Quickbase June 2024 Release Notes – Quickbase Help

6.23.24

Enhancements
Open beta
Beta opportunities
What’s fixed in Quickbase
Feature retirements

Enhancements

Pipelines added to Admin Console connected tables

We’ve added a new Pipelines table to the Admin Console data source of connected tables (also known as Quickbase Sync).

This new table contains the following fields that provide details about your realm’s pipelines:

User ID
Pipeline ID
Description
Pipeline Trigger Type
State
Last Triggered
Pipeline Name

Pipelines ODBC channel: increased limits when searching or creating rows

We have increased the maximum number of columns in the Search Rows and Create a Row steps from 50 to 100.

App admins can now add apps to solutions

Previously, only the App Manager or a Super User could add an app to a solution. We’re now allowing permitted users to add applications to solutions in which they are app admins as well.

New look and feel when emailing table reports

By early July, we will refresh the email dialog you see when you email a table report. It will use the same dialogue as forms.

Enhancements to the rich text editor

By the end of June, we’ll roll out enhancements to the rich text editor used in forms and dashboards. These updates will enable you to:

Remove formatting from content in the editor
Change font size
Increase or decrease the indent of nested content
Make changes using source mode, similar to the capability in custom emails
On dashboards, add a horizontal line in the rich text editor

Field selection order now shown in forms

Now, when builders are adding fields to a form, Quickbase displays a number next to the selection. This number tracks the order in which the fields were selected, and the order they’ll be added to the form.

Improved user agent in audit logs and platform analytics

We’ve clarified the user agent that shows in our audit logs and platform analytics for forms and reports that render in emails and print. The user agent will now show as QB Renderer (emails, docs, print).

Limit added for mentions in rich text fields

Up to 20 unique users can be tagged in a single rich text field for a record.

Increased limit for custom email sends

Quickbase can now send emails for up to 50 events per 5 seconds per app. Previously, this limit was 10 events per 5 seconds per app.

Dashboards: more color options for KPI widgets and search widgets

We improved the KPI widget text color customization in dashboards. Users can now override the default Web Content Accessibility Guidelines (WCAG) contrast-based text color and select their preferred text color, ensuring better readability and personalization.

You also now have more color options in search widgets. You can apply different colors from the updated color palette or add your own custom hex code.

Newly-created record IDs can be passed in formula-rich text fields using `%%rid%%`

When you use the API call API_GenAddRecordForm and leverage newly created record IDs by using data-replaceRid=true and %%rid%% in formulas, the record ID# will be automatically filled in the corresponding fields. Previously, this behavior was unsupported because API_GenAddRecordForm inserted newly created record IDs with “Add” buttons that were automatically generated when new relationships were created.

Open beta

New navigation

Open beta continues for new navigation and we updated our release timeline. New navigation will be defaulted on for all users in September 2024, rather than July. This change will give users more time to explore the navigation and provide admins with more time to prepare and enable their teams.

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	Sign up in our early access app

View all beta opportunities in our early access app.

What’s fixed in Quickbase

ISSUE	AREA AFFECTED	DESCRIPTION	WHAT’S FIXED
QBE019344	Admin Console	When new navigation was on, attempting to export group members from the Groups page in the Admin Console caused a Page unrecognized error.	Groups can now be exported from the Groups page in the Admin Console.
QBE019370	Custom emails	An error occurred when trying to input an email address in the To field when the “Ignore recipient permissions” setting was selected on custom emails.	An error message will no longer occur when the “Ignore recipient permissions” is selected on custom emails.
QBE019417	Custom emails	The custom email builder was missing page headings, which made it difficult for screen readers to navigate.	We’ve added page headings to the custom email builder to make it more accessible for all users. This fix will be deployed on 6/24.
QBE019418	Custom emails	Rich text fields were rendered as HTML code in custom emails, which made it difficult to read.	We now render rich text fields in custom emails in the same way we would render the field in forms and table reports. This fix will be deployed on 6/24.
QBE019419	Custom emails	Reports and forms in custom emails did not differentiate invalid values in the output email.	Invalid values are now displayed in custom emails in the same way they display in reports and forms. This fix will be deployed on 6/24.
QBE019420	Custom emails	Custom emails did not correctly display fields in table reports that had the display as bold and display without wrapping properties enabled.	These fields now display properly in custom emails, in the same way they render in table reports. This fix will be deployed on 6/24.
QBE019421	Custom emails	The status of denied and deactivated users was not clear in the email recipient picker.	We’ve improved the UI of the email recipient picker to show denied and deactivated users in red text. This fix will be deployed on 6/24.
QBE019448	Custom emails	All users were listed in the To, CC and BCC dropdowns in custom emails, causing lengthy lists.	Now, only the first 100 users will display in these dropdowns, and additional options can be accessed by search. This fix will be deployed on 6/24.
QBE019425	Custom emails	The report picker in the email builder did not allow you to select a report when the new navigation was enabled.	The report picker now works as expected in the email builder.
QBE019447	Custom emails	The rich text editor was missing accessibility help to allow screen readers to easily navigate creating notifications.	The notification builder now displays the accessibility (a11y) help button as the first item in the toolbar, which explains all rich text editor keyboard shortcuts. Screen readers also now announce the keyboard shortcut for opening accessibility help (OPT-0).
QBE019457	Custom emails	The custom email builder did not indicate all mandatory fields.	Now, all mandatory fields display a red asterisk and prompt an error message if not filled in. Mandatory fields include Name, Record events, To, and Subject. This fix will be deployed on 6/24.
QBE019466	Custom emails	When the rich-text field was added to a custom email first, all other fields were treated as rich text rather than plain text.	Text fields in custom emails are now treated correctly.
QBE019398	Connection Central	Quickbase Sync failed to load if an error occurred when trying to obtain information about one of the connected tables. For example, this can happen if a destination app is transferred to a different realm and the destination (connected) table is still trying to use a connection in the original realm.	Quickbase Sync will load even if information for one of the connected tables is incomplete.
QBE019388	Connected Tables (Quickbase Sync)	For SFTP connections, Sync was not recognizing the SFTP server’s subfolders when the CSV file within the folder used an uppercase extension (i.e., FILENAME.CSV).	CSV files with either uppercase or lowercase extensions will work with SFTP connected tables.
QBE019365	Exchange	The cancel button on the HTML for Data Organization formula installation did not work in Exchange.	The cancel button now works as expected.
QBE019436	Exchange	The image carousel in Exchange did not work when expanded in the new navigation.	The image carousel now works as expected.
QBE018491	Forms	Records in sub-forms failed to save when the autosave property was enabled if a link was followed in the sub-form.	Sub-forms now autosave, even when a user selects a link to navigate away from the form.
QBE018539	Forms	Child records created from an embedded report failed to populate relevant reference values when a sub-form wasn’t used.	Reference values now populate as expected when child records are created from an embedded report.
QBE019016	Forms	Duplicating records with required proxy fields sometimes resulted in “Missing required field” errors.	Duplicating records with required proxy fields no longer causes errors.
QBE019331	Forms	Summary fields and report links sometimes incorrectly directed the user to a report on the parent table.	Summary fields and report links now direct users to the correct page.
QBE018542	Forms	Field help text did not include line breaks in forms.	Field help text now appears as you enter it in forms.
QBE019161	Forms	Multi-select lookups with long text values overflowed beyond their intended container.	Multi-select lookups with long text values now appear correctly within their container.
QBE018962	Forms	Required file attachment fields were not respected in forms.	A form cannot be saved if a required file attachment field is missing an attachment.
QBE019180	Forms	The form rule, Change label, failed to change sub-field labels.	The form rule, Change label, now works as expected.
QBE019291	Forms	The option to right-click to edit field properties in subforms was not available with the new navigation.	The option to right-click to edit in subforms is now available with the new navigation.
QBE018461	Forms	Hovering over an embedded report’s Create record button rendered a tooltip that stayed on screen, even when a user clicked the button to open the relevant sub-form.	The tooltip on the Create record button now only remains on screen on hover.
QBE018848	Forms	Form rows with grouped fields appeared with a larger height than form rows with a single field, resulting in misalignment.	Form rows are now consistent in height for both grouped fields and single fields.
QBE018967	Forms	Form settings content sometimes overflowed beyond the intended container.	Form settings content now stays within the container.
QBE019405	Forms	Including the ifv parameter (&ifv) in form URLs sometimes prevented embedded reports from loading.	Embedded reports now load when the ifv parameter is included.
QBE018755	Forms	User field dropdowns overflowed beyond the visible screen space.	User field dropdowns now appear within the visible screen space.
QBE019143	Forms	Address fields marked as required on form level were not being respected.	All fields marked as required are now respected.
QBE018622	Forms	Form rules were failing to work as expected when the Log Edits option was turned on for a multiple-choice field.	Form rules now work as expected.
QBE018943	Forms	Attempting to change the value of a date field using the value in the formula option did not work.	Date fields now update as expected when the value in the formula option is used.
QBE019217	Navigation	Double scroll bars appeared on dashboards that used the new navigation.	There is now only a singular scroll bar on dashboards using the new navigation.
QBE019374	Navigation	An infinite loop of redirects could occur on certain pages when a Quickbase app URL was manually modified.	We’ve prevented the ability to trigger an infinite loop of redirects by adding safety measures.
QBE019223	Navigation	Custom branding appeared on load before showing the Refresh data button.	The Refresh data button now appears as expected.
QBE019224	Navigation	There was insufficient color contrast between icons and text against customized global navigation backgrounds.	Quickbase now programmatically displays icons and text with sufficient color contrast, no matter the background of the global navigation.
QBE019226	Navigation	Options disappeared from the user menu in the global navigation bar when opened while on the Notifications, subscriptions, & reminders page.	All user menu options now display as expected when opened from Notifications, subscriptions, & reminders.
QBE019238	Navigation	Some tooltips displayed when hovering over elements in the new navigation were incorrect.	All global navigation icons now have accurate on-hover tooltips.
QBE019239	Navigation	Custom logos caused spacing issues in the navigation if the height was too large.	There is now a maximum height of 24px for custom logos in the navigation.
QBE019246	Navigation	A blue bar appeared at the top of the sidebar in the Firefox browser.	The Firefox browser displays the sidebar navigation as expected.
QBE019295	Navigation	Navigation elements appeared in the App Statistics page.	Navigation elements no longer appear in the App Statistics page.
QBE019318	Navigation	The breadcrumbs used in the new navigation in the Table Relationship Settings page directed users to the wrong page.	The breadcrumbs now work as expected in the new navigation.
QBE019320	Navigation	When new navigation was on, bookmarked apps were not directing users to the correct dashboard tab.	The correct dashboard tab is now opened when using a bookmark to access an app.
QBE019321	Navigation	The new navigation sidebar automatically opened in pop-up windows, taking up valuable screen space.	The new navigation sidebar no longer appears in pop-up windows.
QBE019345	Navigation	When navigating by keyboard, menus did not open automatically in the global navigation bar.	Menus now open automatically when navigating by keyboard.
QBE019311	Navigation	The option to create a new table from scratch from the sidebar in the Application Settings page did not work.	Now, the option to create a new table from scratch works as expected in the sidebar.
QBE019353	Navigation	The middle section of the global navigation bar allowed a user to click to navigate back to the app’s home.	Now, only the app name element in the global navigation bar will navigate a user to the app’s home.
QBE019354	Navigation	The data classification badge displayed incorrectly in the global navigation bar	The data classification badge now displays in gray on the left side of the global navigation bar. This fix will be deployed on 6/26.
QBE019220	Navigation	Dashboard chart tooltips were being cut off by the sidebar in the new navigation.	Chart tooltips are now always visible when hovering. This fix will be deployed on 6/24.
QBE019368	Navigation	On-hover tooltips displayed for all app names in the waffle menu, whether they truncated or not.	Now, on-hover tooltips only display for truncated app names.
QBE019360	Navigation	Calling a codepage with a formula URL or formula rich text field that used the new navigation URL format caused a licensing banner to appear.	A licensing banner no longer appears when a codepage is called using the new navigation URL format.
QBE018711	Pipelines	Fields that included a dropdown list in the legacy pipelines editor sometimes appeared as text fields in the new designer.	Dropdown lists now appear in the new pipelines designer.
QBE019287	Pipelines	The Last triggered column on the My Pipelines page was not updating to reflect more recent pipelines triggers.	The Last triggered column now accurately reflects when a pipeline was last triggered.
QBE019373	Pipelines	Pipelines could not be turned on when the On Modify trigger was added for a specific field, then removed in the On New Event step.	Pipelines now run as expected, even if the On Modify trigger is added and removed.
QBE019379	Pipelines	The Run button became disabled in the new Pipelines Designer after running and stopping a pipeline multiple times in a row.	The Run button is now available, even if a pipeline is manually stopped.
QBE019433	Pipelines	Dropping fields from the new reference widget cleared manually typed text.	Now when you drop a field into a step, the text remains.
QBE017650	Pipelines	Pipelines with consecutive search records steps failed to target the parent object if an if condition was used inside the 2nd step.	You can now see the prior step when using the conditions.
QBE019209	Pipelines	The Pipeline Designer was unable to save an Advanced Query or changes to an existing Advanced Query.	Saving an Advanced Query now works as expected in both builders.
QBE019316	Relationships	When new navigation was on, right-click did not allow the option to open field names from the Relationships page in a new tab.	Field names can now be opened in a new tab by right-clicking from the Relationships page.
QBE019317	Relationships	When new navigation was on, users were incorrectly navigated to the first table in the list when deleting a relationship from a different table.	Users are now navigated back to the table the relationship is deleted from.
QBE019435	Table reports	The filter status on table reports was not maintained when navigating between pages when the new navigation was enabled.	The filter status on table reports is now maintained when navigating between pages.
QBE019438	Favorite reports	The More actions menu did not refresh after removing an item from Favorites when the new navigation was enabled.	The More actions menu now refreshes as expected.
QBE018277	Reports	Summary reports filtered by report formulas did not display any results when drilled down.	Summary reports now work as expected.
QBE018875	Reports	In Summary Reports, the option to define a variable with the pattern of "Number of TABLENAME" was not working.	We’ve fixed the option to define a variable with pattern of “Number of TABLENAME”.
QBE019228	Reports	The Used Count value was not showing up correctly in table reports until the user refreshed.	The Used Count value now shows the correct information.
QBE017579	Reports	Summary reports are not rendering correctly on Dashboards when grouped by formula-rich text fields containing HTML.	Summary reports are now rendering correctly on Dashboards.
QBE019322	Sandbox	The option to create new tables displayed in the new navigation, even when the Sandbox feature was active.	Now, the option to create new tables is hidden when the Sandbox feature is active.
QBE019393	Sandbox	User-created names did not appear correctly for new sandboxes when the new navigation was enabled.	New sandboxes are now created with the correct name.
QBE019437	Sandbox	Legacy navigation appeared in the Review & publish page of a sandbox app, even when new navigation was enabled.	Legacy navigation no longer appears when new navigation is enabled.
QBE019222	Sandbox	Sandbox error messages were not visible when the new navigation was enabled.	Sandbox error messages are now visible with the new navigation.
QBE019352	SAML authentication	The side menu disappeared from the SAML Authentication page when new navigation was enabled.	The side menu now appears as expected on the SAML Authentication page.

Feature retirements

End of Life

SFTP Connections for connected tables – ending support for SHA-1

Quickbase is continually focused on helping our customers improve their security by using the safest security protocols and aligning with industry best practices for data security and integrity. For that reason, we have updated the SFTP connector used for connected tables (Quickbase Sync) to only allow connections to SFTP servers that use SHA-2. Learn more in our community article. Connection owners are expected to transition their older SFTP connections to the new version (Client Version 2) prior to this June release and will no longer be able to switch between Client Versions after the release. On July 9th, any connections still using Client Version 1 will automatically be updated to Client Version 2.