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QuickBase Release Notes: November 18, 2012

This page describes our November 2012 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?

The November release introduces the following enhancements:

Default Roles

You can now set a default role for an app, to allow easier app sharing. This role is used by default whenever a new user is added to the app, but you can always change the assigned role.

Setting a default role is not required; if no role is the default, you will continue to be prompted for the role to use when you share an app or add a user.

The default role is also used when you create a new app from scratch. The default role is set to Participant, which has Basic with Sharing app permissions.

Certain templates have been updated to use a default role when you create a new app using that template. (Existing apps created from these templates are not affected.) See the table below for details.

App name

Default role

Role already had
"Basic with Sharing"
permissions?

Simple project manager

Team Member

N

Project management portal

Team Member  

Sales management portal 

Sales Manager 

Document library 

Contributor 

Contact management portal 

Management 

Support knowledge base 

Support Rep 

Non-profit management portal 

Management 

Simple contact manager 

Participant 

Training management 

Training Manager 

Marketing all-in-one 

Participant 

Work order management 

Maintenance Person 

Professional services all-in-one 

Project Manager 

 

Email Owner Visibility

When showing the list of emails for a table, there are two new columns: Owner and Owner=To. These columns clarify who the owner for each email is, and whether the email is sent to the owner. For notifications, if the email owner no longer has permission to access the table, the email name is shown in red and the email is not sent. Increasing the visibility of email owners allows easier administration of emails for an app, especially in cases where the email owner no longer has access to the app.

Report Builder Enhancements

The following enhancements have been made to the Columns section of the Report Builder to improve ease-of-use: 

  • Added search boxes to the Report columns lists. Type into a search box to filter the fields shown.

  • Removed dividers that appeared in the Report columns lists.

  • Sorted fields in each list alphabetically.

  • Removed the <Calculated column> field from the Available list if it wasn't defined. 

  • Renamed <Other column> to <Columns from a related table>.

  • Replaced the "jump" buttons on the right of the Report columns lists. These buttons now move the selected field up or down five places.

Account Usage Visibility

Account usage data is now shown in more detail on the Manage Billing Account's Summary tab to make it easier to keep your usage within plan limits. If your account is at 90% or more of the plan limit, you now have a link available to upgrade your plan.

Mobile Reports Changes

(QBE007228) To make mobile reports more consistent with their full-site equivalents, tapping a record in a report now shows the record with only the fields included in the report. Swipe the record in the report view, or tap the View icon in the action menu icon in the single-record view to access the complete record if user permissions and report settings allow. 

Also, the delete button has been removed from the swipe menu on the report to prevent accidental deleting of records. Records can still be deleted when viewing or editing them.

Performance Enhancements

(QBE007152, QBE007446, QBE007480, and QBE007483) In this release, we have included a number of performance enhancements for the My QuickBase page, grid edit reports, reports display, and browsers that are not emulating Chrome. 

What’s Fixed in 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

QBE006130

Variables that contained the newline character caused JavaScript errors when attempting to display the list of variables. This issue has been resolved.

QBE007236

Absorbing a table with a cross-app relationship into an app that was part of that relationship would prevent the absorbing app from being copied properly. This issue has been resolved.

QBE007246

Attempting to access a QuickBase URL from an email or bookmark in a realm using SAML for authentication sometimes redirected the user to the My QuickBase page after login. This issue has been resolved.

QBE007295

Selecting a field in the Report Builder field list by typing the field name did not work. (See also Report Builder Enhancements.) This issue has been resolved.

QBE007320

App admins could no longer see who owned a given personal report. This issue has been resolved.

QBE007333

The area used to display Sort & group items in the Report Builder was very wide and the buttons to add or remove an item displayed on the far right side of the area. This issue has been resolved.

QBE007363

Timeline reports would display incorrectly when they were embedded in a master record. This issue has been resolved.

QBE007381

(Chrome only) Some users were unable to use Grid Edit when they enabled touch events in the browser. This issue has been resolved.

QBE007392

(Internet Explorer 8 only) Saving a form that contained a required multiple-choice field displayed as radio buttons resulted in a JavaScript error when that field did not have a value. This issue has been resolved.

QBE007439

(Internet Explorer 8 only) Added a warning when importing data into QuickBase using IE8 that the browser does not support tables with more than 1000 fields. 

QBE007506

When editing a record from a report, you would be returned to the top of the report, instead of the location of the record. This issue has been resolved.

QBE007543

(Internet Explorer only) Exact Forms were not displaying correctly. This issue has been resolved.

QBE007581

The Target Group column on the Manage Users page was missing. The column has been restored.

Comments

Searching for Fields in Available Columns

While I appreciate that we can avoid the scrolling method in the Report Builder to locate fields we want to populate into a report; it is still laborious to type into a separate box the name of a field and then have to "select" the one to move; rather than searching by typing the beginning of the field name in the list and clicking "enter" to populate it to the right as we used to.

Searching for Fields in Available Columns

Hi Laura,

 

This is Brian from QuickBase Support. Thank you for your input regarding the recent release! I encourage you to log your feedback on our User Voice site, to make sure your voice is heard:

http://quickbase.uservoice.com

 

Thanks,

Brian

QuickBase Support

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