Quickbase February 2024 Release Notes

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Release date: 2.25.24

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. 

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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.

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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).

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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 created, updated, or deleted

  • Show up in logging and tracking when sent out

  • Include more widgets, like new forms, reports, and charts 

Beta opportunities

FEATURE

DESCRIPTION

STATUS

HOW TO PARTICIPATE

FastField

Expanded sign-on, access, and data integration

Closed beta

Sign up in our early access app.

New navigation 

We're redesigning Quickbase navigation to make it easier than ever to get around. Join us to help shape the future look and feel of the platform! 

Closed beta

Sign up in our early access app

New summary reports 

We're thrilled to introduce the modernization of our summary reports!

What to expect:

  • Streamlined navigation: Say goodbye to complexity! Our enhanced summary reports promise streamlined navigation, making it easier than ever to find and analyze your data.

  • Report Builder panel: Enjoy a consistent interaction across various report types with our unified panel experience. This ensures a seamless and cohesive user journey, regardless of the report you're working on.

Closed beta

Sign up in our early access app.

What's fixed in Quickbase

ISSUE 

AREA AFFECTED

WHAT WAS BROKEN

WHAT WE FIXED 

QBE018882 

Pipelines 

Specific inputs in the "Create Record" and “Quickbase Trigger” steps caused the entire Pipeline interface to blank out. 

The Pipelines Designer page will not go blank when step filters are affected.  

QBE017941 

Pipelines 

SharePoint channel: Adding or updating a value for a Yes/No field type caused an error. 

  The Yes/No field type now works correctly. 

QBE018812

Pipelines

SharePoint channel: The path and web_url property values for Microsft file types would result in a format inconsistent with the other file types.

SharePoint file types return consistent property values for all file types.

QBE018771 

Pipelines 

FastField channel: Project field data was not populating in the FastField mobile app under Additional Fields. 

Project field data now appears correctly. 

QBE018850 

Pipelines

When using the Realm Default Account token with the Copy Records step, it would give transient errors and not copy records. 

The Realm Default Account token can now be used in Copy Records steps successfully. 

QBE018770 

Forms 

If there are three multi-select fields on a given form, each having three or more selections, hovering the +N text would result in all three selections’ tooltips being displayed at once. 

Selections in multi-select fields now display tooltips correctly. 

QBE018772 

Forms 

If selecting more than one option from a multi-select field, users needed to re-expand the dropdown between each selection. 

Users can now select more than one option without needing to re-expand the dropdown for each new selection.

QBE018730 

Forms 

The address field was not displaying the international format correctly. 

The international format in the address field now displays correctly. 

QBE018773 

Forms 

Multi-select field values could not be unselected with a mouse when the dropdown is open. 

You can now remove selected elements from the multi-select field even when the dropdown is open. 

QBE018775

Forms

Embedded reports would not scroll horizontally when the "Show toolbar" form setting was disabled. 

Embedded reports now scroll horizontally when "Show toolbar" is disabled.

QBE018903

Forms

Embedded reports hid subsets of data when the "Show toolbar" form setting was disabled.

Embedded reports don't hide report data now when "Show toolbar" is disabled.

QBE018832

Forms

Clicking the Save button multiple times would create duplicate records.

Clicking Save multiple times does not result in duplicate records.

QBE018545 

Reports 

In certain circumstances, accessing a link to a report in another app would result in an error message.

  Accessing these links properly navigates to the report and no longer displays an error 

QBE018867

Dashboards 

Button text (which was always white) was beyond acceptable color contrast ratios and difficult to read with certain background colors. 

Button text on dashboards correctly flips to the white or black version depending on how dark or light the button background color is. 

QBE018853

Quickbase Sync

An Admin Console connected table for Access would fail to refresh if an app had been shared with a domain. 

The Access table now refreshes successfully. 

QBE018851 

Quickbase Sync 

A Super User who has not been explicitly added to an app in an admin role should not be allowed to start the creation of a connected table. 

The option for creating a connected table is hidden from Super Users who have not been added to the app in an admin role.  

QBE018956

Apps

When copying an app with file attachments over 75MB, a misleading error message appeared.

The correct error message appears—attributing the failure to exceeding the file attachment limit.

  

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.