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QuickBase Release Notes: February 26, 2012
In our February QuickBase release, we improved the table customization tabs, made it easier to request application create permission, and added functionality to the preview of mobile QuickBase. See the sections below for further information.
Do you have an idea for improving QuickBase? You can share your suggestions by either clicking the orange feedback tab on the My QuickBase page, or visiting the Customer Feedback for Intuit QuickBase forum (http://quickbase.uservoice.com).
What's New in QuickBase?
The February release introduces the following new features:
You also can read about these features in the online help after the release.
Improvements to the Customize > Table Tabs
As part of our ongoing effort to make the QuickBase UI more intuitive, we have given most of the tabs you use to customize your tables a makeover. We improved the look and consistency of the Fields, Relationships, Forms, Reports, Emails, and Properties tabs. Is some cases, we changed the name of settings to make them easier to understand. Access these tabs by selecting Customize > Tables from the menu bar on any application page.
Take a video tour of the updated Fields, Relationships, Forms, Reports, and Emails tabs! The changes are also detailed in the sections below.
Customize > Tables Field Tab before the February release
Note: We didn't change the Permissions tab in this release.
Learn more about changes to the:
You'll find the following changes on the Fields tab:
The initial view of the Fields tab contains only the field's name and type, and whether it is a default column for reports. You can add other columns (Reportable, Searchable, Relationship, Info and Field ID) to the display using the Advanced Options link.
We enabled drag and drop field ordering by default. You can enable column sorting using the Advanced Options link.
We enabled multi-select for fields. Just click on the checkbox to the left of each field you want to select. Selected fields may be deleted or dragged to another position in the field list.
The Fields tab has a new toolbar that provides searching and filtering controls for the field list.
You can hover the mouse over the name of a field to get more information about it.
The field name now has an icon to show when it is a key, a default sort field, or part of a relationship.
The field label now has a field type icon to its left.
We added the ability to copy a field.
We added the ability to delete multiple fields at once by selecting each the checkbox for each field you want to delete and clicking the Delete button in the toolbar.
The Add Fields button is now called New Fields.
The Default Columns column is now called Default in Reports.
The checkboxes in the Default in Reports, Reportable, and Searchable columns have been replaced by checkmarks. Checkmarks in these columns can be clicked to toggle whether these field properties are enabled or disabled.
The Type column now indicates if a Text field is Multi-line or Multiple Choice, and if a Numeric field is a Percent, Rating, or Currency.
The Move to top and Add fields after this one commands have been removed. Select a field before clicking New Fields to add the new fields after the selected field.
You'll find the following changes on the Relationships tab:
We added a brief description for each relationship.
You can hover the mouse over the name of a relationship to view its reference field.
You now click the name of the relationship to edit it, instead of clicking an Edit link.
You'll find the following changes on the Forms tab:
The Create a New Form button is now called New Form.
The forms are now always listed on the tab, even if there is only one form.
You now click the name of the form to edit it, instead of clicking an Edit link.
The Preview, Copy, and Delete buttons for each form have been replaced with icons.
The Forms Usage section has been replaced with two sections: Set how different roles use these forms and Override role settings by report. You use these sections to associate forms with different roles and/or reports. These sections now only appear on the tab if you have more than one form. (If there is only one form, it is used for all roles and reports.)
The Grid Edit setting for roles and reports have been removed for new users and for existing forms that didn't use the settings. (If you had chosen settings other than "Standard" for a particular table’s form, you still see the grid edit settings on that table's Forms tab.) Read more about the removal of Grid Edit form settings.
You'll find the following changes on the Reports tab:
The Create a New Report button is now called New Report.
The information that used to be presented in the More Info column is now available by hovering the mouse over the report name.
The red asterisk that indicated reports not normally visible to users in your role has been replaced by an icon to the right of the report name.
The Display, Copy, and Delete buttons for each report have been replaced with icons.
We added the ability to delete multiple reports at once by selecting each the checkbox for each report you want to delete and clicking the Delete button in the toolbar.
We enabled multi-select for reports. Just click on the checkbox to the left of each report you want to select. Selected reports may be deleted.
The Reporting Defaults and Record Picker Defaults setting links, which used to appear as the first two entries in the report list, can now be accessed through the More dropdown menu.
The changes to the Reports tab also apply to the Personal Reports page. Access this page by selecting Customize > Personal Reports from the menu bar on any application page.
You'll find the following changes on the Emails tab:
The Create a New Email button is now called New Email. The dialog for selecting which type of email you want to create when you click the New Email button has been redesigned to make it easier to select your choice.
The Disable Checked and Enable Checked buttons have been replaced by an Active column. Checkmarks in the column can be clicked to toggle whether the email is active (enabled) or not active (disabled).
The Delete Checked button is now called Delete.
The Copy button for each report has been replaced with an icon.
Each email now has a separate Delete icon.
An icon now appears next to each email’s name, indicating whether it is a Subscription, Notification, or Reminder.
The information that used to be presented in the More Info column is now available by hovering the mouse over the email name.\
We added the ability to delete multiple emails at once by selecting each the checkbox for each email you want to delete and clicking the Delete button in the toolbar.
The changes to the Emails tab also apply to the Personal Automated Emails page. Access this page by selecting Customize > Personal Automated Emails from the menu bar on any application page.
You'll find the following changes on the Properties tab:
The Properties settings have been consolidated into a single tab containing three sections:
Table and Record Names - contains basic table and record properties
Identifying Records - contains record picker settings and the title used for records on forms.
Advanced Table Settings - contains advanced properties such as including a table in search, showing/hiding edit buttons in reports, and showing/hiding the table name the menu bar.
We changed the names of several Properties settings to make them more consistent and easier to understand, as described in the following table:
Previous Setting Name
New Setting Name
Include this table while searching
Include this table in global searches
Hide from Menu Bar
Show in the menu bar
Menu Heading Override
Override the heading with
Note: This setting now is only visible if Show in the menu bar is enabled.
Singular Noun Override
A single record is called
Changes to the Customize > Table Tab URLs
We changed the URLs of some the tabs you use to customize your tables so that QuickBase can display the contents more rapidly for applications with many tables. The Fields, Relationships, Reports, and Emails tabs now include the table dbid instead of the application-level dbid. For example, the URL for the Emails tab changed from https://www.quickbase.com/db/<application_dbid>?a=emaillist to https://www.quickbase.com/db/<table_dbid>?a=emaillist.
Access these tabs by selecting Customize > Tables from the menu bar on any application page.
Note: For now, QuickBase redirects you automatically to the new URL for the tab if you try to access the tab via the previous URL. In the future, redirect may no longer be supported and links that are not updated to the new URL will not work.
Removal of Grid Edit Settings from the Forms Tab and Report Builder
In past releases, you were able to specify a form to use when Grid Editing a report for roles and individual reports. Many users did not use these Grid Edit settings and found them confusing. In this release, these two Grid Edit settings no longer appear on the Forms tab if you are a new user or if your existing forms didn't use the settings. If you had chosen a Grid Edit form setting other than "Standard" for a particular table’s roles or reports, you still see the Grid Edit settings on that table's Forms tab; if you change all the settings to "Standard", the Grid Edit settings will no longer appear on the Forms tab for that table.
Similarly, the Grid Edit Override setting available in the Report Builder Advanced Options no longer appears if you are a new user or if your existing report did not use this setting. If you had chosen Grid Edit override behavior other than "Standard" for a particular report, either on the Forms tab or in Report Builder, you still see the the Grid Edit Override setting in Report Builder for that report. If you change the setting to "Standard", the Grid Edit Override setting will no longer appear in Report Builder for that report.
Quickly Request Permission to Create Applications
Users can now quickly request permission to create applications. If you attempt to create an application, and do not have permission, the resulting page has a button you can use to send an email to your billing account administrator requesting permission. When the administrator grants permission, you now receive an email informing you of this fact.
Mobile QuickBase Improvements
In January, we released a view-only preview of mobile QuickBase. We're continuing to develop functionality for mobile QuickBase, and in this release we've added:
The ability to delete records.
Buttons to add and edit records that more seamlessly give you the option to add or edit the record in the full site. We're working on the ability add and edit records within the mobile site for a future release.
The ability to choose whether to sign in to the full site or mobile site on the sign-in page. This setting is persistent for each device it is set on.
Prev, Next, and Up navigation in reports to easily browse records (shown below).
To preview our mobile site, simply sign in to QuickBase on your mobile browser. You can read more about mobile QuickBase in the online help.
We'd appreciate your feedback on the mobile site. You can send us your suggestions and comments by selecting Feedback from the mobile menu.
Submit Feedback on QuickBase Online Help
You can now click the Comment on this page link at the bottom of any online help page to send us feedback on that page. We look forward to hearing from you.
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.)
The email notification Notify Whom setting did not display for application administrators if the original application owner no longer had access to the application. This issue has been resolved.
You were able to add a master record with a duplicate key field if both the master table's key field was set to a text field with a default value and there was a report link field in the master/detail relationship that was set to display on forms as an editable embedded grid edit report. This issue has been resolved.
When you imported from a file, QuickBase did not recognize Text - Multiple Choice, Email Address, or URL field types and defaulted to Text. This issue has been resolved.
When you added relationships while creating an application from scratch, the proxy field and lookup fields were not automatically created. This has been resolved.
When you added a record containing an append only field with a default value and changed the value for that field, both the default value and new value were saved. This issue has been resolved.
If an application manager had permissions in two roles and cloned the application, the application manager only had one role (whichever had higher priority) in the cloned application. This issue has been resolved.
The email notification Notify Whom setting was not updated if it was set to a "specific set of users" that included a field maker and the name of that field changed. As a result, the email was not sent to the user(s) listed in the field. This issue has been resolved.
When you converted a field to a table, the converted field was not added to the new table's forms, and the reference proxy field for the new table did not work from the related tables' forms. This issue has been resolved.
When a User or List - User field was used in an email notification, the Usage tab for this field did not include all of the places where the field was used in the notification. This issue has been resolved.
In the January 2012 release, we implemented a fix to prevent duplicate fields from being added to a form. However, customers often use duplicated non-data entry field types, including formulas, report links, iCalendar, vCard and built-in fields. This issue has been resolved; in Form Builder, fields that have not yet been used appear in black, fields that are used on the form and can be used again appear in blue, and fields that are on the form and cannot be used again appear in gray.
(introduced in the January 2012 release) When viewing a form, the Email button at the bottom of the form did not work. This issue has been resolved.