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QuickBase Release Notes: May 22, 2011
Please note that the date for this release has changed from May 8 to May 22.
In our May release, you’ll find new features designed to help you create more powerful, versatile apps. From allowing you to select more than one user in a single field, to letting you filter long lists of users, the new release makes QuickBase better and more flexible. And, from the “We’re listening” category, we’ve changed how you manage field order in your tables, making it easier for you to add and move fields to just where you want them.
What’s new in QuickBase?
Our May release introduces these features:
Note: If a data entry form includes both an editable grid and a multi-line text field, an email notification may be triggered incorrectly the first time a record is edited and saved after the upgrade to the May QuickBase release. QuickBase may indicate that the multi-line text field has been modified even when no changes have been made to that field. This happens only once and only on records where multiple lines of data from an email program or word processor have been pasted into the multi-line text field. QuickBase behaves as expected for subsequent edits and does not send an email notificaton unless the data changes.
Choose more than one user in a single field
QuickBase now provides a "list-user" field type, which gives you the ability to choose more than one user in a single field. When you use this field type, application users can choose up to 10 users when completing the field.
List-user fields can be configured to let you select from all users who are in either the default or custom user set for the field. Here is what it looks like when you enter data into a list-user field on a form:
Using the Search box at the top of the list, you can narrow the list. You can use the <Select another user...> option at the bottom of the list to select a user who is not in the default or custom set.
You can use the new list-user field in permissions, form rules, and reports, and the corresponding UserList data type in formulas.
Reporting with list-user fields
With the introduction of list-user fields, you’ll notice a small change in the Report Builder. If you create a filter using a list-user field, you can choose a new operator: Includes/Does not include. This operator lets you look for records where a list-user field contains a set of users you specify. QuickBase finds a match if the users you specify are at least a subset of the users contained in the record.
If you are creating a query using the QuickBase API, you use the HAS/XHAS operators to find sets of users within a list-user field.
Display choices in multiple choice fields as radio buttons
The new release lets you choose whether you want the choices in multiple choice fields to display in a dropdown (the default) or as radio buttons. A new option on the Forms Layout page is available for Text-Multiple Choice fields: Show choices as radio buttons (instead of dropdowns).
There is one limitation to be aware of. If you choose this option, users will not be able to “add new choices” to the multiple choice list, regardless of whether the field’s properties specify that they should. New choices can be added only from the Field Properties page.
To set this property:
1. In the table menu bar, click a table name and choose Customize <tablename> Table > Forms.
2. Choose Edit the Layout of a form.
3. Click a multiple choice field that appears on the form. The form properties for the field appear to the right.
4. Choose Display choices as radio buttons (instead of a dropdown).
QuickBase displays choices as radio buttons on your form.
Give users in your company the ability to create QuickBase apps
You know you rely on your QuickBase apps –why not share the wealth? In the May release, Account Administrators can easily give users in their company the permission to create applications. Administrators can click the new Add Email Domains button on the Permissions tab to see a list of email domains registered for their company. Administrators can choose one or several of these domains to grant all QuickBase users within those domains the ability to create applications.
Use Any/All in more places
When we introduced the ability to create reports using Any and All, this feature was available in the Report Builder only. In the May release, we’ve added this ability to filtering in Advanced Find, Email Notifications, and Email reminders.
Filter long lists of account or realm users
QuickBase now gives Account and Realm Administrators the option of filtering lists of users, so they can see just the subset of users they want.
Account Administrators can filter the Users with Access tab to see a list of specific users (using email addresses), users within the company (if you are part of a company), or users who have a particular status. Realm Administrators can filter the Realm Directory tab in much the same way. They can specify a list of email addresses to see specific users, or filter the list to see users with a particular access level. When you have a large number of users, you will see the pre-filter page first when you open the Users with Access tab or the Realm Directory tab. For all accounts, you can access the pre-filter page from a link on the Users with Access tab or the Realm Directory tab.
Reorder fields more easily
In February, we released a feature that let you drag and drop fields from one position to another in the field list. The feature missed the mark for some customers who had difficulty managing very long lists of fields.
In this release, you’ll see that we’ve addressed issues with moving fields in long lists. You can now drag and drop fields across pages of fields. In addition, you can move or add a field to a specific location using the menu that appears when you right-click a field (shown below).
You’ll also notice that the line number appears in the Order column, regardless of how you’ve sorted the list.
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.)
Email notification issues
When you clicked the [Add a New Xxxdetailsrecord] link in Email Notification, "QuickBase Error" "Yyymasterrecord Not Found" displayed after the details record was added.
If you set "Notify When" to Add or Modify and the form contained an editable grid, you received two notifications (instead of one) when the record was added or modified. This issue has been resolved.
Custom email notification messages always included an iCal file as an attachment if the data form contained an iCal field, even if the custom email message did not make any reference to the iCal field. This issue has been resolved.
Email notifications sent when records were added did not include embedded report records. This issue has been resolved.
Email notifications included links instead of buttons for formula URL fields configured to display as buttons. This issue has been resolved.
Personal email notifications could not include a copy of a record unless the user had administrator rights on the table. This issue has been resolved.
The user did not receive email notifications for an application if the user did not have access to the trigger field. This issue has been resolved.
An email notification for when a record is modified did not display a user field in red. This issue has been resolved.
An email notification for when a record is modified contained two statements that a file attachment field had been changed to <file name> when a file was added to an existing record for the first time. This issue has been resolved.
When displaying a record, if you tried to share the application, you may have received a message that “the time limit on the last page expired. You must submit the page within 60 minutes of when it is first displayed” even if you had been using the page for less than 60 minutes. This issue has been resolved.
In the Report Builder, if you displayed a report that filters on Numeric-Currency field, then clicked Customize this Report, the value you entered in the currency filter disappeared. This issue has been resolved.
When you created a Summary report using Internet Explorer and tried to insert a row grouping using a Date field AFTER an existing row grouping that used a non-date field, the Combine drop down did not display Date options; instead, the dropdown displayed the options for the preceding row grouping. This issue has been resolved.
Summary fields that contained “is during the current day” filters did not reflect the account’s timezone. This issue has been resolved.
In Internet Explorer, you were not able to delete an empty set of filter criteria. This issue has been resolved.
When you attempted to create a summary field to summarize only records where a date field occurred during the current month, the actual date range did not match the current calendar month. This issue has been resolved.
In Report Builder, if you created a filter using the Is During operator and specified either Fiscal Quarter or Fiscal Year, the dates displayed after the line of filter criteria did not correctly represent the fiscal year setting. This issue has been resolved.
When you create a new role, the application-level permission defaults to “None”. This issue has been resolved; the default is now "Basic Access".