Quickbase October 2024 Release Notes – Quickbase Help

Release date

October 13, 2024

New

New Solution APIs

Change set API

With change set API, you can now see a list of changes you are applying to a Solution with an updated API. To run the change set API you must provide a valid QBL definition, a target solution, and an authorization token. The API will execute the update and return the set of changes you executed with the update. This way you have a record of everything that is changing during a deployment between development, test, and production environments. Visit the Quickbase developer portal to use the Change set API.

From/To record Solution APIs

You can now export QBL and automatically store the QBL yaml in a file attachment field in a Quickbase app. You can run create, update and change set APIs from a record. This will pull the QBL from the file attachment field and execute it. Use this to manage your ALM setup with a Quickbase app. Visit the Quickbase developer portal to use these new APIs.

To learn more about ways to use the Solution APIs, watch a short demo.

Enhancements

ODBC Oracle support

In our ODBC channel, there is a new option in the Create row step to include Quote characters. This new option has a default value of MSSQL Server [] and doesn’t impact how existing pipelines work.

For new pipelines, you must:

Update the pipeline agent to the latest version (My preferences > Agent > Step 1: Download agent).
Select ‘’ as the Quote character in a Create row step.

QuickBooks Online enhancements

On October 25, we're adding support for the following QuickBooks Online features: Credit Memo, Update a Bill, and Estimate.

Credit Memo

Update a Bill

Estimates

Learn more in our Quickbooks Online channel help article.

Audit log improvements

We’re continuing to enrich the content and number of events you can track in your audit logs. The following enhancements apply to the Audit Logs page in the Admin Console, CSV export from the same page, and the Audit Log REST API.

User settings changes

We recently added a new event to track user settings changes made on the Users page in the Admin Console. We’ve now added a hyperlink to details about what specific attributes were changed. Any changes to service account assigned users are tracked, too.

Additional events with linked information

The following events now have a link in the description that leads to the respective resource:

Embedded report access
Dashboard access
Table dashboard access
Single and bulk record changes (add, edit, delete record)

Record change events now also contain record ID information.

New resource to view types of audit logs

We’ve created a resource to get more visibility into the types of activities tracked by audit logs. Visit the Audit Log Library to view a list of all audit log actions and see examples of how they appear in Quickbase.

Improved search in pipeline steps

We’ve just released an improved search feature for channels and step resources. You can now specify steps from a specific channel, making the process more intuitive and providing more accurate search results.

Exchange—integrated Smart Builder experience

Can't find the app you're looking for in the Exchange? You'll now have the option to create an app via Smart Builder within the Exchange if your search returns three or fewer results.

Note: Users in accounts that have AI features disabled or users without app creation rights will not be presented with this option.

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Open beta

Document Creation generally available by the end of October

Document Creation becomes generally available (GA) on October 31. Until then the feature continues its open beta phase.

This feature allows you to generate documents such as invoices, proposals, and purchase orders directly within your app. It's available to our customers on Business and Enterprise plans. Shortly after Document Creation is GA, we’ll release a free trial experience for our customers on the Team plan.

Since launching our open beta, we’ve added the following capabilities:

Page setup (including margins, page size, and orientation) available in the document builder, instead of needing to be configured in the formula
Header and footer section
Direct link to the example formula in Exchange
The ability to add the current date, page numbers, and number of total pages in source mode for headers and footers
Additional support for UTF-8 when the app switch is on, but realm switch is off

By October 31, the following enhancements will also be available:

Preview, available after you've saved your template
A refined toolbar for the template editor
The current date, page number, and page count buttons in the toolbar for the header and footer

Learn more in our Document Creation overview.

New Quickbase AI features

Access Quickbase AI from the global bar

Using Quickbase AI to streamline your work is now easier than ever. Starting October 15th, you can launch Quickbase AI from the global bar for easier access to Quickbase AI across the platform.

Quickbase AI is a central hub for all AI-driven functionalities within Quickbase. From here, you can:

Generate an app
Build a pipeline
Predict outcomes
Ask questions about your data

Open Quickbase AI from the global bar next to the search bar.

Ask Quickbase AI

Ask questions in your own words to streamline the way you search, display data, and create reports using Ask Quickbase AI. Ask Quickbase AI is free to use during open beta starting October 15.

ask quickbase ai.gif

Ask Quickbase AI analyzes your prompt, the structure of table fields, and relevant meta-data (like multiple-choice values) to create a Quickbase query on-the-fly.

Add steps to pipelines using AI Smart Builder

You can now use the AI Smart Builder to add more steps to your pipelines. Simply describe how you'd like to expand your workflow automation in the chat, and our AI will suggest one or more steps to add to the bottom of your pipeline.

Once you add these AI-suggested steps, the pipeline will automatically be disabled until the new steps are fully configured.

Quick Insights

On October 15, you can use Quick Insights to access predictive insights powered by Data Analyzer directly in your apps. To generate insights:

Open the context menu of any checkbox, text, or multi-select field in a table report.
Select the Quick Insights option.
Select the outcome you’d like to predict and Data Analyzer will surface the top six insights.

The image below shows how Quick Insights appears for a sample project management app.

To further explore the factors that contribute to the outcome and deploy a predictive field into your apps, download the Data Analyzer app in the Quickbase Exchange.

Beta opportunities

FEATURE	DESCRIPTION	STATUS	HOW TO PARTICIPATE
New forms on Quickbase mobile	Mobile users can use the new forms experience to add, view, and edit records while on the go.	Public beta	Sign up in our early access app
Enhanced FastField integration	We’re releasing a tighter integration of FastField for easier access and data sharing.	Public beta	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
QBE019693	Pipelines	When users clicked a pipeline activity and selected a time with seconds, it did not reset to 0 when another time frame was clicked.	Times with seconds now reset to 0 as expected when another time frame is clicked.
QBE019791	Pipelines	Links from runtime.activity_url metadata outputs resulted in a 404 error.	Links from runtime.activity_url do not result in error.
QBE019822	Pipelines	In the Outlook channel, there were intermittent errors related to the Email Received and Calendar Event Created steps.	The Outlook channel Email Received and Calendar Event Created steps work as expected.
QBE019829	Pipelines	In the Outlook channel, users received remote API errors about a missing refresh_token.	Access tokens are now refreshed on time so that this error no longer occurs.
QBE019869	Pipelines	Some warnings did not display in order to identify steps with potential errors in the new designer.	All steps with errors are identified correctly.
QBE019870	Pipelines	The new designer was not showing poller activities in the pipeline activity log.	The new designer now shows the poller activities.
QBE019632	Pipelines	Polling events show a misleading (Deleted Pipeline) message in activity.	Events no longer show the (Deleted Pipeline) message.
QBE019874	Pipelines	Update steps showed target steps from other channels.	Update steps now only show the actual records from the step's corresponding channel.
QBE019895	Pipelines	In the Box channel, an extra field displayed but could not be used.	The extra field is no longer visible.
QBE019894	Pipelines	Running a scheduled pipeline manually blocked the designer from running it again until refreshed.	The designer is no longer blocked when a scheduled pipeline is triggered manually.
QBE019940	Pipelines	Some users were unable to access pipelines due to errors caused by the session cookie.	This error no longer occurs and pipelines can be accessed successfully.
QBE019850	Reports	In the new navigation experience, the reports panel froze or took a long time to load when there were many reports.	The reports panel now loads faster and more optimizations are coming soon.
QBE018667	Reports - Table 2.0	When collapsing or expanding groups in table reports on a dashboard or a new form, and there were multiple grouped table reports, the grouping would break.	Grouped reports expand and collapse successfully on dashboards and new forms. This will fix will be implemented by October 18.
QBE019397	Forms	In the latest version of forms, rich text fields and components overflowed beyond the printable page.	Rich text fields and components stay within the boundaries of the page when printing.
QBE019290	Forms	The printr action (a=printr) did not print the latest version of forms.	The printr action now works to print all forms correctly.
QBE018793	Dashboards	Rich text images resized to a fractional percentage (as opposed to a whole number) reverted back to the original size when saved or refreshed.	Resized rich text images do not revert back to the original size when saved or refreshed.
QBE017494	Dashboards	Gauge charts did not honor decimal places with date field averages.	Gauge charts now honor decimal places with date field averages.
QBE019254	Navigation	Users were unable to use trackpad gestures to go forward or backward in the browser when using new navigation.	Users can now go to the next or previous screen using the trackpad.
QBE019755	Navigation	Save options on legacy forms and the Field properties page were hidden behind the table bar.	Save options on legacy forms and the Field properties page are fully visible.
QBE019756	Navigation	Legacy form field properties popups showed the new navigation sidebar.	The new navigation sidebar no longer appears with legacy form field properties popups.
QBE019780	Navigation	When custom branding was set to HTML, the colors and logo were displayed improperly in the new navigation.	When custom branding is set to HTML, the default background color is white and the Quickbase logo is no longer displayed.
QBE019803	Navigation	Selecting Cancel when editing a legacy form with an appID that includes td leads to an improper URL.	There are no URL issues after canceling an edit of a legacy form with an appID that includes td.
QBE019813	Navigation	Changing the name and subject of an existing notification to include UTF-8 characters resulted in error.	Notifications with UTF-8 characters no longer result in error.
QBE019814	Navigation	Deleting a table-to-table relationship that uses UTF-8 characters resulted in an internal server error.	Table-to-table relationships using UTF-8 characters can be deleted successfully.
QBE019815	Navigation	Switching from the new to the old navigation version resulted in error when refreshed.	Users can now switch back to the old navigation version successfully.
QBE019816	Navigation	When using the new navigation, the field type selection scroll box has the bottom part of the menu cut off.	The field type selection scroll box is now fully visible.
QBE019819	Navigation	When editing a form in the new navigation, the page did not scroll properly.	Pages in form edit mode now scroll properly.
QBE019820	Navigation	Mobile preview did not work on legacy dashboards in the new navigation.	Mobile preview works as expected on legacy dashboards.
QBE019821	Navigation	Extra white space appeared on the left side of the Admin Console, squishing content.	The extra white space in the Admin Console has been removed.
QBE019827	Navigation	In the new navigation experience, a popup prompting users to create their first table appears unnecessarily and is hidden behind the sidebar.	The popup to create a table has been removed.
QBE019846	Navigation	The confirmation message for transferring an app returned a blank page.	The confirmation message appears as expected.
QBE019801	Navigation	Legacy forms did not print properly from the browser when using the new navigation.	The browser print function works successfully with legacy forms.
QBE019882	Navigation	When using the new navigation experience, multi-step forms were showing duplicated Back and Next buttons.	Multi-step forms no longer show duplicated Back and Next buttons in the new navigation experience.
QBE019881	Navigation	The sidebar toggle button was not visible until users hovered over the panel, which made it hard to interact with on mobile devices.	The sidebar toggle button is now always visible.
QBE019878	Navigation	When using new navigation, drilldown on summary reports within tables or apps with IDs containing td was not working.	Drilldown on summary reports works as expected when using new navigation.
QBE019880	Navigation	Field list column sorting was not preserved between tables when using the new navigation experience.	Field list column sorting is now preserved between tables when using the new navigation experience.
QBE019898	Navigation	After deleting a group, the user was incorrectly redirected to My preferences when using the new navigation experience.	After deleting a group, the user is correctly redirected to the Groups page within the new navigation experience.
QBE019774	Field usage	Field usage data was missing owner details for reports.	Owner details display properly for field usage.
QBE019838	REST APIs	Customers using outbound proxies who were forwarding IP addresses may have had intermittent failures when combined with Quickbase IP allow-lists.	IP addresses can be forwarded successfully in this situation.
QBE019858	Users	The Users page in the Admin Console showed inconsistencies when an email domain was added to any app in the realm.	The Users page behavior is fixed.
QBE019859	Document Creation	The Document templates link appeared out of order in the table settings menu in the new sidebar navigation.	The Document templates link now appears above Notifications, subscriptions & reminders as designed.
QBE019875	Apps	In limit cases when builders created URLs with application IDs and invalid parameters (such as a report ID, which is only valid on a table ID), applications may have become unstable.	Invalid parameters no longer cause instability and may either be ignored or return an error.
QBE019863	Custom emails	In Safari and Firefox, the Include report title option didn't always include or exclude the report name from the notification.	The Include report title setting works as expected in all browsers.

New