Quickbase Release Notes: September 2020

Quickbase News

The Quickbase Pipelines team has been hard at work enhancing the DocuSign channel. That is just one of the many enhancements coming in the September release

New Quickbase Features

1. Pipelines Updates

Significant DocuSign Channel Enhancements

The Quickbase Pipelines team has been hard at work enhancing the DocuSign channel. That is just one of the many enhancements coming in the September release:

  • The ability to connect to a demo account.

  • Filter events are based on the envelope subject.

  • Sending an Envelope for signature from the template step (all signees with their respective fields are visible, and the fields can be dynamically filled in with data from third-party services).

  • PATCH Method available in Webhook Channel

Quickbase File Attachments

The Quickbase channel is now supporting File attachments, which will allow users to send file attachments, uploaded to Quickbase, external services, and upload attachments from external services to Quickbase.

Fields Panel Search

In lieu of scrolling through a long list of fields, users can now search in the Fields Panel, per step, being output from a previous step in your pipeline.

2. Report Updates

More New Features for The New Table Report

With the new Save/Save As functionality, users can now save any modifications made to their table report as they work.

Quickbase has updated the interaction and visual design to lessen accidental saving over standard report settings, all without changing the functionality of the old report.

3. API Updates

Improved RESTful API HTTP Status Codes

Quickbase updated the HTTP status messages for RESTful API upsert requests to include HTTP 207 (Multi-Status) in the September release. The status provides a more accurate indication of variable success and failure of the request which previously returned HTTP 200 (OK) status.

Edit RESTful API Summary and Lookup Fields

Builders can now modify the summary and lookup fields’ properties when modifying them in the /fields endpoint.

4. Mobile Updates

Mobile Offline Specific Forms

Quickbase builders will now be able to designate a particular form to be displayed when a user is using offline mode in the Quickbase mobile app with the new Mobile Offline Specific Forms.

5. Coming Soon

Upcoming Change for Exchange Connections for Connected Tables

Microsoft will end Basic Authentication (username and password) access for Office 365 customers On October 13th, 2020.

Due to Microsoft’s decision, Quickbase will soon be adding OAuth 2.0 as an authorization type for Exchange connections used by Quickbase Sync. Quickbase will send additional information to existing Exchange connection owners before this change.

Updated Map Styles

Quickbase will be modernizing the Map reports.

An important note about this upgrade: Quickbase will be retiring rarely used styles, which means Maps that use the retired styles will be migrated to the default report behavior. Quickbase will send notifications to users that will encounter this change.

New Dashboards

Quickbase’s new dashboards provide a modern interface and new functionality for users. Users can now filter across selected reports by field values in the underlying data and view collections of reports from across all of your Quickbase applications.

New Table Report Experience

The new Table Report provides a modern interface to view, sort, filter, and group data when offline. To turn the feature on, users will use the toggle found at the top on each report.

Audit Log API Access

Quickbase is offering RESTful API access to Audit Logs for customers with that feature on their accounts.

Please check your profile in the Early Access application, or create a new one, to ensure Extending Quickbase is selected.

What’s Fixed in Quickbase

Below are the issues Quickbase fixed this month.

Note: Platform security, billing changes, back-end tooling, and performance are all ongoing commitments. Each release may include changes in these areas:

  • Corrected a problem in the RESTful APIs with the Currency Field quietly accepting invalid strings.

  • Quickbase fixed an issue with tables not being deleted and errors being generated when saving changes to a sandbox environment.

  • Fixed an issue with the color of buttons for URL Fields not displaying in the new report.

To read in more about the entire September release and see the full list of issues fixed, click here.