10.15.23
Contents
New
FastField — Dispatch Tasks from Pipelines generally available (GA) October 24
As part of the FastField integration, you can dispatch and recall tasks/forms using Pipelines FastField channel. This was released in Beta on September 29th to all customers and will be GA as of October 24. We’ve also added the ability to dispatch sub-forms with a parent form. Read our help for more information about the FastField channel.
Pipelines Designer GA October 16
It's now simpler than ever for business users to design workflows that bring together data from various sources, offering enhanced insight into your critical projects.
Generally available October 16, Pipelines Designer's new and improved version will be the default style when creating your pipeline. You'll have access to:
- Up to 2x faster design experience with improved UI performance
- Modern and intuitive navigation in the new canvas workspace
- Intuitive in-step navigation and configuration flow
- The ability to rearrange steps by dragging and dropping on the canvas
- The ability to rearrange multiple steps such as branches and loops
- Customizable step names and notes
- New Jinja code mode
You can always switch between the Legacy Builder and Pipelines Designer as needed.
Enhancements made in Pipelines Designer
We've listened to your feedback in the beta program and improved the following areas:
New Activity tab
When you activate or manually run a pipeline, we've made it easy for you to monitor what's happening. The activity tab pops open automatically, giving you information on all your pipeline's running, completed, or failed instances. If you want to dive deeper, click on each instance for a detailed breakdown.
UI Performance improvements with field selection in Pipelines Designer
Generally available October 16, we're rolling out significant UI improvements that will optimize field selection with apps containing large tables, making it quicker to set up steps.
You can now use a step reference or a custom Jinja code in your date fields in Pipelines Designer
You can now use a powerful method of using data from a different step or enhancing input data using custom Jinja expressions. This redesigned format is scheduled for GA on October 16.
Change your Pipeline Title inline
You can change the name of your pipeline directly in Pipelines Designer. The redesigned experience is scheduled for GA on October 16.
Enhancements
Forms updates
We've continued to innovate on our new forms which became GA in June:
Duplicate record
You are now able to quickly duplicate record data on new forms. While viewing the form, you can access the Duplicate record option from the More menu. This creates a new record with the same values that people can update, and then save.
Spacing options
You can now control the display density of a form with the new spacing options. For each form, select either Relaxed, Normal, or Condensed from the More menu. This setting is set form-by-form, so you have control over how every form displays to best fit your needs. If you want your spacing to be different from the density you select in your Quickbase preferences use this option.
Change value using a formula
You can now achieve more advanced logic in fewer steps by using formulas in form rules to change field values. Instead of creating multiple rules or adding fields only used in rules, you can create a single formula to dynamically update values when in a form rule action. This change will be released the week of October 16th.
Form rules inside the form builder panel
Builders can now create and modify form rules in the form configuration panel. This in-context editing of form rules makes it easier to make related changes.
Keyboard shortcuts
Open the new keyboard shortcuts list by pressing ⌘+/ (Mac ) or Ctrl+/ (Windows). The shortcuts available change based on where you are in Quickbase. The shortcuts include:
In View/Edit/Add mode | ||
Mac | Windows | |
Save | ⌘ + S | Ctrl + S |
Save and keep working | ⇧ + ⌘ + S | ⇧ + Ctrl + S |
Save and new | ⌘ + ⌥ + N | Ctrl + Alt + N |
Save and view | ⌘ + ⌥ + V | Ctrl + Alt + V |
Save and next | ⌘ + ⌥ + N | Ctrl + Alt + N |
Enter edit mode | ⌘ + E | Ctrl + E |
In Build mode | ||
Save | ⌘ + S | Ctrl + S |
Save and keep working | ⇧ + ⌘ + S | ⇧ + Ctrl + S |
Undo | ⌘ + Z | Ctrl + Z |
Redo | ⇧ + ⌘ + Z | ⇧ + Ctrl + Z |
Pick up and drop field | Space | Space |
Open configuration panel | Enter | Enter |
Remove field | ⌘ + Delete | Ctrl + Delete |
Excel import limit
You can now import up to 25MB (decompressed) from Excel. We’ve increased the limit from 5MB to 25MB . Note that XLSX files are natively compressed, and the file size you see on your system may not directly correlate to the decompressed file size.
Table size alert email
We’ve improved the emails you receive when a table is near or at its limit to include more information and helpful next steps.
Solution Versioning improvements
Available starting October 26, we’ve made improvements to the versioning panel of the Solution hub. We've added tags to both successfully and unsuccessfully restored versions of a solution and sorted the solutions by the last action date (creation or restore attempt).
Beta opportunities
FEATURE | DESCRIPTION | STATUS | HOW TO PARTICIPATE |
Quickbase Exchange |
A new, more powerful Exchange is here! We’re excited to announce that the beta version of our enhanced Exchange is available to all customers. |
Public Beta |
No need to register. |
What’s fixed in Quickbase
Most fixes are released on the same day as the monthly release. If the fix will be available on a different date, we've noted it in the What We Fixed column.
ISSUE | AREA AFFECTED | WHAT WAS BROKEN | WHAT WE FIXED |
QBE018534 | Data | Forms are not restored with an App Overwrite. | Forms are now restored. |
QBE018264 | Fields | Lookup user fields that exist through a cross-app relationship may not yield a value in new forms if the user is not invited to the destination application. So long as the user possesses at least a role of "none" (ID: 9) the lookup user field will yield a value. | Lookup user fields that exist through a cross-app relationship now yield a value in new forms if the user is not invited to the destination application. |
QBE018268 | Forms | You may see a popup related to "Leave site? Changes you made may not be saved.” when no changes have been made to the current record. | Popup no longer displays in this situation. |
QBE018363 | Forms |
When using a custom GenAddRecordForm URL, if the new record being created uses New Forms, the NextURL parameter from the URL is not respected. The user is instead redirected to their previous page. This only occurs in combination with GenAddRecordForm, using NextURL with "nwr" does work. |
The user is correctly directed to the page specified in the nexturl parameter |
QBE018384 | Forms | In certain flows, reports and records that were viewed were not logged to recents. | Records and reports are all logged to recents as expected. |
QBE018497 | Forms | Using the return button from new forms to legacy table reports displayed the new style table report instead. | The legacy-style table report is properly displayed. |
QBE018225 | Forms | New form rules with conditions that contained some special characters would cause the form to crash. | We correctly handle situations where this error occurred |
QBE018338 | Forms | Multiple choice fields that were previously blank will not save choice after editing a record if default values are enabled | Multiple choice fields that were previously blank now save choice after editing a record if default values are enabled |
QBE018368 | Forms | Users created or invited from a user or list - user type field may default to not show in user pickers. This prevents end-users from saving the form with the newly created user value. | Users created or invited from a user or list - user type field show in user pickers. |
QBE018453 | Forms | In the new form rules UI, Rich Text elements are indistinguishable when being selected in form rules. | In the new form rules UI, Rich Text elements are now presented using their custom labels if specified. |
QBE018438 | Forms | When a table has reached its size limit, users are not shown a helpful error message when adding records | Users are now shown an appropriate error message |
QBE018439 | Forms | In certain flows, users without permission to add records to a table are not being shown a helpful error message. | Users are now shown an appropriate error message |
QBE018116 | Forms | Users were receiving “Changes you made may not be saved” alerts without changing field values. | Users no longer receive false alerts. |
QBE018095 | Forms | Form rules to change page names were breaking when pages were displayed as steps. | Form rules execute correctly when the form uses steps. |
QBE018404 | Groups | A user with "create" app permissions at the account level is unable to create groups without having support or full-management access to the account. This behavior conflicts with our documentation. | A user with "create" app permissions at the account level is now able to create groups without having support or full-management access to the account. |
QBE018533 | Pipelines | Send Email with Attachments step from the Outlook channel fails if there is an unpopulated file in the middle of the list of attachments. |
Available starting October 17, 2023 Send Email with Attachments step from the Outlook channel does not fail if there is an unpopulated file in the middle of the list of attachments. |
QBE018428 | Pipelines | Pipelines - Activities filtered by date/time may not load successfully |
Available starting October 17, 2023 Pipelines - Activities filtered by date/time now load successfully |
QBE018522 | Reports | If a date field, or formula date field, is added to a summary variable as well as the "number of records" summary variable, the summary report will break. If a summary formula using these variables is saved, the settings for the report will no longer load correctly. | The reports now load correctly. |
QBE018534 | Restores | New Dashboards and Forms are not restored properly in some cases of application and table overwrites and restores. Restoring to a copy was not affected by this bug. | Fixed restore and overwrite procedures. |
QBE018508 | Sync | For some applications when you open Connection Central - Quickbase Sync in app settings, the count total at the top of the page is higher than the number of connected tables that are actually listed. | The count total was correct - it was the missing connected tables in the list that were wrong. Some older connections were rightfully included in the count but were omitted from the list. |
QBE015159 | Test as Role/User | When the new style table report is in use, the “test as role or user” menu is misaligned. | The menu is properly aligned regardless of the table report style. |