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Quickbase Release Notes

Here’s What’s New with Quickbase

12.17.23

Contents

Enhancements

AI Smart Builder (Beta) enhancements

Enhanced Reports Generated by AI

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

Audit Log enhancements

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

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

Optimized app creation

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

Exchange (Beta) enhancements

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

New resource cards

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

location.png

Enhancements to formula installation

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

Advanced Data Encryption – key authorization via AWS

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

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

FastField integration – support for multiple photos

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

photos.png

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

RESTful API – retiring legacy HTTP headers

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

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

Forms updates

Save options

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

form.settings.png

Pinned section updates

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

Field properties tab automatically closes

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

Coming soon: embedded reports updates

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

New fields available in Admin Console connected tables for Users

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

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

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

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

conn.tables.png

Visit our help center to learn more about this capability.

Performance Analyzer updates

Update results

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

deaffults.png

For more information, see Analyzing performance of apps.

Performance Management Updates

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

Formula checker (in Open Beta)

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

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

formulachecker.png

In field properties, select the Formula checker button

BETA.png

Pipelines Designer updates

Pipelines Designer now remembers your last used connections for each channel

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

Pipeline channels and connections updates

Pipelines Outlook channel – working with shared mailboxes

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

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

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

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

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

Pipelines Outlook channel Reply to an Email step

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

Pipelines Amazon AWS S3 channel enhancements

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

Pipelines Webhooks, CSV, JSON Handler channels enhancements

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

json.res.png

Pipelines – when cross-realm connections are forbidden

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

cross.png

View Pipelines Step Runs in Platform Analytics

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

step.runs.png

Open Beta

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Formula CheckerA new tool is available to app builders to review the result and runtime of each expression in a formula.Open BetaIn field properties, select the Formula checker button

BETA.png

What’s fixed in Quickbase

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

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE018262FieldsIn URL and Formula, URL fields will prepend “https://” to all URL values. This prevents URLs possessing a “mailto:” prefix from being used as intended.Issue resolved.
QBE018630FormsWhen a sub-form has a multiple choice field with the same field ID and set of options/choices as a multiple choice field on the main form, interacting with the multiple choice field in the sub-form may impact the selected option for the main form.Issue resolved.
QBE018651FormsWith the new forms, if you have a summary field, the drill-down to the child records will display an empty report if the parent table has a custom key field instead of the default Record ID#. The temporary report replaces the ‘Related’ value with [object Object].A completed report now displays.
QBE018724FormsOn the new style forms, a Duration or a Formula Duration Field that contains a singular value of 1 day only ever displays the plural form (1 days). This isn’t proper English and looks strange. The legacy forms handle this properly and only shows the plural form when the value is greater than 1.This display issue has been resolved.
QBE018641FormsWhen using the Reference Proxy on a New Form the role requires MODIFY permissions of the Parent Custom key field.Issue resolved.
QBE018707FormsChecking a record on an embedded report will check records on other embedded reports on page.Issue resolved.
QB018576FormsOn new forms, data-replacerid attribute and %%rid%% were not handled when used in URL fields.Both data-replacerid attribute and %%rid%% work as expected.
QBE018696FormsEditing a record in subforms was returning to the previously accessed tab of the subforms.When editing a record in a subform with multiple tabs, the first tab will always be opened.
QBE018680FormsEditing a record in a subform navigates the user to the wrong parent tab after saving.When editing a record in subform, the user will not be navigated from the current parent tab.
QBE018665FormulasWhen using the new formula builder present in the Report Builder Panel and in New Forms, the following functions were not available

-GetFieldValues
-GetRecords
-GetRecord
-Size
-SumValues
-GetRecordbyUniqueField
-ToUnixTime

These functions are now available.
QBE018679PipelinesCustom field of type list in Jira does not accept multiple entriesFixed the custom field of type list.
QBE018577PipelinesYAML export disregards User Type field filter (Record Owner, Last Modified by, etc. Fields) and does not export them.Fixed the parsing of User Type and the export of the filter.
QBE018370PipelinesGMail channel. When using the file_transfer_handle the file name that’s sent is garbled. It does not use the filename the way it is provided.Fixed the name of a received file in Gmail, when using the link for exporting from Quickbase File field.
PipelinesSharePoint channel. A subset of search and lookup steps will falsely claim to have found an object when no objects were returned.Fixed the messages to properly reflect when no Folders or Files are found on search.
QBE018684ReportsSearching the address book while attempting to email a new style table report would result in an error.Users are now able to search the address book when emailing table reports as expected
QBE018659ReportsIn certain circumstances, when viewing a table report or form for a long time, a “something went wrong” error would display.The error no longer occurs in these circumstances.
QBE018729SolutionsIn solution versioning when the user tries to restore a version with many resources, the resources are displayed as missing ‘x’ although they exist in the solution version.Issue resolved.
QBE018713User preferences & profileOn certain pages, the link to “manage billing account” did not appear as expected in the user menu.This link appears as expected on all pages.

End of Support

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

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

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

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

11.12.23

Contents

New

New API for SAML Token Exchange

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

Enhancements

Improvement to the Fastfield and Quickbase Integration

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

send-to.png

Performance Analyzer updates

API_GenResultsTableis now handled in the performance analyzer.

New Fields available in Admin Console connected tables for Apps

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

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

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

coonnected.data.png

Updates to Connection Central for Quickbase Sync

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

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

Quickbase Sync SFTP Connections – ending support for SHA-1

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

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

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

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

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

Platform Analytics integration reads reporting optimized

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

Increased payload size in RESTful API

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

Added Generative AI Control to Admin Console

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

Platform capabilities that are controlled by the policy are listed for reference in the description of the control.
Generative AI - Admin Console.png
Note: At the time of release, the setting will respect any previous requests to opt-out of Generative AI features.

AI Smart Builder (Beta) enhancements

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

Improvements to the Create App Wizard

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

Improvements to App Creation and Sample Data

  • Added international addresses to sample data to create more diverse map reports.
    map.1.png
    MAP.2.png
  • Added restrictions for creating tables and sample data for out-of-compliance data, such as credit card numbers, so that Smart Builder doesn’t generate these kinds of data.
  • Smart Builder will no longer generate an app without tables.

Report enhancements

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

Exchange (Beta) Enhancements

Jinja Snippets

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

jiinja.list.png

Image Carousel

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

CARO.png

User Permissions for Enterprise Customers

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

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

image (102).png

Support for Community Contributions

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

submit.png

Super Users

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

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

End of Support

iCal fields

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

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

vCard fields

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

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

What’s fixed in Quickbase

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

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE018544Admin ConsoleApp management transferring from the admin console is inconsistent.App management transferring from the admin console has been made consistent with the flow from the app settings page.  Validation will be required from the receiver.
QBE018550FieldsSelecting searched address values may intermittently fail to populate subfields.Subfields are now correctly populated.
QBE018563FormsProxy fields required at the form level no longer display a red asterisk.Form level proxy fields now display a red asterisk when required.
QBE018573MobileThe mobile app displays a Dashboard as a Home page when an App Home Page is selected as the default mobile home for a role.The mobile app now honors the app admin’s selection in the mobile drop-down and displays the correct Home Page/Dashboard.
QBE018040MobileUsers were unable to preview files in the mobile app from some accepted URL formats in a Formula URL field.Users can now preview files from accepted URL formats in the mobile app.

The issue is resolved in the mobile app version 1.55.

QBE018218MobilePreviewing images in the mobile app may show the image zoomed and/or cropped.Images now appear correctly when previewed in the mobile app.

The issue is resolved in the mobile app version 1.55.

QBE017952PipelinesThe “File Created or Modified” trigger step will not trigger when files are uploaded or drag-and-dropped into the OneDrive. This is inconsistent with expected behaviors, as the “File Created” step will trigger on these events. Currently, the “File Created or Modified” step will only trigger on file modifications and when a user utilizes the “+ New” option to create a file directly within the drive.The “File Created or Modified” trigger step now triggers when files are uploaded or drag-and-dropped into the OneDrive.
PipelinesStatic IPs not fully used for Snowflake DataSync channelEnable support for Snowflake Network Rules to implement additional IP filtering for Snowflake Internal Staging when using the ENFORCE_NETWORK_RULES_FOR_INTERNAL_STAGES flag. To make use of Snowflake additional services protection you need to have Pipelines Static IPs feature enabled.
QBE018577PipelinesExport to YAML does not return the “Last Modified By” field in the filter.YAML works as expected.
QBE018601,
QBE018602,
QBE018603
Quickbase SyncConnected tables for Gmail labels with a name that contained any of the following characters failed to return the expected messages during a refresh: exclamation mark (!), pound sign (#), or percent sign (%) anywhere in the name; apostrophe (‘) at the beginning or end of the name; apostrophe (‘) anywhere in the name of a sub-label.Connected tables for Gmail labels with names that contain those characters will refresh successfully.
QBE018586Аudit LogsData change logs were not properly showing changes to file attachment fields.Data change logs now display properly.
QBE018614ReportsWhen using the qname parameter to query a report, an incorrect report title was displayedThe correct report title is now displayed
QBE018611FormsForm rules to change value were not respecting the setting “Run change actions when a condition changes from false to true”Form rules correctly respect this setting
QBE018604FormsForm rules were showing conflicts when applying actions on pages and fields with the same idsForm rules accurately show conflicts
QBE018388FormsFields filter in form rules was not listing fields from “Display message” actionsField filter list all fields used in form rules
QBE018512FormsMulti-select fields with choices sourced from another field cannot be used effectively in form rules conditionsMulti-select fields list all choices when specifying a condition in form rules

10.15.23

Contents

New

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

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

Pipelines Designer GA October 16

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

Drag-n-drop-new.gif

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

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

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

Enhancements made in Pipelines Designer

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

New Activity tab

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

activity.tab.gif

UI Performance improvements with field selection in Pipelines Designer

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

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

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

step.ref.png

Change your Pipeline Title inline

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

name.change.png

Enhancements

Forms updates

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

Duplicate record

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

Spacing options

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

Change value using a formula

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

Form rules inside the form builder panel

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

incontext editing.gif

Keyboard shortcuts

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

In View/Edit/Add mode
MacWindows
Save⌘ + SCtrl + S
Save and keep working⇧ + ⌘ + S⇧ + Ctrl + S
Save and new⌘ + ⌥ + NCtrl + Alt + N
Save and view⌘ + ⌥ + VCtrl + Alt + V
Save and next⌘ + ⌥ + NCtrl + Alt + N
Enter edit mode⌘ + ECtrl + E
In Build mode
Save⌘ + SCtrl + S
Save and keep working⇧ + ⌘ + S⇧ + Ctrl + S
Undo⌘ + ZCtrl + Z
Redo⇧ + ⌘ + Z⇧ + Ctrl + Z
Pick up and drop fieldSpaceSpace
Open configuration panelEnterEnter
Remove field⌘ + DeleteCtrl + Delete

Excel import limit

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

Table size alert email

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

table.limit.png

Solution Versioning improvements

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

versions.png

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Quickbase ExchangeA new, more powerful Exchange is here! We’re excited to announce that the beta version of our enhanced Exchange is available to all customers.Public BetaNo need to register.

What’s fixed in Quickbase

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

 

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE018534DataForms are not restored with an App Overwrite.Forms are now restored.
QBE018264FieldsLookup user fields that exist through a cross-app relationship may not yield a value in new forms if the user is not invited to the destination application. So long as the user possesses at least a role of “none” (ID: 9) the lookup user field will yield a value.Lookup user fields that exist through a cross-app relationship now yield a value in new forms if the user is not invited to the destination application.
QBE018268FormsYou may see a popup related to “Leave site? Changes you made may not be saved.” when no changes have been made to the current record.Popup no longer displays in this situation.
QBE018363FormsWhen using a custom GenAddRecordForm URL, if the new record being created uses New Forms, the NextURL parameter from the URL is not respected.

The user is instead redirected to their previous page. This only occurs in combination with GenAddRecordForm, using NextURL with “nwr” does work.

The user is correctly directed to the page specified in the nexturl parameter
QBE018384FormsIn certain flows, reports and records that were viewed were not logged to recents.Records and reports are all logged to recents as expected.
QBE018497FormsUsing the return button from new forms to legacy table reports displayed the new style table report instead.The legacy-style table report is properly displayed.
QBE018225FormsNew form rules with conditions that contained some special characters would cause the form to crash.We correctly handle situations where this error occurred
QBE018338FormsMultiple choice fields that were previously blank will not save choice after editing a record if default values are enabledMultiple choice fields that were previously blank now save choice after editing a record if default values are enabled
QBE018368FormsUsers created or invited from a user or list – user type field may default to not show in user pickers. This prevents end-users from saving the form with the newly created user value.Users created or invited from a user or list – user type field show in user pickers.
QBE018453FormsIn the new form rules UI, Rich Text elements are indistinguishable when being selected in form rules.In the new form rules UI, Rich Text elements are now presented using their custom labels if specified.
QBE018438FormsWhen a table has reached its size limit, users are not shown a helpful error message when adding recordsUsers are now shown an appropriate error message
QBE018439FormsIn certain flows, users without permission to add records to a table are not being shown a helpful error message.Users are now shown an appropriate error message
QBE018116FormsUsers were receiving “Changes you made may not be saved” alerts without changing field values.Users no longer receive false alerts.
QBE018095FormsForm rules to change page names were breaking when pages were displayed as steps.Form rules execute correctly when the form uses steps.
QBE018404GroupsA user with “create” app permissions at the account level is unable to create groups without having support or full-management access to the account. This behavior conflicts with our documentation.A user with “create” app permissions at the account level is now able to create groups without having support or full-management access to the account.
QBE018533PipelinesSend Email with Attachments step from the Outlook channel fails if there is an unpopulated file in the middle of the list of attachments.Available starting October 17, 2023

Send Email with Attachments step from the Outlook channel does not fail if there is an unpopulated file in the middle of the list of attachments.

QBE018428PipelinesPipelines – Activities filtered by date/time may not load successfullyAvailable starting October 17, 2023

Pipelines – Activities filtered by date/time now load successfully

QBE018522ReportsIf a date field, or formula date field, is added to a summary variable as well as the “number of records” summary variable, the summary report will break. If a summary formula using these variables is saved, the settings for the report will no longer load correctly.The reports now load correctly.
QBE018534RestoresNew Dashboards and Forms are not restored properly in some cases of application and table overwrites and restores. Restoring to a copy was not affected by this bug.Fixed restore and overwrite procedures.
QBE018508SyncFor some applications when you open Connection Central – Quickbase Sync in app settings, the count total at the top of the page is higher than the number of connected tables that are actually listed.The count total was correct – it was the missing connected tables in the list that were wrong. Some older connections were rightfully included in the count but were omitted from the list.
QBE015159Test as Role/UserWhen the new style table report is in use, the “test as role or user” menu is misaligned.The menu is properly aligned regardless of the table report style.

9.17.23

Contents

New

Fastfield — Dispatch Tasks from Pipelines

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

fastfield.png

Pipelines — Use static IP addresses for outgoing pipelines

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

Simplified authentication for the Quickbase channel

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

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

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

Realms beginning withAnticipated rollout date
A 10/03/23 
All others 10/10/23 

Optimized paths to Pipelines Designer or Legacy Pipelines Builder

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

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

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

optim.png

Enhancements

Embedding forms

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

share.png

image (90).png

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

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

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

Enhancements to auto-generated forms

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

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

Connected tables (Quickbase Sync) are part of Connection Central

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

connection.png

Pipelines – Tag limits increased

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

Table reports remember your page when navigating back

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

Beta opportunities

Data Analyzer

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

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

da1.png

da2.png

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

Outcome suggestions – General Information:

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

da3.png

To build your first ML model with Data Analyzer:

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

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

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

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

For extensive information, see Data Analyzer.

Build an app with next-gen Smart Builder

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

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

Provide your

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

Smart Builder, through Generative AI, will determine the

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

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

Smart Builder-Build with AI 4.gif

General Information:

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

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

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Pipelines DesignerThe latest updates in Pipelines Designer bring a range of new features, including an infinite canvas workspace, an enhanced step configuration process, the ability to rearrange steps using drag-and-drop, a new code editor, a step reference validator, and numerous other additions.Beta September 7Available to try in Pipelines

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE018153FormsWhen a reference field on a form related records to a parent Connected Table, the Create new record option was visibleThe Create New Record option is no longer visible in reference fields that point to Connected tables
QBE018156FormsIn some cases where fields that were set to Read Only in the form settings they could be modified on the formNo users are able to update fields that are set to Read Only in the form settings.
QBE018157FormsIn some cases, use in a form wasn’t appearing in the Field Usage section of the field propertiesAll form usage is now correctly reflected in the Field Usage page of the Field settings
QBE018171FormsOccasionally when a form had values that were pre-filled using URL parameters, form rules that used those values in conditions wouldn’t fire.Form rules correctly fire when they reference fields that are pre-filled using URL parameters
QBE018205FormsWhen an admin right-clicked on a form element in a Subform the link to field settings or form element settings would take them to the wrong placeUsers are now directed to the appropriate field/form element settings
QBE018207FormsHelp text defined at the field level for checkbox type fields will not display on new forms.Help text is now visible on checkbox fields
QBE018231FormsUsers were unable to save changes to a form rule when they changed the Run change actions when a condition changes from false to true checkboxThis Forms issue was fixed.
QBE018259Forms RulesIncorrect warning messages display when form rules have missing fields in the conditions or in the actions.Appropriate messages are presented with information about the form rules problems.
QBE018270FormsChanges to file attachment fields weren’t triggering Pipelines.Changes to file attachment fields now trigger Pipelines
QBE018305Form RulesForm rule conditions that referenced a value that contained a comma couldn’t be saved and you received an error stating the rule had incomplete conditions.Users can now save form rules with conditions that contain a comma.
QBE018306FormsForm rules incorrectly showed an error message when a condition or action referenced an Address SubfieldThis Forms rule issue was fixed.
QBE018334FormsWe routed users to the wrong page when a custom Subform was used and a user clicked the Next/Previous iconsUsers are correctly routed to the next record in the report using the custom subform
QBE018343FormsForm rules that hid the first page on a form would also hide the pinned section.The pinned section still appears when the first page of a form is hidden via form rule
QBE018366FormsThe confirmation dialog to delete records in an embedded report on a form was displayed offscreen.We fixed the positioning of the dialog menu
QBE018367FormsFormula queries that referenced date/time and time of day fields were evaluating the time using the browser’s timezone, not the app timezone.Formula queries run on new forms now use the app’s timezone to evaluate time of day and date/time fields.
QBE018381FormWhen a user changes a field value in a form that triggers a rule to switch from true to false, occasionally the required/un-required status of the affected fields doesn’t update as expected.Form rules work as expected when a rule moves from true to false.
QBE018392FieldsFormula fields that call reference or proxy values for conditioned relationships may cause conditional dropdowns to fail.Formula fields can reliably be used in conditional dropdowns
QBE018398FormsForm rules that contained formulas that referenced the Date Created field caused the form to crash.This formula works correctly.
QBE018402FormsForm rules that displayed messages in a modal wouldn’t reliably trigger if the form had multiple rules that displayed modalsAll rules that have show modal messages will run if their condition is met.
QBE18450FormsFields used in forms would not appear on the Field Usage page.All usage in forms is now accounted for in the Field usage section.
QBE18268FormsWhen using a form, you were occasionally prompted that they’d lose changes when navigating away from a form, even when no changes were made.You are no longer warned that their changes may not be saved when no changes were made to the form.
QBE018269PipelinesIn the Quickbooks Channel, when trying to create an invoice, the decimal is removed if quantity is not a whole number, then an error displays stating the amount is incorrect due to the quantity.The decimal issue was fixed.
QBE018423PipelinesIn the Snowflake Channel, the Export Records to CSV function failed to construct a CSV because of an undefined escape character.The export CSV issue was fixed.
QBE018409PipelinesThere was an unexpected error during the automation migration of the Quickbase channel account provisioning.The migration issue was fixed.
QBE018407ReportsMissing error message when a summary report was missing a group by field. If you created a summary report, but then the field that controlled the grouping was deleted, your summary report would load as a completely blank page.After this fix, if the grouping on a summary report is misconfigured, an error message prompts you to fix the report. If you don’t have edit permissions, you will be prompted to ask someone who has edit permissions to fix the report
QBE018355ReportsUsers were unable to use the Find/replace in these records feature to replace reference field values in table reports.Reference fields are able to be updated through Find/replace in these records

8.20.23

Contents

Enhancements

Forms updates

Apply form rules on report and rich text components

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

Form rules validation for missing information

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

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

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

Revision history for file attachments

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

Other Forms updates

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

Solution management

Solutions permission model expansion: Super users included

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

Solution Versioning: New forms now included

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

Mobile Dashboards updates

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

Applied filters displayed on the Dashboard canvas

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

Scan a QR or barcode in the search widget

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

Pipelines Copy Records

These enhancements will be available for Copy Records in Pipelines on September 5th:
  • There will be no limit for transferring data from one table to another.
  • Deleting a value from the Source table export fields field in the Copy records step will not make the pipeline invalid and it will continue to run normally
  • Improved error handling for field type mismatches and changed behavior to support line errors for partial success.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Pipelines DesignerThe latest updates in Pipelines Designer bring a range of new features, including an infinite canvas workspace, an enhanced step configuration process, the ability to rearrange steps using drag-and-drop, a new code editor, a step reference validator, and numerous other additions.beta September 1Available to try in Pipelines
Start your app with AIWith answers from just a few questions, our AI app builder can create a custom app in minutes. AI-built apps are complete with tables, relationships, sample data, reports, and a dashboard. To give it a try, register for the beta program.beta September 1Register for this beta

 

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE018138Forms 2.0You would see an error message that an invalid value had been entered when trying to enter a Related Date, even when the value was valid.You no longer see an error message when you enter a valid value.
QBE018145Forms 2.0Read-only reference proxy fields displayed the parent record ID instead of the proxy value.Proxy fields now display the value, even if they are read-only.
QBE018147Forms 2.0If you pinned a section of a new form, the pinned section was not available as a drop-down option when you built form rules.Pinned sections are now an available option when building form rules.
QBE018162Forms 2.0If a field with logging turned on contained <>, the form would not load because Quickbase read the <> as tags.Even if fields contain <>, forms now load.
QBE018186Forms 2.0Reference field dropdowns in new forms would show the create parent record link, even if you did not have the right permissions.If you do not have permission, you will not see the link.
QBE018199Forms 2.0When specifying a default value for a Time of Day type field, a value with an AM or PM would not be respected.Values with AM or PM are now respected.
QBE018246Forms 2.0You could not specify when sections on forms should appear.When adding sections, you can now choose if they should appear on Edit, View, or Add, just like for fields.
QBE018242Forms 2.0In certain scenarios, clicking on file attachments in new forms resulted in a 404 error.This error no longer displays.
QBE018182Form rules 2.0New form rules that introduced performance issues sometimes led to other rules being flagged by mistake.Flags now appear only on the relevant rules.
QBE018260App/table settingsApp description limit was not enforced when users entered one. However, the limit would stop you from taking other actions, like cloning the app.You can’t enter descriptions longer than 1023 characters.
QBE018212App/table settingsSpecial characters were not encoded properly in page and report titles.Special characters are now properly encoded.
QBE018266MobileThe value in Date/Time field with default time set as “Now” in Offline mode was getting updated with current time during record upload, overriding the original value.The issue will be resolved in the upcoming mobile app version 1.53. The default value “Now” in a Date/Time field in Offline mode will now be preserved and not updated during record upload.
QBE018191Legacy table reportsIf using legacy style table reports, reports embedded on records did not load.Embedded reports now load, even in the legacy style.
QBE018208Legacy table reportsCopy these records to another table in the More menu of the legacy style reports did not work.You can now copy multiple records to another table from the legacy style report.
QBE016828PipelinesPipeline Fetch CSV failed if the file had UTF-8 characters in the file name or file data.Fetch CSV now works, even if there are UTF-8 characters in the file name or file data.
QBE017529PipelinesYou could not see ServiceNow tables that should be visible.The ServiceNow table is now visible.
QBE017537PipelinesPipeline update requests for QuickBooks Online – Create Bill steps would fail under certain conditions.These requests no longer fail.
QBE018245PipelinesGoogle Calendar – notifications to attendees were not firing on Update/Delete actions.Notifications are now being sent correctly.
QBE018126PipelinesThe Search images step in the Procore Channel was failing.The step no longer fails.
QBE018120PipelinesWhen importing a CSV file using the Fetch CSV and Bulk Record Set actions, the first column of the CSV file would get skipped.All columns now import.

7.23.23

Contents

New

Quickbase acquires Fastfield

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

Beta

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

Fastfield

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

Generally available

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

A screenshot of a form Description automatically generated

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

Enhancements

Performance update

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

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

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

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

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

Realms beginning with  Anticipated rollout date 
A-D 7/24/2023 
E-M7/31/2023
N-S8/7/2023
T-Z and all others8/14/2023

Forms updates

New ways to add related data

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

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

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

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

subforms

Copy forms

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

Select all fields

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

Updates to tab width

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

Report actions for embedded table and timeline reports

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

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

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

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

Showing conflict between form rules

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

Enhanced otherwise section for form rules

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

Mobile dashboard enhancements

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

Pull to refresh

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

Rich Text height mapping changes

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

Desktop grid cell Widget height on mobile
1 grid cell20% of maximum widget height 
2 grid cells40% of maximum widget height 
3 grid cells 60% of maximum widget heightetc. 

Read more in Add a rich text widget.

Deep links to a mobile dashboard are now supported

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

Monthly scheduled refreshes for connected tables (Quickbase Sync)

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

User registration link expiration time setting

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

Solutions Versioning updates

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

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

Beta opportunities

A new Quickbase Exchange experience

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

exchange_beta_bar.png

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

During this beta program, you can:

  • Browse template apps and formulas
  • Install or copy formulas with the click of a button
  • Submit your own apps and formulas
  • Provide feedback and help shape the future of the Exchange
FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Pipelines DesignerThe latest updates in Pipelines Designer bring a range of new features, including an infinite canvas workspace, an enhanced step configuration process, the ability to rearrange steps using drag-and-drop, a new code editor, a step reference validator, and numerous other additions.Public Beta  July 23Register for this beta.

 

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE018036MobileIf you attempted to upload and save a file attachment in a form, you were redirected to the application’s dashboard without saving the file attachment.This issue is now resolved in version 1.51 of the Quickbase mobile application.

 

QBE017623PipelinesFields with longer than average field names could overflow beyond their container element(s) in the Pipelines builder UI.

There were two places where long field names appeared to cause issues.

  • Selecting as a field for subsequent steps, the field name would overflow outside of the “item” container element.
  • The field would overflow beyond the viewport for the drag/drop container element. There would also be an extreme amount of vertical space taken up by the “schema-list-item”. The vertical space was not rendered as padding or margin.
The issue is now resolved
QBE018089Reports – Builder 2.0When in Cards section and you chose Custom sort, and then backspace to delete, the focus was lost instead of being on the next available element.We now set focus to next or first field after deletion of an item in the cards detail fields options.
QBE018090Reports – Builder 2.0You could see an error in the filters section and in dynamic filters/sorting sections if you selected a ‘custom’ radio button.We now ensure that interactive controls are not nested as they are not always announced by screen readers or can cause focus problems for assistive technologies.
QBE018091Reports – Builder 2.0A screen reader announced the formula in the formula editor twice when the formula editor wrapper was focused. It happened on formulas with an error. Instead of repeating the formula, it should announce that “there is an error in the formula in the first formula editor” so the users know there is an error while navigating the elements in the formula section.When the formula editor wrapper is focused using the screen reader command, it now announces:

  1. “formula editor 1/2/3 and there is an error in the formula. Click inside to correct the formula” if there is an error in the formula.
  2. “formula editor 1/2/3 and there is a formula” if the formula is correct.
QBE018123Reports – Builder 2.0

 

Screen reader users needed to navigate the vertical panel sections, which was a gap in the builder panel.Aria labels are now read while users navigate the toolbar, so that they understand which panel section they are on.
QBE018151XML APIThe response for calls made to API_FieldAddChoices returned the full count of choices, even if none were added to the default user set.When updating the default user list using API_FieldAddChoices, we won’t return the number of choices added
QBE018019Forms 2.0New forms containing a duration type field that is used as a reference proxy  displayed the duration in Unix/epoch time.New forms containing a duration type field that is used as a reference proxy will display the duration correctly.
QBE018042Forms 2.0

 

New form rules forcing changes to multiple choice type fields for “value in the field” limited options to other multiple choice fieldsThe user can select a variety of field types to acquire the multiple choice value.
QBE018048Forms 2.0Percent fields (numeric as percent) on new forms displayed with a default value of “0 %”. This default value affected user inputs. If the user clicked on the right of the default value, keying in a “4” resulted in a “04 %” value. If the user clicked on the left of the default value, keying in a “4” resulted in a “40 %” value.User input has been corrected.
QBE018050Forms 2.0When you created a new form and had a form rule that hides other fields based on when a date field it blank, and you added another action after saving it, it broke the form rule and replaced the date field with a single quotation.Adding another action to a form rule that previously used a date field no longer breaks the form rule.
QBE018062Forms 2.0If you created a form rule and in the condition, you left it blank, and then saved and reentered the form rule, the blank box updated to have a different entry.User input has been corrected.

 

QBE018064Forms 2.0If you embedded a report on a new form and added a normal checkbox field below it, clicking the checkbox selected all records in the embedded report.This action does not select all records in the embedded report.
QBE018065Forms 2.0When you pressed the Done button without making modifications to an existing form rule, the rule’s status updated to “Pending Save”. If you navigated away from the page an alert displayed, warning the you of potential lost changes.User input has been corrected.
QBE018071Forms 2.0When you had a form rule set to “Clear a field” and “Display a Message” if the conditions were unmet, the system only cleared the field and didn’t show the message. This occurred in all 3 types of messages (Modal, Notification, and field messages).This behavior has been corrected.
QBE018076Forms 2.0A button on a new dashboard set to direct to a record displayed as a new form and set to redirect back to the dashboard instead redirected to the table’s home page.This behavior has been corrected.
QBE018078MobileThe hamburger menu on a Dashboard screen was not fully scrollable.You can scroll the full hamburger menu content.
QBE018079Forms 2.0In new forms, an embedded calendar report did not show weekend days. On the full report the weekends appeared as expected.Weekends now display correctly.
QBE018084Forms 2.0For numeric fields deriving values from a predefined list, the available options always sorted in ascending lexicographic order. This was the case even when all options were numeric and when a descending order was specified at the field level.Sorting can now be based on numeric values.
QBE018096Forms 2.0New forms with logged text fields sometimes did not respect the field’s defined logging options.Logging now works correctly.
QBE018098Forms 2.0You were not able to drag a field from a tall column to a short column.This behavior has been corrected.
QBE018108Forms 2.0

 

If you created two fields and grouped them together and then made one of them required by using a form rule, you could still save the record even if the field value is blank.This behavior has been corrected.
QBE018109Forms 2.0

 

If you modified a form rule’s name/title, the “Done” button would remain inactive.This behavior has been corrected.
QBE018128Forms 2.0

 

In the new forms, a rich text field could not be actioned to change to a manually entered value using form rules.This behavior has been corrected.
QBE018129Bulk record upsertBulk record upsert was permitted when testing as a user.Bulk record upsert is not permitted when testing as a user.
QBE018139Forms 2.0

 

When a button is placed on the form, Quickbase automatically added {{https://}} which messed up the execution of the code.When the button is placed on the form, we don’t add {{https://}}.
QBE018140Forms 2.0The address lookup field displayed a blank value.The address field now displays the value on the form.
QBE018086Forms 2.0

 

When you changed the date/time type field to date type, it retained time on the form.When you change the date/time type field to date type, your time is displayed on the form.
QBE018087Forms 2.0If you had “Show in User Pickers” disabled, the user would still show in new forms user pickers.This behavior has been corrected.
QBE018142Forms 2.0The dynamic form rule did not work correctly for conditional drop downs.The dynamic form rule now works correctly for conditional drop downs.
QBE018143Forms 2.0

 

The Done button stayed inactive even after making changes to a “display message” rule with “filed” type.The Done button works as expected after making changes to a “display message” rule with “filed” type.
QBE018136PipelinesIn the ServiceNow channel, the Task, Incident, or Change Management tables could not be selected from the ServiceNow table selector.This behavior has been corrected.
QBE017767, QBE018110PipelinesIn the Jira Channel, you couldn’t display multiple users in a field within a Jira PipelineThis behavior has been corrected.
QBE018144PipelinesIn the JSON Handler, you couldn’t iterate over JSON records, and an unexpected validation error displayed.This behavior has been corrected.
QBE017987PipelinesPipelines does not get the correct value from a formula numeric field.This behavior has been corrected.
QBE018110PipelinesIn the jira channel, the multi-user picker field in the Issue resource currently you can only select one value while the JIRA API requires list of values.This behavior has been corrected.

5.21.23

Contents

New

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

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

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

backup.png

Invoices from before August 2022 can be directly accessed

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

For more details see View billing invoices.

invoice.png

File Manager: Drag and Drop Multiple Files at Once

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

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

Enhancements

Access Procore Change events from Quickbase

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

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

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

procore.png

Quickbooks

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

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Mobile DashboardsStarting 23rd May customers will be able to interact with dashboards from the Quickbase mobile application. Our Mobile Dashboards will make it easier for users to access their reports, KPIs, daily tasks and actions through a modern interface, optimized for the mobile devices.

 

BetaJoin the waitlist in the beta registration app
Data AnalyzerThe Data Analyzer is Quickbase’s new AI-powered feature to get insights into your data. By building a Machine Learning model, the feature creates an analysis for the user with statistical correlations between the data and a desired outcome.BetaJoin the waitlist in the beta registration app

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE017914, QBE017915Quickbase SyncThe Test Connection button for a Quickbase connection wasn’t returning the expected error when the connection is restricted by security policies/options.The Test Connection button will now return the expected error if a Quickbase connection won’t work because it is being restricted by security policies/options.
QBE017615PipelinesPipelines appear blank when you update the date/time filter with the options “before” and “after” with a value set.

 

You can now update your filter values and options in real-time without interrupting the pipeline. This means you can easily modify the filters as needed without worrying about causing any disruptions to your pipeline.
QBE017896GanttAccent character entry in a project name field caused different text characters to appear in the project and related task name fields.With or without UTF-8 encoding enabled, accent characters will appear as typed.
QBE016231,
QBE016238,
QBE016344
UTF-8With UTF-8 enabled, some multi-word searches that contained a UTF-8 character did not return expected results.We’ve improved case-sensitive searches for UTF-8 data when UTF-8 is enabled.
QBE17902PipelinesA bug in the Procore channel prevented files from being extracted out, and uploaded into other system using the “File Handler Transfer” details.Starting 5/23/2023, this bug will be resolved and working properly again.
QBE17844PipelinesIn the “Send an Email with Attachments” step of Outlook within Pipelines, when you attempted to send an email that contains attachments it would result in an “Access denied” error when the “From” address is explicitly set as a shared mailbox address.This is now resolved and working as intended.

4.23.23

Contents

New

Snowflake channel in Pipelines

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

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

See our Snowflake channel help page for more information.

snow.jpg

Gmail channel in Pipelines

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

See our Gmail channel help page for more information.

gmail-channel2.rn.gif

Enhancements

Restrict certain methods of sharing data between apps

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

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

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

error.png

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

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

See our Quickbase channel help page for more information.

export.to.csv.png

Summary field caching

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

 

See Creating a summary field for more information.

Control Quickbase Sync connections to an app

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

sync.rn.png

Updates to the default notification

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

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

default.png

Gantt Enhancements

These enhancements have been added in this release.

Users & Resources Table.

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

Select multiple tasks and create or remove dependencies.

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

gannt11.png

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE 
File Manager pluginStarting Thursday May 4th, there will be a better way to upload files on desktop and mobile! The File Manager plugin allows users to upload multiple files at once in a more efficient workflow on forms. Any team uploading and storing files will enjoy a productivity boost from this new capability.Open betaJoin via the beta registration app 
Static IP range for Pipelines activityCustomers can now set up a tight range of IP addresses which their Pipelines activity will be sent from, so that network security teams can allow-list these specific IP addresses into and across their internal network.BetaOnly Enterprise-plan customers will be considered. Join the waitlist in the beta registration app 

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE017166Quickbase SyncQuickbase URL wasn’t required when creating a connection for Quickbase or Admin Console. This resulted in a null error when attempting to save the connection. When creating a connection for Quickbase or Admin Console, the Sign in button remains disabled while the Quickbase URL field is still empty. 
QBE017798Quickbase Sync Some connections that use OAuth authorization stopped working (i.e., returned a 413 error) and would not open. We made a change to help prevent this error from reoccurring.
QBE017818FieldsTyping a field name starting with “?” closed the popup and browser page had to be refreshed.We made a change to prevent this from happening.
QBE017828Quickbase Sync Some connections would not save after being edited. Connections will save successfully if credentials have been entered correctly. 
QBE017372Mobile

Version 1.49

Users were not able to share or download PDF files. Users will now be able to share or download PDF files. 
QBE017843Mobile

Version 1.49

Users on Android were receiving an error when attempting to open links for Google documents, Youtube, etc. All links on Android can now be opened without errors. 
QBE017307Mobile

Version 1.49

Some Android users in realms using SSO were getting the following error message: “Too many redirects” when attempting to log in.All Android users will be able to log in successfully. 
QBE017836Report builder 2.0In the report dynamic filters or search, the “include unsaved report changes” banner did not display at the top of the panel. The “include unsaved report changes” banner now consistently displays when you open the panel.
QBE017837Report builder 2.0 If you were editing a formula by selecting text with error and clicking delete, a scrolling display issue occurred.The scrolling display issue was resolved. 
QBE017799, QBE017800, QBE017801, QBE017802, QBE017832, QBE017833, QBE017838, QBE017839, QBE017851 Report builder 2.0

– accessibility issues

Various accessibility issuesWe resolved these accessibility issues.
QBE017852Audit logsUsers were unable to gather all of their audit logs via the audit log API due to overly-restrictive rate limits. Users with access can now query all of their relevant audit logs via the audit log API. New rate limits have been introduced and are explained on the API page. 
QBE017855Quickbase Sync “https” was required in a URL for an Admin Console connection.When creating or editing an Admin Console connection to be used by Quickbase Sync (connected tables), if you omit the https:// or use http:// instead at the beginning of the Quickbase URL, we automatically correct the URL to begin with https://. 
QBE017847Reports – Table 2.0When users are navigating the dynamic filters, they couldn’t close the dropdown using keyboard keys.Pressing ESC or F2 now closes the picker list.
QBE17872Performance Optimizer URL strings with actions (like api_editrecord and api_addrecord) in excess of 16,000 characters could cause application instability.
Quickbase will now block users from clicking URL actions that exceed 16,000 characters. Note: other network hops like browsers and firewalls may block URLs at much lower limits.
 Gantt PluginWhen users had the Gantt open and right clicked a row, they could select the option ‘ Delete Project’, which left orphaned tasks and prevented the user from saving the Gantt.Users no longer see a right-click option of Delete project.
 Gantt PluginThe conflict resolution dialogue was not honoring deleted dependency records. This caused infinite loops by which users couldn’t close this dialogue.Users can delete a dependency within the conflict resolution dialogue and it will close properly.

3.26.23

Contents

New

Restrict outside realms from making Quickbase Sync connections

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

Enhancements

Pipelines now trigger up to 5x faster

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

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

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

chart.pipe.png

Reliability improvements in Pipelines

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

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

Microsoft Outlook channel in Pipelines: Reply to email thread

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

Increase the limit for uploading file attachments in OneDrive and SharePoint

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

Dashboard performance improvements

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

Creating report subscriptions for table reports

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

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

Change to embedded report links across apps

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

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

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

User tokens and app tokens

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

Create and manage custom searches with the Sensitive Data Scanner

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

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

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

customscan.png

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

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

Read more information Sensitive Data Scanner.

Beta opportunities

Announcing Forms Beta

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

forms.beta.gif

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

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

 

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
New form experienceA new drag-and-drop form designer that allows builders to easily create powerful, intuitive user experiences.BetaJoin the waitlist in the beta registration app

 

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE010770Quickbase Sync“https” was required in a URL for a Quickbase-to-Quickbase connection.When creating or editing a Quickbase connection to be used by Quickbase Sync (connected tables), if you omit the https:// or use http:// instead at the beginning of the Quickbase URL, we automatically correct the URL to begin with https://.
QBE017739Quickbase SyncA connected table for Quickbase would fail to refresh if the source table had a record ID value that exceeded the int32 maximum.Quickbase Sync will now support Quickbase record IDs greater than the int32 maximum.
QBE017685PipelinesIn Pipelines, ODBC Channel, Null values fail input validation for nullable columns.ODBC channel now allows setting NULL values for parameterized queries for Create Row and Execute SQL steps. Now that can be set with {{CLEAR}} Jinja expression.
QBE017695PlatformA tooltip reading ‘This field can’t be edited’ is shown and the names of the channels are shown on a single row and they are cut off.The tooltip and the display of the channels are now displayed correctly.
QBE017758Gantt pluginLaunch gantt on any project, create a new task, enter  “6 hours”, Save, refresh, on refresh it will show the duration as 6 days even though “hour” is written to the duration unit field in QB.Gantt now respects duration units
QBE017757Gantt pluginRemoving Predecessor in Gantt Plugin does not save fullyNow saving correctly.
QBE017756Gantt pluginIssue with new project where duration was not incrementing correctly.This is now resolved.
QBE017755Gantt plugin

 

Draw dependencies feature does not work when first enabledWhen you enable draw dependencies for the first time, the dots to create dependencies now appear on existing tasks.
QBE017754Gantt plugin

 

Issue when trying to add a non working interval to a calendar.This is now resolved.

 

QBE017753Gantt plugin

 

When manually entering values into the predecessor column, an error message sometimes displayed incorrectly.Error message no longer displays.
QBE017679Gantt plugin

 

Gantt Plugin is not saving after removing predecessor.Gantt Plugin saved correctly
QBE017670Gantt plugin

 

When editing launch button, users are not redirected to the correct page.Users will now be redirected to the a=listfields page

 

QBE017730FieldsUnexpected creation of row in add fields popup.Pressing backspace on an empty field no longer creates a new row in the list of fields in the popup.

 

QBE017726Grid edit doesn’t support Record ID numbers greater than the int32 maximum.Customers can now edit records up to our stated limit

 

QBE017759ChartsWhen the local time zone is more than 5 hours behind, the app bar charts don’t reflect accurate values.This is now resolved.
QBE017486,  QBE017752

 

ChartsWhen a chart uses a date field as the x-axis and Hide category labels with no data is unchecked, the chart labels are misaligned, making the chart look inaccurate.Chart labels now correctly align when the option is used.

 

QBE017752Reports – Charts 2.0The Report: Line Graph is not plotting properly in the new style.This is now resolved.

 

QBE017762Reports – Builder 2.0In an accessibility issue for report builder panel, it was difficult to select sorting fields with voiceover commands.The input fields now have labels/text.
QBE017763Reports – Builder 2.0In an accessibility issue for report builder panel, sorting wasn’t completely accessible using a keyboard.Users are now able to use the keyboard to select, unselect sorting condition, add/move/delete sorting condition, select dropdown option in sorting field and direction picker.
QBE017735Reports – Table 2.0For some users, table reports weren’t loading in the default style.This is now resolved.

 

QBE017734Reports – Table 2.0For some users, error screens displayed when interacting with table reports.This is now resolved.
QBE017639PipelinesWith the current live version if a user selects ‘Float’ type for a field we throw a validation error due to a bug on our side.With this fix the issue is solved, however user’s pipelines will still be broken unless the user deletes the parameter name from parameters list field, wait the pipeline to refresh/update and then write it again. In this case the parameter type selector will be refreshed and correct Number (float) type will be displayed
QBE017685PipelinesNull values for query parameters were failing input validation in any ODBC step.

 

This is now resolved. If your steps had null values in your queries, you should refresh your existing steps to refetch the table schema again.
02.26.23

Contents

Enhancements

Scrolling navigation in report builder

Scrolling_Release_Gif.gif

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

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

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

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

Longer runtime for performance insights

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

Performance improvements for key fields

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

Increased user token limit per user

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

Audit logs: Increased limits for data change logs

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

Change to embedded report links across apps

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

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

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

New formula functions for working with dates

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

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

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

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

Input Formula Output Field or Variable TypeOutput Value
Any date field or value
 ToFormattedText(April 14, 2020, "ISO8601")
Text2023-02-03
Any date/time field or value
ToFormattedText([datetime], "ISO8601")
Text2023-02-03T00:00:00Z
A numeric value of unix time, including the milliseconds
ToTimestamp([numeric])
DateTime02-03-2023 1:00am
A numeric value of unix time, including the milliseconds
ToDate([numeric])
Date02-03-2023
Any date/time field or value
ToUnixTime([datetime])
Numeric1675723603333
Any date field or value
ToUnixTime(April 14, 2020)
Numeric1675723603333

Favoriting table reports

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

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

Access Procore purchase orders from Quickbase

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

RESTful API upgrades

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

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

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

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

Beta opportunities

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

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE017629Audit logsAudit logs that changed only a single record would indicate multiple records changed when a single record was added through the /v1/records API.  Audit logs correctly reflect a single record change.
QBE011926MobileMobile Search always returned “0 records” when done in an embedded report.Mobile Search, in an embedded report, displays the correct results.
QBE017591New DashboardsMap report widget didn’t show location data when hovered over when the dashboard was in fullscreen.Map report widget on dashboards in full screen mode shows location data on hover.

QBE017666

FormulasToFormattedText(date) with null should returned with a value and not an empty string.ToFormattedText(date) with null should now return an empty string.

QBE010822

QuickBase SyncFor a filter on a connected table, we’ve made ‘is’ the default operator for a text condition where previously, ‘contains’ was the default. As a reminder, the contains, does not contain, starts with, and does not start with, text operators are case-insensitive. All other text operators are case-sensitive.

QBE017627

File AttachmentsWe fixed an issue where file attachment access via user tokens would respect role and user-level permissions but application level access permissions were not enforced.Going forward, application level permissions will also be enforced.
QBE017520Mobile
Version 1.48
The latest Android  update caused some people to be unable to sign in if their session expired unless they tried more than once. All mobile users can sign in after their session expires.
QBE017594Mobile
Version 1.48
Biometric sign in wasn’t always working on Android devices.We improved consistency so that this method always works.
QBE017307Mobile
Version 1.48
When using SAML authentication for a realm, people would get an error message after redirecting back to the app.After authenticating their SAML information, people can sign in with their Android device.
QBE017346Mobile
Version 1.48
Android devices would display an error screen instead of calling a phone number when a phone number field was selected.Android devices call the phone number.
QBE014790Mobile
Version 1.48
Photos were not uploading successfully, unless you tried more than once.Taking a photo to attach in the app attaches the image.
QBE017393Mobile
Version 1.48
When you opened the QR scanner on some Android devices from a field, it displayed behind the keyboard. If you closed the keyboard, the QR scanner also closed.When you open the QR scanner it displays above the keyboard.
QBE017658ChartsSometimes printing charts wouldn’t print the entire chart unless you manually adjusted the scale and size settings.Now you can print charts in either portrait or landscape orientation and the entire chart prints.
12.11.22

Contents

New

Smart builder table and field recommendations

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

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

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

Pipelines: Snowflake channel now available

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

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

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

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GetRecordByUniqueField() formula function

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

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

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

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

Learn more in our Formula Queries help article.

Restrict Pipelines connections outside of a realm

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

Enhancements

Pipeline activity log date/time filter

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

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

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New tooltip on the Permissions page

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

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Improvements to Performance Insights

We’ve added new insights that cover:

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

We also made a few other updates:

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

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

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

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

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Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Sensitive data scannerAccount admins on Enterprise plans can now scan their Quickbase applications for sensitive data (eg. PII data — Name, Location, Email, Phone number, Social Security number etc.)

With the sensitive data scanner technology integrated into Quickbase and the existing data classification functionality, account admins will be able to make sure that their data is up-to-date and each app is assigned the correct data classification tag.

BetaJoin the waitlist in our beta registration app
Gantt PluginApp admins on Enterprise and Business plans can add the fully interactive Gantt Plugin to their Quickbase apps. The Gantt Plugin includes the following features:

  • Fully interactive interface to manage all tasks and resources for a single project
  • Support for all 4 dependency types (SS, SF, FS, FF)
  • Task > Sub-task hierarchy
  • Critical path
  • Baselines
  • Auto-scheduling
  • Resource management
  • Zoom in/out, full screen, undo/redo
  • Export to excel

 

BetaJoin the waitlist in our beta registration app

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE017428PipelinesIf you attempted to reference a field named “Table” when creating or updating a Quickbase record via a pipeline, the pipeline would automatically add the table ID for the table referenced in that pipeline step into that field. This could lead to migration failure.The pipeline no longer automatically adds the table ID.
QBE014160Quickbase SyncQuickbase did not deal well with QuickBooks bundles in line items. Instead of listing the bundle and/or all of its components in the line items, we only included the last component in the bundle.We added support for bundles for connected tables for QuickBooks Estimate, Invoice, RefundReceipt, and SalesReceipt. If a line item is a bundle, you will now get the bundle’s name and information instead of the name and information of the last component in the bundle.
QBE017199Native Mobile AppWhen you tapped on the directions icon on a map report in the Android mobile app, the default maps app opened, but the address listed in the field was not displayed.Users will now be navigated to the default map app and the address will be displayed on the map for directions.
QBE017505Native Mobile AppWhen you tapped on an address field in the iOS mobile app or tapped on the directions icon in the map report, the default maps app opened, but the address listed in the field was not displayed.Users will now be navigated to the default map app and the address will be displayed on the map for directions.

 

QBE017409ReportsWhen rich text fields contained large images, grid edit on table reports would not load and users would see a blank page.Grid edit will now work, even when the report includes a rich text field with large images.
QBE017437Table reportsWhen searching a new table report, users might have seen incorrect totals and averages. This happened if they searched the report before it had fully loaded, usually on quick subsequent searches.Users will now see correct totals and averages.
QBE017514Table reportsIf users added a filter to the report that made the first group on the report change to a different group, the totals would not update unless you collapsed and reopened the group.

Then, if users cleared the filters, the original first group would show incorrect totals.

Users will not see the correct totals when they filter, without needing to collapse and reopen the group.
10.16.22

Contents

New

Pipelines packaging updates and access to more channels

Between Sunday, October 16 and Monday, October 24, we will roll out an update to all customers. The update will expand access to Pipelines channels. After the update, you will no longer have a specific limit to the number of channels that you can turn on in your realm. Instead, you’ll have full access to the set of channels associated with your plan tier (see the image below). Review the full list of channels included with each plan tier on the Channels Catalog public webpage.
Note: If you currently have access to a channel included above your current plan tier, you will continue to have access to it.

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Pipelines channel management improvements

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

Admin Console — Pipelines tab

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

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Admin Console — Permissions tab

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

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

If you turn off a channel in the Admin Console:

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

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

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

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

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

Autodesk channel in Pipelines

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

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Realm admin view of Pipelines

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

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

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Enhancements

Pipelines Outlook Channel: Reading from Shared Mailbox

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

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

New report builder panel: Styling update

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

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

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New charts: Report caching support

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

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

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

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

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

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Dashboards: Display map reportsApp builders can now add map reports to their dashboards. This new version offers the ability to group pins by color and by icon. Users may be able to use more than 100 pins (the limit on the current map report) while we assess performance and finalize the feature. Final limits will be communicated during general availability (GA).BetaJoin the waitlist in our beta registration app
Smart builder table and field recommendationsApp builders can select from intelligent recommendations to create tables and fields related to what’s already in their app.  Recommendations are based on an AI/ML algorithm trained on the millions of apps built over the last 20 years on the Quickbase platform. To ensure both relevance and anonymity, recommendations only include information that is in common across at least 30 different customers.BetaJoin the waitlist in our beta registration app

Retirements

Automations not reaching End of Life in January 2023

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

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

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

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

Quickbase Sync Zuora Connector is now End of Life

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

What’s fixed in Quickbase

ISSUEAREA AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE017329PipelinesWhen an app admin navigates to app > Settings > Connection central, ‘Page Unrecognized’ displays.This feature now works as expected.
QBE017353RESTful APIsWhen code pages attempt to get a temp auth token on an iframed page in the EU instance, a “domain not allowed” error displays.Code pages now work as expected.
QBE016788LegalWhen customers use SSO capability, end-users do not have a section to accept our Terms of Service before accessing the platform.Terms of Service now displays.
QBE017281Reports – Builder 2.0When clicking “Customize this report” in a Kanban report, a User ID displays for the user instead of the username.The full user name displays.
QBE17378PipelinesOn Prem Agent was returning 500 errors for some customers.UnicodeDecode Errors caused by this bug were fixed.
QBE17379PipelinesOn Prem Agent logs have unnecessary information.Unnecessary information is now removed from On Prem agent logs
QBE17380PipelinesOn Prem Agent was experiencing reconnection issues for some customers.On Prem Agent reconnection procedure now always refresh its settings, so that it can retrieve new encryption keys and agent server address.
QBE17381PipelinesSome On Prem Agent errors were capturing multiple issues in 1 error.On Prem Agent errors now delineate errors 1 by 1.
QBE017206Native Mobile AppLinks and QR codes were navigating to the My Apps page instead of the correct location contained in the link.A new Mobile App version was released – 1.45. Links and QR codes are now navigating to the correct location contained in the link for customers who update to the new version.
QBE017307Native Mobile AppWhen customers use SSO for logging into the mobile application using Android devices they were experiencing an error – “Too many redirects”.A new Mobile App version was released – 1.45. Customers who update to the new version will not be experiencing errors during login with SSO on an Android device.
QBE017382QuickBase SyncWhen the majority of records had been removed from the source of a large connected table, it could take several refreshes before all of those records were removed from the connected table.Now all of the records that have been removed from the source will be removed from the connected table in a single refresh.
QBE017155QuickBase SyncA timeout error would occur when the refresh of an Admin Console connected table had a large number of records to return (e.g., more than 500,000 access records).The likelihood of a timeout error has been greatly reduced.
09.18.22

Contents

New

Connection central

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

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

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

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

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

Performance insights

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

Pipelines

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

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

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For more information see the About Channels help article.

Enhancements

Quickbase Sync: Enhanced details for connected tables using Quickbase connections

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

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

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

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

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

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

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

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

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

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

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

Performance improvements for table report style

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

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

Gauge charts use the new style

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

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Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Dashboards: Display map reportsApp builders can now add map reports to their dashboards. This new version offers the ability to group pins by color and by icon. Users may be able to use more than 100 pins (the limit on the current map report) while we assess performance and finalize the feature. Final limits will be communicated during general availability (GA).BetaJoin the waitlist in our beta registration app
Pipelines: Realm admin viewRealm admins can now easily see all the Pipelines within their Quickbase ecosystem, in one concise view. Navigate to My Pipelines, turn on the realm admin toggle, then view an alphabetical list of realm pipelines with other information like pipeline owners, pipeline on/off status, channels associated to the pipeline, trigger type, and last trigger information. Realm admins can search by pipeline name, channel, or owner. This view will help realm admins simplify and unify the way they govern realm apps, data, and connections.BetaJoin the waitlist in our beta registration app
Pipelines — “Copy Records” step within the Quickbase ChannelThe Copy Records action adds a new bulk record capability to the Quickbase channel that makes it much more intuitive to setup a pipeline to automatically copy records from one Quickbase table to another.  In a a single step you can select a table to copy records from, select a table to copy records to, and map their fields together to keep data in sync between your tables and apps, or even capture an auditable history of records.BetaCustomers will be onboarded to this step in waves. All customers are expected to have access by end of the year.
Pipelines — Snowflake ChannelGives the ability to connect to Snowflake. The following steps are available:

  1. Search Query step — fetch data from Snowflake and use it through pipelines.
  2. Create record step — create records in Snowflake through pipelines.
BetaJoin the waitlist in our beta registration 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 AFFECTEDWHAT WAS BROKENWHAT WE FIXED
QBE24745My PipelinesPipeline name sorting was sorting by all uppercase letters and then Pipeline names that started with lower case letters followedThe pipeline listing order is now case in-sensitive, presented in the order of a, A, b, B, c, C, etc
QBE017276PipelinesThe Quickbase logo on Pipeline error emails was too large.We fixed a template that was causing this error.
QBE010761Quickbase SyncDuplicate records were being added to a connected table when the app date format is set to dd-mm-yy or dd-mm-yyyy and the date value in a CSV file is dd-Mon-yy and the date field is part of a composite refresh key and has been changed from text to date in the connected table.Duplicate rows and duplicate records are not created.
QBE010806Quickbase SyncA connected table filter doesn’t work on a field that is an array in the source.We now exclude those fields from the list of available fields for a connected table filter.
QBE014415Quickbase SyncThe refresh of a connected table that uses a CSV file as its source would fail if a connected field had been changed from Text to Duration and the CSV file contained an empty value wrapped in double quotes.The refresh no longer fails.
QBE016131Quickbase SyncIf you try to add too many connected fields to an existing connected table, you see an unclear error message.We’ve improved the error message if you try to add too many connected fields to an existing connected table.
QBE016899Quickbase SyncThe refresh of a connected table for Gmail fails if there is an apostrophe within the label name.The refresh no longer fails.
QBE010812Quickbase SyncThe calendar widget for a date or date/time filter value would sometimes automatically open when it didn’t have focus.We fixed an issue that would occur when editing a connected table filter.
QBE010834Quickbase SyncUsers could not use the displayed values in a timestamp with time zone field when entering a filter value for that field to limit results.We fixed an issue with time zones and Date/Time filters for connected tables. The timezone setting for the app where the connected table resides will be used for Date and Date/Time filters as well as for the values in connected Date/Time fields.
QBE017257Reports – Table 2.0Faster table reports were having different misalignment issues on scrolling and initial load.Those are resolved now.
QBE017235Reports – Table 2.0Certain user interactions such as sorting, filtering, searching and grouping were causing the faster table report to go blank. It would have been displayed upon page reload.This issue is now fixed.
07.17.22

Contents

New

RESTful APIs: add/remove users to groups

User management is a critical part of data governance and is key to optimizing workflows. Quickbase is focused on making it easier for realm admins to automate the user provisioning on the platform. This month we’re providing two new endpoints: AddUserToGroup and RemoveUserFromGroup. These endpoints will make it easier to programmatically provision users access to Quickbase groups. You can access details on these two endpoints in the RESTful API guide on July 17, 2022.

Centrally control who can add new users

We continue to focus on simplifying and providing greater control of user management. Quickbase now allows realm admins on the Enterprise plan to centrally control the creation of new users for the account. When this feature is enabled on the Policies page, realm admins will block the creation of new users for app builders. App admins with permissions to share will still be able to share app access with users who already exist in the account.

To learn more, please visit our Policies page help article.

Enhancements

Save charts as images

We’ve moved the options to download charts as an image from the More Menu into the toolbar so users can find them more easily.

Platform Analytics enhancements

  • Platform Analytics now displays an easier to read date based on your browser’s locale. So instead of 2022-05-31T19:42:29Z, you will now see May 31, 2022, 12:42 PM PDT. We have also standardized our export format to ISO 8601 format in our export CSVs, just like the Audit Logs.
  • Read count numbers are formatted with commas so that they are more readable.
  • You will see consistent ordering and sorting of all the columns.
  • You will see non-applicable data displayed as N/A. Before we were inconsistently displaying that data as N/A, NULL, and as blank values.
  • Other updates have been made in line with our approach to accessibility.
  • Platform Analytics is now also available to customers on our European instance.

Performance Improvements for New Table Report Style

Over the past several months, we’ve been laser-focused on developing a faster version of new table reports. This new version keeps the modern look-and-feel of the new table report style, while significantly improving performance for loading and scrolling through your data. We’d like to thank those of you who took the time to engage with us and help us understand your pain points, so that we can provide you with the right solution. For the past month, we ran a beta program that helped us verify the viability of these performance enhancements.

We will begin a slow roll-out of these performance improvements in early August.

Here’s when to expect the enhancement for your realm(s):

PHASEDATESEGMENTS
Phase 0Enabled on 8/1Customers with URLs beginning with a – d
Monitoring
Phase 1Enabled on 8/15Customers with URLs beginning with e – m
Monitoring
Phase 2Enabled on 8/29Customers with URLs beginning with n – s
Monitoring
Phase 3Enabled on 9/12Customers with URLs beginning with t – z
Monitoring
Phase 4Enabled on 9/26Customers whose URLs do not follow the alphabet rules

Note that the above schedule may change as a result of any of the monitoring sub-phases. If that happens, we will announce the change in release notes.

Pipelines

Quickbase is now listed in the Procore App Marketplace

As part of our partnership with Procore, we launched our official listing on the Procore App Marketplace so that Procore customers can learn more about how Quickbase can help them with their complex project management needs. Check out the listing on the Procore App Marketplace.

Quickbase channel: Two new steps in Automations Admin module

Two new steps, Get Migrations and Look up Automation, have been added to facilitate realm admins getting more information about their Automations, Migrations, and Pipelines related to the Migrations.

For customers looking to manage insights on the migration of their Automations to Pipelines, check out the “Automation Migration Manager” app in the Quickbase App Exchange

Get Migrations query step = Use this step to find information about Migrations in your realm. Fields returned include migration ID, status, affiliated automation ID, affiliated pipeline IDs, realm ID, app ID, and more

Look up Automation action step — Use this step to find information about a specific Automation ID. Fields returned include the automation ID, whether the Automation is active or not, name, description, last updated at, number of failures, app ID, owner ID, owner email, owner name, trigger and action info, target app info, and more.

Salesforce channel “Search Objects” performance boost

For customers integrating to the Salesforce ecosystem, if they used “Search Objects” step, it was slow to execute if they used the Conditions instead of the SOQL filters. We updated the query method of this step, and both methods will execute at optimized speeds.

Microsoft OneDrive Channel size limit increase

This Channel now supports 30 MB file sizes. The previous limit was 4 MB. OneDrive now joins the SharePoint Channel with support up to 30 MB.

Add filters by clicking channels

If you click on a channel, it will also automatically filter the table by channel.

Use Pipeline Name or right-click to “Open pipeline”

Users can quickly open the Pipeline by clicking directly on the Pipeline or right-clicking and opening the Pipeline in a new window.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Pipelines – New step indexesNew way to index / name steps in a pipeline. The new form is static – it doesn’t change or move when you make changes in the Pipeline structure. It is also contextual to the step it originates from so a step will be named: Channel_step_1 , for example:
Quickbase_record_created_1
Private BetaSign up in our early access app
Pipelines – New Builder UIWe have been working on a new UI for the Pipelines builder that has some exciting new functionality and experience improvements like:

  • Inserting and re-ordering steps
  • New focused and guided flows
  • A true no-code feel to using simple Jinja
  • A true code mode for using advanced Jinja
  • General flexibility of the structure without breaking references
BetaSign up in our early access app
Pipelines — Copy Records step within the Quickbase ChannelA common Pipelines use case is to copy records from 1 Quickbase table, into another Quickbase table. With the new Copy Records step, you now have a simplified 1-step flow that enables you to map your fields and use an Advanced Query to filter for specific recordsPrivate BetaCustomers will be onboarded to this step in waves. All customers are expected to have access by late August or early September
Pipelines — Snowflake ChannelGives the ability to connect to Snowflake. The following steps are available:

  • Search Query step — fetch data from Snowflake and use it through pipelines.
  • Create record step — create records in Snowflake through pipelines.
BetaSign up in our early access app. To see it, make sure you have the Improving Workflow option checked. You can also contact your Customer Success Manager

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
QBE016948PipelinesPipelines that included the Salesforce channel required a field that could not be edited.
QBE016985UTF-8Tables that were named with a plural noun and a singular name for records could cause issues in reports, table settings, table home pages, fields, roles, and relationships.
QBE016998PipelinesThe link for providing feedback about the product was incorrect.
QBE017026PipelinesThe Name column in My Pipelines was sometimes not visible on smaller screens.
QBE017080PipelinesWhen the Clock Pause step was used in a Pipelines and the timeout was less than 30 seconds, the Pipeline would fail due to a transient error after the Pause step.
QBE017046REST APIsWhen a checkbox field was created via the REST API with the displayImages parameter set to either true or false, the Show value as Yes or No in reports checkbox in the UI field settings was not updated. The API returned the correct value for the created field, but the UI showed the checkbox as deactivated.
QBE017048Reports – Builder 2.0After previewing dynamic filter changes, the report would not revert correctly.
QBE017049Reports – Builder 2.0Tooltips were cut off and there was some incorrect wording on the report builder panel.
QBE017052Reports – Builder 2.0The dot that shows where changes have been made did not disappear after saving custom dynamic filter changes.
QBE017053Reports – Builder 2.0In the builder, in the Filters section, if you added a lot of filters, scrollbars did not allow you to scroll down further to see them.
QBE017016Platform AnalyticsSome of the dates displayed were in the future.
QBE017027Platform AnalyticsThe exported CSV results were occasionally different than the results that showed in the UI for the same date range.
QBE017039Platform AnalyticsIf you typed a date into the date picker instead of clicking on a date, the date on the exported CSV may have been different than what you typed.
QBE017047Platform AnalyticsYou could not select an end date that was earlier than the initially rendered start date, even if the start date had changed.
QBE017022Platform AnalyticsIf you filtered events by date in summary pages, you would occasionally see results from outside of the date range you selected.
QBE017037Platform AnalyticsThe Integration reads total count did not match the amount of rows exported in the CSV for certain date ranges.
QBE017023Platform AnalyticsWhen viewing Pipelines reads sorted by Pipeline, data would not be displayed correctly when switching between pages.
QBE017057Platform AnalyticsUser Read CSV was not sorted by date like Integrations Read CSV
QBE017056Platform AnalyticsYou could not download a CSV report from 12 months ago.
QBE017038Platform AnalyticsA date range of a single day did not work when trying to view a summary of reads.
QBE014012Native Mobile AppWhen multi-factor authentication is turned on for a realm, the “Remember this device for x days” function did not work in the mobile app. This issue will be fixed when the Android and iOS versions are released in the app stores.
QBE016450Native Mobile AppThe barcode scanning icon did not appear on Android Pixel 5 devices. This issue will be fixed once the Android and iOS versions are released in the app stores.
QBE017114Kanban report builderWhen there is an error banner shown at the bottom of the report builder panel, the last part of filter section (the dropdown to select a new filter field) is not shown.
QBE017082PipelinesSome callable pipelines would stop without any errors.
QBE017081PipelinesWhen transferring data from a Quickbase app to a SQL database using the ODBC channel, the records would get duplicated with each run of the pipeline.
QBE017079PipelinesPipelines that used the API_ProvisionUser and API_GetUserInfo calls to provision users would encounter an error and stop when they came across an already existing user.
QBE016976PipelinesOpening the schedule dialog caused an error on the My Pipelines page.
QBE017059PipelinesThe Asana Search Projects step did not return the updated_at property.
QBE017074PipelinesThe wizard created extra steps when changing from Scheduled or Manual to Start from Scratch.
QBE017075PipelinesInitially empty pipelines would fail to run.
QBE017076PipelinesWhen pipelines that used the Get Migrations step were temporarily paused by Quickbase to ensure compute resources were used fairly, they would not start up again.
QBE017077PipelinesPipelines would not populate User fields in some runs.
QBE017078PipelinesSome pipelines users received an XML error message when the Pipeline reached a Make Request step.
QBE017083PipelinesCustomers with larger schemas may have run into an error when building a Pipeline.
QBE017123Account PermissionsThe dropdown channel picker would collapse each time the user selected a value instead of remaining open.
06.12.22

Contents

New

Audit log API endpoints

Quickbase is committed to driving more visibility into data while enabling admins to effectively govern actions taking place on the platform. To support this, we are expanding the power of audit logs through a new Audit Log API. Realm admins on Enterprise-level plans will be able to use the Audit Log API to query a full day’s worth of audit events from any day in the past (not including the current day). With this capability, realm admins can push data to Quickbase apps to analyze behavior, as well as to external systems for further auditing needs. Get more details about how to use this API on June 12, 2022 in our RESTful API guide.

Enhancements

Platform Analytics enhancements

You will now see a User Agent column in your CSV exports and drilldown views of User reads and Integration reads. This helps you to see more details about where the read originated.

You can now export, and view User reads and Integration data to CSV up to 12 months prior to the current date. Previously, customers could only export CSV data within their current contract period.

You will see an Action column in your CSV exports and drilldown views of User reads and Integration reads. This enables you to more easily understand what types of activities are contributing to the read counts.

Enhancements on the My Pipelines page

We are introducing two new things to My Pipelines page:

  • Faster performance and load time – We are adding pagination to the page that will make it even quicker and more efficient than the last improvement we introduced
  • Tags will be visible on the Pipelines table – Tags assigned to pipelines are now more visible, so you can use them to more effectively manage and cluster your pipelines. If you click on a tag, it will also automatically filter the table by tag.

Use Microscoft Azure keys for advanced encryption

In an effort to provide realm administrators with additional options in data control, we are introducing a new option to manage encryption keys. Realm administrators will be able to encrypt their master keys using Microsoft Azure Key Vault. This additional encryption provides an extra layer of protection. To Learn more about these options, visit our Encryption help article.

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Pipelines – New step indexesNew way to index / name steps in a pipeline. The new form is static – it doesn’t change or move when you make changes in the Pipeline structure. It is also contextual to the step it originates from so a step will be named: Channel_step_1 , for example:

Quickbase_record_created_1

Private BetaSign up in our early access app
Pipelines – New Builder UIWe have been working on a new UI for the Pipelines builder that has some exciting new functionality and experience improvements like:

  • Inserting and re-ordering steps
  • New focused and guided flows
  • A true no-code feel to using simple Jinja
  • A true code mode for using advanced Jinja
  • General flexibility of the structure without breaking references
BetaSign up in our early access app

Retirements

End of Support – Quickbase Automations

On June 30, 2022, the Quickbase Automations feature will enter the second-to-last phase of its retirement journey, the “End of Support” phase. After June 30, users will no longer be able to create automations, Product will not consider future enhancements to this feature, and Tech Support will wind down supporting cases related to this feature.

All customers have access to Quickbase Pipelines and can create automated processes with the Quickbase channel and nearly 50 other tech systems. The Quickbase channel is free for all customers to use. To facilitate easy transitions of your automated workflows, we recommend using the “Migration Tool”, which allows you to convert your Quickbase Automation to a Quickbase Pipeline with the click of a button.

You can still run and edit existing automations until January 31, 2023. For more information on the automations retirement timeline, read our January community post. If you haven’t created a pipeline before, start with our University course or online help on Pipelines.

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
QBE016955Platform AnalyticsDuring June and July 2022, we are fixing a bug that caused User ID = 0 to show up in User Read and Integration Read counts and drill-downs for some customers. Affected customers will be notified directly.
QBE016956Platform AnalyticsDuring June and July 2022, we are fixing a bug that caused authentication failures (“login_fail” topic) to show up in Integration Read counts and drill-downs for some customers. Affected customers will be notified directly.
QBE016957Platform AnalyticsDuring June and July 2022, we are fixing a bug that caused each chart, summary report, and calendar report on a Dashboard to show up in Integration Reads counts and drill-downs for some customers. Each view of a Dashboard (regardless of the number of charts/reports in it) continues to count as 1 User Read.
QBE016932Realm User ManagementIf you tried to update the state of SCIM users by making a PUT request to the SCIM Users endpoint that included multiple emails tagged as primary, your request would fail.
QBE016936RESTful APIsThe REST API did not process more than 5 variables for a App Create/Update request.
QBE016941PipelinesWhen users tried to sync automations, they experienced inconsistencies that were hard to verify. You can now use Get Migrations, a query step, and Get Automation Metadata, a lookup step, to view an accurate list.
QBE016966New chartsStacked bar charts with a Goal line had an improperly scaled Y-Axis.
QBE016967ChartsCharts embedded in web page widgets using the ifv parameter did not render.
QBE016954PipelinesThe Pipelines scheduler menu scrolled along with the document body when it should have remained static.
QBE016946PipelinesThe Dropbox pipeline was producing invalid requests because of a change to how Dropbox handled tokens.
QBE016970PipelinesWhen uploading to Send DocuSign file using a pipeline, there was a recipient error.
05.15.22

Contents

New

New report builder panel on Kanban reports

05.10.22

The new report builder panel will be generally available on all Kanban reports May 10, 2022. The new report builder maintains the power and core functionality of the current report builder while also introducing key usability improvements.

Instead of taking you to a separate page, the new report builder panel will now slide out from the right side of the page allowing you to view your report’s data while you make your edits.

You’ll navigate between sections using the icons on the left side of the panel and you can click and drag to make the panel as wide as you’d like.

Once you’ve made your changes, press Save to commit your changes and close the panel automatically, Apply Changes to save your work and keep the panel open, or Preview to show you how your report will appear without committing your changes.

Kanban reports are the first report type to receive the new report builder panel. It will be released to other report types incrementally. Keep an eye on release notes for more information.

Read more about using the new report builder panel in our help guide.

New chart styles are now generally available

On May 15, 2022, our new chart styles will become the default for all charts viewed from the Reports & Charts panel. This helps us better support and maintain charts in Quickbase, and provides you with a much more modern, delightful experience when viewing charts in Quickbase.

Improvements include:

  • Updated visual design of charts that provides a more modern look-and-feel
  • The ability to view more information at a glance with updated tool tips that show data for all series values in a category
  • More modern interactions like drilling-down in place to give users more insight, faster

Users will see the legacy styles when viewing charts on Homepages and when charts are embedded in forms. When viewing charts from the Reports & Charts panel, the new style can be toggled off on a chart-by-chart basis. This functionality will eventually go away.

We welcome any feedback you may have. Please submit it through our In-Product Feedback platform.

Pipelines: Error notifications

We are now sending notification emails to pipeline owners when a running pipeline encounters an error. You will receive an email on the first, tenth, and hundredth error that each pipeline encounters. This count resets daily. You can open the pipeline’s activity log directly from the email. You can also access the common pipelines errors help article to assist you in troubleshooting.

If the pipeline owner is a service or shared account, that email address will receive the notifications. In this scenario, Quickbase recommends setting up rules to forward the notifications to the appropriate builders.

This feature will become available to customers gradually. This process will begin in mid-May 2022, and will end in mid-June 2022.

Pipelines: Asana channel

Asana is a popular light-weight project management tool. This channel allows users to integrate with Asana projects, lists, tasks, comments, and attachments. This channel enables the automated creation of downstream Tasks in Asana when records in Quickbase are created, in addition to allowing workflow to be triggered when Tasks are created or modified in Asana.

Pipelines: Trello channel

Trello (part of the Atlassian family) is a popular Kanban-style project management tool. This channel allows users to integrate with Trello boards, lists, cards, comments, labels, and attachments. This enables records in Quickbase to be automatically created or updated every time a Trello card is updated.

Pipelines: Control user access to specific channels

We’re introducing a new option which allows realm admins to manage access to specific channels for users or groups of users. For example, this would enable you to grant one user access to the Google Drive, Outlook, and Quickbase channels while allowing another user access only to the Salesforce channel. Please note, this option is available only on the Enterprise plan.

We will release this feature gradually throughout May, by enabling 25% of all realms per week.

RESTful API: New endpoint for querying user details

We’re focused on making it easier for realm admins to manage automatic user provisioning in Quickbase. Over the next few months, we’re adding new endpoints to our RESTful API to support this initiative. This month, we’ve added the option to programmatically return a list of users using the GetUsers RESTful API endpoint. The returned response includes: uid, userName, emailAddress, firstName, and lastName.

You can access details on this endpoint in our RESTful API guide on May 15, 2022.

Report caching

Report caching stores table information to improve performance. Updating your report caching preferences can make load times for reports much faster, especially reports that are large, complex, or make frequent API calls. However, keep in mind that report caching limits how frequently your report updates, so if your report displays a data flow or depends on frequent updates, this option may not be the right choice. To update your settings, open the advanced settings for a table or the settings for a report.

This feature will become available to customers on the Enterprise plan available during a phased rollout in May. Read our online help article for more information.

Enhancements

My Pipelines page enhancements

Some users have experienced slow load times on the My Pipelines page. We improved this behavior and the page is now loading up to five times faster than before. The improvement will mostly benefit users with a large number of pipelines.

We restyled the page visually and updated the behavior when clicking on a pipeline. Now, clicking on a pipeline allows you to edit it instead of opening the details panel. We made this change based on feedback from many builders in the community. You can still access the details panel by clicking the gear icon.

Pipelines: Procore channel enhancements

This month, we launched five new modules to help customers interact with additional key data in Procore.

Submittals: Customers can now create, update, search, and delete Submittals in their Procore projects, so that you can build and edit Submittals based on data in Quickbase and other software.

Images and Albums: Customers can now create, update, search, and delete Images and Albums in their Procore projects. This enables you to build custom workflows, like automatically sending photos from your phone via the Quickbase Mobile App into Procore.

Files and Folders: Customers can now create, update, search, and delete Files and Folders in their Procore projects. This enables you to build custom workflows, like automatically sending the latest version of a file in Quickbase, into Procore for source-of-truth documentation.

Pipelines: Microsoft Sharepoint channel file transfer limit increase

We have increased the limit for transferring files with the Sharepoint channel from 4MB to 30MB.

Pipelines: ODBC channel enhancement

In some cases, the ODBC channel would duplicate values by transferring data from ODBC to a different source. We found this had to do with the pagination type. To fix this, we have added the option to choose the pagination type

  • Pagination type Count/Offset uses the Database native feature. This option will maintain the current behavior.
  • Pagination type Cursor will fix the issue if you have duplication. In order to use the new type, you need to install a new agent client.

New table report style performance improvements

In May, we’re releasing changes to make the new style table report load more quickly. We eliminated some redundant code, resulting in faster load times. In the upcoming June release, we’ll introduce another boost in performance to refine table report loading times. We’re also continuing work on virtualizing the table report. Increasing the performance for the new table report remains a critical focus for Quickbase.

HTTP header update

As part of regular improvements to the platform, we are implementing new techniques that speed up the transfer of information from the Quickbase servers to your browser. When that happens, the HTTP response header Content-Length will no longer be returned. As part of the HTTP Spec, this header is recommended but not required. Customers with third-party integrations or custom scripts that rely on this header will need to update their code no later than our July release, currently scheduled for July 17, 2022. We are aware of one open-source library, a Visual Basic SDK, that relies on this header. While we do not officially maintain and support this code, Quickbase will publish an update to the SDK no later than May 30, 2022. Customers will need to make changes for their integrations to continue working by merging in the new updates or by replacing their library.

 

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Audit log API endpointsAllows realm administrators to query 1 day’s worth of audit log events from a previous day (not including the current day.)BetaSign up in our early access app. Select Building Apps under Program Area.
Pipelines Snowflake channelGives the ability to connect to Snowflake. The following steps are available:

  • Search Query step — fetch data from Snowflake and use it through pipelines.
  • Create record step — create records in Snowflake through pipelines.
BetaSign up in our early access app. To see it, make sure you have the “Improving Workflow” option checked. You can also contact your Customer Success Manager

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
QBE015774New style table reportAfter using a dynamic filter on new style table reports in full screen mode, then closing full screen, the top bar on the report would not reload properly and remain at the bottom of the screen.
QBE016374New style table reportAfter a user added a new field to the report and updated the field label, many parts of the new style table report would stop working, including grid edit, download as a CSV, print, email, and customize.
QBE016472UsageForm rule actions were not appearing on the usage tab.
QBE016898Audit logsFiltering the audit log to show deletion events would not produce any results, even when events were present.
QBE016925PipelinesThe pipelines loading spinner appeared incorrectly on top of the app bar.
QBE016930Pipelines“Workspace” was not appearing automatically as an argument in all steps with boards.
QBE016836FieldsSummary field filters were not appearing on the Project Manager fields usage tab.
QBE016912New dashboardsFormula query results were evaluating incorrectly in embedded reports, but did appear correctly in non-embedded reports and records.
QBE016472New dashboardsForm rule actions did not appear correctly on the Project Manager fields usage tab.
04.10.22

Contents

New

New audit log activities: user and role modifications

When an app builder assigns a new role to a user or updates the configuration of a role, the security and privacy of the data stored in the app can be impacted. Account admins need visibility into these types of activities to ensure they are complying with legal and corporate policies. That’s why we added new activities to audit logs, covering user, group, and role modifications. The new activities are:

  • Granted user access
  • Revoked user access
  • Updated user access
  • Invited users
  • Created roles
  • Deleted roles
  • Updated roles
  • Granted group access
  • Revoked group access

For example, companies using audit logs may see activities like these:

  • Ariel Adams created the role Executive in app “Subcontractor Management”
  • Vanna Kumar enabled app management and sharing for users with the role Representative in app “Subcontractor Management”
  • Vanna Kumar enabled adding records for users with the role Manager on table Opportunities in app “Subcontractor Management”
  • Ariel Adams removed vkumar@example.com from the app “Subcontractor Management”
  • Vanna Kumar granted access to arieladams5@example.com with role Administrator in app “Subcontractor Management”

Note: These changes are captured even when made within Sandbox.

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

Beta opportunities

FEATUREDESCRIPTIONSTATUSHOW TO PARTICIPATE
Report CachingEnterprise plan customers can use report caching to help maximize their performance at scale. Report caching minimizes the time Quickbase needs to re-calculate reports based on pre-determined business logic.BetaEligible customers will receive invitations
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 permissionsAccess additional permission options for building pipelines. Enterprise plan customers can specify who can build pipelines and what channels they can use.BetaSign up in our early access app. Select  Platform Administration under Program Area.
Procore Channel in PipelinesBuilders can now connect to Procore, the leading construction project management software. Mutual customers can now trigger, create, update, query, and delete data within Companies, Projects, RFIs, Users, Roles, Vendors, Budgets, and more.BetaReach out to your Customer Success Manager, or ask to get included by messaging us in our Quickbase Community slack workspace in the #pipelines channel.
Autodesk Channel in PipelinesAutodesk is a popular tool for designs, drawings, renderings, and visuals of buildings and architecture. Customers who use Autodesk can now:

  • Upload a file from Quickbase, into Autodesk
  • Smart-button from Quickbase, to view documents in Autodesk
  • Upload multiple versions of a document to Autodesk
  • Extract attributes from an Autodesk document, and bring it into Quickbase.
BetaReach out to your Customer Success Manager, or ask to get included by messaging us in our Quickbase Community slack workspace in the #pipelines channel.

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
QBE016846ReportsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name, a search with no results would garble the word. .
QBE016847ChartsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name, then created a chart report, if the chart report was empty, the record name would display incorrectly.
QBE016848ReportsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name, the record name would appear incorrectly in multiple areas across the legacy style table report and chart reports.
QBE016849Email notificationsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name, the record would appear incorrectly in several areas in the email notifications builder.
QBE016850Mobile appWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name, the record would appear incorrectly in several areas in the Quickbase mobile app.
QBE016852ImportingWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name in a table, then attempted to import data to the table from a file, the record names would appear incorrectly during the import process.
QBE016853App and table settingsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name for a table, then used a formula to add a start date, the record name would appear incorrectly in the start date hover text.
QBE016775FormsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word, such as “Niño,” as a record name, the record would appear incorrectly in several areas in forms. .
QBE016774Email notificationsFormula rich text fields were appearing as code in some email notifications.
QBE016815New style table reportWhen a user opened a table report, left it open for more than around 15 minutes, and then tried to apply dynamic filters, the report would go blank.
QBE016837Email notificationsQuickbase logos in HTML email notification templates would display incorrectly large when a user viewed the email in Outlook web. This problem did not affect the Outlook desktop app.
QBE016858RESTful APIsWe renamed the ForeignKey property in the REST API serializer from `targetTargetName` to `targetTableName`
QBE016859Performance optimizerWhen users ran the Performance Optimizer in simulation mode, the Result column indicated invalid choices as “removed,” which was inaccurate. Now, the result column says “will be removed.”
03.13.22

Contents

New

Additional control over app security settings

Realm admins now have an additional layer of control over sensitive permissions. From the Policies page in the Admin Console, realm admins can allow or disallow app admins to modify app security options found on the App properties page. See the related help article for more information.

This feature will be available to customers on an Enterprise plan.

RESTful APIs: Un-deny users endpoint

As announced in January’s release notes, we continue to add to our user management RESTful APIs. When a user is assigned a “denied” status, they cannot access apps until the denied status is revoked. Now, you can programmatically restore users’ access individually or in bulk using this new endpoint

To learn how to use the new endpoint, refer to the Users section of our  RESTful API guide.

Platform analytics: Integration reads details

You can now view your integration reads in platform analytics. This includes information such as Connection owner, Owner ID (User), Action, etc. Learn how we measure integration reads in our help center.

Enhancements

Local time zone in Pipelines

All Pipeline pages display the time zone local to users viewing the page. To make time readable for users around the globe, it appears in this format:

4:00 PM (UTC-05:00)

We determine the local time zone based on the browser in use, so in some cases this might not work correctly, such as if the user is using a VPN.

PATCH endpoint support for SCIM APIs

To improve our customers’ experience with automated user provisioning, we will begin supporting the PATCH endpoint for our SCIM APIs with this release. For example, you can use the new PATCH endpoint to deny users and edit other user attributes. To learn more and see examples of how to use the PATCH endpoint, see our HTTP API Reference.

New RESTful API properties

We’ve made the following improvements to our existing RESTful APIS:

  • Deny users – There is an optional query parameter to specify the account id. This is used in cases where there is one realm with multiple accounts.
  • Get an app – A response message will return the state of all app security settings. These are the settings found in App settings > App properties > Advanced settings.
  • Update an app – There are optional query parameters to update app security settings, found in App settings > App properties > Advanced settings.

Revised help center

Soon we’ll debut a completely revised help center at help.quickbase.com. This will enable you to find the help you need when you need it. Improvements include a completely new look-and-feel, enhanced navigation, improved search, and revised help content, including new visuals and use cases. All links to existing help content will continue to work.

New apps created from spreadsheet default to new dashboard

When users create an app by importing a spreadsheet, Quickbase will automatically create a New Dashboard for that app. Previously, a legacy homepage was created.

Increased subscription recipient limit for Enterprise Accounts

For customers on our Enterprise, usage-based plans we have increased the recipient limit a single subscription email can send to from 4K to 10K.
Note: This does not affect the limit on the total number of subscriptions and reminder emails each account can send each day. See the Quickbase limits page for more information.

Terms of Service and Privacy Policy reacceptance for all existing users

After April 4, every Quickbase user will be asked to reaccept our existing Terms of Service and Privacy Policy. This will happen upon all users’ next authentication.

Important: We are not changing anything in our existing Terms of Service and Privacy Policy. We are doing this to ensure compliance with legal requirements and to provide a path for all end-users, using different types of login flows, to acknowledge our policies.

Open beta

New chart styles

After the March release, all users will be able to toggle on the New chart styles in their apps.

Updated charts use screen space more efficiently, so you can view and understand your data more easily and focus on details. After you enable the new style, you can hover over a chart segment and see details about the underlying data.

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.
Pipelines permissionsGrant more precise permissions for building pipelines.BetaSign up in our early access app. Select  Platform Administration under Program Area. **This beta will open end of March.**

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
QBE016165UTF-8If UTF-8 was enabled at an app or realm level, and you used special characters in an app’s name, the characters would display correctly in a tab, but not in the Apps list on the Admin Console.
QBE016167UTF-8Using an accented character in a group name would result in an error.
QBE016192UTF-8When you added accented characters to a data classification, they would display incorrectly in the data classification and its description.
QBE016707PipelinesCustomers could not create a pipeline if they had reached their maximum of 30 tags (even if they provide no tags along with the creation flow).
QBE016749Audit logsWhen users tried to view audit logs, they saw an “Error fetching audit data” message. This message no longer appears.
QBE016775Audit logsUser could not move the date picker.
QBE016779UTF-8We didn’t support non-ascii characters in group names.
QBE016780PipelinesTime zones were not displayed consistently in Pipelines.
QBE016070ReportsOn the new dashboard a widget error did not display when a user went to add a chart that had a summary or report formula with a percentage symbol in the field name.
QBE016776Audit logsNon-western characters were mangled on the Audit Logs page.
QBE016786Audit logsAdd/delete users/groups in Sandbox were added to the audit logs incorrectly.
QBE016788SecurityWhen customers used SSO, end-users did not have a section to accept our terms of service before accessing the platform.
QBE016791ReportsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word as a record name, table reports would display any UTF-8 characters incorrectly, and incorrectly pluralize the record name by appending an “s.” Now, the record name appears correctly and uses a singular word followed by “records.” For instance, an error statement might read “there aren’t any niño records in your app yet.”
QBE016793Forms & RecordsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word as a record name, forms and records would display any UTF-8 characters incorrectly. Now, when you’re saving a record, the characters appear correctly. For instance: “Niño saved”.
QBE016794Table settingsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word as a record name, the table settings page would display any UTF-8 characters incorrectly, and incorrectly pluralize the record name by appending an “s.” Now, the record name appears correctly and uses a singular word followed by “records.” For instance, an error statement might read “there aren’t any niño records in your app yet.”
QBE016795Chart reportsWhen UTF-8 was enabled at an app or realm level, and a user used a non-English word as a record name, chart reports would display any UTF-8 characters incorrectly, and incorrectly pluralize the record name by appending an “s.” Now, the record name appears correctly and uses a singular word followed by “records.” For instance, an error statement might read “there aren’t any niño records in your app yet.”
QBE016796Import/ExportWhen UTF-8 was enabled at an app or realm level, a user used a non-English word as a record name, and navigated to the import/export dialog through the More menu in the actions bar, any UTF-8 characters in the record name would display incorrectly. Now, the record appears correctly.
QBE016321Import/ExportWhen UTF-8 was enabled at an app or realm level, a user used a non-English word as a record name, and tried to import data from a file, any UTF-8 characters in the record name would display incorrectly. Now, the record name appears correctly.
QBE016798Email notificationsWhen UTF-8 was enabled at an app or realm level, a user used a non-English word as a record name, and tried to set email notification conditions, UTF-8 characters in the record name would display incorrectly and incorrectly pluralize the record name by appending an “s” in a variety of places in the menu. Now, the record name appears correctly and uses the singular record name followed by “records.” For instance, an error statement might read “there aren’t any niño records in your app yet.”
QBE016799WebhooksWhen UTF-8 was enabled at an app or realm level, a user used a non-English word as a record name, and tried to set up webhooks, UTF-8 characters in the record name would display incorrectly. Now, the record name appears correctly.
QBE016264UTF-8If UTF-8 was enabled at an app or realm level, and you added a field value that contains an accented character to a custom rule (for view or modify), the value would be either mangled or missing after you saved the custom rule and reopened it later, although it displayed correctly in the picker. This also meant the custom rule didn’t work.
QBE016189UTF-8If UTF-8 was enabled on an app or realm level, non-western characters that appeared in audit log rows displayed as mangled.
QBE016517UTF-8If UTF-8 was enabled on a realm level, and you created an email reminder that used non-ASCII characters in its subject and message, then saved and reopened the reminder in preview, the non-ASCII characters display incorrectly in the app name, subject, and message.
QBE016319UTF-8If UTF-8 was enabled on an app level, and you attempted to use the “Search & Replace in this Report” feature on a table report to replace ASCII characters with non-ASCII characters
QBE016804New style table reportThis fix continues work from QBE016637 and addresses glitches around saved reports and filters. Now, when users apply filters and add a new record, records appear correctly on the filtered report. This fix also resolves:

  • When you hid a column on a single page report and pressed save, the column remains hidden/removed
  • When you customize a single page report and add a new record via grid edit, the newly added record now displays
  • As a follow up to QBE016573, duplicated filters no longer appear on newly created reports
  • If you searched for a value and added the same value as a new record, it wouldn’t have been displayed properly
  • When you use a chart drill down report as a home page table report, any filters you apply in the drill down report no longer carry over to the home page table report

International Mobile Fixes

As part of our ongoing commitment to serving an international audience, we identified and fixed a number of issues related to how Quickbase mobile apps handle UTF-8, or non-ASCII, characters.

ISSUEDESCRIPTION
QBE016527If UTF-8 was turned on at the realm level, and you used non-ASCII characters for an app’s name, then accessed the app from the “My apps” screen, the characters were mangled at the top of the default Mobile App dashboard for your role.
QBE016530If UTF-8 was turned on at the realm level, and you used non-ASCII characters for an app’s name, and successfully downloaded a mobile app to your mobile device for offline use, the app name would be mangled in the popup alert. To find this popup, you would open the app’s default dashboard, tap the More icon, select Choose Offline Apps from the settings menu, and tap the toggle switch.
QBE016531If UTF-8 was turned on at the realm level, and you used non-ASCII characters for an app’s name, and attempted to download a mobile app to your mobile device for offline use, the app name would be mangled in the “Failed to download” popup alert. To find this popup, you would open the app’s default dashboard, tap the More icon, select Choose Offline Apps from the settings menu, and tap the toggle switch.
QBE016532If UTF-8 was turned on at the realm level, and you used non-ASCII characters for an app’s name and table names, then made the app available for offline use and toggled on the “Force offline mode” setting, when you accessed the app offline, you would see the app name mangled at the top of the screen where you could add records to different tables. However, the table names appear correctly.
QBE016534If UTF-8 was turned on at the realm level, and you used non-ASCII characters in a field name and the name for a single record in a table, then downloaded the app for offline use and accessed it in offline mode, the single record name and field names would appear mangled on the “Add record” screen.
QBE016535If UTF-8 was turned on at the realm level, and you used non-ASCII characters in the name for a single record in a table, downloaded the app for offline use and accessed it in offline mode, then added a new record offline, you would be returned to the offline mode screen and see a popup alert. The record name would be mangled in this alert.
QBE016536If UTF-8 was turned on at the realm level, and you used non-ASCII characters in the name for the app, a table, and data in a text field, downloaded the app for offline use and accessed it in offline mode, then added a record offline and tap Queue after saving, the app name would appear mangled in the queue. However, the table name and data in the plain text field appeared correctly.
QBE016539If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a dashboard name, when you accessed the dashboard, the name would appear mangled.
QBE016540If UTF-8 was turned on at the realm level, and you used non-ASCII characters for the widget titles on a dashboard, the characters would look mangled for all the widget tiles when you accessed the dashboard.
QBE016541If UTF-8 was turned on at the realm level, and you used non-ASCII characters for some of the button labels on a dashboard, when you accessed the dashboard, the characters would be mangled on the button labels.
QBE016542If UTF-8 was turned on at the realm level, and you used non-ASCII characters in a report name, they would appear mangled when you viewed them on a dashboard.
QBE016543If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a rich text widget on a dashboard in an app, the characters in the rich text widget are mangled whenever you view the dashboard.
QBE016544If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a link bar widget on a dashboard in an app, the characters in the link bar widget’s link labels appear mangled when you view the dashboard.
QBE016545If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a dashboard’s search widget label and the help text inside the search box, I have UTF-8 turned on at the realm level, the characters appear mangled for both the search widget label and help text when you access via iOS. When accessing via android, only the help text appears mangled.
QBE016547If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a table name, then access the table from the app’s table list, all table names that use non-ASCII characters are mangled.
QBE016548If UTF-8 was turned on at a realm level, and you used non-ASCII characters for a table name, then access the table list and tap the search, all table names with non-ASCII characters are mangled on the search list.
QBE016549If UTF-8 was turned on at a realm level, and you used non-ASCII characters for a table name, then access the table list and tap the search icon and search for a table, any tables that non-ASCII characters in their name and appear in search results are mangled.
QBE016550If UTF-8 was turned on at a realm level, and you used non-ASCII characters for a table name, then locate and open the table from the table list, the table’s name displays incorrectly on the table home page.
QBE016551If UTF-8 was turned on at a realm level, and you used non-ASCII characters for a table name, then locate the table in the table list, and click the Reports icon for that table to access that table’s reports and charts view, the table name displays as mangled on that page.
QBE016552If UTF-8 was turned on at a realm level, and you used non-ASCII characters for a table name, then locate the table in the table list, and click the Reports icon and open the dropdown table selector to see other table’s reports and charts pages, the other tables will appear mangled if they include non-ASCII characters.
QBE016553If UTF-8 was turned on at a realm level, and you used non-ASCII characters for the names of some reports, then open the table list and click the Reports icon and open a table’s Reports and Charts screen, the screen displays any report names with non-ASCII characters as mangled.
QBE016556If UTF-8 was turned on at the realm level and you used non-ASCII characters for a few different data types that you created in desktop, then used those fields in a table report, those characters would appear mangled in the field data when you viewed the table report via the mobile app.
QBE016557If UTF-8 was turned on at the realm level and you used non-ASCII characters for a few different field names that you created in desktop, then used those fields in a table report, the field names would appear mangled when you viewed the table report via the mobile app.
QBE016559If UTF-8 was turned on at the realm level and you used non-ASCII characters for a few different field names that you created in desktop, if you viewed, added, or edited an existing record through the mobile app, the non-ASCII characters would appear mangled in any field names in which they were included.
QBE016560If UTF-8 was turned on at the realm level and you used non-ASCII characters for field data in several different fields that you created in desktop, if you viewed or edited an existing record in the mobile app, all non-ASCII characters are mangled in the field data.
QBE016561If UTF-8 was turned on at the realm level and you used non-ASCII characters for a few different field names that you created in desktop, then access the Recently viewed records screen on the mobile app, non-ASCII field names that appear on this screen were mangled.
QBE016562If UTF-8 was turned on at the realm level and you used non-ASCII characters for the data in a few different fields that you created in desktop, then access the Recently viewed records screen on the mobile app, non-ASCII characters in field data were mangled on this screen.
QBE016563If UTF-8 was turned on at the realm level, and you used non-ASCII characters for an app’s name, then access the app from the app list in the Quickbase Mobile app, all app names that use non-ASCII characters are mangled.
QBE016564If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a report name, if you viewed the report with the Quickbase mobile app, the report name was mangled where it appears above the report. This issue affected all Quickbase report types.
QBE016565If UTF-8 was turned on at the realm level, and you used non-ASCII characters for the X and Y axis labels and goal label in a chart report, the values would appear mangled when you viewed the report in a mobile app.
QBE016566If UTF-8 was turned on at the realm level, and you used non-ASCII characters in a chart report’s data values, these data values are mangled when you viewed chart reports through the mobile app.
QBE016568If UTF-8 was turned on at the realm level, and you used the mobile app to enter non-ASCII characters into fields on a form and save the record, the data appears mangled. This problem affected text field types, address fields, and URL fields. Rich text field types were unaffected.
QBE016569If UTF-8 was turned on at the realm level, and you added users with non-ASCII characters in their first and last names to an app, then used a user or list-user field to select these users for a form, the non-ASCII characters in their names are mangled in the user picker.
QBE016570If UTF-8 was turned on at the realm level, and you used non-ASCII characters for a table name in an app, then searched that table in mobile and got no results for your search, the table name would appear below the search box and display as mangled.
QBE016571If UTF-8 was turned on at the realm level, and you used non-ASCII characters for data in a table’s records, then searched for those records in mobile and got no results for your search, a mangled string would appear next to the search box.
QBE016577If UTF-8 was turned on at the realm level, and you used non-ASCII characters for the app and table names, and a report name on that table, then located and tapped the email icon at the top of the report to generate an email message. If you were using iOS, the app, table, and report name in the message were mangled for Outlook and Gmail. In Android, the message would look fine in Outlook, and would be occasionally mangled in Gmail.
QBE016578If UTF-8 was turned on at the realm level, and you used non-ASCII characters in a report link or for the link text in a formula URL field, the non-ASCII characters would appear mangled when you added the field or link to a form.
QBE016579If UTF-8 was turned on at the realm level, and you enabled sort and group on a table report for a field that had non-ASCII characters in one of its data values, then view the table report in the mobile app, the Group by header values with non-ASCII characters are mangled. This issue did not appear when you accessed Quickbase through Desktop.
QBE016580If UTF-8 was turned on at the realm level, and you used the mobile app to enter non-ASCII characters into fields on a form and save the record, the data appears mangled when you view it on desktop mode. This problem affected all text fields, address fields, and URL fields.
QBE016585If UTF-8 was turned on at the realm level and you tried to enter data in a form on a table while in offline mode by clicking Add for a table, then entered non-ASCII data to some fields and saved the record, then viewed the queue of data, all fields that included non-ASCII data were blank. This issue only affected the iOS app.
QBE016586If UTF-8 was turned on at the realm level and you used non-ASCII characters for the “A Single record is called a” name in one of your app’s tables, when you viewed a table report in the mobile app, the “A single record is called a…” name was mangled.
QBE016587If UTF-8 was turned on at the realm level and you used non-ASCII characters in several different field types on desktop, then switched to viewing records in mobile and tapped the Copy record icon, the non-ASCII data is mangled in the copied record. This problem only affected iOS. In some iOS instances, the non-ASCII data would also be mangled in the original record.
QBE016588If UTF-8 was turned on at the realm level and you used non-ASCII characters for the “A Single record is called a” name, and tried to delete a record, the non-ASCII characters for the single record name would be mangled in the delete confirmation popup.
QBE016589If UTF-8 was turned on at the realm level and you used non-ASCII characters for the “A Single record is called a” name, and create a report that has no matches, the non-ASCII characters are mangled when you view the empty report.
QBE016590If UTF-8 was turned on at the realm level and you created a form rule that hides another field on a form after you enter a specific string of non-ASCII characters into a text field, the form rule did not trigger and the other field was not hidden in iOS and Android, though the form rule behaves as expected when you use desktop.
QBE016591If UTF-8 was turned on at the realm level and you pointed a search widget on a dashboard to a table that includes non-ASCII strings in searchable fields, when you used the search widget to search a non-ASCII string, no results were returned.
QBE016594If UTF-8 was turned on at the realm level and you used non-ASCII characters for the “A Single record is called a” name, then hovered over a chart report in the mobile app, the “A Single record is called a” would be garbled in the hover text.
QBE016595If UTF-8 was turned on at the realm level and you used non-ASCII characters for data in fields, then tried to add those fields to a Kanban Report, the non-ASCII data is mangled on the cards on the Kanban Report.
QBE016596If UTF-8 was turned on at the realm level and you used non-ASCII characters for values in multiple choice fields, when you selected the multiple choice field when adding or editing a record, the values with non-ASCII characters were mangled.
QBE016597If UTF-8 was turned on at the realm level and you used non-ASCII characters for values in multi-select choice fields, when you selected the multi-select choice field when adding or editing a record, the values with non-ASCII characters were mangled.
02.06.22

Contents

New

International phone number support

Phone number fields now support international numbers. When you switch the phone number field to international mode, a new dropdown appears on forms. When you enter phone numbers using input methods other than a form (grid edit, pipelines, etc), don’t use spaces or punctuation other than the leading +. This aligns with the international standard E.164 format for phone numbers.

A new default country code is available on field properties, which populates the dropdown on forms. United Kingdom and Ireland phone numbers appear with spaces throughout the platform. Other countries will display in E.164 and we will continue adding formatters for other countries over time.

Enhancements

Record picker sorting

Previously, record pickers (like choosing a related company when adding a contact) that used the default set would sort by all three columns selected. To improve performance, these record pickers now only sort by the first column. You can continue to search in type-ahead drop downs like these. Record pickers where builders have defined a custom report continue to sort as defined.

Email notification templates

App builders can now use templates when creating custom email notifications. These templates provide example content to help you get started with custom notifications. A custom notification helps create a professional-looking, actionable message that more users may respond to.

Platform analytics: Integration reads summary page

Summary level information is now visible in platform analytics for integration reads. This change provides more information about API calls and Pipeline step runs for users. Now, you can filter on and view this information in summary format from the realm admin page.

Open beta

New chart styles

Over the next few weeks, a toggle will be added to all chart reports, allowing users to choose between the legacy and new style. Since modernizing charts on new dashboards, we have focused on bringing these improvements to full-page charts accessed via the Reports and Charts panel.

Updated charts use more screen space, so you can view and understand your data more easily and focus on details. After you enable the new style, you can hover over a chart segment and see details about the underlying data.

The new search bar and dynamic filters on new charts save you time and help bring focus on the right piece of information in a chart.

The legacy styles will be the default for now, as there are other enhancements we’d like to introduce first, such as copying a link to the chart, import/export, and more.

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
QBE016682NotificationsFixed bug with line breaks in notifications that affected some notifications after the rich text editor was implemented in November
QBE016305UTF-8If UTF-8 was enabled on an app or realm level, and you created a new map report that used fields with UTF-8 characters as a report column, you would see a black diamond at the end of each of the two field names when you viewed the Map Report and hovered over one of the pins.
QBE016511Reports and chartsPreviously we displayed Home as part of a home page title, when a report from Reports and Charts was set as a home page. Now, we accurately display the report name for reports set as a homepage
QBE016516UTF-8If UTF-8 was enabled at the realm level, and you created a new user through the form edit page, and included non-ASCII characters in the optional note field, the message would display incorrectly in Outlook. The message appeared correctly in Gmail.
QBE016518UTF-8If UTF-8 was enabled at the realm level, and you created a subscription email through an app’s Notifications, Subscriptions and Reminders setting that sends an email with a PDF version of a report that included UTF-8 characters, the resulting PDF would display the UTF-8 characters as a black diamond.
QBE016573ReportsSearch and Filter criteria were incorrectly duplicated in temporary reports after you displayed them from the Report Builder. This fix addresses duplicated filters on temp reports for existing tables. Users will likely continue to experience this issue on newly created table reports that redirect to temp reports.
QBE016225ExchangeThis is an update to a bug we reported as fixed in our January 2022 release, where, if you had UTF-8 enabled in your realm and copied an app from Exchange that included a slanted apostrophe in its description, the copied app would display a black diamond question mark instead.

This problem won’t affect new apps, but existing Quickbase apps with this issue will require a manual update.

QBE016489PipelinesWhen an AWS S3 bucket included a name with non-ASCII characters, searches would fail.
QBE016581PipelinesPipelines was incorrectly classifying Clock channel steps as billable for v3 plans.
The Jira channel wasn’t handling user-picker type custom fields appropriately.
QBE016635Formula queriesSome formula query results were not evaluating correctly in embedded reports but appeared correct in non-embedded report and records.
QBE016647UTF-8This problem occurred when UTF-8 was turned on at the realm level, and you had a Rich-Text field in your app that included non-ASCII characters a record’s data. When you created a notification and sent it in HTML format, with the email including a copy of the form, the rich text field that included non-ASCII characters displayed incorrectly in Gmail and Outlook.
QBE016686PipelinesWhen users tried to upload any file into an AWS S3 bucket, the file was created in the ROOT folder. Now, users can pick the folder and subfolder in which to create the file.
QBE016696NotificationsThe colors of selected notification tabs were very similar to unselected tabs. We updated the colors more clearly highlight which tab is currently selected.
QBE016292UTF-8If UTF-8 was turned on at the app level, and you wanted to email a record that used non-ASCII characters in the data in the record data, the characters would appear mangled when you opened the email in Outlook. The email would display properly in Gmail.
QBE016294UTF-8If UTF-8 was turned on at the app level, and you wanted to email a report that used non-ASCII characters in the report data, the characters would appear mangled when you opened the email in Outlook. The email would display properly in Gmail.
QBE016321UTF-8If UTF-8 was turned on at the app level, and you wanted to use an Excel XLSX file that includes non-ASCII characters to import data, mixed language data on the ?a=GenImportStep2 screen displayed as “?????” Or diamonds. The problem persisted on the ImportStep screen.
QBE016638REST APIsDashboards did not copy over when you cloned an app using the RESTful and XML API.
QBE016694AccountsWhen a builder created a custom support URL for a realm, the custom URL would stop working when multiple accounts were tied to the same realm.
QBE016637New style table reportThis fix matches the behavior of the new style table report to the legacy style. When a user clicks Add new record on a filtered report, the filters are removed when the user returns to the report. We’re working on a follow-up fix to improve this experience
01.09.22

Contents

New

Calendars on new dashboards

Over the past several months, we’ve updated new dashboards to include each report and chart type. The newest report type is calendars, available as part of this release. We updated the look and feel of these calendars for the new dashboard, making them more vibrant and easier to resize.

Quickly update the view to see a single day, week, or month, as well as drag and drop events on the calendar to update start or end dates. Read more about resizing events in the Calendar widget section of our dashboards help article. Once added to your new dashboard, you can use dashboard filters to find specific segments of events.

Our next step is to make the new calendar style available on report pages in these categories (?a=q and ?a=td).

User filters on new dashboards

Builders can now add user fields as filters to new dashboards, to drill down by person. To begin mapping user filters to reports, unlock your dashboard, add a new filter, and select User.

New dashboards are the new default when creating pages

When you create a new page, you’ll see Dashboard as the new default option. Previously, the default option was the legacy dashboard (also known as a home page). Builders can still create new home pages and update existing ones.

You can read more about dashboards in Quickbase Community and our help center.

Automations End-of-Support date is now June 30th 2022

The next phase in our Automations retirement journey is the End-of-Support phase, which is second-to-last. When we reach this phase, you can no longer create new automations. To prepare for this, we gathered feedback from customers on how they plan to continue creating new no-code workflows. This uncovered opportunities for several key governance and visibility capabilities in Pipelines that will help support users as Pipelines becomes their dedicated no-code automated workflow platform. As a result, we are shifting the End-of-Support date to June 30th 2022 (instead of the original January 25th 2022) to allow our Product team to deliver three impactful pieces of functionality:

  • Account admins being able to choose which channels each user has access to
  • Helpful notifications to pipeline owners when an error occurs
  • App admins having visibility into all pipelines that are connected to their Quickbase app

We continue to recommend that you migrate your Automations to Pipelines with the click oa f button using the migration tool. If your company does not feel confident migrating your automations without the features listed above, you can still begin planning your migration now. We’ll soon share resources which will help you plan your migration. There are no plans to change the End-of-Life date, which is January 31st 2023. For more information, please refer to our Community post about the phases and timeline for the Automation retirement project.

Pipelines wizard is now generally available

This feature, which guides users through the first steps of building a pipeline, is now available for all realms and users. The wizard helps users with making the initial decisions that are part of building a pipeline and structuring the establishment at the beginning of the building process.

 

Deny users API endpoint

The deny users API endpoint is the first of many user and role management endpoints we plan to introduce. When you deny a user’s access, they cannot log into your realm and therefore cannot access any of the apps they had access to. Optionally, you can also remove the user from any groups they are in. This suspends the user’s access until or unless you revoke the “denied” status. This API endpoint allows you to deny users either individually, or in bulk.

To learn how to use the new endpoint, refer to the Users section of our RESTful API guide.

Enhancements

New authorization type for NetSuite connections for connected tables

We’ve added token-based authentication as an authorization type for NetSuite connections used for connected tables (also known as Quickbase Sync). Username and password will still be an available authorization type.

In order to use this new authorization type, token-based authentication (TBA) must be enabled in your NetSuite instance and the connection must use a NetSuite role with TBA permissions.

Select fields to display in a timeline bar

When building a report, you can choose which fields you’d like to display in the bars of new Timeline reports to provide additional context to your users. Simply open the report settings of a timeline report and select up to three fields to display.

We will be gradually releasing this change to all accounts over the course of this month.

Platform analytics integration reads CSV export

You can now export detailed integration read information through a CSV download. To do this, click the download icon. Learn how we measure integration reads in our help center.

Continued Improvements to 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. We started these improvements in November 2021 (read the November 2021 release notes here) and will continue to progressively roll out support for additional report types to load this way in the coming weeks.

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.
Procore Channel in PipelinesBuilders can now connect to Procore, the leading construction project management software. Mutual customers can now trigger, create, update, query, and delete data within Companies, Projects, RFIs, Users, Roles, Vendors, Budgets, and more.BetaReach out to your Customer Success Manager, or ask to get included by messaging us in our Quickbase Community slack workspace in the #pipelines channel.

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
QBE015704UTF-8When UTF-8 encoding was turned on at the app level and a UTF-8 character was inserted into a field using grid edit, any value was converted to a question mark after saving. This did not occur with the realm level flag enabled.
QBE016147UTF-8If UTF-8 was enabled at the realm level, and you created a category with a variety of characters on the My Apps page, the category name would not display correctly after you left and returned to the page.
QBE016225UTF-8If UTF-8 was enabled at the realm level, some apps with slanted apostrophes in their descriptions appeared as a black diamond question mark. This problem also occurred when you turned on UTF-8 on at the app level.
QBE016255UTF-8When UTF-8 was turned on at the realm level, you invited a user to an app, and the user filled in the Sign up for Quickbase fields and answered a security question with a response that included an accented character, they would encounter a matching error when they entered the same answer with the accented character in the Retype answer field. The user had to change the answer to not include accented characters.
QBE015948UTF-8If UTF-8 was turned on at the app level or realm level, and you used a form that contained a grid edit or editable embedded report, and you attempted to copy a value from a currency numeric lookup field into a scalar currency field via form rule, you would receive an error when you tried to save the record. This issue did not occur when you used the US dollar symbol ($). The issue disappeared if UTF-8 was enabled at the app or realm level and there was no grid edit or editable embedded report.
QBE016147UTF-8If UTF-8 was enabled at the realm level, and you created a category with a variety of characters on the My Apps page, the characters in the category name display incorrectly after you move away from the My Apps page and come back.
QBE016269UTF-8If UTF-8 is enabled at the realm level, and you added a role with accented characters in the role name, then clicked the Set Role access to Reports link to go to the Roles and Reports matrix (ViewsByRole page), the characters do not display correctly in the role name in the header of the matrix.
QBE016275UTF-8If UTF-8 was turned on at the app level, and you created a new app with western characters in the description, then updated the app name to UTF-8 characters, the app name appeared as “?????????.” This problem also occurred when you clicked Edit on the page or updated the app description in the Visual Builder. The issue did not occur if you made a change from the Description field in App Properties.
QBE016276UTF-8If UTF-8 was turned on at the app level, and you edited a table name that previously used Western characters from the Visual builder to use UTF-8 characters, the characters do not display properly and instead show as all “?????????”. When you used all special characters to rename the table in Visual Builder, the table name would also display incorrectly.
QBE016277UTF-8If UTF-8 turned on at the app level, and you added a new field to an existing table using the Visual Builder, and include UTF-8 characters, the characters appear correctly when you save them, but when you view them in the Fields List, some characters display as “????????” and some appear as black diamonds.
QBE016290UTF-8If UTF-8 was turned on at the app level, and you used the “Search and Replace in Schema” functionality to replace Western characters with UTF-8 characters, the UTF-8 characters did not appear properly in the affected locations in the app’s schema.
QBE016604PipelinesThe activity log date filter did not correctly return results when you set the same date as the start and end of a range, even if there are logs from that date.
QBE016613New dashboardsThe field usage page did not load content when you accessed the page directly or by clicking the where this field is used link in the fields page popup.

 

 

Retirements

Formula queries: GetCellValues retirement

As announced in October’s release notes, we have decided to rename the “GetCellValues” function (used during the beta program for Formula Queries) to “GetFieldValues” to maintain consistency. The transition period is now over and “GetCellValues” is deactivated as of January 9th. For your formulas to continue working as desired, you will need to ensure only GetFieldValues is used in your formulas.

12.12.21

Contents

Enhancements

New style table reports now remember user selections

With this release, we’re improving several popular workflows in the new table report style. Now, the new style remembers your dynamic filter and column filter selections, any column sorting updates, and any text you’ve entered in the report search box. Now the report remembers whenever a user views a table report in the new style and:

  • updates records using grid edit, then returns to the report
  • clicks to view or edit a single record, then returns to the report
  • switches between multiple pages of the report
  • clicks a drilldown report, then returns to the first report
  • clicks report link field, then returns to the first report
  • clicks a Formula URL field which redirects them to the report
  • refreshes the page
  • switches to another table, then returns to the first table

This is part of our effort to close any functional gaps between the legacy and the new style for table reports. The legacy style remembered which dynamic filters a user selected for the workflows above and which search terms they entered. Since column filters are a new feature as part of the new style, we’re adding the ability to remember selections made in that area. Finally, while the legacy style did not remember column sorting changes, we’re adding that capability to the new style to streamline your workflows.

We also plan to add support for the remaining features from the legacy style that are not currently available in the new style. Currently, these are visible in the new report style as grayed-out items in the More menu, including Copy table and Copy these records to another table. We will be rolling these features out in stages in 2022.

New dashboards – improved date filters

Available on December 13, new dashboard users can use this feature to better filter reports on the dashboard using relative date ranges:

  • 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

You can also still select custom date ranges.

Two-step authentication – configure duration to remember devices

When you enable two-step authentication for the realm, users can check a box that allows their device to be remembered.

Realm admins can now configure a device to be remembered in a range of one to ninety days. You do this on the Policies page in the Admin Console.

To learn more about two-step authentication and how to configure this setting, read our Two-Step Authentication help article.

Removing toggle on My Pipelines page

We are removing the legacy version of the My Pipelines page. You can no longer access or use it. We are taking this step without losing any functionality. Everything that was available on the legacy page is also available on the new page or in the activity log.

Date range filter in Activity Log

With the new feature, everyone can filter the activity log by a date range to find activities quicker, easier, and with less scrolling and clicking.

On-Premises Connectivity – Users can rotate On-Prem Agent’s API token

With this feature, On-Premises Agent users can generate a new API token with one click.

Performance: new behind-the-scenes Pipelines “Blaze” engine

We completed the rollout of a new engine that powers each and every pipeline. This new engine, named “Blaze,” offers better reliability, performance, and efficiency. Compared to November 2020, Quickbase customers’ pipelines use has multiplied by more than 71 times, and the Blaze engine helps support that exponential workload. It also lays the foundation for the next round of exponential growth in integration and automation use-cases that customers are looking to create with Quickbase Pipelines.

Quickbase is continuing to invest in more Performance enhancements within Pipelines, so stay tuned to the Release Notes and Community page for more updates.

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.
New Dashboard Calendar WidgetBuilders can add an updated version of the calendar report to their dashboards.BetaSign up in our early access app. Select Building Apps under Program Area.
Procore Channel in PipelinesBuilders can now connect to Procore, the leading construction project management software. Mutual customers can now trigger, create, update, query, and delete data within Companies, Projects, RFIs, Users, Roles, Vendors, Budgets, and more.BetaReach out to your Customer Success Manager, or ask to get included by messaging us in our Quickbase Community slack workspace in the #pipelines channel.

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
QBE016270DashboardsSummary reports lost their initial filter condition when a user drilled into the report from a new dashboard.
QBE016349DashboardsWe fixed a formatting issue when a chart contained a goal line for a Numeric Percent field.
QBE016435TimelineReport descriptions were not appearing on Table Dashboards when the table homepage was a Timeline report.
QBE016183TimelineWe fixed an encoding issue where certain timeline reports would not load if special characters were used in the report description, report group names, or report names.
QBE016348New style table reportTooltips in the new style table report are now more accessible by keyboard.
QBE016413PipelinesThe error count link did not open when a user pressed the enter button.
QBE016399New style table reportSome tooltips, especially in the grouping view, were not appearing correctly in the new style table report.
QBE016457New style table reportWhen users viewed a report, entered grid edit, and returned to the table report, they would lose filter and sort selections.
QBE016459New style table reportThe column filter button did not have an accessible level of color contrast.
QBE016466New style table reportWe fixed an issue to help improve performance for tables that included many fields that used CSS styling.
QBE016475Email NotificationsField references in custom notifications did not function if they contained certain special characters, including ampersands, single, and double quotes.
QBE016479Email NotificationsLine breaks in custom notifications that were marked as plain text were not respected when they also contained one or more field references.

Internationalization improvements

UTF-8 enabled for all new customers

Starting in this release, all new realms created in Quickbase will have UTF-8 enabled by default. Read more about how to use UTF-8 in Quickbase in our About UTF-8 support help article.

ASCII character bug fixes

As part of our effort to expand our UTF-8 compatibility in Quickbase, we discovered and fixed many UTF-8 bugs, reflecting our commitment to accommodating all languages. Most fixes relate to how ASCII characters were rendering in the Quickbase product. Find examples of ASCII characters on ascii-code.com.

ISSUEAREA AFFECTEDDESCRIPTION
QBE016332Report builderIf you enabled UTF-8 at the realm or app level, ASCII characters did not display properly when using a formula to assign color-coding in the Report Builder. Often, characters appeared as red vertical rectangles with a dot.
QBE016331FormsIf you enabled UTF-8 at the app or realm level, ASCII characters did not display properly in field names when customizing a form. The field name on the right side of the tab also did not appear correctly.
QBE016324FormsIf you enabled UTF-8 at the app or realm level, field names with ASCII characters did not properly display in the “When used for data entry:” dropdown. Experiencing this issue required a table-to table-relationship that includes a Field Name with ASCII characters in the parent table, which passes to the child table as a Lookup field. Then you would experience the error by selecting the reference field from the “Elements” tab, and clicking the dropdown for the “When used for data entry:” to select a specific field.
QBE016323Old style table reportIf you enabled UTF-8 at the app or realm level, using UTF-8 characters in any old-style table report dynamic filter produced an error below the search bar that looked like a long string of characters, though it did not impact the search results or functionality.
QBE016317Quickbase ActionsIf you enabled UTF-8 at the app or realm level, ASCII characters included in Quickbase Action Names did not display correctly.
QBE016315WebhooksIf you enabled UTF-8 at the app or realm level, and you created a filter for a Webhook that included ASCII characters, a variety of issues would occur when you used the filter. The filter would mangle the ASCII characters for the Webhook title, change the filter value for the webhook, and block correct performance for the webhook.
QBE016314FormsIf you enabled UTF-8 at the app or realm level, and you created a Dynamic Form Rule for a Form with fields that have ASCII characters, including multiple choice fields with ASCII characters as possible values, the ASCII characters displayed incorrectly in a variety of locations.
QBE016310FormsIf you enabled UTF-8 at the app or realm level, and you added ASCII characters to the form name in a form title, the form name would display incorrectly in several places after you saved the form.
QBE016308ReportsIf you enabled UTF-8 at the app or realm level, and you favorited a report with ASCII characters in its title, the report’s title would display incorrectly on the “My favorites and recents” page that you access through the star icon.
QBE016307Calendar reportsIf you enabled UTF-8 at the app or realm level, and you used ASCII characters in calendar report field names, the field names did not display correctly when you viewed the full report.
QBE016306ReportsIf you enabled UTF-8 at the app or realm level, report names appeared mangled on the Manage reports page.
QBE016304Chart reportsIf you enabled UTF-8 at the app or realm level and you created Axis, Series or Sort By fields that used ASCII characters in their title, then tried to build a chart report with those fields, they displayed incorrectly in Report Builder.
QBE016303Kanban reportsIf you enabled UTF-8 on an app or realm level, and you opened the Report Builder to build Kanban report with multiple-choice fields, the characters in the “Show a Group for” option would display incorrectly if the “Based On” field containedASCII characters.
QBE016301FormsWhen UTF-8 was turned on at the app level, creating a Copy Master & Detail button that used ASCII characters would produce a field name that had incorrect characters.
QBE016291EmailsIf you enabled UTF-8 on an app or realm leveI, and you created a notification, subscription or reminder and that used ASCII characters in the name field, assigned that name to an email, and saved the email, the name field would not display correctly on the email list.
QBE016289Relationship diagramWhen UTF-8 was turned on at the app level, ASCII characters did not display correctly in the relationship diagram.
QBE016286ReportsWhen UTF-8 was turned on at the app level, and you had a table that included a field with ASCII characters, created a report and looked at the color coding section in report settings, the field names in the “Assign colors to choices” option displayed incorrectly.
QBE016285Report builderWhen UTF-8 was turned on at the app or realm level, a field name with ASCII characters in a table would not display correctly in the Report Builder in the “default dynamic filters are” section.
QBE016280App settingsWhen UTF-8 was turned on at the realm level, and you used ASCII characters in a table description, the description would not display correctly when you hovered over the table in the app settings table list.
QBE016278Roles and permissionsWhen UTF-8 was turned on at the app or realm level, and the app included a role description that used ASCII characters, the description appeared correctly on the role properties page, but did not appear correctly when you hovered over the role’s name on the app roles list page.
QBE016263Home pagesWhen UTF-8 was enabled at the realm level, a home page that included accented characters in its name would appear correctly in the App DB Pages list. However, if that page was a role home page, the characters did not display correctly on the app roles list.
QBE016234Roles and permissionsIf you enabled UTF-8 at the app or realm level, and an app included a role with accented characters in its name, the characters appeared incorrectly in the Roles list, though they displayed correctly in the role dropdown in the Manage Users page.
QBE016233VariablesIf you enabled UTF-8 at the app or realm level, and the app included a variable with accented characters in the variable name and variable value, the characters did not display correctly in the variable name or value in the list of variables. They also did not display correctly when you edited the variable, though they did display correctly in a formula. Additionally, if you tried to delete a variable with a mangled character in its name, the app would indicate that the variable was deleted, but the variable would reappear when you reloaded the browser.
QBE016228TablesWhen UTF-8 was turned on at the app or realm level, and a table included a special character in its name, the app title would appear incorrectly in many places in the app. Additionally, the table would not appear in the search on tables list in app settings.
QBE016146Many locationsWhen UTF-8 was turned on at the realm level, and you created a new app with a name that included characters with accents and symbols, the characters would appear incorrectly on the My Apps page, although they appeared correct in the app and app tab. Additionally, apps with this issue did not appear in searches in the search field on the My Apps page.
QBE016191Manage My AppsWhen UTF-8 was turned on at the realm level, and you have an app with a name and description that included a mixture of ASCII characters, the characters did not display correctly in the Manage My Apps page, though they appeared correctly within the app’s name and description.
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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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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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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