7.21.24
New
Email notifications for inefficient pipelines
Starting July 23, 2024, Quickbase will be sending emails with notifications about pipelines that are not performant, not optimized, or need design refinement. We're doing this to ensure the stability and enhance the overall experience of our platform.
If you receive an email, open the link to review the pipelines and their structure. Quickbase Support is available to provide extra help and assist with things like re-designing and improving your pipelines. Our goal is to help our platform be as efficient as possible for everyone, and enable everyone to build better pipelines.
Enhancements
Improvements to Audit Logs
By July 31, 2024, we are making the following enhancements to Audit Logs:
Adds or changes to users and groups will include a link to the respective resource in the admin console.
Record events will include a link to the record.
Changes and views of reports will include a link to the report.
Operations specific only to an app or table will include a link to that app or table’s settings.
All changes will also be reflected in our Audit REST API.
We are also adding new events that identify when a builder has visited the following key application configuration pages:
App Settings Home
Table Settings Home
Field List
Form Properties
Field Properties
The new events include a link to the respective object where applicable.
Finally, we are changing how user agents are displayed. User agents previously marked as Mac OS will now appear as Macintosh. When you export Audit Log data or use the Audit Log API, you will still see the old wording.
New Admin Console Connected (ACC) table
Our admin console channel within Quickbase Sync gives you better visibility into how your Quickbase account is being used. We are adding a new table to give you details about all of the connected tables across your account. The new table will contain the following fields:
Source Table Name
Source Table ID
Source App Name
Source App ID
Source App Manager ID
Source Realm ID
Source Account ID
Destination Table Name
Destination Table ID
Destination App Name
Destination App ID
Destination App Manager ID
Destination Realm ID
Destination Account ID
Connection Name
Connection Owner ID
Last Refreshed
Data Source
This new data set will be available by August 8, 2024. Learn more about ACC tables in the help center.
Easily add images in forms and emails
Now, builders and users can paste or insert images directly into two areas:
Rich text fields on forms
Custom Email Builder
Images inserted into these locations are compressed intelligently to below 100KB each. Compression preserves as much image quality as possible. Inserted images are limited to 10MB pre-compression, and we support the following file types: jpeg, jpg, png, gif, bmp, webp, tiff. The file size of compressed images counts against the 1MB limit for rich text fields. Or, if you want to include a full-size image, you can create a files table or use the file uploader plugin.
Widget improvements for dashboards
Previewing widgets is now more accurate, making it easier to get widgets exactly how you want them.
Also, earlier this year, we made improvements to dashboards to make it easier to build and control the layout. This month, we are building on that momentum. For the latest version of dashboards, you can now:
Duplicate widgets on the same dashboard tab—Instead of manually re-adding widgets, save time and streamline your process by duplicating widgets.
Move widgets between tabs—When a widget is moved, it disappears from the original tab, and a confirmation message displays, allowing you to quickly navigate to the new tab where the widget has been placed.
Use more intuitive widget sizes with the Insert widget menu option—To ensure a consistent layout, widgets added from the Insert widget below menu option (previously called Add widget) inherit the size of the widget they are added from.
To take advantage of these improvements, upgrade to the latest version.
Improvements in Pipelines activity log
We are improving error handling in the Pipelines activity log to make it easier to identify errors that may prevent a pipeline from running. When building a pipeline, there are 2 types of errors you may see:
Transient errors are temporary and the Quickbase platform will automatically try to resolve them.
Terminal errors will cause a pipeline to stop and require troubleshooting action from you as the user.
Starting July 23, 2024, we are implementing these changes to increase error visibility and ease troubleshooting:
The error counter on the My Pipelines page will now only show terminal errors. Previously, this counter also included transient errors.
The link to view errors will now display only terminal errors.
In the activity log for all pipelines and for individual pipelines, we’ve added a new filter to allow you to view transient errors. The Failures option now only shows terminal errors.
Pipelines designer enhancements
On July 17th, we’re introducing UI performance improvements to the Pipeline designer. With these updates, the Pipeline designer loads faster and editing pipelines is smoother and easier. The designer opens by default when you access your pipelines for editing.
Improvements to Smart Builder: Build Reports with AI
Starting July 22, 2024, we’re making the following improvements:
Smart Builder generates reports 10x faster.
We've also made improvements to how audit logs display usage of this feature. Previously, audit logs would show a report view event after a report has been generated with Smart Builder. Now, you can also see that it was Smart Builder that generated the report, rather than the user.
REST API increased limit
The payload limit of the /upsert API call is increased from 25MB to 40MB.
Technical support portal redesign
Starting in early August, we will be rolling out enhancements to our support portal to simplify and improve how you create and manage cases. There will be no downtime as we roll out the new support portal, and your current and previous cases will continue to be available in the new portal.
Key updates include:
Smarter case submission—Our new case creation process will prompt you for relevant information based on the case category you select, meaning our reps will have access to the information they need to expedite your case.
Multiple Attachments—Upload multiple photos or files when you submit or update your case to give our support reps the details they need to help you with your specific issue.
Simplified Case Responses—You will now be able to respond directly to your case updates via email and it will be added directly to your case to simplify updates.
We’ll also be updating the look and feel of the portal:
More details with exact timing will be posted on our Community Portal and updated in our Release notes.
Refreshed look and feel for Create report UI
The appearance of this interface is now more consistent with other parts of the platform.
Open beta
New Navigation Updates
New accounts will have new navigation defaulted on
All accounts created on or after July 22, 2024, will have the new navigation experience turned on by default. The account level and user level controls will still be available. Learn more about the controls in the help center.
URL path change: removing .ui
When Open Beta began on May 8, 2024, new navigation brought you to a new domain in the browser URL that included a .ui subdomain (such as realm.ui.quickbase.com). This caused problems with specific Javascript features used in code pages when new navigation was on. With the July release, new navigation will move back to the same domain as old navigation (realm.quickbase.com).
Note that if you have any formula functions built using the URL format that contains .ui, we recommend updating those after the release.
Resolved issues with mixed encoding characters
New navigation caused some issues while saving or viewing data with new forms in realms or apps where the UTF-8 switch was turned off, resulting in characters displaying as a byte-code (for example, #00FB) or ? depending on the browser.
With this release, users should no longer experience issues while saving data. However, if your data contains characters with mixed encoding, we recommend using the Mixed Encoding Scanner app from Exchange to help you address the issue. Learn more about UTF-8 support
Additional page support
New navigation now supports more pages throughout the platform such as registration and user provisioning.
Data classification badge style update
To continue the improvements and modernization of our user interface, we have updated the data classification badge style within the new navigation experience.
Beta opportunities
FEATURE | DESCRIPTION | STATUS | HOW TO PARTICIPATE |
|---|---|---|---|
Document creation | Create documents like invoices, proposals, or purchase orders with the document creation capability. We’re collecting beta signups and will communicate more over the coming months. | Beta program coming soon |
View all beta opportunities in our early access app.
What’s fixed in Quickbase
ISSUE | AREA AFFECTED | DESCRIPTION | WHAT'S FIXED |
|---|---|---|---|
QBE019520 | Backup/Restore | When restoring applications, in rare cases dashboards were lost from the source and a copy was restored instead. | Dashboards are no longer lost from applications after being restored in any way. |
QBE019422 | Custom emails | We identified improvements for the time picker inputs in the custom email builder to better align with accessibility standards. | We have improved the time picker to better align with accessibility standards. Notably, users can now type in custom time. |
QBE019442 | Custom emails | When a Custom Email notification contained a form with multiple form rules to change the label of a field, the form rules were not honored after the first notification was sent. | A custom email notification containing a form with multiple form rules to change the label of a field is now always honored. |
QBE019483 | Custom emails | Deactivated or denied users in groups weren't displayed in red like other user options in the custom email builder. | Deactivated or denied users in groups are now displayed in red like other options in the custom email builder. |
QBE019400 | Custom emails | An error occurred when a list-user field was compared against the the user(s) in the field option in custom emails. | When a list-user field is used it can be compared only against the user(s) option in custom emails. |
QBE019510 | Custom emails | It was unclear how custom emails would display in a user’s inbox. | We added help text to the custom email editor to explain how emails will display in a user’s inbox. |
QBE019550 | Custom emails | Forms added to custom emails did not have labels. | We added labels to form elements in custom emails to better align with accessibility standards. |
QBE017579 | Dashboards | Summary reports did not render properly when grouped by Formula - Rich Text fields that contain HTML. | Summary reports now render properly when grouped by Rich Text fields that contain HTML. |
QBE019548 | Exchange | The scrollbar state was not being reset on reload in Exchange when the new navigation was enabled. | The scrollbar state now resets on reload in Exchange. |
QBE019376 | Forms | Links leveraging the doredirect action with the RURL() formula function in a form sometimes did not redirect to the expected location, and instead redirected to the application's home page. This behavior only occurred when new navigation was enabled. | Links leveraging the doredirect action with the RURL() formula function now redirect to the location where the link was accessed from. |
QBE019475 | Forms | Multiple choice and multi-select values possessing mixed encoding conflicts were sometimes rejected on save in forms. | Multiple choice and multi-select values possessing mixed encoding conflicts can now be saved as expected in forms. |
QBE018155 | Forms | Data was wiped or altered when interacting with date fields based on time zone settings. | Data retention and correct value entry is now ensured for both enabled and disabled time zone settings. |
QBE018967 | Forms | Field settings content overflowed outside the modal. | Field settings content now stays within the modal. |
QBE018486 | Forms | Checkbox field usage data was not properly filtered when Number of records with data was selected. | Checkbox field usage is now properly shown and filtering records correctly. |
QBE018181 | Forms | Embedded Kanban Reports in New Forms were unaligned with the mouse cursor. | Embedded Kanban reports are now properly aligned. |
QBE018951 | Forms | Multi-select fields do not respect multi-value defaults. | Multi-select fields now respect multi-value defaults. |
QBE018787 | Forms | Fields on the parent side of a relationship (like summaries, report links, and URL formulas) show an invalid relationship when reviewing a given field's usage details. | Fields on the parent side now show properly the relationship when reviewing usage details. |
QBE019412 | Forms | Rich text values in forms did not save correctly when there were mixed encoding conflicts. | Rich text values in forms now save as expected. |
QBE018517 | Forms | Phone number fields grouped with other fields in forms did not render correctly, causing multiple elements to display on the same row. | Phone number fields now display as expected. |
QBE019313 | Form rules | An error occurred when a list-user field was compared against the the user(s) in the field option. | When a list-user field is used it can be compared only against the user(s) option. |
QBE019532 | Homepage | Linking to a dashboard with multiple tabs from a homepage directed to the first tab of the dashboard, rather than the intended tab. This issue only occurred when new navigation was enabled. | Linking to a dashboard with multiple tabs now directs to the correct tab when using new navigation. |
QBE019375 | Homepage | Using Grid Edit to edit a report on a homepage did not direct back to the homepage on save when new navigation was enabled. | Grid Edit now directs back to the homepage on save. |
QBE019541 | Navigation | Navigating to a field's usage tab from the relsetprops page sometimes resulted in an error when new navigation was enabled. | An error no longer occurs when navigating to a field's usage tab from the relsetprops page. |
QBE019527 | Navigation | There were inconsistencies with user permissions through cross-app relationships when new navigation was enabled. | New navigation is no longer causing any user permission inconsistencies for cross-app relationships. |
QBE019521 | Navigation | Performing an invalid action on new navigation did not handle error messaging correctly. | A full-page error message is now shown when an invalid action is performed on new navigation. |
QBE019494 | Navigation | The search functionality inside User and List User fields did not work when new navigation was enabled. | The search functionality inside User and List User fields now works as expected. |
QBE019493 | Navigation | The SaveBeforeNavigating class in Formula - Rich Text fields caused redirect issues in forms when new navigation was enabled. | The SaveBeforeNavigating class now works as expected. |
QBE019488 | Navigation | The hover style on the close button in the table search side panel was misaligned. | The hover style is now aligned correctly. |
QBE019482 | Navigation | Long app names in new navigation caused search and custom branding to disappear. | Search and custom branding now remain in new navigation no matter the length of the app name. |
QBE019460 | Navigation | The sidebar became longer when the + New table button was clicked. | The sidebar now remains the same size when the + New table button is clicked. |
QBE019459 | Navigation | Extra space appeared at the bottom of the sidebar navigation when the top section only contained a few items. | The sidebar navigation now appears as expected regardless of the number of items in the top section. |
QBE019409 | Navigation | Redirects to tables using links without app ID information did not work, even when a valid table ID was provided. | Redirects to tables using links without app ID information now work as expected when a valid table ID is provided. |
QBE019377 | Navigation | Redirects that followed record save events sometimes resulted in a 404 error when new navigation was enabled. | Redirects that follow record save events now work as expected. |
QBE019225 | Navigation | The Start migration button was not appearing for Automations when new navigation was enabled. | The old navigation experience now shows on the Automations page instead to allow the migration to pipelines. |
QBE019474 | Navigation | Bookmarked links using the legacy navigation were not correctly redirected to the new navigation. | The new navigation now appears correctly for bookmarked links. |
QBE019567 | Navigation | When creating a new record using forms, the user was incorrectly navigated to display the record form when new navigation was enabled. | When creating a new record using forms, the user is now correctly navigated to the previous page they came from when the new navigation is enabled. |
QBE017909 | Pipelines | Editing a pipeline that was set to trigger on a specific date and time sometimes caused the pipeline to trigger when it was not supposed to. | Pipelines are now only triggered on the date and time specified. |
QBE018571 | Pipelines | Pipelines did not display tables pulled from Snowflake correctly. | Pipelines now display tables pulled from Snowflake correctly. |
QBE018910 | Pipelines | Whitespace was removed from multi-select values in Pipelines. | Whitespace in multi-select values now appears correctly in Pipelines. |
QBE019471 | Pipelines | The Procore channel value in Destroy all Budget Line Items defaulted to YES, which could have resulted in the accidental deletion of data. | The Procore channel value in Destroy all Budget Line Items now defaults to NO. |
QBE019514 | Pipelines | The activity log inside the Pipelines Designer used an incorrect URL structure, causing no activity to show. | The URL structure used for the activity log has been updated and now correctly shows pipeline activity. |
QBE019515 | Pipelines | The Account Type option in pipelines was not enforcing a selection, causing errors if a selection was not made. | The Account Type option is now pre-filled with a selection that can be updated as needed. |
QBE019516 | Pipelines | Clicking the Pipelines Details button sometimes resulted in an error when building a pipeline. | Clicking the Pipelines Details button no longer results in errors. |
QBE019534 | Reports | Previously, the first option in the create report modal was preselected. | Now, there is no preselected option when creating a report, and the Create button is disabled until the user selects an option. |
QBE19118 | Reports | Unit descriptions were not displaying in table reports. | Unit descriptions now display as expected in table reports. |
QBE019366 | Sandbox | New multiple-choice options failed to publish to forms when the sandbox feature was enabled. | New multiple-choice options now publish to forms as expected when the sandbox feature is enabled. |
QBE019535 | Sandbox | The sandbox button disappeared after creating a new table report. | The sandbox button now appears as expected. |
QBE019549 | Sandbox | The sandbox loading state persisted indefinitely when certain actions were taken. | The sandbox now loads as expected. |
QBE019453 | Users | The Remove Placeholders button on the Users page did not correctly remove placeholders from the dataset. | The Remove Placeholders button now works as expected. |
QBE019533 | Users | The Set report access popup did not automatically close on save when new navigation was enabled. | The Set report access popup now closes on save. |
Feature retirements
End of Support
Legacy Pipelines Editor
On July 22, 2024, the legacy Pipelines Editor will reach End of Support. It will later reach End of Life in September 2024.
Learn more about what's new in Pipelines Designer.
Quickbase mobile app - mobile offline feature
On July 22, 2024, the mobile offline portion of the Quickbase mobile app will reach End of Support. It will later reach End of Life in December 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.
To streamline functionality, the mobile offline capabilities of the Quickbase mobile app will be retired. FastField's advanced and robust offline mode will be the primary solution for field workers, providing superior capabilities and supporting a wider range of use cases.
Don’t have access to FastField yet? You can start a free trial today.