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QuickBase Release Notes: May 20, 2012

In our May QuickBase release, we continued to improve the QuickBase UI.  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 May release introduces the following new features:

You also can read about these features in the online help after the release.  

Improvements to the Customize > Application tabs

General:

  • The Settings tab has been renamed to Properties, and moved to the end of the tab row.

  • The Misc. tab has been renamed to Management.

  • The Developer tab has been renamed to Sandbox.

 

Tables tab:

  • The list of tables is now filterable; type into the Search tables box to show only those tables with the search term in their names.

  • The Create a new Table link was replaced by a New Table button.

  • The Reorder the Tables link was removed; tables can be reordered by dragging and dropping them into the desired order. You can select multiple tables, then drag them all to another location in the table list.

  • Columns are now sortable; when you click to sort, a message is displayed to remind you that the tables are no longer in table order. Click Return to table list order to put the tables back into the order you specified.

  • Table names in the list of tables are now links; click a table name to edit that table.

  • The Relationships column in the list of tables is renamed Related to.

  • The links in the Fields and Relationships columns have been removed; click a table name to edit the table.

  • The Delete button was replaced by a Delete icon.

  • The More > Expel this table option was replaced by a Move this table to a new app icon.

 

Roles tab:

  • The list of roles is now filterable; type into the Search roles box to show only those roles with the search term in their names.

  • The Create a new Role link was replaced by a New Role button.

  • The Reorder Roles link was removed; roles can be reordered by dragging and dropping them into the desired order.

  • The Roles/Reports Matrix link was renamed to Set Role access to Reports.

  • Multiple roles can be deleted at once; click the checkbox to the left of the roles you want to delete and click the Delete button.

  • Role names in the list of roles are now links; click a role name to edit that role.

  • The column with Permissions links in the list of roles now contains the App-level permissions granted to that role. The links to the Customize > Roles > Permissions tab were removed; click a role to edit its permissions.

  • The column with Edit Home Page links in the list of roles now contains the name of the home page for each role. Those names are links; click the link to edit the role's home page.

  • The column with Hide/Show Tables links in the list of roles has been removed. Click the role name to edit the User Interface settings for that role.

  • The More > Delete this role option was replaced by a Delete icon.

  • The More > Copy this role option was replaced by a Copy icon.

  • The More > Rename option was removed; click the role name to edit its properties.

  • The More > Show/hide reports option was removed; use the Set Role access to Reports link to set which reports are shown/hidden for this role.

  • The More > Select a home page link was removed; click the role name to edit the User Interface settings for that role.

 

Pages tab:

  • The list of pages is now filterable; type into the Search pages box to show only those pages with the search term in their names.

  • The Create a new Page link was replaced by a New page button.

  • The Edit link beside each page was removed. Page names in the list of pages are now links; click a page name to edit that page.

  • The Usage column in the list of pages was split into two columns: Specified Home Page for and Default Home Page for.

  • The Delete button was replaced by a Delete icon.

  • The More > Copy this page option was replaced by a Copy icon.

  • The More > Preview this page was replaced by a Preview icon.

  • The More > Make this page the default home page was replaced by a Set as Default Home Page button. Select a page and click the button to make it the default home page.

  • Multiple pages can be deleted at once; click the checkbox to the left of the pages you want to delete and click the Delete button.

 

Variables tab:

  • The list of variables is now filterable; type into the Search variables box to show only those variables with the search term in their names.

  • The Create a new variable link was replaced by a New Variable button.

  • The Edit link beside each variable was removed. Variable names are now links; click a variable name to edit that variable.

  • The Delete button was replaced by a Delete icon.

  • Multiple variables can be deleted at once; click the checkbox to the left of the variables you want to delete and click the Delete button.

 

Misc. tab:

  • The tab has been renamed to Management.

  • The formatting, description, and ordering of the options on the tab have changed.

 

Developer tab:

  • The tab has been renamed to Sandbox.

 

Settings tab:

  • The tab has been renamed to Properties.

  • This tab now has five "foldable" sections rather than tabs on the left.

  • The Save Changes button has been renamed to Save.

 

Improvements to the Customize > Roles tabs

General:

  • The Properties tab has moved to end of tab row.

  • User changes to Permissions and User Interface tabs now take effect immediately (previously you were required to save them with the Save button before they took effect).

  • When you create a new role, you can now enter a role description as well as a name.

 

Permissions tab changes:

  • The Application-Level Permission heading has been changed to App Access.

  • The application-level permission of None was replaced by a Disable access to app for users with this role checkbox, to reflect the common usage of using None to disable access while configuring roles.

  • The table name headings and permissions that were listed vertically down the tab are now displayed in a table.

    • View Records field appears in the View column.

    • Modify Records field appears in the Modify column.

    • Add Records field appears in the Add column.

    • Delete Records field appears in the Delete column.

    • Save Shared Reports field appears in the Save Shared Reports column.

    • Full Admin. field appears in the Edit Field Properties column.

    • Fields field appears in the Fields column.

  • The QuickBase table names are links; click to edit a table.

  • When you set the View or Modify column value to Custom Rule, a window opens to edit the rule. The edit link was replaced by an Edit icon; click it to modify the custom rule.

  • When you set the Fields column value to Custom Access, a dialog opens to edit field access permissions. The edit link was replaced by an Edit icon; click it to modify custom field access.

  • Custom field access permission names were changed. No Access was changed to None, and View/Modify was changed to Modify. These changes are visible on the Custom Field Access dialog, and in the Field Properties tab when you choose to restrict permission by role.

 

User Interface tab changes:

  • The Home page field was renamed to Role home page.

  • The Reports heading was renamed to Report Display.

  • The link to select reports for the role was replaced by a Set report access link.

  • The Application Menus heading was renamed to Menu & Table Display.

  • The checkboxes used to show menus have been changed to hide menus instead, to make them parallel with the other actions on this tab.

  • Table headings have changed:

    • Hide Table has been changed to Hide in Menu Bar.

    • Hide Default 'Add' Button has been changed to Hide Add Button/Links.

    • Hide Multi-record Operations has been changed to Hide Multi-record Options.

 

Improvements to the My QuickBase page

  • The New Activity column indicates activity in an application since you last visited it. The flag icon in this column is cleared when you access the app.

  • Categories (and the New category and Edit categories commands) are now shown in a dropdown in the Category column.

  • The Clear category command has been removed. To clear a category from an app, choose --None-- from the category dropdown.

  • The way in which apps are searched for using the Adv. Search option Search for text in the name or description of an application has been improved. Now all the words you search for must be either in the app name or in the app description. Also, QuickBase discards common words and parts of speech such as articles and prepositions before performing the search.


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

 QBE005253 The Dashboard showed the Reports header on the left side panel, even if all reports for the user's role had been hidden. This issue has been resolved.
 QBE005857 Tables with hundreds of fields displayed slowly in Internet Explorer 7. This issue has been resolved.
 QBE005904 Icons display on the My QuickBase page did not show sandboxes and sandboxed applications distinctively. This issue has been resolved.
 QBE005910 In apps with only one table, attempting to set up a personal email notification would cause a "Table Not Found" error. This issue has been resolved.
 QBE005920 When using quick search on all tables, the results report for any table did not show the reports toolbar on the first page of results. If more than 10 results were returned, the user could navigate to the second page of results, then back, to show the toolbar. This issue has been resolved.
 QBE005927 Users with application-level access of "Basic Access with Sharing" could not delete their personal reports. This issue has been resolved.
 QBE005967 Granting users Full Administration account permissions when they didn't already have app create permissions did not send them an email notifying them that they could now create apps. This issue has been resolved.
 QBE005968
If the user selected a security question that contained an apostrophe (') during registration or email verification, subsequent display of that security question was truncated. This issue has been resolved.
 QBE006022 QuickBase allows email addresses as screen names, but its comparison of email addresses and screen names in formulas was case-sensitive, which caused occasional errors in Formula-Email fields. This issue has been resolved; comparisons involving email addresses are now case-insensitive.

 

Mobile Issues

Issue

Description

 DE22The Recent Records mobile site menu option appeared even if the Recent menu was hidden for the user's role. This issue has been resolved.
 DE27Returning to a filtered report after viewing a record showed the filtered results but did not display the search term used. This issue has been resolved.
 DE32If a user’s primary role hid all tables in the table bar, the mobile site menu still showed the Reports option. This issue has been resolved.
 DE33If the user’s primary role hid the Add button for all tables, the mobile site menu still showed Add Record options. This issue has been resolved.
 DE39If a user's role hid a table in the table bar but still allowed View permissions for it, that table was hidden on the Browse Reports table chooser dropdown, but in some cases the table's reports were still listed. This issue has been resolved.

Comments

Speed

All these graphical "improvements" seem to be making Quickbase respond more slowly. Is there any way to make it display faster?

re: speed

Hi Patti --

I'm not sure I can fully answer your question without knowing more about your use of QuickBase. In general, you'll see speed increases when you use more modern browsers (latest versions of Firefox or Chrome). If you're on a QuickBase Enterprise plan, you have access to the QuickBase performance bar, which provides response time and network speed information. We also have several suggestions for improving performance in general here:

http://quickbase.intuit.com/developer/knowledge-base/how-can-i-troublesh...

Hope this helps,

Sybil

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