displayed in the record picker.

 

Improved scrolling behavior in new table report

Now the column header row and sticky first column will stay put on the screen as you scroll without dancing in and out of view. This also resolves an issue where users could sometimes scroll past the end of a grouped report. We have also updated the appearance of the button to show or hide the filters section.

 

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New table reportsThe new table report provides a modern interface to view, filter, sort, and group Quick Base data. Use the toggle found on each report to turn the experience on.Open betaOpen to everyone
New dashboardsOur new dashboards provide a refreshed modern interface and new functionality for users.View collections of reports from across all of your Quick Base applications and filter across selected reports by field values in the underlying data.

 

BetaSign up in our early access app. Select Building Apps under Program Area.We will be accepting customers in waves to participate. Read more about the new dashboards.
New timelineThe enhanced timeline builds upon the New Table Report feature and leverages many of the same enhancements that the Table Report brings to the platform.In addition to a more modern experience, customers can gather more insight immediately with colorized timeline bars.BetaSign up in our early access app. Select Using Apps under Program Area.
Platform InsightsPlatform Insights provides customers with complete visibility into their usage of Quick Base through an interactive dashboard displaying key metrics.Realm and account admins can better understand platform-wide usage details and trends to effectively manage and govern their Quick Base instance.Coming soon to BetaSign up in our early access app. Select Platform Administration and/or Platform Infrastructure under Program Area.

 

What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE015126We fixed an issue where the search bar would disappear when no records were returned in the new table report.
QBE015141Non-admin users can now make API requests to getTables and access tables to which they have permission.
QBE015143We fixed an issue where the API returned an incorrect 200 response code when a user submitted an invalid authorization header for the file download endpoint. The 400 Bad Request now appears when this occurs.

Features

12.13.2020

 

New RESTful API to manage user tokens

You can manage user tokens using a set of new methods in our RESTful APIs. Here are the new features:

  • Copy a user token, and all associated apps
  • Deactivate a user token
  • Delete a user token

 

Pipelines: Introducing the Pushbullet channel

Use the new Pipelines integration channel Pushbullet to send custom notifications to a selected or dynamically identified number of devices. See how to connect the channel and start building your workflow in our channel documentation.

 

Pipelines: Jira channel enhancements

You now can manage Projects and reference custom fields that are of the type project picker, in addition to managing Comments, Issues, Attachments, and Worklogs. You can now also manage issue resolutions in the Jira channel.

 

Pipelines: Pipelines Activity log access

There are two new ways to access pipelines activity log, making it easier for you to trace data, errors, or inefficiencies, and debug and improve your workflow.

The pipeline’s activity log is now directly accessible from within the builder.

To view this log, open your pipeline and click Pipeline activity.

The aggregated list of all pipelines’ activity logs is now also accessible through a link in the upper right corner. To view this log, open your pipeline and click Activity log.

 

New table report enhancements: show columns

You now can quickly add columns to the new table report.

Access this option through the column menu. Select Show columns and search or browse through the available columns to pick one or more to add to your report.

 

New default behavior for saving parent records

For all newly created tables, the parent record is automatically saved by default when you start creating a child record. Before, the advanced table setting called “Save parent record automatically when a child record is created” was unchecked by default. This change eliminates unnecessary system prompts and streamline workflows. Behavior for existing tables will not be affected.

 

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New table reportsThe new table report provides a modern interface to view, filter, sort, and group Quick Base data. Use the toggle found on each report to turn the experience on.Open betaOpen to everyone
New dashboardsOur new dashboards provide a refreshed modern interface and also new functionality for users.View collections of reports from across all of your Quick Base applications and users can now filter across selected reports by field values in the underlying data.BetaSign up in our early access app. Select Building Apps under Program Area.We will be accepting customers in waves to participate. Read more about the new dashboards.
New TimelineThe enhanced timeline builds upon the New Table Report feature and leverages many of the same enhancements that the Table Report brings to the platform. In addition to a more modern experience, customers can gather more insight immediately with colorized timeline bars.Coming soon to BetaSign up in our early access app. Select Using Apps under Program Area.
Google Contacts ChannelGoogle Contacts is a way to store and organize contact information about the people you communicate with.BetaAvailable in your list of channels in the Pipeline Builder
Google Calendar ChannelGoogle Calendar is a time-management web application.BetaAvailable in your list of channels in the Pipelines Builder
Google Docs ChannelWith Google Docs, everyone can work together in the same document at the same time.BetaAvailable in your list of channels in the Pipelines Builder
Google Sheets ChannelGoogle Sheets lets you create, format, and work on spreadsheets with other people.BetaAvailable in your list of channels in the Pipelines Builder
Google Drive ChannelGoogle Drive is a file storage and synchronization service.BetaAvailable in your list of channels in the Pipelines Builder
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE015035We increased the amount of data that can be returned in a single response before pagination in the Quick Base RESTful APIs.
QBE015045We fixed an issue where it was not possible to click tables in certain scenarios.
QBE015079We corrected an issue with the Quick Base RESTful APIs where the name of an uploaded file became truncated if a comma was in the name.
QBE015084The platform insight tab now appears second within the admin console menu.
QBE015095The Quick Base RESTful APIs now allow a summary field in a relationship to summarize a field in the same parent table.
QBE015101We fixed an issue where a custom field name was not saved when you added a summary field that uses the count function.

Features

11.15.2020

 

New RESTful API to fetch application events

Available in our new RESTful APIs, we’re adding a call that allows an app admin to pull a list of all trigger-based events. This will include the primary meta-data, such as who owns it. This API call helps builders when documenting or governing applications. The following types of event triggers are covered:

  • Webhooks
  • Quick Base Actions
  • Event-based Automations
  • Notifications
  • Subscriptions
  • Reminders

Note: For each type of event, only the base trigger information is included. Full details on what actions the events perform are not included.

 

New formula functions: NameOfMonth and GetFieldProperty

To assist builders both in simplicity of creating applications and more advanced use cases, we have added two new formula functions.

  • NameOfMonth: Many builders create “if” and “case” statements combined with the Month() function to output the name of the month (“January” instead of “1”). This formula function simplifies that for builders.
  • GetFieldProperty: For when builders are creating advanced use cases that require that application data be dynamic and configurable, this function allows builders to pull a subset of field properties for fields on the same table.

 

New table report enhancements

We updated the look and feel of our checkboxes to increase the color contrast and make them easier to read.

We also improved the interaction of our column headers:

  • Click on the entire header cell to initiate a sort rather than just on the field name
  • Visualize sort direction with improved indicators
  • More easily resize columns with wider handles.

 

Data classification: Additional preset classification

We added “Public” and an associated description as a preset data classification.

 

IP filtering: Additional notes field

We’ve added a free-text notes field that customers can fill out when adding or modifying an IP filter. Now admins can leave relevant notes about the IP addresses they’re adding to their list, giving more visibility into why they’ve been added.

 

Pipelines enhancements

  • The Jira channel supports custom fields – if you have custom fields in Jira, now you can search and edit them.
  • In the Outlook Channel you can search through all the calendar events without having to enter a subject field.
  • Webhooks Channel’s DELETE method now lets you send a BODY. This is especially useful if you want to use our new RESTful API Delete records call.
  • If your filter is not valid, a message will display to let you know.

 

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New dashboardsOur new dashboards provide a refreshed modern interface and also new functionality for users. View collections of reports from across all of your Quick Base applications and users can now filter across selected reports by field values in the underlying data.Coming soon to BetaSign up in our early access app. Select Building Apps under Program Area.

We will be accepting customers in waves to participate, sign up today!

New table reportsThe new table report provides a modern interface to view, filter, sort, and group Quick Base data available when users are offline. Use the toggle found on each report to turn the experience on.Open BetaOpen to everyone
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014814We corrected an issue where bar chart labels misalign when a date field is used as the x-axis and “Hide category labels with no data” is unchecked.
QBE014920We fixed an issue where the Refresh button and timestamp for a connected table (Quick Base Sync) did not appear in the new table reports.
QBE014954We fixed an issue where a table does not appear to some builders when they are creating table relationships.
QBE014963Now when you save a report, it remains in the group you assigned it to.
QBE014981The Field ID and Relationship now appear by default on the field page under Advanced Options.
QBE014755We fixed an issue with the copy link function on the new table reports not working in Safari.
QBE011866We fixed an issue where some category labels on a horizontal bar chart would be hidden when the chart had many options.
QBE014994We fixed an issue where the hide search setting was not available when dynamic filter setting was set to none on new table reports.

Features

10.20.2020

 

More persistent features and new toggle behavior for the New Table Report

Last month we made the filters section persistent so the report would remember if you left it open or closed. This month, we’re adding two more types of persistent modifications: resized columns and chosen spacing.

  • Resized columns will save the adjustments you make to column widths so you won’t have to reconfigure them after you refresh the page or come back later.
  • Now, by default, your report spacing will use the selection made in your user preferences, but you can override this on each report by selecting Relaxed, Normal, or Condensed spacing in the More Menu.

Get more details for these new persistent features by visiting Quick Base Community.

We also changed the behavior of the New style (beta) toggle on reports. Now when you slide the toggle on, it will default to the new style for other reports you view.

  • The toggle is specific to each user, so you can try the new experience without disrupting others in your company.
  • If you need to make exceptions and use the old style, you can still toggle the new style off on a report-by-report basis. And if you’re not ready to try the new style yet, just leave the toggle alone to continue working with the old style.

File attachments

In order to improve the performance of reading file attachments, we store recently accessed file attachments in a fast cache for 15 minutes. If the permissions on a given file attachment change while it is in the fast cache, the new file permissions will not take effect until the fast cache expires (up to 15 minutes).

QuickBooks Online new data types and channel enhancements in Pipelines

Our team is hard at work enhancing channels in Pipelines and we are pleased to be releasing our latest enhancements for the QuickBooks Online channel. In addition to managing customers, inventory, invoices, and time tracking, you now have access to 3 more types of data:

  • Vendors
  • Purchase/Expenses
  • Bills

We continue to add functionality to channels and QuickBooks Online is getting even more enhancements this month:

  • Ability to assign invoices, expenses, bills to Projects
  • Added Linking functionality to all the resources
  • Ability to connect to sandbox companies

Quick Base data classification

The Data Classification capability allows Quick Base administrators to categorize their applications based on the types of data within the app. Admins can label applications based on varying levels of data sensitivity. You can define the classifications, including a description of the data type, and give guidance to users and builders based on the class of data and level of security needed.

New authorization type for Microsoft Exchange connections for connected tables

We’ve added OAuth 2.0 as an authorization type for Exchange connections used for connected tables (also known as Quick Base Sync). Microsoft requires that connections to Office 365 use OAuth 2.0 authentication. Basic Authentication (username and password) is still an available authorization type for connections to internal Exchange servers.

New formula function

We are adding a new formula function to our already extensive list. The new WeekOfYear function will resolve the extra work builders have had to do to retrieve this information. Review the full list on the formula functions help page.

Updated map style

After the October release, we will be updating the style of the map box. The update will also deprecate several styles including the high contrast map style.

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New dashboardsOur new dashboards provide a refreshed modern interface and also new functionality for users. View collections of reports from across all of your Quick Base applications and users can now filter across selected reports by field values in the underlying data.Coming soon to BetaSign up in our early access app. Select Building Apps under Program Area.

We will be accepting customers in waves to participate, sign up today!

New table report experienceThe new table report provides a modern interface to view, filter, sort, and group Quick Base data. Use the toggle found on each report to turn the experience on.Open BetaOpen to everyone
Audit log API accessWe are offering RESTful API access to Audit Logs for customers with that feature on their account.

Please check your profile in our Early Access application, or create a new one, to ensure Extending Quick Base is selected.

Public BetaFor consideration to our limited public beta, please reach out to your account team.
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014748We fixed an issue with the List user field not properly saving modification to custom user lists.
QBE014853We corrected an issue where sync tables were displaying an Add button when the new table report was enabled.
QBE014865We fixed a bug that caused text on a URL/Formula – URL button not to dynamically change in contrast to the button color on new table reports.
QBE014866We corrected an issue where users who did not have the correct permissions would be offered the Add new button on the new table report. The button will no longer be seen by these users.
QBE014872We corrected an issue where legacy map names were listed when viewing the settings of a legacy High Contrast or Roads as Scale map types.
QBE014876We fixed a problem with report names that contained XSS strings were not displaying correctly when the New report (beta) option was turned on.
QBE014886We corrected an issue with user accounts created by SAML not being able to create apps upon first login.
QBE014887We added new columns to the Admin Console / Apps page for Data classification.
QBE014888We added columns for Data classification and Sandbox to the exported columns on the Admin Console / Apps page.
QBE014894We corrected an issue with missing error message text when the error invalid realm host name header value occurred.
QBE014897We enhanced the performance of our older report style to not calculate grand totals or averages if they will not be displayed.
QBE014898We are adding Copy an API to our listing of App API’s on our RESTful API portal.
QBE014903We fixed an issue where modern mapbox styles where not displaying as options in mobile map reports.
QBE014912We corrected an issue where the filters section on the new table report was displaying as enabled when dynamic filters were disabled on default reports.
QBE014923We corrected an issue where query parameters that were included as part of a URL were not being honored in the New Table Report.

Features

09.20.2020

 

Pipelines updates

Significant DocuSign channel enhancements

The Pipelines team has been hard at work enhancing the DocuSign channel. These are just some of the enhancements coming in the September release:

  • The ability to connect to a demo account.
  • Filter events based on the envelope subject.
  • Sending an Envelope for signature from template step – all signees with their respective fields are visible and the fields can be dynamically filled in with data from third party services.

Quick Base file attachments

  • We now support file attachments in the Quick Base channel. This will now allow you to send file attachments, uploaded to Quick Base, to external services as well as upload attachments from external services to Quick Base.

Webhooks channel now has PATCH method

  • The HTTP PATCH request method, available with the September release, applies partial modifications to a resource, by providing an entity containing a list of changes to be applied, to the resource requested. This helps expand third-party integrations in Pipelines that the PATCH method in Webhooks can’t provide.

More new features for the New Table Report

  • With the new Save/Save as functionality you can save any changes made on the fly to your table report. The functionality will be the same as it is on the old report, but we’ve updated the interaction and visual design to reduce accidentally saving over common report settings.
  • This month we begin the release of our Persistence feature which will allow, certain changes you make on a report to stick with you. No more re-adjusting when you view the report again or when refreshing the page. This month we will be releasing the first of three persistent components, the state of the column filters tray. In October we will be releasing two more persistent components resized columns and chosen spacing.

Improved RESTful API HTTP status codes

In the September release we will update the HTTP status messages for RESTful API upsert requests to include HTTP 207 (Multi-Status). The status provides a more accurate indication of variable success and failure of the request. We had previously returned HTTP 200 (OK) status.

Mobile offline specific forms

Today, forms with form-rules are not available for offline data entry. With the new mobile offline specific forms, builders will be able to specify a specific form to be displayed when a user accesses the form using offline mode in the Quick Base mobile app.

Coming soon:

Upcoming change for Exchange connections for connected tables

On October 13th 2020, Microsoft will end Basic Authentication (username and password) access for Office 365 customers. Because of this, Quick Base will soon be adding OAuth 2.0 as an authorization type for Exchange connections used by connected tables (also known as Quick Base Sync). Additional information will be sent to existing Exchange connection owners prior to this change.

Updated Map styles

Looking forward to our October release, we will be modernizing our Map reports. An important note about this upgrade: We will be retiring rarely used styles. This means Maps that use the retired styles, will be migrated to the default report behavior. Users that will encounter this change will be notified by in-product messaging.

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New dashboardsOur new dashboards provide a refreshed modern interface and also new functionality for users. View collections of reports from across all of your Quick Base applications and users can now filter across selected reports by field values in the underlying data.Coming soon to BetaSign up in our early access app. Select Building Apps under Program Area.

We will be accepting customers in waves to participate, sign up today!

New table report experienceThe new table report provides a modern interface to view, filter, sort, and group Quick Base data available when users are offline. Use the toggle found on each report to turn the experience on.Open BetaOpen to everyone
Audit log API accessWe are offering RESTful API access to Audit Logs for customers with that feature on their account.

Please check your profile in our Early Access application, or create a new one, to ensure Extending Quick Base is selected.

Public BetaFor consideration to our limited public beta, please reach out to your account team.

 

What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE013706We corrected an issue when opening a new Quick Base tab and getting the login redirect instead of MyApp page since SCIM enabled.
QBE014514We fixed an issue when creating a new report on the My Report & Charts screen where customers were defaulted to only creating a table report and did not offer any other report type option.
QBE014674We fixed an issue with field text displayed as a link, in the New Table Report, being compressed.
QBE014687We corrected a problem with multiple scroll bars being displayed on the app dashboard when loading a report through and embedded report.
QBE014688We corrected a problem when using a report URL in a dashboard widget. When turning on the New Style toggle, double or triple vertical bars were presented on the report.
QBE014825We are correcting the way text in a rich text field is handled. Instead of replacing the text with an empty string, we now only remove the {{<script>}} and {{</script>}} tags leaving the remaining text to appear as plain text in the rich text widget. This will affect those customers who have disallowed tags in their rich text widgets.
QBE014826We corrected the format of our start and end dates, on a timeline report, from milliseconds to ISO dates.
QBE014833We updated the format of the Workdate field when using the getReport endpoint on the new RESTful API to the ISO format of YYYY-MM-DD format.
QBE014835We fixed a problem with the Currency field upsert silently accepting invalid strings.

Features

08.16.2020

New RESTful API capabilities

We have new capabilities for our RESTful API’s! Please visit https://developer.quickbase.com after the August release for more information and be sure to look for the new relationship endpoints. You will now have the ability to get, add, and modify relationships as well as upload and download files.

File attachment caching

We are introducing caching behavior on all files. With our August release we will cache for five minutes per user. If a file is changed after you download it, you will not see the changes until your cache expires.

Pipelines upgrades

We are introducing the ability to fetch securely stored CSV and JSON files. By looking up a file in a Box, Dropbox, or OneDrive channel, you can now use the file-transfer-handle as a URL in the CSV Handler or JSON Handler channels. The new functionality ensures the permissions necessary are used to access and open your files.

Pipelines channel and site updates

We have disabled the Workday pipelines channel in the August release, which has been available in Beta since April. We are working with Workday to enhance the security and workflow capabilities of our channel, and will be re-introducing the channel once testing is complete.

We are removing the Upcoming section from the Channels page to help us focus more on the Pipelines channels and capabilities that are most relevant to you. We encourage you to submit feedback and request new channels in our UserVoice forum, which will help us continue prioritizing the capabilities that are most valuable to you.

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New dashboardsOur new dashboards provide a refreshed modern interface and also new functionality for users. View collections of reports from across all of your Quick Base applications and users can now filter across selected reports by field values in the underlying data.Coming soon to BetaSign up in our early access app. Select Building Apps under Program Area.

We will be accepting customers in waves to participate, sign up today!

New table report experienceThe new table report provides a modern interface to view, filter, sort, and group Quick Base data available when users are offline. Use the toggle found on each report to turn the experience on.Open BetaOpen to everyone

 

What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014702We corrected an issue with the new record button in Quick Base not displaying the record id as the button label.

Features

07.19.2020

 

RESTful JSON API Portal enhancements

Since our launch in early June, we have been hard at work enhancing the portal to help you use our new RESTful JSON APIs:

  • We have now included the OpenAPI Specification (OAS)
  • New visual refinements to help you focus on the information you need
  • Quick Base specific response headers will now be shown in a tab when testing in the portal
  • General content updates to provide more detailed and helpful information

Operation took too long update

We have updated our messaging in regards to our reports in Quick Base with information on where to get help to optimize your report.

QuickBooks Authorization for Quick Base Sync Connections

Starting August 1, 2020, Intuit will no longer support the Internet Explorer 11 (IE 11) browser for QuickBooks authorization screens. This means when you create or reauthorize a QuickBooks connection for Quick Base Sync connected tables, make sure to use one of their supported browsers (Google Chrome, Mozilla Firefox, Microsoft Edge, Safari 11 or newer). See this Intuit alert for more information.

Quick Base security enhancements to HTML file attachments

We have disabled, by default, the ability to view HTML file attachments within a browser. Realm admins will need to enter a Care case from their portal in order to override this new feature.

Pipelines upgrades

In Pipelines, we upgraded the Jinja Library from version 2.8 to 2.11.2. Read more about these changes in this changelog.

Beta opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New DashboardsDashboards that support pulling reports from multiple apps, filter widgets, and more visual configurations.BetaOpen to everyone
New table report experienceThe new table report provides a modern interface to view, filter, sort, and group Quick Base data available when users are offline. Use the toggle found on each report to turn the experience on.BetaOpen to everyone

 

What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014116We resolved an issue when multiple embedded reports on a form, targeting the same table, caused issues with displaying the correct information.
QBE014417We fixed a bug that caused Record Picker to sporadically not display all records.
QBE014565We corrected a problem with the calendar report not allowing a user to choose the year past 2020 for the initial month.
QBE014571We resolved an issue with Kanban reports where cards were not being removed when deleted.
QBE014633We corrected a visual issue with New Table Reports where records were getting cutoff in Safari.
QBE014635We fixed an issue on New Table Reports, records containing extra spaces were not being returned.
QBE014643We corrected a visual issue in New Table Reports when Hide Multi-records Options was selected, it blocked the option to download report.
QBE014665We fixed an issue with the JSON Channel in Pipelines incorrectly interpreting a value of 0(zero) to mean false.
QBE014666We adjusted settings in Pipelines that were causing builders to occasionally receive an Intermittent Validation Error during steps within a loop of executions.
QBE014673We corrected a bug that caused an error message that the user is not logged in, even though they are.
QBE014679We resolved an issue that resulted when a user field has snapshotting and a default value, it’ll cause a crash when adding/editing a record

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Features
06.14.2020
Please Note: On Wednesday, April 15, 2020 we concluded our phased roll out of the Pipelines technology for Quick Base customers. If your account has not been activated please submit a support case.
New channels and actions in Quick Base Pipelines
  • CSV Handler channel
    • The built-in CSV Handler channel allows pipelines to fetch and process CSV files that are delimited by semicolon, tabs, spaces, or commas.
  • New Email trigger for the Outlook channel
    • The New Email step in the Outlook channel will activate your constructed pipeline when an email is received that fit the criteria you specify. received.
  • CSV import for the Quick Base channel
    • This new step introduces a new way to import data from a CSV resource into your Quick Base table in a single step. Limited to 10,000 rows.
The New Table Report experience is here (released on 6/2)

We are in open beta! The new table report provides a modern interface to view, filter, sort, and group Quick Base data. Use the toggle found on each report to turn the experience on or off, the choice is yours.

Mobile Offline data entry (released on 6/2)

The days of worrying about connectivity are over! Now, users can upload records to Quick Base without being connected to the internet.

RESTful API calls (released on 6/2)

Developers can utilize and extend Quick Base with ease by using fully RESTful API calls. Find more information at our new RESTful API portal.\

Early access opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Bulk Record Sets for the Quick Base channelBulk Record Sets batches records instead of processing each record individually.

Note: One step run is billed per record that the step processes.

OngoingOpen to everyone
New table report experienceThe new table report provides a modern interface to view, filter, sort, and group Quick Base data available when users are offline. Use the toggle found on each report to turn the experience on.Open BetaOpen to everyone
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014560We fixed an issue with notification recipients changes in the sandbox were not being applied to the main app.
QBE014581We fixed an issue with the Sandbox not recognizing changes in summary field or adding a filter.
QBE014582We fixed an issue of notifications not being triggered when records are added by EOTI.
QBE014605We fixed an issue that could cause an erroneous error during a connected table refresh that removes records from a connected table.
QBE014611We made changes to reduce timeout errors during Salesforce connected table refreshes.
Features
05.17.2020
Channel upgrades and new Realm Admin abilities in Quick Base Pipelines
Please Note: On Wednesday, April 15, 2020 we concluded our phased roll out of the Pipelines technology for Quick Base customers. If your account has not been activated please submit a support case.
  • The Callable pipelines channel is out of Beta
    • The built-in Callable pipelines channel allows you to call and trigger other pipelines you have created.
  • New features in the Box channel
    • We have added more functionality to the the Box channel by adding three steps: Update or Move Folder, Update or Move File, and the ability to link folders and retrieve them with Fetch a Linked Folder.
  • Realm Administrator upgrades
    • We are also excited to announce that we are launching a new feature to allow our Realm Administrators to view other user’s pipelines. This feature will allow the Realm Admins to administer pipelines for users who, for example, have left the company.
The New Table Report experience

Actual release is 6/2. To watch the official launch announcement, register for Virtual Empower, it’s free!

The new table report provides a modern interface to view, filter, sort, and group Quick Base data. Use the toggle found on each report to turn the experience on or off, the choice is yours.

Mobile Offline data entry

Actual release is 6/2. To watch the official launch announcement, register for Virtual Empower, it’s free!

The days of worrying about connectivity are over! Now, users can upload records to Quick Base without being connected to the internet.

RESTful API calls

Actual release is 6/2. To watch the official launch announcement, register for Virtual Empower, it’s free!

Developers can utilize and extend Quick Base with ease by using fully RESTful API calls. Find more information at our new RESTful API portal.

Upcoming change to Gmail connections for connected tables

We will soon be making an update to Gmail connections used for connected tables (also known as Quick Base Sync). This is a required change from Google. After this update, existing Gmail connections may fail and will need to be reauthorized by the connection owner. The date of the update and additional information will be sent to Gmail connection owners before the update occurs.

To reauthorize a Gmail connection:

  1. Select the user dropdown on the Global bar, then choose My Preferences.
  2. In the My Connections section, select the Gmail connection you want to reauthorize.
  3. Select the Reauthorize button and sign in to your Gmail account.
Early access opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Bulk Record Sets for the Quick Base channelBulk Record Sets batches records instead of processing each record individually.

Note: One step run is billed per record that the step processes.

OngoingOpen to everyone
New table report experience

Actual release is 6/2. Watch the official launch, at Virtual Empower, it’s free!

The new table report provides a modern interface to view, filter, sort, and group Quick Base data available when users are offline. Use the toggle found on each report to turn the experience on.Open BetaOpen to everyone
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014527We corrected an issue with API_ImportFromCSV allowing customers to overwrite built-in values.
QBE014534We resolved a situation where some Android devices were not able to see the Mobile view toggle.
QBE014535We corrected an issue with the Sandbox not recognizing changes to the Custom List of a List-User field.
QBE014536We fixed an issue when user access was removed from within an app, the admin console still displayed the user.
QBE014537We fixed an issue with automations so that they no longer are triggered against the Live App from a Sandbox.
QBE014549We resolved a situation where heavily recursive formulas may cause heavy computations.

Here is what’s new in April 2020

04.19.2020
New channels in Quick Base Pipelines

We are adding five new integration channels to Quick Base Pipelines:

  • Salesforce
  • Marketo
  • Microsoft OneDrive
  • Outlook 365 (Email and Calendar)
  • JSON Handler

Note: On Wednesday, April 15, 2020 we will conclude our phased roll out of the Pipelines technology for Quick Base customers. If your account has not been activated please submit a support case.

New Bulk Record Sets for the Quick Base channel in Pipelines

Bulk Record steps will allow for a more efficient transfer of large numbers of records. Batching the records allows for a fewer number of calls rather than one call per record.

Webhooks channel improvements in Pipelines

You can now send a request body for GET and DELETE Webhook Requests.

Relationship builder new experience toggle

We’re removing the toggle allowing customers to switch between the new Relationship builder experience and the old one, ensuring all customers will be viewing the new experience.

Upcoming change to Gmail connections for connected tables

We will soon be making an update to Gmail connections used for connected tables (also known as Quick Base Sync). This is a required change from Google. After this update, existing Gmail connections may fail and will need to be reauthorized by the connection owner. The date of the update and additional information will be sent to Gmail connection owners before the update occurs.

To reauthorize a Gmail connection:

  1. Select the user dropdown on the Global bar, then choose My Preferences.
  2. In the My Connections section, select the Gmail connection you want to reauthorize.
  3. Select the Reauthorize button and sign in to your Gmail account.
Early access opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Mobile Offline Apps AccessEnable or disable Mobile Apps to be available when users are offline.BeginningSign up in our early access app and select Mobile under Early Access Categories.
Mobile Offline Data EntryAdd records to your apps while disconnected from the Internet.BeginningSign up in our early access app and select Mobile under Early Access Categories.
RESTful APIsDevelopers can use and extend Quick Base with ease by using fully RESTful API calls.ContinuingSign up in our early access app and select Extending Quick Base under Early Access Categories.
New table reportThe new table report experience provides a modernized interface to view, filter, sort, and group Quick Base data.Continuing

 

Sign up in our early access app and select Using Apps under Early Access Categories.
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014096We fixed an issue with personal notifications in sandbox.
QBE014127We fixed an issue with lookup field values in sandbox.
QBE014396You can now edit recipient notification in sandbox when they contain a recipient with the role of “none.”
QBE014404The color change now appears in the changeset when changed in sandbox.
QBE014408We fixed an issue with event duplication in audit-logging.
QBE014412An issue with feature switches displaying properly was fixed.
QBE014413We made a change to reduce the likelihood of a timeout error during the refresh of a connected table for Salesforce.
QBE014414We fixed an issue with custom key fields not showing up in Create Record steps for the Quick Base channel in Pipelines.

We also fixed an issue where API_GetSchema was not consistently returning required=True for custom key fields.

QBE014418We fixed an issue when copying an email address and having a string returned instead of the email.
QBE014425We fixed an issue with adding subscriptions by sandbox authorized users.
QBE014436We corrected a situation that prevented filters from showing as available to edit.
QBE014439We fixed an issue with emails from sandbox looking identical to those from the live app, by adding a header disclaimer.
QBE014455Publishing failures due to publishing a form delete have been corrected.
QBE014480We corrected an issue with viewing role permissions when a table name matches the issue string.

Here is what’s new in March 2020

3.15.2020

New channels in Quick Base Pipelines

We are adding five new integration channels to Quick Base Pipelines:

  • Dropbox
  • Mailgun
  • Microsoft Sharepoint
  • Shopify
  • Zuora

Note: On Tuesday, February 25, 2020 we began a phased roll out of the Pipelines technology for Quick Base customers. We will be turning the feature on for groups of customers in phases. We will be adding these five new channels as they become available between now and the March 15 product release.

Mobile: Custom app/realm header colors

Now, if you have set up custom branding colors at the realm or app level, these colors will appear on mobile as well.

Sandbox: Realm admins can require use

Realm admins now have the ability to require sandbox use on an app-by-app basis from the Admin Console. If a realm admin selects require sandbox, app builders must use a sandbox to make any schema changes and cannot disable the sandbox feature.

Upcoming change to Gmail connections for connected tables

We will soon be making an update to Gmail connections used for connected tables (also known as Quick Base Sync). This is a required change from Google. After this update, existing Gmail connections may fail and will need to be reauthorized by the connection owner. The date of the update and additional information will be sent to Gmail connection owners before the update occurs.

To reauthorize a Gmail connection:

  1. Select the user dropdown on the Global bar, then choose My Preferences.
  2. In the My Connections section, select the Gmail connection you want to reauthorize.
  3. Select the Reauthorize button and sign in to your Gmail account.
Early access opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
RESTful APIsDevelopers can use and extend Quick Base with ease by using fully RESTful API calls.NewSign up in our early access appand select Extending Quick Base under Early Access Categories.
New table reportThe new table report experience provides a modernized interface to view, filter, sort, and group Quick Base data.Beginning. We will gradually roll out early access in waves over the next 2-6 weeks to customers who sign up and are a good fit.Sign up in our early access appand select Using Apps under Early Access Categories.
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE014069We made improvements to reduce the likelihood of connected table refresh failures caused by Zendesk limits.
QBE014081You can now copy apps that have sandbox enabled.
QBE014092We fixed an issue with emailing a report to more than 10 users.
QBE014098We fixed an issue where you were unable to change the table icon on the advanced table settings page.
QBE014099Super users can no longer test as a user in sandbox or live apps unless they have been invited to that app.
QBE014115We fixed an issue with the display of quotation marks in the email report dialog.
QBE014133We fixed an issue with sort by record ID for CSV.
QBE014142We updated the description under app delete for the live app when sandbox is enabled.
QBE014146We fixed an issue with displaying a chart with a continuous x-axis with no data.
QBE014159When you delete a sandbox, you no longer see an error message.
QBE014161We fixed an issue where app admins were unable to make a sandbox that included data if IP filtering was enabled.
QBE014167We no longer allow reminders and subscriptions to be converted from public to private in a sandbox.
QBE014181The e-mail sent to request permission to a sandbox app now specifies that it is the sandbox version and not the live app.
QBE014182In sandbox, we now number each item in your list of changes so this number can be used to communicate if there’s an error with a change.
QBE014325We fixed an issue with file attachment storage not reflecting the actual size.
QBE014397We fixed an issue with using checkbox fields as a filter criteria in an automation action.
QBE014403We fixed an issue with the display of a super user who has been disabled.
02.09.2020
Enhancement
Increased limit for combined text summary field

We’ve increased the limit for the number of text values that the combined text summary field can accumulate from 50 to 150.

Early access opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Quick Base PipelinesQuick Base Pipelines lets you integrate your data and automate your workflows across your existing cloud-based software tools.Continuing.Sign up in our early access appand select Improving Workflow under Early Access Categories.
New table reportThe new table report experience provides a modernized interface to view, filter, sort, and group Quick Base data.Continuing. We are gradually rolling out early access in waves to customers who sign up and are a good fit.Sign up in our early access appand select Using Apps under Early Access Categories.
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE013975We fixed an issue with lookup fields when the parent table has custom modify permissions.
QBE014045We fixed an issue where subscription emails send from the sandbox but not the live app.
QBE014048We fixed an issue with group roles in sandbox.
QBE014053On mobile, report search now searches only the fields in the report rather than all the fields in the table to improve performance and be consistent with the desktop experience.
QBE014055We fixed an issue that could cause an erroneous error about non-unique key values when refreshing a connected table for Intacct.
QBE014064We fixed an issue with a connected table when the connected field is set to text and the source field is a numeric field.
QBE014066We fixed issues related to the recent performance improvements for the user picker in built-in fields.
QBE014071The recipient of an email notification now displays correctly when another admin creates a sandbox for that app and edits the notification.
QBE014079We fixed an issue where Automations in a live app became invalid when sandbox was enabled for the app.
QBE014080Users can now copy sandbox apps and sandbox-enabled production apps as expected.
QBE014082We fixed an issue with assigning app tokens when an app has sandbox enabled.
01.12.2020
Features
Create an app with Visual Builder

With this release, when you create an app whether you choose Start from scratch or Build from a template, you’ll go directly into Visual Builder to add or modify tables and fields, then save your new app. You’ll also have the option to take a tour to guide you through app building.

Field properties: view sample data

Maintaining your apps just got a little easier now that you can preview the data a field contains from the Field Properties page. Click the sample data link to see the value from the first record in the table.

Enhancements
Increased limits for Kanban reports

Accomplish even more with your Kanban reports, now that you can include up to 15 columns with up to 100 cards each.

Note: Leveraging this many cards or columns requires web browsers to have sufficient performance with features such as drag & drop. Chrome and Firefox will perform the best.

Improved performance for the user picker in built-in fields

We’ve improved the performance of the user picker used in the built-in record owner and last modified fields used in areas such as filtering records on advanced find, permission building, and while creating a report.

Updated error messages

We’ve updated the styling and content for a number of error messages, including certain report, table, and app-level error messages you might encounter.

Updated styling for Settings icon

We’ve update the styling for the Settings icon so it’s more consistent visually with other areas of the product; the background is now white instead of blue.

Improved advanced search

Advanced search on the My apps page now only returns apps in your realm, even if apps have the Everyone on the Internet role.

Early access opportunities
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Quick Base PipelinesQuick Base Pipelines lets you integrate your data and automate your workflows across your existing cloud-based software tools.NewSign up in our early access appand select Improving Workflow under Early Access Categories.
New table reportThe new table report experience provides a modernized interface to view, filter, sort, and group Quick Base data.Continuing. We are gradually rolling out early access in waves to customers who sign up and are a good fit.Sign up in our early access appand select Using Apps under Early Access Categories.
What’s fixed in Quick Base

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.

ISSUEDESCRIPTION
QBE013941We fixed an issue with table home pages that displayed table reports with email links. Users in a given role will no longer see an email link if the Hide Email Buttons/Links option is checked for their role in the User Interface tab of the Roles page.
QBE014014We fixed an issue where some super users were unable to access apps that were not marked private.
QBE014023We fixed an issue with the new Sandbox where a couple of apps failed to retrieve changes that include email notifications.
QBE014024The new Sandbox now detects when a change would be a “breaking” change and disables the publish option, only allowing you to revert changes.
QBE014025For apps with new Sandbox enabled, you no longer see certain links or buttons in the user interface of the live app for changes that must be made in Sandbox, such as deleting or copying common reports or deleting tables.
QBE014026We fixed an issue with the new Sandbox where form elements would fail to publish if the underlying form properties were not also changed.
QBE014028We fixed an issue where users were unable to change the record owner in the live app if the new Sandbox was enabled.
QBE014038We improved performance of medium-to-large grouped table reports.
QBE014039We fixed an issue with incorrect sorting for certain grouping types in single-level grouped reports.
QBE014040Old sandbox apps no longer display the checkbox in App Properties to enable the new Sandbox.

Talk With Our Quickbase Experts

Contact us to see a live demo of Quickbase in action, using a fully built-out solution. We’ll help you create a vision of what can be done and map out a path to get there.

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Why Choose VARC Solutions as your Quickbase Solution Provider?

VARC Solutions is a Silver Level Quickbase Solution Provider. We’ve worked with Quickbase since its launch and we’ve built solutions for a multitude of clients, across industries, across North America.

We’ve won the awards, but our success is truly measured by what we can build for you. Our team of expert consultants and application builders will build your solution to your specs, in-time, and within budget.

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Trusted by Clients Across North America

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Talk With Our Quickbase Experts

Contact us to see a live demo of Quickbase in action, using a fully built-out solution. We’ll help you create a vision of what can be done and map out a path to get there.

Click here to see what people are saying about the fantastic work done by the Quickbase developers at VARC Solutions.

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