The December release of Quick Base brings consolidated user management, a rich text field type, new calendar reports, IP whitelisting improvements, more mobile forms, plus our new Quick Base certification program!
The December release of Quick Base, including the features and fixes listed in the release notes, is available starting Sunday, December 17, 2017.
Read on to learn all about it, or download the release notes in Word format.
Our December release officially introduces a new interface for user management, which supplements existing account and realm management tools. The new page consolidates user information for all users in your account/realm into a single page and improves visibility and control over user details.
We’ll be rolling the new page out in stages. When it is activated for your organization, Quick Base administrators will have access from links on the My Apps page and the Manage Billing Account page. These links are labeled as Beta. We’re working on more features for upcoming releases, and we’d like to hear how Manage All Users works for administrators.
The Manage All Users page displays all users in a grid similar to existing Quick Base reports, and allows you to search, filter, sort, and navigate through the grid. Quick filters at the top of the page allow you to toggle displays of users, and you can export sets of users in CSV format.
You can also select multiple users and set deny status.
For each user, you can view info, view and edit permissions, or set deny status. You can also view all the apps and groups for a user.
In response to customer requests, we have added a new rich text field choice. Originally introduced as an early access feature in the October 2017 release, now all Quick Base customers can add rich text fields to apps, so you can format text with point and click.
When creating a new field, choose Rich Text.
When using a desktop browser to create or edit a record, a rich text editor appears so users can format content, add links, insert images, create rich text tables, and so on.
Advanced builders can view and edit the source and work with HTML if needed. The rich text toolbar also provides a source editor option, as shown here:
Simplify how you share and present information with a new calendar report format that offers improved styling and features daily and weekly views, double-clicking to add events and more.
Added to the new calendar report format are daily and weekly views, plus the ability to quickly switch among daily, weekly, and monthly views. The next time you visit the report, Quick Base remembers which view you used last.
You can double click to add an event, navigate calendars embedded in forms, and email professional-looking reports in their entirety.
The new calendar report is ready for use and will replace the existing calendar report by the end of February 2018, at which time your existing calendar reports will be updated with the new style and features. But as of December 17, 2017, you can opt in to the new calendar report by opening a support case. Our care team will turn on the feature in your realm.
Platform and Unlimited plans include policies to filter access by IP addresses. The December release provides an improved IP Whitelist interface for entering, validating, and updating IP addresses.
Mobile forms now support more complex elements, such as tabs, and render them as a single column for easier use on phones and tablets.
In the example below, tabs for Project, Project Info, and Financial Performance appear as scrollable sections on the form:
We’ve added some changes to the formula editor:
If you need more room to write your formula, a new icon quickly expands the formula editor for a field. This setting persists for any formula editing on other fields, until you click it again.
Here is the icon in the corner of the editor:
When you add comments to your formulas using the double slash notation, the comment automatically now appears in a gray color, so it is easier to see the comments as separate from the code.
Quick Base launched a new brand at our annual conference, EMPOWER2017. We’ve recently completed rebranding our mobile experience to match, and now we plan to bring that new brand to our desktop experience.
Coming in our January 2018 release, we’ll be updating the Quick Base desktop experience to bring our branding look and feel to all users. We aren’t making changes to the features of the platform, so based on our preliminary testing, we expect the new interface to be an easy transition for all accounts. This branding update is the first in an ongoing series of improvements to change our product’s user interface, in order to create a better user experience.
Here’s a look at the changes we’re planning:
Quick Base is compliant with DFARS. NIST Special Publication 800-171 Protecting Covered Defense Information in Nonfederal Systems and Organizations, otherwise known as DFARS (Defense Federal Acquisition Regulation Supplement), details the fourteen families of security requirements for protecting the confidentiality of Covered Defense Information (CDI). Quick Base hired an independent audit firm to validate compliance with the requirements of DFARS and has issued a report attesting to our compliance in December 2017.
Quick Base is now certified with Privacy Shield. The Privacy Shield program certification for Quick Base may be viewed at the Privacy Shield site.
The Quick Base Certification program is available to everyone starting December 11, 2017. Two new certifications are offered: App Builder and Expert Builder.
The certification exams are free through the end of January 2018.
Certification details can be found on Quick Base University.
Quick Base University continues to release new courses. The Best Practices series is growing with courses presenting step-by-step guides for planning, designing, and deploying successful apps. Two new Fundamental series courses will be released in December:
FF07: Building User Friendly Forms
Forms are the front line of your application. They make it easy for users to add a new project, task or any other type of record. In this course we introduce forms, explain their importance, and then customize the forms to make them easy to use.
FF08: Distributing Data with Reports
After you spend time getting data into Quick Base, you'll want a way to get it out. Reports allow you to present your data in a format that is most effective for those who consume the data. In this course, we'll look at the different types of reports and various ways of organizing and presenting your data.
Access this content, free of charge, at Quick Base University.
We continue to focus on quality. Below are the issues we fixed this month.
Note: Platform security, billing changes, back-end tooling, and performance are all ongoing commitments and as such, each release may include changes in these areas.
|QBE005729||Fixes an issue where an error message about invalid characters in the group name interrupted the group creation process, when sharing an app with a group.|
|QBE011318||Copied reports could be renamed and saved with duplicate names. This has been fixed.|
|QBE011472||When using keyboard navigation to select the Alerts button with the tab key, pressing Enter opens the My Alerts page correctly.|
|QBE011907||This fix applies to a report with multiple filters. If a field was selected in a report filter set to "the value in the field," the report did not appear in the Usage list for the field properties. This has been corrected.|
|QBE011919||When using the tab key to navigate to the Help button, pressing Enter or Return did not display the corresponding help topic. This has been fixed.|
|QBE011929||On a form using tabs, ensures a viewable tab and all its fields appears correctly when other tabs are set to be hidden by default.|
|QBE011949||Fixes a schedule issue with subscriptions sending reports as PDF or CSV.|
|QBE011956||Fixes an issue where the Can Call APIs check box could not be selected for users in the realm directory.|
|QBE011959||Email messages sent as the app manager, for report subscriptions with a PDF attachment, were not being sent correctly. This has been fixed.|
|QBE011966||Fixes an issue with accessing table home pages while acting as super user.|
|QBE011967||Fix to prevent Sandbox apps from sending subscriptions.|
|QBE011972||Corrects an issue with setting a rich text field to have a required entry.|
The December release of Quick Base, including the features and fixes listed above, is available starting Sunday, December 17, 2017.