Quickbase September 2023 Release Notes

9.17.23

Contents

• New
• Enhancements
• Beta opportunities
• What’s fixed in Quickbase

New

Fastfield — Dispatch Tasks from Pipelines

As part of the Fastfield integration, you can dispatch a task/form using our new Pipelines channel and it can also be recalled. This capability will be released to all customers, in open beta, on September 29th.

Pipelines — Use static IP addresses for outgoing pipelines

If you are on the Enterprise plan you can now use static IP addresses for any outgoing pipelines. This means that all outbound pipelines calls for all Pipeline channels will always come from the same IP addresses. This adds an additional layer of security to your integrations because you can add the IP addresses to the allow lists of other cloud-based software. For more information see IP Policies.

Simplified authentication for the Quickbase channel

Pipeline builders can now use simplified authentication with the Quickbase channel. This new capability streamlines and secures the process of connecting to Quickbase apps as you can use a default pre-provisioned user account for the realm that respects the user access level, instead of creating and managing user tokens for the apps they want to automate and integrate with. Any existing pipelines will continue to run using the tokens they were assigned originally unless manually changed.

For more information about the new authentication options, see Simplified Authentication in our help center.

We'll be releasing this change in stages. Use this list to help you know when it will be available in your account. Note: These dates are subject to change.

Optimized paths to Pipelines Designer or Legacy Pipelines Builder

We've revamped and simplified the pipeline design process which minimizes the number of steps you'll need to access either the Pipelines Designer or the Legacy Pipelines Builder.

When you click Create pipeline, a dialog appears, prompting you to confirm your preferred version.

In the action bar, you can change the name of your pipeline or add a description.

Enhancements

Embedding forms

Many of our builders need to expose a form to their users outside of the context of a Quickbase app. We’re improving this pattern in our new form experience. While building a form, you can click on the ‘Share’ icon to easily copy a URL that will direct users to a form without the Quickbase navigation elements.

You can choose to direct their users to a particular page after the record is submitted. The options are:

• Viewing record: shows the record just submitted in View mode
• Show confirmation message: shows a default confirmation message
• Redirect to a URL: will open the specified URL after the record is submitted
• Add another: reloads the form and allows the user to submit another record

We’ve supplied sample code so you can quickly embed a form in a Quickbase code page or external site. While you can achieve the same result using an ifv URL parameter, this makes it easier to organize links and embed forms. 

Enhancements to auto-generated forms

We’ve updated how components and fields that are generated at the time relationships are created to appear on forms to help our users get started more quickly. When a relationship between two tables is built we:

• Create a new section at the bottom of the form
• Add a report component using the Report link field that’s automatically generated

Connected tables (Quickbase Sync) are part of Connection Central

Connection Central helps app builders understand how their apps are integrated, by displaying a list of pipelines connected to the app. Now we are making it even easier to understand how your apps are integrated, by adding connected tables (created with Quickbase Sync) to Connection Central. It will show app admins which tables in their app are being used as the source of a connected table, where the connected table resides, who owns the connection, and when the connected table was last refreshed. 

Pipelines - Tag limits increased

You can add tags to each pipeline when you create them or edit them. You can now create up to 100 tags, and each pipeline can have up to 30 tags associated with it.

Table reports remember your page when navigating back

Table reports will remember the page you were on if you navigate back using your browser’s back button, the “return” option from new forms, or a redirect parameter in a formula URL button.

Beta opportunities

Data Analyzer

Data Analyzer (DA) is the latest Quickbase’s AI Machine Learning (ML) feature that provides you with trends and insights for your data. You can also deploy the ML model to predict the outcome in new and existing records.

An example use case: Based on historical sales data, DA can identify major trends and can provide win/loss probability for currently open opportunities.

Also, app admins can access “Outcome Suggestions” on the app dashboard, which give ideas on how Data Analyzer can help with improving the business process that the application is managing.

Outcome suggestions - General Information:

• Outcome suggestions results are based on the app schema (table and field names and app and table descriptions) combined with Generative AI. 
• Outcome suggestions can be triggered by app admins only.
• This capability is currently only available for realms hosted in the United States for Business and Enterprise plans.
• Admins may opt-out realm(s) from this functionality by submitting a tech support ticket.

To build your first ML model with Data Analyzer:

1. Go to Exchange
2. Get the Data Analyzer Template App
3. Install the Data Analyzer plugin in the template app
4. Click New Model from the Template App dashboard and click Start the wizard in the new model form
5. Select the desired data and outcome parameters
6. Click Analyze

In a few minutes, the model record you created will be filled with information for the ML model.

Note: You need to install the Data Analyzer only once (steps 1-3) and simply select in which app the data you want to be analyzed.

You can build models on up to 10 unique outcome fields for the whole realm.

For extensive information, see Data Analyzer.

Build an app with next-gen Smart Builder

A new way to start a custom app with Smart Builder.

To start a new app, answer a few questions about the business problem you need to solve.

Provide your

• industry,
• purpose of the app, and
• what you want to track, report on, or manage.

Smart Builder, through Generative AI, will determine the

• tables, fields, and relationships;
• industry and use case specific reports; and
• dashboards; then
• populate the app with relevant sample data; and
• provide a summary of the app with some suggested next steps.

Within minutes, you’ll have a robust, scalable Quickbase app to explore, continue building, or start using in your business.

General Information:

• Creating an app with Smart Builder uses the information entered by the user and Generative AI to define the app.
• This capability is currently only available for realms hosted in the United States.
• Available in all realms starting October 3, 2023.
• Admins may opt-out realm(s) from this functionality by submitting a tech support ticket.

We appreciate your feedback and encourage you to report any issues or suggestions through the product feedback option.

What’s fixed in Quickbase