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Knowledge Base

Our Knowledge Base covers a wide variety of technical topics, from the basic to the complex.

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:

Fields Tab

 

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.

Relationships Tab

 

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.

Forms Tab

 

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.

Reports Tab

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. 

Emails Tab

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.

Properties Tab

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

    Record Name

    Record Title

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.


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.)

Issue

Description

QBE000439

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.

QBE005007

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.

QBE005205

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.

QBE005292

When you added relationships while creating an application from scratch, the proxy field and lookup fields were not automatically created.  This has been resolved.

QBE005693

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.

QBE005697

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.

QBE005701

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.

QBE005721

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.

QBE005769

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.

QBE005780

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.

QBE005790

(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.

Comments

Accessing backups

How easy is it to access backup versions? Well more specifically: here's my question: I give my team the highest credentials. I also give client credentials to view and AR staff to make adjustments. Let's say AR staff at the company and starts making wild changes. We need to revert to previous version. How difficult is this to do? How difficult would it be to review mulitple versions to see where AR staff started the sabotage? Sorry, I just couldn't find the answer to this question, and I have very paranoid clients. 

You've reached the knowledge base for Quick*Base*

Hi Gary -- 

You've posted a comment to an article on Quick*Base*. It sounds like you probably want help with QuickBooks instead -- see this article for links and support information for them:  http://quickbase.intuit.com/developer/category/knowledge-base-categories/other-product/quickbooks.

Regards,

--S.

Mobile app still unusable

There may be improvements over the initial version, but the app still does not display the fields selected for reports, the home page text is not displayed, etc.

work in progress

Hi Jim --

Please bear with us...we realize that our users want the functionality found on the full QuickBase site available on the mobile site, but it can't all happen at once. The mobile site is a work in progress. If you would like to use the feedback mechanism on the mobile site to comment on specific items that are causing problems for you and your team, I can assure you that the product managers do read what our users write.

Thanks for writing,

--Sybil

New Designs

I'm very disappointed in the design of the new fields, relationships, forms, reports and emails tabs. They are difficult to drill down, take up too much vertical space and are not intuitive. Why would I have to check a box to alphabetize 240 fields, it should be available with all functionality. Same thing for the table drops downs. they also expanded so less information is shown when using the drop downs. Unless I rename my reports I use every day to float to the top, I'm constantly having to drill down to them in the drop down.

I realize there's value in white space, but frankly not here.  Poor design!!

Hi Peggy --Thanks for writing

Hi Peggy --

Thanks for writing to us with your feedback. I understand that you don't like the vertical space taken up by the redesigned QuickBase tabs as well as other elements of the new design. The best way to get your voice heard by the QuickBase product managers and designers is on our UserVoice site: http://quickbase.uservoice.com. When you enter your feedback there, other QuickBase users can also see it and vote for it if they agree. We've been trying hard to listen to our customers, and the easiest way to do that is when all the feedback is in one location. I hope you will consider using that site.

Regards,

--Sybil

Please return "Move to" and "Add after" options

Prior to Feb 26, there were 3 options available when you right clicked on a field element (table > customize > field). I typically used Move to and Add after.

I found these features handy when I wanted to move fields around quickly. The drag and drop feature is too awkward when moving fields across a table that spans multiple screens.

PS. It is frustrating to search for items that are used on a fairly regular basis, contacting support only to find out that the option / feature is no longer available. In the future please ensure all changes (adds and removal) are included in the release notes.

re: missing commands

Hi Andreas --

Thanks for writing to let us know you were using these commands. There's an easy workaround for "Add after" -- just select a field with the checkbox on the left side of the table, then when you add new fields, they'll be added after the selected field.

Since you'd still like to use "Move to", I'd suggest making it official by writing in to our user feedback site: http://quickbase.uservoice.com/. If someone has already suggested bringing back that command, you could add your votes to their suggestion.

Regards,

--S.

field editing

Having to change the majority of the time to sorting by field name is a pain, but the real pain that I am having is that the Save-Next does not go to the next sorted record anymore but the next record in field order.  The sorting does not seem to stay in effect.  That is making it take 200 times longer to make change to a series of fields than it did before since I have to save each record then go into the next. I am afraid I have missed one in the process.

If there is something I am missing to make it do the save-next in sorted order, please let me know.

this is a bug

Hi Gary --

The bad news is, you found a bug. The good news is, we're aware of it, and we're working on a fix. Keep an eye on future release notes for notification of a fix to issue QBE005869.

Thanks for writing,

--Sybil

new tabs and sorting

Could you turn the column sorting ON by default in the new Fields tab and Email tab? I use that all the time to find fields in larger applications and sometimes to sort Emails when there are many of them.

re: new tabs and sorting

Hi Patti --

Regarding your suggestion -- we've been collecting all user suggestions on UserVoice (accessible via the "feedback" button on the My QuickBase page, or at quickbase.uservoice.com). This central repository for product suggestions gives our product managers a way to look at all the suggestions in one place. If you could enter your suggestion there (or vote for it if someone entered it ahead of you!), you'd be sure that it would be seen.

Regards,

--Sybil

For additional enhancements,

For additional enhancements, it would be nice if when you right click on a field & choose "edit this fields properties" that the next screen contains the field #.

finding the field ID (number)

In the new interface, the field ID is currently accessible in two ways:

  • when you hover over the field in the Fields tab, it is part of the information displayed
    OR
  • if you want to see every field's ID on the Fields tab, display the Field Id column by clicking Advanced Options on the tab and choosing that column to display.

Thanks for writing,

--Sybil

grid edit will be coming back

Thank you!

I actually believe this is a very useful feature.  Prior to ever using this I didn't fully understand how it worked.  I think it is not completely clear how this works, but once I became familiar with it, we have been able to use it in a number of situations.  We use it to consolidate information and keep things cleaner and easier on the eye when viewing tables, but can expand the # of columns or re-order them when you're editing data and thus allow full edit control under Grid Edit.  For us, and I assume many users, the Grid Edit feature is very important and powerful.  Without this feature many of our tables would have to be set-up in view mode with many unnecessary columns.  This feature allows important control and flexibility for the user interface.

Thanks again,

Tony

Grid Edits

I perfectly agree with you. I use Grid Edit all the time, for several administrative tasks. It is almost like I use it like it were the SQL UPDATE statement, although I know it is not quite like that.

Gredit Edit should stay and and stay the way it is right now.

"We enabled multi-select for fields"

On the 'delete' portion of this new feature, will we still get to see the "usage" page before confirming delete, or will the delete simply require an OK button on a second pop up window? (if that)?

The Usage tab is extremely useful when you're deleting fields as it serves as a Reminder to ensure that you have either removed the field from those places or that those places might need updating to display a different field.

re: deleting fields

Hi Laura --

We've chosen to replace the enforced visit to the Usage tab with a dialog - in part to support the move to allowing multiple fields to be deleted at once. The Usage tab is still accessible from the Field Properties and from the hover text for any field. Just click the "Where is this field used?" link in the popup.

Thanks for writing,

--Sybil

Printing Emails and Rules

It would be SO much easier to do an analysis of what you have in rules and emails if you could PRINT them.

It would help debugging and documentation. I cannot document the emails as most are too big to Print Screen.

While you were in those sections, couldn't you have created a Print button to allow them to print?

THANKS
pat

re: printing emails and rules

Hi Pat --

Regarding your suggestions -- we've been collecting all user suggestions on UserVoice (accessible via the "feedback" button on the My QuickBase page, or at quickbase.uservoice.com). This central repository for product suggestions gives our product managers a way to look at all the suggestions in one place. If you could enter them there (or vote for them if someone got there ahead of you!), you'd be sure that your suggestions would be seen.

Regards,

--Sybil

Grid edit override for reports

Sounds like if you're not using the Grid Edit override feature in a report, you can't apply to a report in the future?  Is this correct?

I do use this feature in a number of reports and it appears from the description that it will remain for those exisitng applications.  But it is unclear as to whether there is a way to apply it to other reports in the future.  Although, it may have been confusing the way it was displayed, this is is an important feature and should remain available.

 

Tony A.

grid edit will be coming back

Hi Tony --

You aren’t alone! We’ve heard the same concern from several customers and have learned that the grid edit settings are still useful for a small percentage of our users.  Look for the Grid Edit settings for forms and reports to return to the Forms tab in the next release.

Thanks for writing,

--Sybil

This helps!

Most releases up to now did not improve the product very much. But this one really should be an improvement. Sorting, Multiple delete, Multiple move, Filtering.... Yes Great!

But unfortunately still no sign of a print of copy button in the metadata dictionary to help build up the documentation of the system. Maybe next time?

Still waiting for European dates, amouts and phonenumbers too....

Ton

re: This helps!

Hi Ton --

Thanks for the compliment! We've worked very hard on this release, and it's a first step toward a better user experience with QuickBase.

Regarding your suggestions -- we've been collecting all user suggestions on UserVoice (accessible via the "feedback" button on the My QuickBase page, or at quickbase.uservoice.com). This central repository for product suggestions gives our product managers a way to look at all the suggestions in one place. If you could enter them there (or vote for them if someone got there ahead of you!), you'd be sure that your suggestions would be seen.

Thanks for writing,

--Sybil

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