July 2018 Release NotesWe’re excited to announce the release of our new Kanban reports. These drag-and-drop card views will keep your teams focused by helping them visualize their work and the progress of their projects. We’ve also enhanced Quick Base Automations with raised limits, improved usability, and better tracking. And for realm/account admins, we have customer-managed realm-specific encryption keys and an updated Manage Apps page on the Admin Console. SPOTLIGHT Yes, we Kanban Teams can manage their day-to-day work and projects more efficiently with our new Kanban drag-and-drop card views. You can view, update, and share progress across teams and resources. For the estimated 65% of people who are visual learners, Kanban reports make viewing and tracking tasks through completion easy and customizable. What’s Kanban? If you’ve ever moved sticky notes around to track progress on a project, you’re familiar with this work management approach. Derived from the Japanese word for “card” or “visual signal,” Kanban reports present a quick visual means of understanding and grouping what’s relevant. Because Kanban reports are generated from a single-select multiple-choice field, there’s a lot of flexibility in defining what’s actionable for your team. For instance, a sales team can view a Kanban report to track opportunities through a pipeline. An IT team might use a Kanban report to track tickets by status. And hiring managers might sort candidates by priority and interview stage. (For other use cases, check out our Kanban blog post.) Moving a card from one column to another updates the value in the field on which the report is based. As shown above, when a job candidate successfully moves through the hiring pipeline, the Status field changes from “Phone Screen” to “Manager Interview.” The values on the card are updated after every drag, including color coding on the card, reevaluating formulas, and rechecking permissions and report filtering. So, if you build a report that filters out cards in the “Done” status, when you drag a card to the done column, it will disappear. Beyond dragging cards between columns, app builders can enable manual ordering on a table. When turned on, cards can be organized vertically in each column. If you want to communicate that the candidate Anna Raven should be contacted before the candidate Remy LeBeau, just drag her card to the top of the column. Customer-managed realm-specific encryption keys Last month, we released the capability to encrypt proprietary data with realm-specific encryption keys. Now, we’re giving customers the ability to manage their own encryption keys. Customers who subscribe to this feature can rotate realm-specific encryption keys on their own schedule. Quick Base currently encrypts all customer data at rest at the application layer using a AES 256 key, which is shared between multiple customers. As customers continue to store more data within Quick Base, realm-specific encryption keys provide an additional means to ensure the privacy and confidentiality of that data. To set up realm-specific encryption keys for your organization, please open a support case. Quick Base Automations enhancements In June and July, we made numerous enhancements to our new Quick Base Automations feature, including raising limits, improving usability, and improving tracking and managing. Raised limits: We raised the limit of automations in an app from 10 to 100. Improved usability: We’ve optimized the time to create Actions that add related records. When building a delete record Action, users will now be given the option of deleting related records using the same interaction as adding and modifying records. Improved tracking and managing: Our list of automations now show which app admin is the owner of an automation. We optimized the page loading time for the Automations List page. App admins can now delete an automation owned by another user without first editing the automation. In addition, users who edit an automation owned by another user are notified that they will be the new owner of the automation and it will run with their permissions. More: About Quick Base Automations help article. Working with Automations course in Quick Base University. Turbo-charging Your App with Quick Base Automations and Q2 Product Release Webinar 2018 (featuring Automations) webinars. Improved Manage Apps page in the Admin Console We’re releasing in Beta this month a new user interface that makes it easier for admins to Manage Apps. The new page includes the functionality to view and download a list of apps, and drill down to an apps page for more detail, plus: Improved search Improved performance A column to flag whether an app is open to everyone on the internet A column that counts the number of groups invited to the app The re-designed Manage Apps page is the first step in aligning our realm-level Manage Apps page with our new design and product vision. COMING SOON: Early access features We currently have the following early access features available: Create a table-to-table relationship A new, streamlined way to build table-to-table relationships, with guidance to help you connect your tables more easily. To participate, please fill out our sign-up form: New Relationship Builder Early Access Identity management New identity management integration capabilities are available in Quick Base. We are working on features using the standard System for Cross-domain Identity Management (SCIM) specification to allow you to sync Quick Base with common identity managers popular across cloud applications and services, such as Okta, Ping, and OneLogin. To participate, please open a support case. ALSO IN THIS RELEASE We added functionality to the button to convert old home pages. As an app builder, you’ll be able to select multiple old home pages to convert at once. Also, we’ll reassign any roles to use the newly converted version of the page. If you have a large number of old home pages in your account, you can reach out to your Customer Success Manager for information on which ones have been used since the last release. WHAT’S FIXED IN QUICK BASE? We continue to focus on quality. Below are the issues we fixed this month. Note: Platform security, billing changes, back-end tooling, and performance are all ongoing commitments. Each release may include changes in these areas. Issue ID Description QBE012585 We fixed an issue with page loading of report builder pages for tables with a large number of fields. QBE012602 We fixed an issue with deleting criteria for modifying records with an automation. QBE012615 We fixed an issue in Quick Base Automations where if you edit the name of a field or add a new field to the table used in your trigger, the values from those edited or added fields would not properly copy into the actions in your automation. If you are experiencing this issue with an automation you previously created, open the automation and click Save and Close.
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