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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: January 13, 2013

Happy New Year! This page describes our January 2013 QuickBase release.

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?

This section describes the changes that appear in both QuickBase and New QuickBase for the January release.

Export User Information

Now you can export your QuickBase users. This functionality is available from the Manage Billing Account page, on the Users with Access tab, the Deny tab, or (for Enterprise accounts) the realm Directory tab. There are four export options – copy to clipboard, export to CSV, export to Excel, or printed user data.

Transfer Email Ownership

We’ve added the ability to transfer ownership of multiple emails at a time. This functionality is available both from the list of emails for a single table, and from the list of all emails in an app available from the Manage notifications, subscriptions, and reminders page (described in the release notes for the December 2012 release).

 

Mobile QuickBase Changes

We’ve added some features to mobile QuickBase.

  • The Keep me signed in link now appears on the mobile sign in screen.

  • We’ve updated the mobile site with “New QuickBase” terminology.

  • When you’re adding a new record, tap the Save and New button to save your changes and add another record.

  • A list of reports recently viewed on a mobile device is shown when you’re looking at the list of reports for a table.

  

Other Enhancements

Issue ID 

Description 

 QBE006105

Email reminders can be set to remind more than 99 days in the future.

QBE007695

Admins are only emailed when changes are actually made to plans or packs, instead of whenever the page is viewed.

QBE007768

You can create an email from the app-level email management page.

QBE007829

(mobile) Performance has been improved on form rule updates.

QBE007885

The * required notation has been removed from the bottom of Edit forms.

QBE007949

Treatment of cached user data has been improved.

 

What's New in  QuickBase?

Note: If your billing account has access to New QuickBase (see image below), this section is for you.

This section describes the changes introduced in New QuickBase for the January release.

Reports Management

We know many of our customers wanted the capability to manage and organize their QuickBase reports (over 350 votes on UserVoice!), and now it’s here. If your account has upgraded to the New QuickBase, you’ll see an Organize button in the reports panel. Click the button to begin organizing your reports – drag and drop them into groups, rearrange groups, rearrange reports within groups, and more.

Note: This feature is only available to accounts and realms that have completed the upgrade to New QuickBase. Read about the upgrade.

After the January 2013 release, see http://www.quickbase.com/user-assistance/#organizing_reports.html for more information.

 

Visual Changes – Responsive Design

With this release, we’ve introduced a number of changes so that QuickBase is more aware of the size of the device or screen it’s displayed on. For example, buttons on the Page bar become icons when the screen is smaller than a certain size.

In response to user feedback about the amount of space taken up by page navigation elements, we have made the Page bar thinner, and the Global bar now scrolls off screen with the Table and App bars. The Back to top button is now shown as an arrow at the top of the screen. See image below.


  

The Save report controls that display when you make changes while viewing a report have changed. The Save button and its arrow have been resized for better targeting, and the Customize and Revert buttons have been transformed into icons.

Also, pinch and zoom functionality now works on tablet devices.

 

Visual Changes – Higher Contrast

In response to user feedback about colors, fonts, and shading in the New QuickBase, we’ve made a number of changes.

  1. Links and blue icons are now a darker blue.

  2. Collapsible section headers are now smaller.

  3. When row colorization is applied, View and Edit icons will appear lighter or darker so that they are visible.

  4. Group headers in grouped reports are now darker.

  5. Page titles on reports, forms, and the My Apps page are now in a larger font.

  6. Help icons now appear to the left of the field label.

  7. There have been minor changes to ten of the pre-defined colors that you can specify as color names:

    Color Name

    New Hex Value

    Old Hex Value

    Beige

    #f1ecc9

    #f5f5dc

    Olive

    #8e9b41

    #808000

    Tan

    #d2c29c

    #d2b48c

    Pink

    #ffe7f5

    #ffc0cb

    Purple

    #7b70b6

    #800080

    Blue

    #519ef2

    #0000ff

    Green

    #3dac39

    #008000

    Yellow

    #ffd04a

    #ffff00

    Orange

    #fda302

    #ffa500

    Red

    #d81702

    #ff0000

     

Other Enhancements

Issue ID

Description

 QBE007486

The reports panel now loads reports as needed, improving performance for tables with many reports.

 

What’s Fixed in QuickBase?

Note: This section describes issues fixed in both QuickBase and New QuickBase.

We’re continuing to focus on quality and have fixed a number of bugs in this release. All QuickBase releases include bug fixes from previous releases.

Issue ID 

Description 

QBE006087

Emails requesting permission to access an app were sent with a table name instead of the app name. This issue has been resolved.

QBE006170

Including special characters such as & or ^ in a custom permission rule deleted the contents of the custom rule. This issue has been resolved.

QBE006932

(mobile) Entering more than one search term returned no records. This issue has been resolved.

QBE007575

(Internet Explorer 8) The first field shown in the dialog to add a column to a report was not selectable.  This issue has been resolved.

QBE007650

When a field that allowed HTML was part of the record picker, the Recents menu showed the HTML tags instead of the field value. This issue has been resolved.

QBE007780

(mobile, iPad) Attempting to select a checkbox when using Grid Edit did not always succeed. This issue has been resolved.

QBE007800

The Change History table on the View Billing History page was ordered by date. It is now in reverse date order, so the most recent changes are shown first.

QBE007809

(mobile) Performance has been improved on conditional dropdown lists.

QBE007831

(mobile, Android) Messages that were displayed due to a form rule were not centered on the page.  This issue has been resolved.

QBE007868

Customizing a table report automatically checked the Show summary table based on the grouped tables, which produced an error when saving. This issue has been resolved.

QBE007889

Duration fields with invalid precision caused a server crash. This issue has been resolved.

QBE007923

(mobile) When form rules updated clickable Lookup fields or Formula fields (for example, Formula – Email), the updated fields did not display correctly. This issue has been resolved.

 

What’s Fixed in  QuickBase?

Note: If your billing account has access to New QuickBase, this section is for you. This section describes issues fixed in New QuickBase only.

We’re continuing to focus on quality and have fixed a number of bugs in this release. All QuickBase releases include bug fixes from previous releases.

Issue ID 

Description 

QBE007358,
QBE007646

The behavior of QuickBase after adding a record has changed: Except in the case of adding a related record, QuickBase will now display the newly added record after saving it.  When adding a related record (i.e.  adding a child record from a master record or a master record from a child record), QuickBase will continue to return to the original record after saving the related record.

QBE007436

A non-functional Back to top button displayed when scrolling to the bottom of a window with only a Page bar. This issue has been resolved; the button no longer displays.

QBE007573

The New Relationship button in the Page bar was non-functional when no relationships existed for the table. This issue has been resolved.

QBE007688

The Search box shown on the table Home page did not search on all searchable fields. This issue has been resolved.

QBE007716

The realm setting to hide the New app button did not work. This issue has been resolved.

QBE007733

(Internet Explorer 8) Forms with labels on the left displayed on the same row did not show any space between the first field’s data and the second field's label. This issue has been resolved.

QBE007879

Forms with many fields that had field help caused scrolling performance issues. This issue has been resolved.

QBE007936

Reports that have no Sort or group on other columns selection but do have the Show summary table based on the grouped tables field checked will be modified to remove the check. (See QBE007868, above, for a description of the issue that caused the error.)

Comments

Redirect to Parent Record after creating new related child recor

I am seeing an issue when I create a new child record from a master record.

I create the master record which has a button to add a child record.  System prompts me to save the master record first (I do) and then redirects me to the child record entry screen.  After I enter my data and click save, I am redirected to a NEW Master record rather than the related master record.  Why is this happening?  this is critical functionality to have for data entry, especially when we are trying to enter multiple child records linked to the master record.

It seems related to these recently updated bugs: QBE007358, QBE007646

 

Please advise with a work around, instructions, or time line for a resolution.

RE: Redirect to Parent Record after creating new related child r

Hello,

That doesn't sound like the expected behavior for the workflow. Please visit https://support.quickbase.com to open a new support case, and they will be happy to take a look.

 

Thanks,

Brian

Intuit QuickBase

Also witnessing this issue

We are also witnessing this same behavior on our applications as well.

RE: 'Also witnessing this issue'

Hi Mike,

 

Please visit the support portal at https://support.quickbase.com to open a support case. A support rep wil be happy to give you a hand with this.

 

Thanks,

Brian

Intuit QuickBase

Common reports are no longer in alpha order

Maybe the update isn't complete, but I logged in and found that the common reports are no longer in alpha order. Can I force the common reports to be in alpha order again?

RE: Common reports are no longer in alpha order

Hi Gina,

 

This has since been resolved. If your reports are still not in alphabetical order, please visit https://support.quickbase.com to open a new support case, and they will be happy to take a look.

 

Thanks,

Brian

Intuit QuickBase

Field labels in data forms

With the new QuickBase presentation layer, the HTML that displays data in a form has a pseudo last column in each row which is excessively wide. I presume that this is an attempt to potentially better vertically justify fields, but it has the adverse effect of causing field labels to wrap unnecessarily. For example, I have a table where one of the field labels is QuickBooksID_Company1, but the form displays y1 on a second line, which is clearly ridiculous. Why was this change made, rather than leaving the HTML to figure out vertical justification?

Field labels in data forms

Hi Mark,

 

If you visit https://support.quickbase.com and open a support case, they can definitely look into this for you.

 

Thanks,

Brian

Intuit QuickBase

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