Quick Base September 2020 Release Notes

Features

Pipelines updates

Significant DocuSign channel enhancements

The Pipelines team has been hard at work enhancing the DocuSign channel. These are just some of the enhancements coming in the September release:

• The ability to connect to a demo account.

• Filter events based on the envelope subject.

• Sending an Envelope for signature from template step - all signees with their respective fields are visible and the fields can be dynamically filled in with data from third party services.

Quick Base file attachments

• We now support file attachments in the Quick Base channel. This will now allow you to send file attachments, uploaded to Quick Base, to external services as well as upload attachments from external services to Quick Base.

Webhooks channel now has PATCH method

• The HTTP PATCH request method, available with the September release, applies partial modifications to a resource, by providing an entity containing a list of changes to be applied, to the resource requested. This helps expand third-party integrations in Pipelines that the PATCH method in Webhooks can't provide.

Fields panel search

• Now you can search in the fields panel, per step, instead of scrolling through a long list of fields being output from a previous step in your pipeline.

More new features for the New Table Report

• With the new Save/Save as functionality you can save any changes made on the fly to your table report. The functionality will be the same as it is on the old report, but we've updated the interaction and visual design to reduce accidentally saving over common report settings.

• This month we begin the release of our Persistence feature which will allow, certain changes you make on a report to stick with you. No more re-adjusting when you view the report again or when refreshing the page. This month we will be releasing the first of three persistent components, the state of the column filters tray. In October we will be releasing two more persistent components resized columns and chosen spacing.

Improved RESTful API HTTP status codes

In the September release we updated the HTTP status messages for RESTful API upsert requests to include HTTP 207 (Multi-Status). The status provides a more accurate indication of variable success and failure of the request. We had previously returned HTTP 200 (OK) status.

Edit RESTful API summary and lookup fields

Builders can now modify the properties of the summary and lookup fileds when modifying them in the [/fields ](/operation/updateField) endpoint.

Mobile offline specific forms

Today, forms with form-rules are not available for offline data entry. With the new mobile offline specific forms, builders will be able to specify a specific form to be displayed when a user accesses the form using offline mode in the Quick Base mobile app.

Coming soon:

Upcoming change for Exchange connections for connected tables

On October 13th 2020, Microsoft will end Basic Authentication (username and password) access for Office 365 customers. Because of this, Quick Base will soon be adding OAuth 2.0 as an authorization type for Exchange connections used by connected tables (also known as Quick Base Sync). Additional information will be sent to existing Exchange connection owners prior to this change.

Updated Map styles

Looking forward to our October release, we will be modernizing our Map reports. An important note about this upgrade: We will be retiring rarely used styles. This means Maps that use the retired styles, will be migrated to the default report behavior. Users that will encounter this change will be notified by in-product messaging.

Beta opportunities

We continue to focus on quality. Below are the issues we fixed this month.

Note: Platform security, billing changes, back-end tooling, and performance are all ongoing commitments. Each release may include changes in these areas.