Quickbase Platform Release Notes

Release date: 2.25.24

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

Enhancements

Apps created with Smart Builder

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

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

Improved keyboard navigation in Pipelines Designer

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

Pipelines: show/hide password input

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

Faster pipeline loading time

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

Better experience in the My preferences page in Pipelines

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

FastField Pipelines channel: new authentication method and fields

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

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

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

Improved error messages on new Forms

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

Exchange (beta)

Dedicated sandbox support for formula installation

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

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

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

Open beta

FastField integration upgrades

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

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

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

New email-building experience

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

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

Beta opportunities

What’s fixed in Quickbase

Feature retirements

End of Sale

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

Quickbase mobile app – mobile offline feature

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

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

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

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

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

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

1.21.24

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

Enhancements

Expanded capabilities of generative AI reports in Smart Builder

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

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

Additional field types added to apps created with Smart Builder

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

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

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

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

Pipelines field usage

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

Quickly view step summaries in Pipelines Designer

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

Disabling application webhooks

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

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

User token hashing available for Business plan

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

Platform Analytics API improvements

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

New field available in Admin Console connected table for Access

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

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

Additional confirmation when adding encryption keys

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

Open beta

Formula checker

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

Beta programs

New email-building experience

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

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

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

Tighter FastField integration

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

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

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

Beta opportunities

What’s fixed in Quickbase

12.17.23

Contents

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

Enhancements

AI Smart Builder (Beta) enhancements

Enhanced Reports Generated by AI

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

Audit Log enhancements

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

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

Optimized app creation

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

Exchange (Beta) enhancements

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

New resource cards

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

Enhancements to formula installation

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

Advanced Data Encryption – key authorization via AWS

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

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

FastField integration – support for multiple photos

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

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

RESTful API – retiring legacy HTTP headers

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

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

Forms updates

Save options

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

Pinned section updates

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

Field properties tab automatically closes

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

Coming soon: embedded reports updates

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

New fields available in Admin Console connected tables for Users

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

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

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

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

Visit our help center to learn more about this capability.

Performance Analyzer updates

Update results

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

For more information, see Analyzing performance of apps.

Performance Management Updates

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

Formula checker (in Open Beta)

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

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

In field properties, select the Formula checker button

Pipelines Designer updates

Pipelines Designer now remembers your last used connections for each channel

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

Pipeline channels and connections updates

Pipelines Outlook channel – working with shared mailboxes

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

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

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

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

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

Pipelines Outlook channel Reply to an Email step

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

Pipelines Amazon AWS S3 channel enhancements

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

Pipelines Webhooks, CSV, JSON Handler channels enhancements

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

Pipelines – when cross-realm connections are forbidden

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

View Pipelines Step Runs in Platform Analytics

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

Open Beta

What’s fixed in Quickbase

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

End of Support

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

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

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

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

11.12.23

Contents

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

New

New API for SAML Token Exchange

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

Enhancements

Improvement to the Fastfield and Quickbase Integration

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

Performance Analyzer updates

API_GenResultsTableis now handled in the performance analyzer.

New Fields available in Admin Console connected tables for Apps

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

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

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

Updates to Connection Central for Quickbase Sync

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

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

Quickbase Sync SFTP Connections – ending support for SHA-1

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

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

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

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

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

Platform Analytics integration reads reporting optimized

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

Increased payload size in RESTful API

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

Added Generative AI Control to Admin Console

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

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

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

AI Smart Builder (Beta) enhancements

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

Improvements to the Create App Wizard

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

Improvements to App Creation and Sample Data

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

Report enhancements

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

Exchange (Beta) Enhancements

Jinja Snippets

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

Image Carousel

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

User Permissions for Enterprise Customers

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

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

Support for Community Contributions

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

Super Users

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

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

End of Support

iCal fields

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

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

vCard fields

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

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

What’s fixed in Quickbase

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

10.15.23

Contents

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

New

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

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

Pipelines Designer GA October 16

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

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

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

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

Enhancements made in Pipelines Designer

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

New Activity tab

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

UI Performance improvements with field selection in Pipelines Designer

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

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

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

Change your Pipeline Title inline

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

Enhancements

Forms updates

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

Duplicate record

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

Spacing options

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

Change value using a formula

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

Form rules inside the form builder panel

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

Keyboard shortcuts

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

Excel import limit

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

Table size alert email

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

Solution Versioning improvements

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

Beta opportunities

What’s fixed in Quickbase

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

9.17.23

Contents

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

New

Fastfield — Dispatch Tasks from Pipelines

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

Pipelines — Use static IP addresses for outgoing pipelines

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

Simplified authentication for the Quickbase channel

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

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

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

Optimized paths to Pipelines Designer or Legacy Pipelines Builder

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

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

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

Enhancements

Embedding forms

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

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

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

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

Enhancements to auto-generated forms

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

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

Connected tables (Quickbase Sync) are part of Connection Central

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

Pipelines – Tag limits increased

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

Table reports remember your page when navigating back

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

Beta opportunities

Data Analyzer

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

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

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

Outcome suggestions – General Information:

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

To build your first ML model with Data Analyzer:

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

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

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

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

For extensive information, see Data Analyzer.

Build an app with next-gen Smart Builder

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

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

Provide your

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

Smart Builder, through Generative AI, will determine the

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

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

General Information:

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

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

What’s fixed in Quickbase

8.20.23

Contents

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

Enhancements

Forms updates

Apply form rules on report and rich text components

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

Form rules validation for missing information

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

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

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

Revision history for file attachments

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

Other Forms updates

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

Solution management

Solutions permission model expansion: Super users included

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

Solution Versioning: New forms now included

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

Mobile Dashboards updates

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

Applied filters displayed on the Dashboard canvas

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

Scan a QR or barcode in the search widget

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

Pipelines Copy Records

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

Beta opportunities

What’s fixed in Quickbase

7.23.23

Contents

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

New

Quickbase acquires Fastfield

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

Beta

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

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

Generally available

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

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

Enhancements

Performance update

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

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

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

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

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

Forms updates

New ways to add related data

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

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

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

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

Copy forms

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

Select all fields

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

Updates to tab width

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

Report actions for embedded table and timeline reports

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

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

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

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

Showing conflict between form rules

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

Enhanced otherwise section for form rules

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

Mobile dashboard enhancements

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

Pull to refresh

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

Rich Text height mapping changes

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

Read more in Add a rich text widget.

Deep links to a mobile dashboard are now supported

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

Monthly scheduled refreshes for connected tables (Quickbase Sync)

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

User registration link expiration time setting

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

Solutions Versioning updates

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

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

Beta opportunities

A new Quickbase Exchange experience

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

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

During this beta program, you can:

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

What’s fixed in Quickbase

5.21.23

Contents

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

New

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

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

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

Invoices from before August 2022 can be directly accessed

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

For more details see View billing invoices.

File Manager: Drag and Drop Multiple Files at Once

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

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

Enhancements

Access Procore Change events from Quickbase

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

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

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

Quickbooks

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

Beta opportunities

What’s fixed in Quickbase

4.23.23

Contents

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

New

Snowflake channel in Pipelines

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

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

See our Snowflake channel help page for more information.

Gmail channel in Pipelines

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

See our Gmail channel help page for more information.

Enhancements

Restrict certain methods of sharing data between apps

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

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

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

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

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

See our Quickbase channel help page for more information.

Summary field caching

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

See Creating a summary field for more information.

Control Quickbase Sync connections to an app

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

Updates to the default notification

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

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

Gantt Enhancements

These enhancements have been added in this release.

Users & Resources Table.

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

Select multiple tasks and create or remove dependencies.

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

Beta opportunities

What’s fixed in Quickbase

3.26.23

Contents

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

New

Restrict outside realms from making Quickbase Sync connections

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

Enhancements

Pipelines now trigger up to 5x faster

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

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

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

Reliability improvements in Pipelines

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

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

Microsoft Outlook channel in Pipelines: Reply to email thread

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

Increase the limit for uploading file attachments in OneDrive and SharePoint

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

Dashboard performance improvements

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

Creating report subscriptions for table reports

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

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

Change to embedded report links across apps

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

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

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

User tokens and app tokens

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

Create and manage custom searches with the Sensitive Data Scanner

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

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

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

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

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

Read more information Sensitive Data Scanner.

Beta opportunities

Announcing Forms Beta

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

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

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

What’s fixed in Quickbase

Contents

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

Enhancements

Scrolling navigation in report builder

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

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

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

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

Longer runtime for performance insights

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

Performance improvements for key fields

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

Increased user token limit per user

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

Audit logs: Increased limits for data change logs

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

Change to embedded report links across apps

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

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

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

New formula functions for working with dates

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

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

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

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

 ToFormattedText(April 14, 2020, "ISO8601")

ToFormattedText([datetime], "ISO8601")

ToTimestamp([numeric])

ToDate([numeric])

ToUnixTime([datetime])

ToUnixTime(April 14, 2020)

Favoriting table reports

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

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

Access Procore purchase orders from Quickbase

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

RESTful API upgrades

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

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

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

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

Beta opportunities

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

What’s fixed in Quickbase

Contents

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

New

Smart builder table and field recommendations

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

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

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

Pipelines: Snowflake channel now available

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

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

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

GetRecordByUniqueField() formula function

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

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

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

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

Learn more in our Formula Queries help article.

Restrict Pipelines connections outside of a realm

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

Enhancements

Pipeline activity log date/time filter

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

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

New tooltip on the Permissions page

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

Improvements to Performance Insights

We’ve added new insights that cover:

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

We also made a few other updates:

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

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

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

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

Beta opportunities

What’s fixed in Quickbase

Contents

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

New

Pipelines packaging updates and access to more channels

Pipelines channel management improvements

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

Admin Console — Pipelines tab

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

Admin Console — Permissions tab

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

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

If you turn off a channel in the Admin Console:

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

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

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

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

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

Autodesk channel in Pipelines

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

Realm admin view of Pipelines

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

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

Enhancements

Pipelines Outlook Channel: Reading from Shared Mailbox

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

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

New report builder panel: Styling update

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

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

New charts: Report caching support

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

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

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

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

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

Beta opportunities

Retirements

Automations not reaching End of Life in January 2023

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

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

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

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

Quickbase Sync Zuora Connector is now End of Life

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

What’s fixed in Quickbase

Contents

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

New

Connection central

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

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

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

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

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

Performance insights

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

Pipelines

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

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

For more information see the About Channels help article.

Enhancements

Quickbase Sync: Enhanced details for connected tables using Quickbase connections

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

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

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

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

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

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

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

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

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

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

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

Performance improvements for table report style

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

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

Gauge charts use the new style

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

Beta opportunities

What’s fixed in Quickbase

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

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

Contents

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

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):

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

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.

Contents

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

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

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.

Contents

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

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

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.

Contents

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

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

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.

Contents

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

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

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.

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.

Contents

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

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

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.

Contents

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

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

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.

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.

Contents

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

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

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.

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.

Contents

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

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.

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

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.

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.

Contents

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

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

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.

Contents

• New
• Enhancements
• Pipelines enhancements
• Open beta
• Beta opportunities
• What’s fixed in Quickbase

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

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.

Contents

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

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

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.

Contents

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

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

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.

Contents

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

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.

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.

Contents

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

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 bubble, funnel, 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:

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.