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In our July release, we added two major features to QuickBase: copy master and detail records, and import from Microsoft Excel (2007 and later) files.
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What's new in QuickBase?
The July release introduces these new features:
Copy master and detail records with their relationships
There is a new QuickBase feature and a new API call to copy or import records while maintaining dependencies. Using these features, you can either:
Copy records using the Copy Master and Detail Records option
Use the Copy Master and Detail Records feature to add a Formula - URL field that displays as a button in a specified table. Configure the button either to:
Copy a master record and its detail records. For example, add a copy button in a project management application so that users can create a new Project by copying an existing Project master record and its detail Task records.
Import specific detail records to a master record. For example, add an import button so that users can import the same group of detail Task records to different Project master records.
The Copy Master and Detail Records feature is available from the Customize > Application > Misc. tab and the Help > Application Site Map > Miscellaneous section.
Read more about this feature in the online help.
Copy records using the QuickBase API
This release also includes a new API call (API_CopyMasterDetail) that can copy a master record with its detail records, or import only the detail records from one master record into a different master record. You invoke this call on a table-level dbid for the master table to which you are copying or importing records.
Read more about this API call in the API Guide.
Import Microsoft Excel (2007 and later) files
You can now import Microsoft Excel (2007 and later) files directly into QuickBase, without having to first convert the Excel file to .csv.
Import Excel files to:
Create new applications
Update existing applications
Provision users into groups
If you created the file in a version prior to Microsoft Excel 2007, you still must save the file as .csv before importing to QuickBase.
Read more about importing Microsoft Excel files in the online help.
What’s fixed in QuickBase?
We’re continuing to focus on quality and have fixed a number of bugs in this release. (As always, all QuickBase releases include bug fixes from previous releases.)
Using Grid Edit on a report with records assigned to more than one user sometimes caused notification emails with a link to a blank report to be sent to some of those users. This issue has been resolved.
Values from Numeric-Currency and Numeric-Percent field types in child records did not copy correctly when using the Copy wizard. We recommend using the new Copy Master and Detail Record functionality available in this release.
The email sent to application administrators when the daily email notification limit for a table was exceeded did not clearly explain how QuickBase determines the limit. The email message has been improved and now provides more detailed information and links to help the administrator correct the problem.
Emails sent to application administrators about notification limits included the count of unverified users for accounts that were not permitted to send external emails to unverified users. This issue has been resolved.
When calculating the number of email notifications that could be sent per day, QuickBase also counted emails to unverified users, even when the account was not permitted to send email to
unverified users. This issue has been resolved.
User caching on large accounts was causing the Deny List and Realm Directory pages to “hang” the first time they were accessed after a server restart. This issue has been resolved.
When multiple records were edited and the notifications were supposed to be sent to everyone in a List-User field, notifications for the first record went to the full user list, but for every record after that, the notification was only sent to only a single user from that field. This issue has been resolved.
If you chose to Create New Field when importing a file, there was no entry in the field type list for the Date/Time field type. This issue has been resolved.
Attempting to log in to QuickBase from quickbase.intuit.com using Firefox 5 redirected the user back to that page. This issue has been resolved.