1.21.24
Enhancements
Expanded capabilities of generative AI reports in Smart Builder
For apps created with Smart Builder, the initial app includes auto-generated AI reports. The following report building capabilities are now included:
- Lookup fields can be created for auto-generated reports
- Support for grouping operation for x-axis
- Line charts may now include secondary y-axes
- Multiple y-axes for bar and line charts
Additional field types added to apps created with Smart Builder
Smart Builder now includes file attachment fields in the initial app schema. Sample data is not automatically generated for file attachment fields.
Exchange (Beta) updates: new landing page and interactive tags
Exchange (Beta) has a newly designed landing page experience with enhanced searching and filtering. Users can now filter by one or many tags in addition to searching or filtering by resource type.
Tags listed on resource details pages are also now clickable. Clicking on a tag will take you to a filtered search of all resources with the same tag.
Pipelines field usage
By January 30th pipelines will appear in the Usage tab in field settings. This will give greater visibility into which fields are used in which pipelines. You can also see which steps the field is used in, who the pipeline owner is, and easily open a pipeline by clicking on the linked pipeline name. Learn more about field usage.
Quickly view step summaries in Pipelines Designer
Builders can now quickly view the complete output of a pipeline step without clicking into it. Click the menu on any step to open the Step Results panel and see the fields for that step.
Disabling application webhooks
Customers on Business and Enterprise plans can now disable native Quickbase application webhooks within the realm policies page. This ensures that the only method for sending messages out of Quickbase is through the Pipelines webhook channel, which offers increased governance, logging, and overall improved security.
Note: Enabling this will stop all existing webhooks from firing and hide the ability to create new ones.
User token hashing available for Business plan
In August 2022, we released a security-related capability to our Enterprise plan that hashes (hides) user token key values in both the user tokens page and the Quickbase database. Customers on the Business plan can now benefit from it too.
Platform Analytics API improvements
On January 31st, customers on the Enterprise plan will have access to additional APIs to retrieve data from Platform Analytics. The API now includes grouping and filtering by user and/or application. At that time, updated API information will be available on the RESTful API developer portal under Platform Analytics.
New field available in Admin Console connected table for Access
A new field will be available in Quickbase Sync’s Admin Console connected table for Access. The App-Level Permission field will indicate the app permissions assigned to the user (Basic, Admin, Sharing). Learn more about permissions.
You can also take advantage of this new field for existing connected tables. The new field can be found on the Fields page. Learn more about connecting to the Admin Console.
Additional confirmation when adding encryption keys
Realm admins will encounter an additional confirmation dialog when adding or rotating encryption keys.
Open beta
Formula checker
We’ve improved the formula checker, a formula troubleshooting tool that launched as part of our December release. It now supports variables and static values. We’re continuing to make improvements while the formula checker is in beta, so be sure to give your feedback.
Beta programs
New email-building experience
We’re introducing a new way to build custom, automated emails. Now you can create emails that:
- Bring together notifications and subscriptions
- Offer more customization and flexibility
- Introduce a record change widget to quickly share changed data
- Are available in audit logs when creating, updating or deleting
- Are logged and tracked when sent out
- Include more widgets, like new forms, reports and charts
We’ll be slowly inviting users into a beta program for these new capabilities. Register at https://quickbase.com/beta.
Tighter FastField integration
We’re releasing a tighter integration of FastField that allows Quickbase customers to:
- Start a FastField trial directly from their Quickbase realm
- Access FastField directly from Quickbase
- Sign into FastField using their existing Quickbase credentials
- Create FastField forms from an existing Quickbase table that automatically inserts data into those tables
- Access the FastField mobile app by signing in with Quickbase SSO
We’ll be slowly inviting users into a beta program for these new capabilities. Register at https://quickbase.com/beta.
Beta opportunities
| FEATURE | DESCRIPTION | STATUS | HOW TO PARTICIPATE |
| Custom emails | A new email building experience that includes new forms, reports, and more customization options | Beta | Register at https://quickbase.com/beta |
| FastField | Expanded sign on, access, and data integration | Beta | Register at https://quickbase.com/beta |
What's fixed in Quickbase
|
ISSUE |
AREA AFFECTED |
WHAT WAS BROKEN |
WHAT WE FIXED |
|
QBE017678 |
Pipelines |
QuickBooks Online channel: Missing AssetAccountRef and ClassRef Properties does not allow the creation of a new Inventory type Item. The Create an Item does not currently allow the user to provide this property, resulting in a Bad Request error. |
Create an Item now works correctly. |
|
QBE017640 |
Pipelines
|
Quickbase channel: When a Pipeline references a multiple choice or multi-select text field with only one option, the single option is broken up into its individual letters. |
Multiple choice and multi-select text fields now work correctly. |
|
QBE017644 |
Pipelines
|
Quickbase channel: Bulk Record Sets - Add Bulk Upsert Row step, users are currently unable to view or select options from the field's options menu. The requests for field options are failing. |
The field's options menu now works correctly. |
|
QBE017768
|
Pipelines
|
Quickbase channel: Bulk Records Set – Import with CSV - Selecting tab as the row separator/delimiter does not allow a user to map columns to fields.
|
Tab can be used as the delimiter. |
|
QBE018489
|
Pipelines
|
SharePoint channel: Users can successfully search for and look up files from non-default document libraries. Attempting to download a file using the file transfer handle (e.g., Quickbase - Upload a File step) will result in an error message.
|
Files can now be downloaded correctly.
|
|
QBE018125 |
Pipelines |
Sharepoint channel: When new columns are added in a SharePoint list, the dropdown in the update item step is not reflecting the new columns even after refreshing the schema and reloading the page. |
Changes are reflected. |
|
QBE018204 |
Pipelines |
Formstack channel: Formstack data getting sent over with the object brackets, which is the wrong value format. |
Fix the format of the values of an array field (like Multiple Choice) in a Submission, when retrieving a Submission. |
|
QBE018804 |
Pipelines |
Jira channel: Running the Create an Issue step with a sprint ID (number) value in the Sprint field caused an error. |
Number values can be added to the Sprint field. |
|
QBE018597 |
Mobile |
When using the File Manager plugin in the mobile app, the plugin would launch in the mobile browser rather than launching in the app. |
The issue will be resolved in the mobile app version 1.56, which will be released at the end of January. The File Manager plugin link in the mobile app no longer navigates users to their mobile browsers and now launches the plugin in the app. |
|
QBE018692 |
Mobile |
Images contained within an iFrame in a Formula URL field were not displayed in the iOS mobile app. |
The issue will be resolved in the mobile app version 1.56, which will be released at the end of January. Images within an iFrame in a Formula URL field can now be displayed in the iOS mobile app. |
|
QBE018038 |
Mobile |
Dashboard buttons configured to navigate to another app’s default home page were working inconsistently in the mobile app. |
The issue will be resolved in the mobile app version 1.56, which will be released at the end of January. Dashboard buttons for another app’s default home page are now navigating users to the right location. |
|
QBE018781 |
Quickbase Sync |
In an Admin Console connected table for Apps, the # of users with access and # of users with direct access fields were being added as text fields instead of numeric fields. |
These two fields will now be added as numeric fields. To fix an existing connected table, either change the existing connected fields from text to numeric in the field properties or delete the existing connected fields and re-add them. |
|
QBE018795 |
Forms |
Using a form rule to show/hide a pinned section may result in a duplicated pinned section being shown. Any fields present in the pinned section will also be duplicated within the form. |
Pinned sections and their fields will no longer duplicate when a form rule is used to hide or show them. |
|
QBE018623 |
Form Rules |
New form rules intended to un-require a required field in the form may fail to function. |
Form rules that un-require a required field now function correctly. |
|
QBE018488 |
Forms |
When a user field is set as a key field in a parent table, the reference field will not auto-populate when adding a child record via an embedded report. |
Reference fields now auto-populate correctly. |
|
QBE018759 |
Forms |
Users will encounter an error when a numeric percent field's field settings are set to 8 decimal places or more when attempting to Edit, View, or Add a record. |
Users can now Edit, View, or Add a record when a numeric percent field’s settings are set to 8 decimal places or more. |
|
QBE018794 |
Forms |
Subforms open on the tab last visited rather than the first tab of a form. |
Subforms now open on the first tab of a form. |
|
QBE018799 |
Forms |
Permission error: Admins are unable to view their form on the list forms page. |
Permission error fixed. |
|
QBE018715 |
Forms |
If a user accesses a field's settings from a legacy form when the default form for the table is a new form, the table ID will be duplicated in the URL. |
Table ID no longer duplicated in the URL. |
|
QBE018408 |
Forms |
After clicking Save or Cancel, a user may be redirected to an earlier referring report rather than the expected most recent location. |
Save and Cancel redirects work as expected. |
|
QBE018122 |
Forms |
Reports and charts with the "No one; hide it" report setting will appear unselected in a new form builder's report dropdown. |
The report dropdown in the new form builder works as expected. |
|
QBE018702 |
Connection Central |
Super Users that haven’t been explicitly added to the app with an Admin role can’t access the Quickbase Sync information in Connection Central. |
Super Users can now access Quickbase Sync information in Connection Central without being added as an admin. |
|
QBE018786 |
Account |
Users attempting to access their account summary page by clicking on Manage billing account in the signed-in user menu may encounter an error. |
The link now functions properly. |
|
QBE018814 |
Fields |
Summary combined text fields passed down as lookup fields trigger extra processing during imports, even if the import has nothing to do with that field. |
Extra processing for summary combined text fields passed down as lookup fields is now fixed. |
| QBE018831
|
Tables |
Tables over 2 GB in data size writing large amounts of data (such as imports) resulted in instability. |
This issue was resolved. Tables 2 GB and over can now read/write data successfully. |