June 2018 Release Notes

The Quick Base June release delivers on our commitment to enterprise security and governance, with new controls that help you comply with your organization’s security standards and corporate policies, including: Audit logs (summary of data changes) Realm-specific encryption keys Special characters for passwords In addition, our new Automations feature already has more enhancements, and the new My Apps page becomes your default experience. The June release of Quick Base, including the features and fixes listed in these release notes, is available starting Sunday, June 24, 2018. SPOTLIGHT New use case for audit logs Audit logs help ensure you meet your organization’s security standards and corporate compliance policies. This month, our next phase of enhancements to audit logs include when records are created, modified or deleted. For example: These enhancements are in addition to the existing logs showing when records are read. In a future phase, audit logs will include payload information for record changes. Audit logs are included with Platform and Unlimited plans with 6 months data retention and available as an add-on for Premier plans. Data retention is the continued storage of an organization’s data for compliance or business reasons. Admins can view and download audit log information in 7-day increments. A total of 90 days of activity is available. Retention packages for your account are available for 1, 3, and 7 years. Access audit logs in the left-hand navigation bar of the Admin Console. Realm-specific encryption keys 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, they need to ensure the privacy and confidentiality of that data. The June release now includes capabilities to encrypt proprietary data with realm-specific keys. To set up encryption keys for your organization, please open a support case. Schedule your Quick Base Automations Now Quick Base Automations is more powerful and more convenient with our new trigger type: schedule. You can easily set up your automation to run on a set daily, weekly, or monthly schedule. Choose on a schedule as your trigger type, then select the frequency. For weekly or monthly schedules, select which days your automation will run. For example, you could update your budget reports on the first and last day of every month. We’ve also made the following improvements to automations: Made the modify related records action easier to use. Added the automations owner to the Automations List page. Improved the sort order of the Automations List page and the select criteria drop-downs on the Trigger page. These now display alphabetically. Moved the Comments section (formerly called notes) to the bottom of the left-hand navigation bar. Updated the labeling on the run table-to-table import action page to improve usability. Require special characters for passwords When setting the policy for password requirements, realm administrators now have an option to require the use of special characters. When a user creates or changes a password, the new password requires at least one standard special character. A space is also an acceptable special character. Last sign-in date and time message A message now appears notifying users of the last date and time of sign-in to Quick Base. The message appears each time a user signs in to Quick Base. The date and time reflect the user’s local settings. New My Apps page With our May 2018 release, we let you try out our new My Apps page. The feedback we have received so far has been overwhelmingly positive, so with our June 2018 release, the new My Apps page will become the default experience for users. The new My Apps page enables users to do everything they could with the previous experience, but with a simplified, modernized look and feel. Users will still be able to use the previous (original) experience if they choose to do so, by clicking Use original experience in the upper right of the My Apps page: COMING SOON Create a table-to-table relationship Coming soon, we have an early access opportunity available to try out 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 We have an early access opportunity to new identity management integration capabilities 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. Kanban reports We’re extending early access to our popular Kanban reports, which show your fields as sorted, draggable cards in columns. With this release, those in early access can now Select which card groups to display on reports, up to 10 groups Display more field types on Kanban cards, including rich text, phone numbers, users, and URLs Also, moving a card from one column to another automatically updates that card, including color coding on the card, re-evaluating formulas, and re-checking permissions and report filtering. For example, if a user doesn’t have edit permissions for tickets with a status of “Done,” after dragging the card to the Done group, the card can no longer be dragged. If you are interested in this feature, please open a support case. ALSO IN THIS RELEASE When viewing user tokens on the Admin Console, there is a new Export CSV option available. API_DoQuery has a new optional parameter, useFids, which specifies that the IDs of each field should be used for the field tags in the record aggregate, instead of field names, when fmt is not specified for the request. The field tags will match those in the structured response. When setting criteria, users will see more type-ahead field pickers, including in email notifications, custom permissions for roles, and triggering Webhooks and Actions. We upgraded the Box SDK we use for Box connections to use TLS 1.2. Box is removing support for TLS 1.0. NEW RESOURCES Quick Base University Quick Base Certification We’re happy to announce that your Quick Base subscription now includes a complimentary certification exam registration through the end of 2018. Use the promo code qbcert when you register. You have the choice of two certifications: App Builder and Expert Builder. You can find certification details on Quick Base University. New and Updated eLearning Courses EF04: Quick Base EMPOWER2018 – Recordings of some of the most popular sessions delivered during the EMPOWER2018 conference, held in Austin, TX, June 4-7, 2018. Quick Base University Curriculum App – A new View Learning Curriculum link has been added to the Quick Base University home page. This offers a complete view of our entire curriculum in a Quick Base University Curriculum app. The app provides an overview of our entire eLearning course offering with direct links to each series, course, and lesson. II17: Working with Automations – This course will be updated (available June 25) to cover new features including scheduling and actions to modify or delete records. Q02: 2018 Continuing Education – Q2 – Presents key product features released in Q2, including an overview of the benefits as well as step-by-step instruction for use. Note: If you have 2018 certification, you are required to complete these quarterly courses to automatically receive the 2019 Certification. (Available June 30.) 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 QBE011931 Fixed an issue where custom fields could cause Zendesk connections to fail with an internal server error for an input string. QBE012483 Corrects a display issue with the Admin Console navigation menu for certain types of accounts. QBE012494 Clicking “Favorite” on a report did not work if the app header color was changed to a light color background, so that the Show Favorite Reports icon appeared as black instead of white. This has been fixed. QBE012502 Restores the view choice "Users in my role" when saving a new report. QBE012512 Advanced search for tables was not working correctly in some browsers. This has been fixed. QBE012534 Fixes an issue with built-in fields displaying duplicate “date modified” information. QBE012550 For some apps with an existing home page, a message appeared prompting creation of a home page. This issue has been fixed. The June release of Quick Base, including the features and fixes listed in these release notes, is available starting Sunday, June 24, 2018.

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