Quickbase December 2022 release notes

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12.11.22

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

FEATURE

DESCRIPTION

STATUS

HOW TO PARTICIPATE

Sensitive data scanner

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

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

Beta

Join the waitlist in our beta registration app

Gantt Plugin

App admins on Enterprise and Business plans can add the fully interactive Gantt Plugin to their Quickbase apps. The Gantt Plugin includes the following features:

  • Fully interactive interface to manage all tasks and resources for a single project

  • Support for all 4 dependency types (SS, SF, FS, FF)

  • Task > Sub-task hierarchy

  • Critical path

  • Baselines

  • Auto-scheduling

  • Resource management

  • Zoom in/out, full screen, undo/redo

  • Export to excel

Beta

Join the waitlist in our beta registration app

What’s fixed in Quickbase

ISSUE

AREA AFFECTED

WHAT WAS BROKEN

WHAT WE FIXED

QBE017428

Pipelines

If you attempted to reference a field named “Table” when creating or updating a Quickbase record via a pipeline, the pipeline would automatically add the table ID for the table referenced in that pipeline step into that field. This could lead to migration failure.

The pipeline no longer automatically adds the table ID.

QBE014160

Quickbase Sync

Quickbase did not deal well with QuickBooks bundles in line items. Instead of listing the bundle and/or all of its components in the line items, we only included the last component in the bundle.

We added support for bundles for connected tables for QuickBooks Estimate, Invoice, RefundReceipt, and SalesReceipt. If a line item is a bundle, you will now get the bundle’s name and information instead of the name and information of the last component in the bundle.

QBE017199

Native Mobile App

When you tapped on the directions icon on a map report in the Android mobile app, the default maps app opened, but the address listed in the field was not displayed.

Users will now be navigated to the default map app and the address will be displayed on the map for directions.

QBE017505

Native Mobile App

When you tapped on an address field in the iOS mobile app or tapped on the directions icon in the map report, the default maps app opened, but the address listed in the field was not displayed.

Users will now be navigated to the default map app and the address will be displayed on the map for directions.

QBE017409

Reports

When rich text fields contained large images, grid edit on table reports would not load and users would see a blank page.

Grid edit will now work, even when the report includes a rich text field with large images.

QBE017437

Table reports

When searching a new table report, users might have seen incorrect totals and averages. This happened if they searched the report before it had fully loaded, usually on quick subsequent searches.

Users will now see correct totals and averages.

QBE017514

Table reports

If users added a filter to the report that made the first group on the report change to a different group, the totals would not update unless you collapsed and reopened the group.

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

Users will now see the correct totals when they filter, without needing to collapse and reopen the group.