3.19.24
New
New Exchange (GA)
We are pleased to announce that the new Quickbase Exchange will be moving from open beta to generally available (GA) in this release. In addition to applications, the new Exchange supports formulas and Jinja snippets. We have also implemented a more modern user experience and have made resources even easier to find.
The Explore Sample Apps button opens the new experience, replacing the legacy Exchange. Users accessing the new Exchange through the app bar during open beta can continue to do so.
While we have migrated some of the most popular apps from the legacy Exchange, we do not plan on migrating all of the apps. With the new Exchange, we are striving to provide our customers with high-quality applications that highlight our latest and greatest product features and app-building techniques.
Are there apps you would like to see migrated? If so, please fill out this form and mention the apps you would like to see in the new Exchange.
Enhancements since last month’s release:
- Account admins within Business and Enterprise customers can now decide which users can access the Exchange. Prior to this month’s release, this feature was only available to Enterprise customers.
- Users attempting to install a formula in a sandbox environment they don’t have administrative access to can now contact the live app admin for access.
Print for New Forms
We’re excited to announce a new enhancement to the new form experience—printing forms. Users can now seamlessly generate hard copies of their forms to facilitate collaboration. Users can find the Print button in the More menu.
New formula function to convert HTML to plain text
A new formula function is available to remove HTML tags from a field. This is often useful for customers with integrations pulling in rich text. Example:
HTMLToText([rich text field])
Enhancements
AI Smart Builder
Smart Builder generates a strong initial app foundation based on your unique app requirements. To start, simply answer three questions about:
- Your industry
- The capabilities your app needs
- Any additional tracking, reporting, or management requirements
Now, Smart Builder also applies intelligent analysis to determine if there's an exact match from a dedicated library of app schemas consisting of tables, fields, and relationships. Smart Builder immediately utilizes this schema to create a custom app including dashboards, reports, and sample data.
In instances where your needs do not match an existing schema, Smart Builder's AI steps in to generate a custom app schema, ensuring that your app is as unique as your requirements.
From the moment you provide your initial information, Smart Builder does the work for you.
Admin Console Connected (ACC) tables
One of the data sources you can leverage with the capability of connected tables is the Admin Console. This allows you to aggregate and report on details related to your account usage.
User tokens table
We’ve added a new table to give you details about your account’s user tokens. The new table contains the following fields:
- Token ID
- Token name
- Description
- Owner first name
- Owner last name
- Owner email
- Token date created
- Last used
- Active
- App names
- App IDs
- # of apps
- Owner user ID
Learn more about applying effective governance techniques using ACC tables from this blog post.
Change to existing limits
We removed the limit of three ACC tables per realm. Instead, a realm is allowed one connected table of each type (existing multiples of the same type will not be affected).
Visibility for existing ACC tables
When you create an ACC table, we provide information about existing ACC tables for your realm. This information includes the app where the table resides and the connection owner.
Dashboard performance
Lazy loading filters
For faster page loading, we've made a change to how filters work on your dashboards. Previously, all filter values would be loaded at the same time the page was loaded. With this latest release, you won't see the filter values right away—they’ll now show up when you click the dropdown for the filter. These lazy loading filters speed up page loading because all the filter values are not being loaded at once.
Table report widget: number of records per page
We optimized the number of records returned per page in the table report widget on dashboards. This adjustment is based on the height of the widget to further improve dashboard performance.
Standalone table reports: number of records per page
We also made minor adjustments to the number of records displayed per page on standalone table reports. The number of records now varies based on the number of columns in the report. For example, in a report with 30 columns, you can expect to see about 500 records per page. But with 60 columns, you can expect to see about 200 records per page.
Qrew Community platform scheduled maintenance
We have a planned Community platform update that’s scheduled for early April 2024. To ensure uptime and stability of the platform, we'll have scheduled downtime from 4/1/24-4/9/24. During this window, our Community platform will be accessible, but read-only. Learn more about what to expect during this maintenance window.
Open beta
New custom email experience continues in beta
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, including CC/BCC
- CC/BCC must be enabled in Realm Policies
- Introduce a record change widget to quickly share changed data
- Create audit log events to show when notifications are when they’re created, updated, or deleted
- Show up in logging and tracking when sent out
- Include more widgets, like new forms, reports, and charts
Beta opportunities
| FEATURE | DESCRIPTION | STATUS | HOW TO PARTICIPATE |
| New navigation | We're redesigning Quickbase navigation to make it easier than ever to get around. Join us to help shape the future look and feel of the platform! | Closed beta | Sign up in our early access app. |
| FastField | Expanded sign-on, access, and data integration | Closed beta | Sign up in our early access app. |
What's fixed in Quickbase
|
ISSUE |
AREA AFFECTED |
WHAT WAS BROKEN |
WHAT WE FIXED |
|
QBE018982 |
Forms |
When a button opened a URL in a pop-up window, the form unnecessarily attempted to auto save. |
Forms no longer attempt to auto save when a button opens a pop-up window. |
|
QBE018378 |
Forms |
When opening a URL field from a new record as a pop-up, it redirected the entire page to the link in addition to opening the pop-up. |
A URL set to open as a pop-up in a new record no longer redirects the entire page. |
|
QBE018588 |
Forms |
The report link field only showed exact matches, even if the Only include values if they match exactly in both fields box was unchecked. |
The report link field now shows values that don’t match if the setting has been applied. |
|
QBE018572 |
Forms |
Checkbox fields with an unchecked (false) value incorrectly appeared as checked (true). |
Checkbox fields appear as their correct value. |
|
QBE018741 |
Forms |
Text fields that utilized shared values showed duplicate choices in dropdowns. |
Text fields with shared values no longer show duplicate choices in dropdowns. |
|
QBE018890 |
Forms |
Forms including duration fields with default values showed an incorrect Changes you made may not be saved message at unnecessary times. |
The Changes you made may not be saved message for forms with duration fields with default values does not display unnecessarily. |
|
QBE018484 |
Forms |
URL fields would not open links in designated areas (In popup or In new window) when editing a record. |
URL fields open links in the targeted area when editing a record. |
|
QBE018845 |
Account management |
Transferring app management to another user in the same realm required permissions related to other realms. |
Permissions related to other realms are no longer required when transferring app management. |
|
QBE018668 |
Audit logs |
The same log entry was shown when a session expired or a user closed their browser.
|
To reduce confusion, no log entry is shown when a session expires or a user closes their browser. |
Feature retirements
End of Sale
Pipelines allows you to automate workflows within Quickbase and with external systems—all using a single drag-and-drop design experience. Now, as we continue to look toward the future, we must also evaluate the role of older and less flexible features like Quickbase Actions and Webhooks.
Quickbase Actions
As of June 30, 2024, Quickbase Actions and will reach End of Sale. At this time, the ability to create new actions will be removed. We recommend you stop using Actions and instead leverage Pipelines for your workflow needs. Quickbase Actions will reach End of Support later, in December 2024. We will provide more details soon about the exciting improvements we're making to Pipelines. Learn more about this change to Actions in this community announcement.
Webhooks
As of June 30, 2024, Webhooks will reach End of Sale. At this time, the ability to create new webhooks will be removed. We recommend that you stop using Webhooks and instead leverage Pipelines for your workflow needs. Webhooks will reach End of Support later, in December 2024. Learn more about this change to Webhooks in this community announcement.
Note: We still have a webhooks channel in Pipelines that is not being retired. This End of Sale only refers to the older, separate Webhooks feature available within the table settings of an app. Also, stay tuned for more information we’ll publish soon about the exciting improvements we are making to Pipelines.
End of Support
Quickbase Automations
The Automations feature reached End of Support in 2022 in favor of Pipelines, the more powerful and flexible option for building automated workflows. We will soon reach the next step in retiring Automations.
On June 30, 2024, Automations will still be in the End of Support status, but the ability to edit automations will be removed. Automations you have already built will continue to run after this time. We strongly recommend that you migrate any remaining Automations you have to Pipelines.
Learn more about this change to Automations in this community announcement. Also, stay tuned as we will be posting more information soon about some exciting improvements coming for Pipelines.
End of Life
Legacy Exchange experience
In June 2023, we released the beta version of our new Exchange, which we re-built from the ground up and expanded to include a broader range of builder resources. This provides updated apps to help you get started, and adds more components to accelerate your app building, like formulas and Jinja snippets for pipelines.
On March 24, 2024, the new Exchange will reach general availability (GA), so we will be shutting down the legacy Exchange on March 24, as well. If there is a specific exchange app you’re looking for that’s not listed in the new exchange, please open a support case and we can get you a copy of the app. You can read more about the legacy Exchange being replaced in our community.
Uppercase URL variants
We continue to improve the reliability of the Quickbase infrastructure to provide world-class service. To that end, we’re upgrading a piece of infrastructure and more formally enforcing case sensitivity in URL paths, like /db/bcdefghj.
Beginning in our April release, only lowercase /db/ will be supported. There are a limited number of customers with traffic to non-lower case variations—our Tech Support team is reaching out to them. Any external traffic (like integrations or scripts) with this URL pattern will need to be replaced in those systems.
For configurations within Quickbase applications, customers can use Search and Replace in Schema. This feature will find references to db/. With the Maintain case box unchecked, Quickbase will replace all versions (db/, Db/, dB/, DB/) with db/.