May 2018 Release NotesIt’s springtime, and we’ve taken a great leap toward simplifying the Quick Base experience for app builders and end users alike. We’re spotlighting features that make it easier for you to: Build powerful apps with Quick Base Automations Find the app you need with a new My Apps page Find data for your reports with Report Builder enhancements Also for admins, the May release features new use cases for audit logs, improved navigation for the Admin Console, and realm-level visibility into user tokens. Quick Base Automations, the new my Apps page, and a new create an app flow will all be available on Monday, May 21, 2018. The rest of the features and fixes listed in these release notes will be available starting May 20, 2018. SPOTLIGHT Power up your workflows with Quick Base Automations Quick Base Automations gives you the power to run your unique processes accurately and reliably day after day. Automate your processes without writing code so you can spend less time on low-value tasks, and more time on work that matters. An automation is a set of rules you define to automatically perform actions. Automations reduce repetitive steps, replace manual processes, and ensure clean data. Each automation has one trigger. The trigger is what starts your automation. Each automation can include multiple actions that happen in a specific order. Your trigger sets these actions in motion. An action can add, modify, or delete records, or run a table import. You can add power to your automations by easily pulling in data from your trigger or previous actions. For example, in a project management app, the trigger might be your team member adding a new project to the Projects table. Your two automation actions add two new tasks to the Tasks table. You can set up your automation to retrieve Project Manager Sophie Chau’s name and add it to the Assigned to field for those new tasks. Many customers have tested automations in early access and we have enhanced the feature based on feedback. Automations now includes: An improved design for the main automations workflow An improved user experience for working with related records An improved user experience for working with tables that contain a large number of fields And following soon after the May release, you’ll be able to run automations on a regular daily, weekly, or monthly basis to match your workflow. For more information about how this feature works, consult our documentation or view our training. Find and Create Apps More Easily with New My Apps page With our May release, you’ll begin your day in Quick Base with a completely redesigned My Apps page. It features much of the same functionality as the current My Apps, but with a with a cleaner, more modern look and customizable app icons. My Apps also simplifies how you create a new app from scratch and you can now choose the app icon and color. Note: To access the old experience, click Use original experience. You can click Try new experience to return to the new my Apps page. When creating a new app, you can choose from a set of colors, or enter your own hex value. To change the icon and color for an existing app, click Settings from the app home page. Your newly-created app now gets you started with how to add your first table. Once you add at least one table, your app prompts you to customize home pages, with a short demonstration video included. Save time with report builder enhancements Find the fields you need more easily with our improved report builder. If you're grappling with large data sets, our new searchable field pickers will save you time. When you create a chart, calendar, timeline, or other report, you can get a filtered list of field types and field names in the builder as you type in any dropdown. For example, if you're searching for the field "Actual Start Date," typing in "Date" will get you a filtered list of all field names that include "Date" along with any Date or Date/Time fields on your table We've also simplified the experience of setting up your report to make it clearer where your report will appear and who can see it. There's now a section called reports and charts panel that guides you through creating a viewable link to your report for certain roles. You can also select which roles in your app can view this report or chart. Note: Admins can still see all your reports by accessing Table Settings. Advanced search form We've also brought our new searchable field picker to the advanced search form which is displayed on Table Home pages with very large datasets. New use cases for audit logs now available This month, we've enhanced Audit Logs with the following new types of use cases: App and table search App and table home page access Report access User token create, delete, activate / deactivate History of log-out Audit logs help ensure you meet your organization’s security standards and corporate compliance policies. By default, audit logs have 6 months of data retention. Retention packages will be available for 1, 3, and 7 years. Admins can view the last 90 days of audit log information in the user interface and download the rest. Access Audit logs in in the left-hand navigation bar of the admin console. Realm-level visibility into user tokens Platform and Unlimited plans only Platform admins will now be able to view a list of all user tokens with information including the user token’s name and which apps they are used in. Improved navigation for the Admin Console Our Admin Console has a new streamlined look and improved navigation for some of the main pages, including Account Summary and Groups. Links previously in a side bar to the left now appear in the upper right-hand More menu. The Groups page also now features a +New Group button in the upper right. Updated Zapier Connector: Beta continues with May 31 roll out In February, we launched our Beta for an updated Zapier connector to enable more powerful and secure integrations connecting Quick Base with over 1,000 cloud apps. On May 31, 2018, we will launch this new connector. The connector will enable you to automate your exact workflows without writing code. Examples include automatically Creating a new record in Quick Base when someone completes a Typeform survey Adding a new event to your Google Calendar when a record is added to Quick Base Catching a data set via a webhook and insert it into Quick Base as a record Some of the improvements we have implemented include: A better “New Record” trigger that lets you specify which records should set a Zap in motion. The improved trigger reduces the number of Zaps that have to run. An improved search with more detailed criteria for finding records An improved process for Find and Update or Create User token support that makes integrations more secure and easier to maintain
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