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QuickBase Release Notes: January 24, 2016

This article describes our January 24, 2016 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 Apps 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 QuickBase for the January release.

Automatically pull in CSV data using QuickBase Sync for CSV

You can create a connected table in your QuickBase app using CSV data stored in Box, Dropbox, or Google Drive.  Any data that you can save in CSV format, from any system, on premise or in the cloud, can automatically refresh in a QuickBase connected table.

If you import business-critical data into your QuickBase app regularly, for example, invoices from an on-premise ERP system, you can automate that process using QuickBase Sync for CSV.

Create a new connected table and connect to a folder containing CSV files in Box, Dropbox, or Google Drive. Drag and drop to select the fields you want to connect, filter the data you bring into QuickBase, and set a schedule to automatically refresh the data.

To keep in sync with your latest changes, update the CSV file or put a new CSV file in your connected folder, and then refresh your table. Each time your connected table refreshes, we'll use the most recent CSV file in the folder. (We’ll only look at CSV files in your connected folder.)

Change connections when needed

App admins can now switch a connected table to use one of their own connections.

You might want a connected table to use a different connection if the connection owner changes roles, leaves the company, or is not available to change the connection filters or add and remove connected fields from the table. You may also want to switch connections if another connection, with different access privileges, provides the data you need in the connected table.

To change the connection to use one of your own connections, open the connected table Settings, select the connection, and click Use different connection.

Connect to QuickBooks Online Journal Entries

When connecting to QuickBooks Online, you can select a new optimized data set, Journal Entries - Line Items, in which each line item in the journal entry is represented as a separate row of data.

To choose this option, select Journal Entries - Line Items from the Optimized for QuickBase list.

Improvements to app and table searching

Search widget allows “is equal to” searches

The Search widget can now be configured to match the exact search term entered. App builders may also allow their users to choose whether or not their search should match the exact search term entered.

Global app search allows “is equal to” searches

The search functionality available from the Search button on the Global bar can now be set to match the exact search term entered. This setting causes the app or table search to be performed with the is equal to operator, which is often much faster than the current contains search.

Improved global app search experience

Global app search now returns search results incrementally, and the design of the search results page has changed:

Improvements to the Multi-select Text field

Add more choices

App builders can now configure Multi-select Text fields to allow their users to add more items to the dropdown list of choices. The total number of choices shown in the field cannot exceed 50, and each choice must be 40 characters or less in length.

Use values from another table

App builders can now choose to use a list of values from another table to populate the list of choices shown in a Multi-select Text field. In this case, the number of choices shown in the field can exceed 50.

Note that app users will not be able to select choices that exceed 40 characters in length, even when they appear in the field.

Changes to wording in field properties

The “shared multiple choice” wording used in the help to describe providing a list of values for a field has been changed to “shared value”. We made this change because you can now use values from another table to provide values to Multi-select Text fields as well as multiple-choice fields.

This wording change affects the Input type options shown in the field properties:

  • Multiple-choice now reads From list
  • Multiple-choice from another field now reads From another field 

The wording change also affects an Advanced field property:

now reads:

Improvements to reporting

More field types have <ask the user> filter option

When you choose <ask the user> as the value for a field in a report filter, QuickBase prompts the user for a value before running the report. In this release, we’ve added <ask the user> as an option for all QuickBase field types used in filters. You’ll still need to use _ask1_ if you’re filtering on <some field>, <some attached file>, or <calculated column>.

Improvements to emails

View report from Edit Subscription page

When you edit a subscription, QuickBase now shows an icon show report icon to the right of the report named in the subscription. Click the icon to view the report in a new browser tab.

Linked report name on list of automated emails

There is now a Details column on lists of automated emails available through table and app settings. The column contains information on when the emails will be sent. For subscriptions, this column also contains a link to view the report named in the subscription. 

Improvements to form rules

The Dynamic Form Rules tab now offers the option to disable or enable all form rules. Click Disable All to disable all the form rules. If all form rules are disabled, the button changes to Enable All

Performance bar available to all plans

The Performance Bar is now available to accounts on all QuickBase plans. Read more about this feature.

Improvements to user management

Email addresses visible to app and account admins

App admins can now see email addresses for users in their apps, even if the user has set a user name. This is also the case for account admins and users with access to apps in that account. (QBE010369)

Editing group properties in Manage Users

When you edit properties for a group from the list on the Manage Users page, the group properties page now opens in a new browser tab. (QBE010324)

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

QBE008788

After using Save and Add Another to create a new child record, a blank new parent record displayed. This issue has been resolved.

QBE010343

Sorting and grouping on a Text Multiple Choice Lookup field in child table did not honor the order set in the master table (Display choices shown in the order here). This issue has been resolved.

QBE010346

The More menu on the table home page did not contain a link to Print when a Calendar report was defined as the table home page. This issue has been resolved.

QBE010377

When you saved customizations to a report or chart set to be viewed only by certain roles, role settings were cleared and the Temporarily hide this report checkbox was selected. This issue has been resolved.

QBE010378

In a bar chart, if the label for the x-axis of a bar was blank (empty), then the user could not click the bar to drill-down into the sub-report. This issue has been resolved.

QBE010384

If a chart using the Plot axis on a logarithmic scale option contained invalid log values, for example, 0, then the chart did not display. This issue has been resolved.

QBE010385

The ToFormattedText() function did not display separators after three digits. This function now provides the option to display separators after three or four digits. This issue has been resolved.

QBE010394

In a chart, if some data points were blank, labels would appear on the wrong data point. This issue has been resolved.

Comments

Syncing every hour?

For this feature to be helpful to our company's workflow, Quickbase would need to sync every time the CSV file is changed, not every hour.

Hi Lane, Thank you for the

Hi Lane,

 

Thank you for the feedback! Could you take a minute to post this on our product feedback page? Our product management team actively monitors that area to better understand our customers' needs. You can find it by going to My Apps, and clicking the orange Feedback tab on the left.

 

Thank you,

Brian

CSV Sync using Box, DropBox

I am trying to develop an ETL type job process using Box or DropBox where external data loaded into an "upload file" in one of those systems and can be automatically uploaded directly into Quickbase on a daily basis. Because you now have sync for both Box and DropBox is there a way to instead of syncing the data, to actually upload the data? It looks like Quickbase has done almost everything to make this happen, except the auto upload piece. Though sync is great, for quality control and security I need to upload the data into Quickbase. 

Re: CSV Sync

The way QuickBase Sync for CSV works is that the data from a file placed into Box or DropBox will be uploaded to QuickBase and synchronized with existing data already in the destination table. The schedule for the sync and the way in which the sync happens is controlled by settings in QuickBase. The file will still exist in Box or DropBox, but the data in the file will exist in QuickBase after the sync. 

I'd suggest opening a case with QuickBase Support so we can help you directly, if the above doesn't address your concerns.

Regards,

--S.

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