Spring 2007: What's New in QuickBase


Spring 2007 improvements include:

Enhanced Timelines

We've incorporated a lot of your feedback on Timeline Reports. New Timelines let you track events your way.

Timeline of Projects by Phase - You can now include any columns you want on the left side of the timeline.
Group by one or more fields (any fields you want) and even mark out some tasks as milestones.

Now you can set the time span and resolution of your report more precisely. Base a timeline's start date on the start of your organization's fiscal year. See events up close (week/day resolution) or get the big picture (year/quarter display). Read more about timelines.

Interactive Formula Editor

QuickBase formulas just got a whole lot easier. Can't remember all those functions? No sweat. Now you can just look them up.

To get help, just click the Fields & Functions menu to the right of any formula box:

Select-a-function - This dialog box not only lists all functions, it explains what each one does. The best part?
When you select a function, QuickBase inserts it, complete with argument placeholders that specify the value types you need to get it to work.

COOL NEW FORMULA FEATURES!

Turbo-charged Summary Reports

New Summary reports expand your number-crunching capabilities.

If you wanted to do complex percentage calculations, you used to need a separate table. Now you can calculate percentages of subtotals within one table. Do so down columns or across rows. Read how to create a summary report.


Percent of total - This report shows the percentage each crosstab column represents as part of the total row.

You asked for the ability to total in cumulative amounts and now you've got it.


Cumulative totals - When you show Normal Values (left), QuickBase shows each value and totals it at the bottom of the column.
When you choose to show Running totals by column (right), QuickBase adds each value (the actual values that you see in the Normal Values view on the left)
to the one that preceded it. In other words, it adds values cumulatively to arrive at the same total at the bottom. Cool!

Publish your own Help Guide

Compose and post your own custom Help Guide! QuickBase helps you craft a dazzling web page to assist application users. This guide can even include links to screens and reports in your application. A link to your masterpiece appears on the Help menu. To get started, select Help > Create a Guide.

 

Added Level of Application Permissions

You're busy and may need help managing your application. That's why we've created a new level of access for applications. If you want, you can grant a user basic access with the ability to add and manage users, but still keep high-level administration access out of sight. Read about configuring permissions.

 

Greater Control over Menu Display Options

We've heard you say that you want the power to hide and display menus. Now you've got it. In a click, you can hide any menu from a role.


Within a Role's User Interface tab, turn off a checkbox to hide a menu. Learn more.

 

QuickBase's New Look


You probably bought some new outfits when the weather warmed up. QuickBase is also sporting a new look for spring.

Changes to the My QuickBase page

My QuickBase now includes a helpful menu above the applications list.


My QuickBase Details Display - Use the menu to search for and categorize applications.

Icons Mode - Switch the display to icon mode for a simple, clean look.

 

Simplified Application Menus

The QuickBase menu is pared down and consolidated on the left side of the screen.


Easy Access - Get to useful information in a click! For example, click Recent to see a list of your recently visited records.

 

The new menu features shorter paths to common features. For instance, it's much faster to create a new field or email.

 

 

 

 

 

  Views are now called Reports.

 

 

Tables appear in a blue table bar just below the menu.

Enhanced Table Menus - Click a table button to display newly expanded menus.
Table menus now contain options to meet all your needs --
from viewing records to customizing features associated with the table, like forms, fields and reports.

 

Centralized Customization Controls

Table customization options are now gathered together on a single screen. Just think of the clicks you'll save.

Centralized Table Customization - When you select a customization option from a table menu, this is what you'll see.
All tables appear on the left side of the screen for easy access. Corresponding customization controls appear in tabs to the right of the list.
From this one page, you can change anything associated with a table, like fields, reports, forms, email and permissions.

Customization is more Convenient

Customize when and where it makes sense to you. For example, you can edit access permissions by role, or by table.

 

When you customize by role, you'll see all roles listed on the left side of the screen for easy access:

 

If you're editing a new table, there's no need to break your stride. Just click the Permissions tab:

 

The bottom line for application managers:
Making changes to your application just got a whole lot faster. QuickBase has consolidated all controls on only three screens:

And yes, there's more...

There are many tweaks and adjustments we make to QuickBase with each release, including performance and administration enhancements. We cannot outline every single one in these updates, but the smaller improvements below deserve a mention.

 

  • Change the label of a table button

    There are times that an application manager wants to display a special label for a table - but only on the table bar, not any place else.

    Now you can change a table bar button in a snap, without affecting the table's real name or the term you use for records in that table. Read how.

  • More control over form fields

    You can now have a field appear on a form when the form is used to add a record but not when it's used to edit (or vice-versa). more... There's also a new forms option for new fields. When you create a field, have QuickBase automatically add it to a form, prompt you to add it or never add it. more...

April 2007 - QuickBase Service Patch

Charting Improvements

We have integrated a new charting engine, which will improve the display of QuickBase chart views and make it easier for the QuickBase team to provide more charting enhancements in the future. Some of the benefits of the new charting engine include:

  • 3D Effects

QuickBase charts now offer exciting new 3D effects for Bar and Pie charts.

  • Legend

The series legends have moved and are now docked in the upper right hand corner of the chart. This makes it easier to read when you have many data series.

  • Data Labels

Data labels are now centered within bar chart elements making bar charts more readable when data labels are visible.

  • Markers

We have added markers to highlight the data points in line charts. Markers will make it easier to identify where to click when you want to drill down to the detail records.

  • New Format

The format of Chart views has changed and Flash is no longer required, eliminating the need for your users to download and install the Adobe Flash Player. In addition, you can easily cut and paste them as images into other documents such as Microsoft PowerPoint or Word.

 
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Notes

  • If you are currently embedding QuickBase chart views in web pages as an HTML object, this method will no longer work.  If you need more information on embedding the new format, submit a case to our support team.
  • Chart views will no longer support the Display value as: % of Category or % of Total display options for visible data labels. If you are currently using those options in any existing chart views, the option will automatically be changed to Display value as: % of Series and Value, respectively.

QuickBase: The Missing Manual is Now Available

We recently announced QuickBase: The Missing Manual from O'Reilly Media and Intuit. It is a first-of-its kind, continuously updated guidebook for QuickBase users enabling them to easily and instantly get answers to their questions. The guidebook is the result of an innovative publishing venture that establishes new territory for O'Reilly Media and Intuit. It is also the first Missing Manual title to be issued online before appearing in print and it marks the first book written about the QuickBase product. To purchase the print version, go to http://www.oreilly.com/catalog/9780596529604/.


Fall 2006 : What's New in QuickBase

The leaves are starting to fall here in New England, which means it is time for a QuickBase service update. The development efforts for the Fall 2006 release concentrated on:

As always, we look forward to your feedback, and thank you for your support.

-- The QuickBase team

Change the way you look at things: New View features

We've added several new features to Views that will help you change the way you look at your reports and information. Now at your fingertips are:

  • Dynamic Views

    Now you can change your views directly from the column headings. For example:

    • Add a new column or hide an existing one
    • Sort or group in a new way
    • Change the order of your columns
    • Even change the justification and supply alternate column headers

    Dynamic views are the fast and easy way to look at your data differently or re-format a report quickly!

    To use this feature: Simply open any Table View and click on any column heading to choose the appropriate action.

  • Personal Views

    We all look at the world in different ways. What's right for you might not fit how someone else looks at it. Our new personal view feature is all about supporting individual users and the groups they work in. With Personal Views, you and your users can now save their own views, just for them, not selectable by other users.

    To use this feature: Make a change to a table view, either using the new Dynamic View features, or through the View Builder. When you look at the view now, you'll see Save, Save As, and Revert to the right of the view title. Select Save As, and select Personal View.

  • Calendar Views

    One of our most popular types of views— Calendar Views—have been revamped. We've focused on readability and navigation. This includes adding more fields that can be displayed and a hover feature that displays even more information.

    To use this feature: This one is as simple as using and/or changing any calendar view to see the results.

  • Printing Views

    When printing a table view, you can optionally include the view description, matching criteria or current date with your print out.

    To use this feature: Select Print from the mini-menu bar of any table view. When prompted, select Print the view as a table and check the content you would like to include on the printed view.

  • Navigating Views

    We have added an interactive display that includes the current page number, as well as the total number of pages returned for any view over 1 page. From this display you can move to the next or previous page, or directly to any desired page.

    To use this feature: You can find the multi-page navigation controls by selecting the arrow to the right of the Results in the mini-menu bar at the top of the view or in right corner of the border at the bottom of the page.

What's your Outlook: QuickBase events and contacts

Want to get your contacts and meetings out of QuickBase and into your email or contact manager? You can now do it with a click with our new vCard and iCalendar support. Both of these standards are supported by Microsoft Outlook®.

We've added this support via new field types in QuickBase, appropriately named vCard and iCalendar. These fields are mapped to your existing fields for this information. Like other QuickBase fields, an application administrator can add multiple vCard or iCalendar fields and decide where to place them on forms and views. vCard and iCalendar fields display as icons on display forms and table views. If a user clicks on the icon, the event or contact is automatically added to their default desktop calendar and/or contact manager. In addition, if you use QuickBase email functions, the vCard or iCalendar information will be included as attachments for each vCard or iCalendar field.

To use this feature: From your application, select Customize > Fields & Tables from the main menu. Select the appropriate table tab and then click on the Add New Fields button, specify the field name and then select vCard or iCalendar for the field type. Click Add the Fields and then choose the form(s) to which you would like the new fields added. To define the field mappings, click on the new fields in the Fields list and map the desired fields.

To add a vCard or iCalendar entry to your calendar or contact manager, if that software supports vCard or iCalendar, simply click on the appropriate icon in the form or table view, or send yourself an email of a record to get the new field as an attachment.

What a field wants to be when it grows up: Adding new tables

Something we love about QuickBase is the ability to quickly and easily evolve your application as your needs change or you want to track more things. One form of evolution is to take a field and convert it to a table, so you can track more information about that field.

For example, consider this situation... you have a project management application where you only had one contact per client. Now, you want to have multiple contacts at any one client. You want to turn the field "Client Company" into a master table, with many contacts as the details to that company.

QuickBase now will automate the process of converting an existing field to a table by automatically creating a new table, adding the appropriate number of records, and converting the original field to a reference field with the correct values. You can optionally move additional fields to the new table at the same time. QuickBase will add the additional fields to the appropriate master record and replace the original fields with lookup fields.

To use this feature: From any table view, click on the column heading of the desired field and select Turn this column into a table. If you would like to bring additional related fields to the new table, click on the Additional Fields button and move the desired field(s) to the Fields to Extract: list and click the OK button. Select Next>>> and, if desired, enter a new name for the table and records to create finish the process.

Your coffee has sizes, why not your sales and project management applications?

With our Fall release, we've added "right-sized" applications in Sales and Project Management, and one should be just right for you.

  • Sales

    Manage Your Sales Team: Right for most medium size sales teams with moderate complexity, the Manage Your Sales Team application allows you to track contacts, leads and opportunities. Reporting by lead, by rep, by deal, by activity, and by company allow you to understand where your deals are coming from, and how they are progressing through a sales cycle.

    Sales Force Automation: Right for large or multi-tier sales teams with a complex sales process, or a complex post-sales cycle with renewals. Process orders, manage contacts and store and share marketing materials. Monitor product sales, calculate commissions and even track the competition with Sales Force Automation.

    Track Team Pipeline: For the smaller, less complex teams that just wants to track their pipeline and their activities, the Track Team Pipeline application offers robust reporting and a simple interface to keep your sales opportunities on the move.

  • Project Management

    Basic Project Manager: Keep your team informed while simply tracking your projects and tasks. This application covers the basics for you. With a QuickStart guide to get you going and customized Dashboards to get your team going, you'll be reporting on what you need to keep your project on track, quickly and easily. Like our others, this application reaches out and touches you and your team as tasks and projects are updated. With the automation you need to keep projects on track, this application leaves you free to tackle the bigger issues that need your expertise.

    Project Manager Plus: This application is an enhanced version of our Basic Project Manager. It was designed to allow you to track not only project and tasks, but also issues, documents, resources and time. Issue tracking gives you another level of detail on tasks to make sure nothing falls through the cracks; resource utilization and costs across projects to give you that higher-level view; and, document management goes by project and across project. You'll also get a QuickStart guide to help you get the most out of this application.

    Project Manager Plus—Microsoft Project® Starter: Microsoft Project users are able to get started immediately in QuickBase in a flash. Simply turn your .mpp files into a QuickBase application in just a few clicks. This application is tuned to Project's functionality. After your import, you can go all QuickBase for managing your project, and if you need to replan, or you like to work out of Project yourself, you can synchronize with Microsoft Project.

When 60 isn't enough: An open application library

Over the past few years, we've grown the number of ready-made QuickBase applications from five to sixty, but you keep wanting more. How about more than three times that number? How about having over 200 applications at your finger tips? Our Application Library was built with our own team applications, Intuit designed-and-used applications, and customer applications. (All customer applications were submitted by our customers. We would not copy your applications without your permission.) Take this opportunity to learn how different people use QuickBase. We have over two dozen categories to help you find what is right for you.

You can also contribute to the library by adding ratings and including your applications. Again, submitting applications is completely up to you. The library has instructions on how to do this safely.

Most applications are included in your subscription to QuickBase. You would simply copy the application, and start using it. If you do need more users, data space, or file attachment space to use this application, you simply add those as normal. We have added the ability for people to add applications with contact information, if they want to separately charge for their application. Those applications will be clearly noted.

To use this feature: Simply follow this link, and then the Application Library will be on your my QuickBase page. If it disappears at any point, just search for "Application Library" from your My QuickBase page.

We've gone more "corporate": Updates to QuickBase for Corporations Edition

Last Fall, we introduced the QuickBase for Corporations, which includes private branding, directory authentication, custom password policies and user administration features that can be enforced across QuickBase billing accounts. This Corporate Edition is designed for large corporations who are managing thousands of users under one billing account or managing multiple accounts across many workgroups. This Fall, we are announcing a new addition to the Corporate edition: a QuickBase application that helps you understand what's going on with the users and applications in your account.

  • External access: Get reports about which applications are accessed by people outside your company, which applications are available to Everyone on the Internet and which external users use QuickBase the most.
  • User access: See which users have (or have not) recently accessed specific applications or, learn which users can be removed from all your applications because they've been inactive. Additionally, you can view any individual user's usage information across all applications to see what applications they value.
  • Workgroup and team management: Get a sense of which divisions or workgroups have the most applications and usage.
  • Application manager usage: Learn about which application managers are driving the most usage and using the most application / file attachment space.
  • Compliance tracking: Keep track of who's requested access to specific applications and when users were granted this access.
  • QuickBase limit tracking: Automate notifications to application managers regarding removal of inactive users and users who have left the company.

This type of tracking is critical for advanced application and user management, in addition to being used for compliance information tracking. Best of all, this information is all updated in a QuickBase application so you can leverage all the reporting capabilities and emailing capabilities to keep the account management teams up to date with what's going on across your billing account(s).

To use this feature: Contact our sales or support teams to inquire about about upgrading to the QuickBase for Corporations.

And yes, there's more...

There are many tweaks and adjustments we make to QuickBase with each release, including performance and administration enhancements. We cannot outline every single one in these updates, but the smaller feats below deserve a mention. If you like some other features you run across, feel free to comment on them in our Community Forum or on our blog.

  • Create A New Company Without Leaving The Comfort Of Your Contact

    While it seems backwards, sometimes you want to create a new sales contact (detail), before you have created the company (master) for that sales contact. We've added the ability for you to add this company directly from the contact form. This isn't just about sales, either; it works for any master-detail relationship you have defined. QuickBase will automatically relate the new master to the current detail record and update all lookup fields.

    To use this feature: From a detail record, choose to create a new master record from the dropdown list or record picker view of the reference field. For example, from the Manage Your Sales Team application, select Add a New Contact... from the Contacts dropdown on the main menu. In the form, select <Add a new company...> from the Related Company dropdown list.

  • A Reference field by any other name...

    Reference fields are often numeric fields, which makes them difficult to understand when they are displayed on a form or in a grid-edit view. For this release we are introducing the ability to specify a related field, called a Proxy field that acts like a reference field for editing but displays as a lookup field.

    To use this feature: Select Customize>Fields & Tables and click on the appropriate reference field. In the field properties page, click the drop down field labeled Proxy Field and select the appropriate lookup field.

  • More Control over the Structure and Content of Copied Applications

    We've added more functionality to the Copy Application feature. Now, by default, copied applications will include all elements of the original application, including custom pages and e-mail headers and all automatic e-mails, such as notifications, reminders and subscriptions. Emails are copied in a disabled state, so you can decide which ones you want to use. In addition, all users who currently have access to your original application are automatically copied to the access list of your new application.

    This added functionality makes Copy Application a great way to develop, test and roll-out new versions of your application to your team.

    To use this feature: From your application, select Goto > Miscellaneous from the main menu. Select Copy Application, then choose the desired Data and User & Roles options for the new application.

Spring 2006 : What's New in QuickBase

Spring has sprung, which means it is time for a QuickBase service update. Responding to your feedback, our development efforts concentrated on:

Each of these areas is covered in more detail below, including information on using each new feature. Look for the ones you most wanted, but also learn from your peers and check them all out! Not only do we learn from our own use of QuickBase, but we also learn from you all the time, and we work to incorporate those best practices into the product.

As always, we look forward to your feedback, and thank you for your support.

-- The QuickBase team

"If status is ‘sold', then require a first appointment date", and other uses for dynamic forms

If you aren't really using forms already, then you need to learn about customizing them. Forms help make your application easier to use by making the interface as simple as possible for the end user. Forms allow you to control what users need to input, what they can edit, and what they see. For example, in your sales management application, you can define a separate custom form for each business unit or display a sales opportunity record differently to your sales engineers and your sales managers. And all it takes is a few seconds of point-and-click.

With this release, forms can change dynamically based on information in the form. Two main features support this capability:

  • Form rules

Let's start with some examples to get you grounded. With form rules you can:

  • In a sales application, require reps to fill out opportunity qualification questions when the status field changes to contacted
  • In a project management application, if the task status field changes to complete, timestamp the current date in the completion date field
  • In an order processing application, pre-populate the billing address when it is the same as the shipping address
  • In an RFP application, prevent further input in the "bid notes" field when the status field changes from "bid" to "evaluation"
  • In an HR recruiting application, based on an end-user's role, prevent requisition writer, to make any changes after a record is changed to "approved"

To use this feature: While on a form page select the Customize...Edit the rules for the form in the Form Builder... to go directly to the Rules tab to add form rules.

As a tip, also check out the new Date/Time field type we've added. Used in conjunction with form rules, you could create a timestamp to capture when a specific field changes in a record. So you will have a timeline of important changes.

  • Real-time update of lookup and formula fields on forms

We all want to know the impact of a change when we make it. Well, that's what we've done now by adding real-time update of lookup and formula fields on add and edit forms. This means that when you are adding new information or changing existing information, you can see the impact of that change before you hit Save. As a quick example, say, in a project management application, you have a formula field that calculates "priority based on "start date", summary information on tasks, and "due date". This tells you whether something is a rush job, a high priority job, or your standard fare. If you change the start date because the contract didn't get signed until later, you want to immediately see the impact on your priority, so you can change the due date if needed or make sure your team can deliver on a shorter time frame.

To use this feature:You don't have to do anything special to use this feature. Formulas and lookup fields will dynamically update in a form, if there is a change to the fields on which they depend.

Start your users off right with a customized "dashboard" into your application

Learning from the best (that's you), we've seen some incredible Overview pages that get end users off to the right start in an application. After reviewing Overview pages with many of you, we saw a best practice of using an Overview as a personalized "dashboard" for the different users of your applications. These dashboards give your users an easy place to get started by providing views of the information important to them, buttons to get them going to the right place fast, and information to guide them on what to do or what's new. Based on this, we've updated the Overview pages, not only with the new name of Dashboard, but with added functionality.

As a tip, Dashboards work really well when assigned by role, because you can target the information specifically to that role. Find out more about roles here.

  • Communicate information clearly

We are a visual society, so layout of information is critical for quick and easy communication. Many of you were using HTML to format the layout of information, like getting started tips; reminders of what they do in the application; updates on due dates, or new features in the application; and more. Now, you don't need to create the HTML yourself or in another tool, simply use our WYSIWYG (What you see is what you get) editor, and you can quickly add formatted information, including customized colors, fonts, bullets, hyperlinks, QuickBase information (like links to views, add record forms, etc.) and more.

To use this feature: From your application, select Customize > Pages (Dashboard, etc.) from the main menu. Select the Add a new Dashboard button or edit an existing one. In the Edit Page screen click your mouse in an existing HTML section or create a new one by clicking the Add New Section... button. 

  • Add buttons to get your users started quickly

Adding buttons on your Dashboards give your users quick access to add new records, to display important views or to other QuickBase pages.

To use this feature: From your application, select Customize > Pages(Dashboards, etc.) from the main menu.  Select the Add a new Dashboard button or edit an existing one. In the Edit Page screen you can create a new button by clicking the Add New... button in the Button section. 

  • Easily change the layout of your Dashboard pages

Dashboards can now have maximum of six sections, three of which can be QuickBase views. You can define the layout of these six sections and any buttons on your Dashboard page by simply dragging and dropping them to the desired location.

To use this feature: From your application, select Customize > Pages(Dashboards, etc.) from the main menu.

"But what drove that wedge of the pie?", and other new charting features

We follow the theory that you can't manage what you don't measure. These new charting features focus on both measurement and management of information in QuickBase.

  • Chart rollover and drill down

Charts come alive to help you measure and manage by showing the exact values of each pie wedge, bar, line point, etc. via roll-over with your mouse. And, to find what drove those values, simply click the wedge, bar, or point to display the records driving that value.

To use this feature: You don't have to do anything special to use this feature. Charts will automatically support rollover and drill down.

  • Four additional chart types

You'll find four new chart types available when creating a chart. The new chart types are:

  • Area: emphasizes the magnitude of change in values over time, or other values, like number of customers or projects
  • Horizontal Bar: like standard bar charts, illustrates comparisons among group values
  • Stacked Bar: compares group values to the total value... for evaluating contributions typically
  • Horizontal Stacked Bar: ditto, but horizontally

To use this feature: Simply select one of the new chart types when creating a new chart

  • Customize your charts to make your points clear

You can now change colors of chart elements, change x- and y-axis labels, and display the data values, percent of category, and percent of total.

And, you can see your customizations in action with the new dynamic legend, which shows you the impact of your changes, as you make them, within the View Builder.

To use this feature: Simply adjust these elements as you create a new chart, or when editing an existing one.

"When did that happen?" and other questions you don't need to ask

Right after "visibility and accountability", communications, particularly automated, proactive e-mail, is the second most important QuickBase benefit. Based on this, we are always working on enhancing your and your team's ability to know something has changed, something needs to be done, something has been done, how you performed against targets and similar information that's in your QuickBase applications.

  • Easily manage all of your automatic e-mails

If your reaction used to be "Notifications, subscriptions, reminders... oh, my!", worry no more. We've consolidated these three types of automated e-mail communications into one easily managed list. Now, you get a comprehensive view of the communications you are sending to your team, your management, your customers, your partners and yourself.

And, we've added the ability to copy any automated e-mails, allowing you to easily create similar e-mails from an existing one.

To use this feature: From your application, select Customize > E-mail, which will show you your list of e-mails.  

  • Create more detailed e-mails, with less work

These important changes enhance automated e-mails:

  • E-mail notifications can be designed to be "from" any user in your company who is explicitly on the Users > Manage screen.
  • Field references in custom messages will automatically update if a field name changes
  • A single custom notification can be easily created that works for single or multiple record changes

To use these new features: From your application, select Customize > E-mail.  Select the existing e-mail you would like to edit or click the Create a new e-mail button.

  • Keep informed of all record changes with RSS feeds

With the growing popularity of News Feeds, we decided to give you another alternative for tracking and communicating changes in your QuickBase application by supporting RSS. New feed elements are added when records are added, modified or deleted. The RSS feed shows the contents of the record and is compatible with most RSS readers. For more information about RSS feeds see the KnowledgeBase at https://www.quickbase.com/db/6mztyxu8?a=dr&r=jf&rl=b4.

As a tip, if you don't know what feeds are, you could start with this "Feeds 101" article from FeedBurner. Though they are a vendor in this space it covers the topic pretty basically.

Sales and Project Management packaged applications use new features

  • Quickly create QuickBase applications from Microsoft Project

The QuickBase Project Sync tool allows you to quickly create a QuickBase application with your Microsoft Project (.mpp) files. You can bring multiple .mpp files into a single QuickBase application, giving you visibility across your projects!

After you've imported, you can decide whether you want to synchronize your QuickBase application with your .mpp file to ensure that your project plan is always up to date with what is happening in the QuickBase. So, you can easily use QuickBase to manage and communicate with your project teams, then adjust your plan if needed.

To use the QuickBase Project Sync tool, follow these instructions to create a new Manage Multiple Projects (import project(s) from MS Project®) application.

  • Truly understand who's doing what when with QuickBase's new Resource Allocation report

We've introduced a Resource Allocation report, so project or resource managers can view their resource assignments across multiple projects. With coloring, this report makes it easy to identify resources that have been assigned work in excess of their availability. It also allows you to drill down on the name of the resource to review or edit their task details.

A link to the Resource Allocation report is available on the default Dashboard of the Manage a Project and Manage Multiple Projects applications. You can also add this report to your existing project management applications by including the following link on the desired Dashboard page :
https://www.quickbase.com/db/9kaw8phg?a=dbpage&pagename=Resourceloading.html

  • Updated Project Management Applications

Project managers need to know in an instant where they stand against their project goals.  Often, they spend their time chasing team members for status updates and sometimes don't learn until it's too late that key dates have slipped. The project manager and team member Dashboard pages have been updated to increase the visibility of this critical information and help drive the project to on-time completion..

For example, the project manager's Dashboard page in the Manage Multiple Projects application includes a custom text section with links to provide quick access to key forms and reports. In addition, there is a link to the Copy Project script, which allows you to easily create a new project complete with your standard set of project tasks. Other enhancements to the Dashboard pages include a view with row colorization to emphasize upcoming and overdue tasks and a cross tab view that provides overall task status at a glance.

Form rules were added to the task forms to ensure that team members provide all applicable information. With form rules, project managers and team members alike can rest assured that the data they are reporting on is current and complete. For example, when a team member changes the status of a task to "On Hold", QuickBase requires an entry in the "Notes" field so the project manager can easily determine why the task has been postponed.

To use these new features: From the My QuickBase page, click on the Create a New Application button, select Project Management, then Manage a Project or Manage Multiple Projects.

  • Updated Manage Your Sales Team Application

Sales managers are responsible for monitoring and acting on information from their sales team and sales reps are responsible for closing deals. The new Manage Your Sales Team application incorporates separate Dashboard pages personalized for sales managers and their reps, presenting each with the critical information they need.

For example, the sales manager's Dashboard provides visibility in to the overall sales pipeline by status and due date, and allows sales managers to quickly view the team's individual opportunities. Oh...did we mention that you can use the new drilldown functionality of the chart views to easily act on the information displayed?

The Dashboard for the sales reps provides access to the information that is crucial to them, such as their activity list, call sheet, and the views necessary to quickly and easily update their opportunity records.

Your sales reps would rather be selling than struggling with complicated forms, so why show them fields that aren't applicable at all stages of the deal? In the new Manage Your Sales Team application, we have used form rules to create a flexible form that auto fills certain fields and hides unnecessary fields and information from the opportunities form based on the stage of the opportunity.

For example, the activities section is hidden when an opportunity is only a lead, but is displayed as soon as the lead changes to an active opportunity. This simplifies the form and presents your sales reps with the minimum information required to track their opportunities, so they spend less time wading through complex forms and more time bringing in new business.

To use these new features: From the My QuickBase page, click on the Create a New Application button, select Sales & Customer Management, and Manage Your Sales Team.

And, because we just couldn't stop... there's more

  • To make granting access to views easier, we've made a combined Views and Roles page

The new Views and Roles page allows you to define access to QuickBase views by role in one single page.

To use this feature: From your application, select Users > Roles, then select Views and Roles.

  • To make field and table name changes faster, we've enabled a new Search & Replace

Would you rather refer to your customers as clients across your entire application? Now, you can perform a comprehensive search and replace of non-data items, such as record labels, view names, form labels, field and form properties, and similar items.

To use this feature: From your application, select Go To > Miscellaneous, then select Search & Replace in Schema.  

  • To make getting lookup information easier, we're automatically created lookup fields  

Now, in the View Builder, you will see all possible lookup fields for the relationships you've created to include in a view.  

  • To make formula building easier, we've added the field markers drop down to the formula builder

When creating or editing a formula you can insert a field by selecting the Field drop down and choosing the desired field.

  • To allow you to "see" your application better, we've created an application "site map" with links to common tasks

Application designers can access all of the common application tasks on the application site map. The application site map is a single page with links categorized by application area, such as Tables, Roles, Views, etc.


Fall 2005

Data Integration and Consolidation

  • Reduce Data Duplication Using Cross-Application Relationships

We have made creating one-to-many relationships between tables more flexible by expanding the concept of Relationships. You may now create relationships between tables in different applications.

Cross-application relationships allow you to store and maintain data, such as employee or customer information that is common to multiple applications, without having to duplicate and maintain it in multiple locations.

To use this feature: As an administrator for an application, create a new relationship and pick <Select Another Table...> from the drop down list which will allow you to select the appropriate application and table.

  • Cross-Application Roll-up

Create a centralized list of information by rolling up data from tables in different applications. For example, pull project tasks from multiple project applications to create a consolidated list of tasks across all projects.

In addition, you can use cross-application roll-up to archive data from various applications or synch data from various QuickBase applications to create a management dashboard of leading indicators.

To use this feature: As an administrator for an application, Select Go To... Import/Export from the main menu and then select Copy data from another application into this application...

Better Summary Reporting

  • Simplify Complex Data Analysis with Crosstab Views

Quickly calculate and restructure data for easier analysis using crosstab views. Crosstab views display multi-dimensional data relationships by combining up to three dimensions in one table.

With crosstab views you can group data by rows and columns and rollup any number of numeric values. For example, you can generate a tabular view of total unit sales broken down by sales region and product family.To access detailed information you can drill down in to the data by clicking on intersecting values in the view.

To use this feature: Create a new view and select Summary under the View Type heading and Crosstab under the Summary Type heading

  • Easily Export Summary and Crosstab Views to Spreadsheets

You can now export data from Summary or Crosstab views to your favorite spreadsheet program.

To use this feature: While viewing a Summary of Crosstab view, select I want to... Export this view to a spreadsheet.

  • Ease User and Workgroup Administration

Prevents Users from Accessing any of the Applications Owned by Your Account

Automatically restrict a user's access to all QuickBase applications in your Account by adding them to the Deny list.

To use this feature: Select Manage Account from the My QuickBase page, then select the Permissions tab.

  • Automate the Task of Adding New Users to Your Applications

Add new employees to your QuickBase applications by provisioning them and assigning them to one or many QuickBase groups in one simple step. In addition, you can easily add multiple users at once by importing their information using a comma delimited file or entering their email address in a free form text box.

To use this feature: Select Manage Account from the My QuickBase page, then select the Permissions tab.

  • Delegate Account Administrative Tasks Using Multi-Level Administrative Permissions

Two levels of Account administrative permissions allow you to delegate certain administrative tasks such as user management and permissions while limiting the exposure of sensitive Account data such as billing information. The two levels of administrative permissions are Full Management, which gives user full administrative access, including billing and editing of user permissions and

Support-Level, which give users management permissions like editing the deny list and "promoting" users to Application managers

To use this feature: Select Manage Account from the My QuickBase page, then select the Permissions tab and add/modify the appropriate Manage Account permissions from the drop down list.

Better Presentation of Information

  • Easily Print Individual Records With Print-Friendly Forms

We have added the ability to generate a print-friendly version of a single record.

To use this feature: While viewing a record, select Print button from the record header.

  • Automate the Printing of Multiple Records

You can automatically print multiple records within any QuickBase Table View. Each record is individually printed, one per page, using a user-specified form.

To use this feature: While viewing any Table View, then select Print button from the View header and Print all records displayed (one per page) from the Print Options dialog box.

  • Improved Calendar View Printing

The color of duration lines was enhanced to increase their visibility when printing on grayscale printers. In addition, calendar views are now contained to one printed page width, regardless of whether durations are shown.

Announcing QuickBase Corporate Edition

QuickBase Corporate Edition, is a New version of QuickBase designed to satisfy the security and integration needs of large corporations. QuickBase Corporate Edition eases the deployment of the QuickBase solution across multiple departments or divisions. QuickBase Corporate Edition gives you all of the functionality of QuickBase plus you can:

  • Deploy Your Own Private Branded QuickBase Web site

With QuickBase Corporate Edition you can deploy your own private branded QuickBase web site, complete with custom graphics, advanced password policies or use your corporate LDAP to manage access and authenticate QuickBase users.

  • Integrate QuickBase Authentication and Security With Your Corporate LDAP

QuickBase Corporate Edition seamlessly integrates with Microsoft® Active Directory or other directories that support LDAP. This provides your enterprise with single sign-in and central user management for your QuickBase applications. For example, disable a user in the LDAP or Active Directory and the user is also disabled in QuickBase.

Users no longer need a separate password to access QuickBase. Direct access to their QuickBase applications is achieved using the same username and password that they use to enter the corporate intranet.

  • Create Custom Password Policies to Satisfy your Corporate Security Needs

If you don't want to integrate QuickBase authentication with LDAP or have users who are not in your LDAP directory but want to enforce custom password policies, no problem. You can apply advanced password policies such as custom password lengths, mixed case and or alphanumeric characters and time-based password resets.


Summer 2005

Grid Edit Improvements

In the Spring 2005 release, we introduced Grid Edit, a powerful feature that allows spreadsheet-like editing within a QuickBase application.

  • Enhancements in this release include:

    • Grid Edit views are available as a primary view type. Note:This view type is only available to users that have administrative access to the application.
    • View/Edit buttons now appear on Grid Edit views.

To use this feature: As an administrator for an application, create a new view and you will see Grid Edit in the View Type section.

  • NEW! Application Picker

Like the Record Picker, the new Application Picker makes it easier to select applications and tables when:

  • Setting up Shared Multiple Choice fields
  • Configuring field properties for View link fields
  • Absorbing a table into a multi-table application
  • Customize/Views

Customize/Views now shows the tables and views in a tabbed interface. This gives you the ability to quickly access all views in an application without ever having to return to the Customize menu. And, we added the ability to sort the view list on any of the column headings.

To use this feature: Select the Customize/Views menu item in a multi-table application.

  • Improved Form Builder

The Form Builder was enhanced with improvements to the user interface and section header form elements. These enhancements include:

  • The addition of a column that shows key information about form elements, for example, section header text and indication of "required" fields.
  • The ability to selectively display section headers based on whether the form is used for editing, displaying or both.
  • Resolved an issued that caused buttons to move off the browser screen.

To use this feature: Edit any custom form.

  • Verification E-mails

We have removed all images from our verification emails to increase successful delivery through spam filters.

Features You Can't See... but we think you will notice!

  • We will be able to perform most maintenance without taking QuickBase out-of-service.

  • You will see faster response times when signing in and displaying the My QuickBase page.

  • You will see improved performance of the View Builder when there are many fields in the table.


Spring 2005

Based on QuickBase's increasing popularity, we started an effort a year ago to re-architect how QuickBase handles requests. This effort, phased in over the last 3 months, has resulted in achievements like:

  • 10 times increase in capacity. We can handle more users, accounts, and applications than ever before, so bring them on!
  • 25% decrease in peak-period response time. Most requests are handled faster than your browser can display them, so you aren't likely to catch this with your stopwatch.

Editing Multiple Records

... in a single bound! Don't you hate it when you are responsible for changing a bunch of data meeting a certain criteria? In business speak:

  • You want to assign a group of existing leads to a new sales person.
  • You've finished a bunch of tasks and need to CLOSE them all.
  • Your resource allocation process goes across multiple projects and resource types.
  • Grid Edit

With this release, we are introducing Grid Edit, a powerful feature that allows spreadsheet-like editing within a QuickBase application. Prior to QuickBase, IT departments would have to handle bulk changes like this; or users would have to go through the mind-numbing process of editing hundreds of individual data records themselves. Grid Edit allows you to define a View (a.k.a., a report) and then edit within that View with powerful functionality like:
  • Cut, Copy, Paste, Clear, Multi-Select
  • Fill Down, Undo, Reset to Original Values
  • Insert, Delete, Undelete Records

Field types and restrictions are all protected and preserved for you, and functionality, is also in place to restrict editing to custom form values.

To use this feature: Select "Grid Edit" just under the title in any View. You can also specify a View as a "Grid Edit" View under "Additional Options" in the View Builder. Application Administrators can decide to allow Grid Edit by Role, and can set the required fields to display by associating a form via "Set Forms Usage" feature available in Customize/Forms.

Please note: For existing applications with Custom Forms already defined, we set the Grid Edit feature to "Disabled". Administrators can enable/disable Grid Edit in the "Set Forms Usage" feature available in Customize/Forms. For those tables where you do NOT use custom forms, "Grid Edit" will be turned on and available to your end users.

Additional Features

  • Getting Started

With more and more people just getting started with QuickBase, we've added some tailored help topics to the Getting Started section available in each application. When you create an application, you can select areas of interest for you, and have that content available at the tip of your fingers, as you start customizing your application. Topics available include:

  • Granting access to team members and partners
  • Customizing QuickBase to fit my process
  • Controlling access to sensitive information
  • Creating dashboards for different users
  • Creating reports for managers
  • Displaying different information to different users
  • Sharing files with team members and partners
  • Creating calendars, charts and timelines
  • Sending proactive e-mails to team members, customers, and partners

Specific information is also available for Project Managers, like working with QuickBase and Microsoft Project, and for Sales Managers, like importing data from Act! or Salesforce.com.

To use this feature: Select "Create an Application" from your My QuickBase page. Once you have created an application, you will be prompted to select topics of interest to you. They will then be available in the Getting Started area of the application, which is on the left-hand side with the Views menu. Application administrators can turn off this feature at any time.

  • Conditional Summary Fields

Summary Fields allow you to calculate (min, max, sum, or average) information from detailed records into a master record in a relationship. For example, you can use Summary Fields to:

  • Calculate the total value of sales opportunities for a customer account.
  • Display a project's start and end date based on the values of all associated tasks.
  • Calculate the total time or expenses spent on a project.

Now, you can select conditions for Summary Fields. For example, you can:

  • Calculate the total value of opportunities for a customer that are above 70% probability for closure.
  • Display a project's start and end dates based on only "approved" tasks.
  • Calculate the amount to bill for a project based on only time and expenses classified as "billable".

To use this feature: In a multi-table application, select Customize/Fields &amp Tables. Select an existing relationship, or build a new one. Select Add Summary Field or edit an existing Summary Field and select Additional Criteria or Matching Criteria respectively.

  • Workgroup-Specific Time Zones

Workgroup administrators can now set a default time zone for the applications in their workgroup.

To use this feature: Go to "My Workgroup" from your "My QuickBase" page.

  • Sender-Based E-Mail Permissions

We've made e-mailing records "what you see is what you get". In the past, we have erred on the side of caution, and sent only unrestricted information when e-mailing records. Now, based on your feedback, e-mails will contain exactly the information displayed when they selected "E-mail" in a record... no more, no less.

To use this feature: Select "E-Mail" in an individual record view.

  • Stationary First Column

Similar to the scrolling headers at the top of a view, we are now holding the first column of a view stationary as you scroll right.

To use this feature: Build a view with enough fields so that the columns extend beyond the width of the screen. Scroll right.

  • Configurable Record Picker

Have you ever wanted more control over what is used in the dropdowns when users select related records in relationships? Well, now you have complete control as you can now select a view to use when showing the record picker on forms.

To use this feature: Edit a form and select a reference field on the form. In the reference field's form element properties on the right side of the form editor, you will now notice relevant views are listed in the "When used for data entry:" dropdown.

  • Self-Service Training

We've created a small set of self-service tutorials that are targeted at end users and beginner application developers. We would like to get a sense as to whether this type of training would be useful to customers. Please try the new training out and provide us some feedback at the end of each tutorial.

To use this feature: After the release, a new "Tutorials" table will appear in the QuickBase Support Center. Just select the view that has the kind of training you are interested in.


Fall 2004

Getting Started

Whether you think in terms like applications, rows and columns, or fields and tables, QuickBase has the right entry point for you. In this release, we've added:

  • Spreadsheet-Style Creation

For the millions of us who are using spreadsheets to manage process and data, this simple-to-use tool lets you create a business process application that works the way your team already thinks. In just minutes, create rows and columns of your data in a spreadsheet-style format - including the ability to cut-and-paste and fill-down. Next, click on save, and your application is ready to share.

To use this feature: From your My QuickBase page, use the "Create a New Application" section or click on the "Create a New Application" button. Select "From Scratch", then Spreadsheet-Style.

  • Database-Style Creation

And, for millions of others who think in fields, tables, and relationships, you can now outline your application structure from one page -- defining fields and relationships as you set-up the tables. Imagine adding a relationship in just three short clicks.

To use this feature: From your My QuickBase page, use the "Create a New Application" section or click on the "Create a New Application" button. Select "From Scratch", then Database-Style.

  • More Ready-to-Use Applications

Real estate, property management and legal workgroups now have sets of pre-built QuickBase applications for their core business processes, including work order management, lease management, time and billing, multi-party litigation, contract management and more.

To use this feature: From your My QuickBase page, use the "Create a New Application" section or click on the "Create a New Application" button. Select your category to see the specific applications available.

Communications

QuickBase makes staying on the same page with your team even easier with expanded options for proactive communications.

  • Reminders

Automated reminders will help you make sure nothing falls through the cracks. Reminders work with User and Date fields to email users in a specified field a set number of days before or after a date in a specified field. Use Reminders to notify users of contracts soon to expire, overdue tasks, or your upcoming birthday - it's up to you.

To use this feature: From your QuickBase application, select "Customize/E-mail", then select "Configure E-mail Reminders".

  • Access Permissions in E-mail Notifications

As an enhancement to the Field Permissions capability from our Summer Release, E-mail Notifications can now be sent based on the access permissions of the users receiving the e-mail. [In the past fields with restricted permissions were not sent, unless every role had access to those fields.]

To use this feature: From your QuickBase application, select Customize/E-mail, then select "Configure E-mail Notifications". Select a notification to edit or create a new one. Select the "Permission Type" in the top section. "Recipient" uses the recipient's access permissions and "Open" allows you to send any field (restricted by field permissions or not). Note that only newly-created e-mail notifications can take advantage of this feature. Existing notifications will continue to behave as they have, without disruption.

  • Custom messages

Having trouble remembering exact field names or conventions for insertions in the custom message of an E-Mail Notification? Now, you can point-and-click your way to adding any field or marker (application name, application url, etc.) to a custom message.

To use this feature: From your QuickBase application, select "Customize/E-mail", then select "Configure E-mail Notifications". Select a notification to edit or create a new one. In the E-mail Contents section, select Custom Message for Message Type. Place the cursor in the Custom Message Body text box and select "Insert a Field/Marker" and the field or marker you want inserted. Fields and markers can also be added in the Subject line.

Additional Features

  • Fields & Tables

We've consolidated! Fields, tables, and relationships are now configured from one, easy-to-use screen. In addition, we've added functionality so you can:

  • Add related tables with two clicks
  • Set table access permissions on one screen
  • Edit properties of Summary fields
  • Modify the default view associated with a table with a click
  • Use User fields directly in Formulas

To use these features: Select Customize/Fields & Tables.

Forms

  • Required Fields

Fields can now be set as required on a form basis. This is useful for requiring fields for some roles, but not others.

To use this feature: Select Customize/Forms. Select a form to edit or create a new form. Select the field and check the "Required" box. Note: Fields that are marked as required from the field properties will have this selection checked automatically. To change the field properties, go to Customize/Fields.

  • HTML Support

We have added limited HTML support for Text Elements added to forms. You can now add standard HTML tags like paragraph, line breaks, italics, tables, images and links.

To use this feature: Select Customize/Forms. Select a form to edit or create a new form. Select a Text Form Element and select the "Limited HTML" box. The Help (via the question mark next to the label) can remind you of supported tags.

  • Save Prompt

Any button, clickable link, or menu selection from a form will cause a "save changes" warning to the user if they have made changes and not saved.

  • Faster Editing

Multiple form elements may now be selected with a Shift-click and moved up and down as a group. Also, you can now move form elements up more than one position at a time by holding down the control key while clicking Up or Down.

  • Direct Access to Form Elements

It's now possible to jump directly from displaying or editing a record to a specific form element in the form designer by right-clicking on a field label.

Views

  • Viewable Descriptions

Give your users the information they need about a view (report) by adding a description to the top of any QuickBase View.

To use this feature: Select "Show description when displaying view" just under the Description text box in the View Builder.

  • Default View

Used in Find and drill down from Summary, the order and layout of the default view can now be edited together and directly from the Customize View page.

To use this feature: Select Customize/Views then Default View.

General

  • Search and Replace

Search and Replace now supports empty text values and reference field values after the corresponding entry in a master table was deleted.

  • Multiple accounts

QuickBase users must now be logged in to create additional accounts associated with a single email address. Users with multiple user accounts will be required to select one as primary.

  • View Subscriptions

View Subscriptions can now be sent to three times the number of users on your service plan. In addition, Subscription Limits Exceeded notices are sent only to application managers, not users. Users will continue to receive the notifications, which will contain a link to the view instead of the entire contents of the view.

  • Mozilla Support

We've continued to enhance our support for Mozilla browsers.

  • Key fields

Key fields now always require a value when creating or editing a record. This may affect you if you have changed the key field in an table to a field other than the Record ID.


Summer 2004

  • Field-level Permissions

Field-level permissions replace the "Restricted" field setting, giving you much more precise control over what users in each Role can see and do. Each Role gains individual View and Modify settings for each field in your application. To set the field permissions, click on any field name under Customize > Fields, or edit any Role under Customize > Roles.

If you're currently using Restricted fields, your permission settings will automatically be translated into the new Field permission feature. No action is required on your part.

  • Summary Fields

Summary fields enable you to roll up calculations of detail records to the master level within a multi-table application. The calculated result is then treated like any other field within QuickBase, and can be used for display or further calculation. Available summary calculations include Min, Max, Sum or Average of related numeric or date fields, or a Count of all related detail records.

For example, you can use Summary fields to:

  • Calculate the total value of sales opportunities within an account.
  • Display a project start and end date based on the values of all associated Tasks.
  • Calculate the total time or expenses spent on a project.

To create a Summary field, select Customize > Tables and Relationships, and click on the relationship you'd like to summarize.

  • Revised User Management

The "Share" menu is now called "Users," and has been revamped to make it easier than ever to share and manage your QuickBase applications. You can use it to:

  • Create and manage users from a central place.
  • Manage the level of access each user has to your application.
  • Send email invitations.
In addition, we've made a number of changes to make managing your application users easier than ever:
  • By default, user field drop-down lists are populated by a Default Set of users, which is managed from the central User List.
  • The User List can be sorted by clicking the column headers.
  • A new Import User feature facilitates the bulk creation of new QuickBase user accounts within an application.
  • Workgroup administrators can now delete all groups created within their workgroup.
  • Searching for users in large workgroups has been enhanced.
  • Enhanced Formatting and Other Enhancements to Email Features

  • Email notifications can be formatted either by specifying a Custom Form, or by formatting a custom email using HTML tags.
  • The interface for configuring multi-record notifications was improved.
  • A "Plain Text" email option was added.
  • It's possible to turn off the substitution of the word "Empty" for blank values in custom email notifications.
  • View subscriptions are now emailed between 1am-5am Pacific time.
  • Improved Help

QuickBase online help now has an index, making it easy to browse directly to the most relevant topic. Also, the search capability has been updated to produce more relevant results to your QuickBase questions.

Other Enhancements

  • A setting in the field properties makes it possible to exclude certain fields from being searched with the standard "Find" command.

  • The "Delete" permission for each role now applies only to those records for which users in the role also have "Modify" permission.

  • The "Add Record" button no longer appears for users without permission to add records.

  • Several issues with Mozilla, Netscape and Apple's Safari browsers were addressed.

  • Drill downs on Summary Views now work for most "Group By" options.

  • An issue that caused newly-expelled tables to have incorrect permissions and ownership was addressed.


Spring 2004

  • New Applications

Based on customer feedback, we've added a variety of new applications to QuickBase.

  • Project Management now includes Time Tracking and Spec Reviews.
  • Sales & Customer Support now includes Lead Management and Sales Contract management.
  • 5 new Marketing applications have been added.

View the new applications

  • Improvements to Views

  • Timelines too long to display on a single page now have a 'Next' link to view more records.
  • Calendar views that display durations with a fixed end date now extend to include the end date in the duration bar. There is no change to Calendar views with calculated end dates.
  • When creating views, values in reference fields can be selected using the Record Picker.
  • Addressed an issue causing users without Save Views permission to see a Save View button.
  • Improvements to adding and customizing fields

  • The Customize Fields screen was redesigned to make it easier to switch between tables and sort the list of fields.
  • More than 5 new fields can be added at once.
  • It's easier to change the order of several fields at once.
  • When adding a Text-Multiple choice field via the right-click menu, QuickBase now prompts for values before adding the field to the form.
  • Changes to E-mail notifications

  • QuickBase can now send a single e-mail notification when multiple records are updated through the import process. In this case, the resulting e-mail will include a view-like summary of the changes made.
  • E-mail notifications of changes now include the previous value of changed fields in addition to the new value.
  • Records saved with no change in data will no longer be considered "changed," and will not trigger e-mail notifications.
  • Email notifications are now sent when deleting records.
  • Exact Forms updates

  • Trailing zeros in Numeric - Currency fields now display correctly.
  • Commas in numeric fields in Exact Forms now display according to the settings of the field in QuickBase.
  • Other changes and improvements

  • The button to view the revision history of file attachments was revised for greater visibility.
  • Addressed a minor issue when selecting values of a User Reference field.
  • The My Workgroup page has been redesigned for greater clarity.
  • Queries in QuickBase are now limited to 100 parameters.
  • Performance improvements to long views.
  • Custom Forms

Custom add, edit and display forms can now be assigned as the default for users in specific Roles. Existing associations between Custom Forms and Views will continue to function as they do today, and will override the default form for a given user's Role.

  • Append-only updates

Append-only text fields may now be set to prepend newly entered text. Also the date/user tag added at the beginning of the newly entered text, may now be configured to use the user's full name rather than the user's screen name.


Winter 2003

  • Exact Forms

Create letters, work orders and more to use with your QuickBase applications! With Exact Forms, you can use a familiar tool -- Microsoft Word -- to design your form exactly the way you want. Then, save the form to QuickBase and start using your form right away! Here's how it works:

  1. Download the Exact Forms template file under Customize > Exact Forms
  2. Create your form in Microsoft Word, exactly as you want it to appear.
  3. Then, choose "Save to QuickBase" from the File menu in Microsoft Word, and choose the QuickBase application where you'd like to add the form.

That's it! Creating forms requires Microsoft Word 2000, XP or 2003 for Windows, Microsoft Internet Explorer 6.0 or above, and QuickBase for Corporate Workgroups. Viewing forms requires Microsoft Internet Explorer 6.0+ for Windows.

  • Add Similar Records

An "Add Similar" button now appears on every single-record display form. Clicking "Add Similar" opens a new record pre-filled with data from the previous record. You can disable individual fields by unchecking the "Auto-Fill" property for each field. Append-only, snapshot and file attachment fields are excluded from the "Add Similar" feature.

  • Calendar and Timeline View Defaults

It's now possible to create default settings for Calendar and Timeline Views in each table. Once set, any table view can be viewed as a calendar or timeline by choosing the appropriate option from the "I want to..." menu. A "View Calendar" or "View Timeline" link will appear for any views embedded in a single-record display form. To set the defaults, go to Customize > Views, then choose the appropriate option from the "I want to..." menu.

  • Recent Records

It's now easier to navigate back to the records you've been using recently. The Find menu now displays any records you have viewed or edited recently. If you have administrative privileges to an application and would like to change the way records are displayed here, follow these instructions:

  • Multi-table applications: go to Customize > Tables, then click on Key Properties for the table you'd like to change.
  • Single-table applications: go to Customize > Application Properties, then click the Key Properties button in the upper-right corner.
  • Export Permission

The ability to export data can be restricted to those with administrative privileges for an application.
  • New Time Formula Functions

Hour(), Minute(), Second() and MSecond() have been added to the formula language to extract specific values from TimeOfDay values.

  • Performance Enhancements

We've made a number of performance enhancements to improve response times during periods of heavy load.

  • Revised Privacy Statement

We've shortened and simplified the QuickBase Privacy Statement.


Fall 2003

  • Dependencies

Now, your project schedule can automatically update based on dependencies between tasks. This feature is implemented with the help of three new field types:

  • Predecessor - Stores the list of tasks that must finish before a particular task can begin.
  • Work Date - A special version of the Date field type that calculates a task start date based on the end dates of precedent tasks as defined in the Predecessor field. The Work Date field also allows input of a fixed date as a constraint.
  • Formula Work Date - Provides a built-in formula to calculate a task end date from a Work Date start field and a Numeric field representing a task duration.

All Project Management applications created on or after the new version will automatically include this feature. If you'd like to update your existing project management application to include dependencies, click here.

  • Custom Branding

Add your own color, text, links and logo to replace the QuickBase banner at the top of the screen. The footer can also be customized, all from the Customize > Application Properties page.

  • Summary Views

Answer your business questions with Summary views, which can be sorted based on the results of summary calculations (sum, average, count). Then, drill down to see the detail records.

  • Conditional Row Coloring

Highlight problem areas or key information quickly by conditionally setting the background color of individual rows in any table view with a QuickBase formula.

  • Calendar Views

Items in calendar views can now span more than one day. To update your existing calendar views, you'll need to specify an end date in the View Builder.

  • Snapshots Field Property

Use to capture and freeze a value from a specific lookup field. For example, use it to "snapshot" the hourly rate of individual resources so the costs of old projects stay constant even as the hourly rate changes over time.

New Applications for IT Professionals

  • Project Portfolio Manager

Allows senior-level IT executives to track and prioritize top-level initiatives in an IT organization by risk, cost, and business impact.

  • Knowledge Base

Provides a central place for an IT department to post and search on common problems and remedies.

  • Request Manager

Gives an IT department a central place to triage, assign and track incoming requests from across the organization.

Getting Data into QuickBase

  • Create From Spreadsheet

Creating a QuickBase application from a spreadsheet is even easier! Just choose Share Your Spreadsheet, and QuickBase automatically generates a number of views by default and helps you customize the application Overview page.

  • Import From MS Project®

From Share Your Spreadsheet, QuickBase also recognizes Microsoft Project .csv files, and creates a simple Task Tracker with dependencies.

Making QuickBase Easier and More Customizable

  • Fixed Column Headers

When scrolling through views with many records, the column headers now remain fixed at the top of the browser window.

  • Faster Field Customization

Just right-click on the field label in any single-record display or edit form to either add a field or delete or change the properties of an existing field.

  • Adding and Editing Records

  • In record display and edit pages, the action buttons are now on the left side of the screen to avoid disappearing off the right side in smaller windows.
  • When returning to a view after displaying or editing a record, QuickBase displays the last record you touched with an arrow, and scrolls the screen to ensure that record is visible.
  • A "Done" button on the single-record display page returns you to wherever you were before starting to display or edit records.
  • Calendar Views

URL fields display as clickable links, and you can now control the number of items displayed per day.

  • Timeline Views

Now include edit and add record buttons.

  • Changes to Sharing and User Fields

We've made a number of changes to the way users are created and managed:

  • You can create new users from any User field while editing or adding records.
  • When creating new users as described above in an application with a "Resources" table (such as our Project Manager), each new user is automatically added to the Resources table. If your application was created prior to September 30, 2003, it is unaffected by this change. This feature applies to any master-detail relationship where a User field is used as the key field. (QuickBase for Corporate Workgroups)
  • By default, applications with multiple user fields now use the same list of users. Existing applications with user fields may use this functionality by setting the "User Set" field property to "All local users in this application."
  • Overview Page

The "Views" box on the left side of an application's overview page can be hidden for one or more user roles.

  • Key Fields/Relationships

  • In multi-table applications, the key field of any table can be changed without deleting that table's existing relationships.
  • You can now create relationships within the same table. (QuickBase for Corporate Workgroups)
  • Search and Replace

Search and replace now works with Reference fields.

  • Importing

When importing into an existing application with User fields, QuickBase attempts to map imported email addresses to existing QuickBase users. If unsuccessful, it creates placeholders for each unknown user. After import, QuickBase prompts the person importing the data to replace placeholder users with existing QuickBase users.

  • My QuickBase

Applications can now be categorized from within the My QuickBase page with a drop-down menu on the right side of the Applications list.


Summer 2003

  • Redesigned Custom Form Builder

  • Improved performance, especially for forms with many elements. For example, inserting and deleting elements is much faster.
  • Elements can now be moved up and down.
  • "Field:" has been removed from the list of choices in the field drop-down list. This means that users can now navigate the menu by typing the first letter of a field name.
  • In the field drop-down list, fields that have already been used on the form are displayed in black. Blue type signifies that the field has not been used yet.
  • Reference fields can now be displayed in forms as embedded views.
  • When embedding a view, you can now select the view to embed from a drop-down list.
  • You can now embed views on input (add/edit) forms, as well as specify that certain fields should be displayed but not used for data entry.
  • Timeline Improvements

  • Timeline views have been optimized to print in Landscape mode using the Print-Friendly option.
  • QuickBase now handles the printing of long timelines by breaking them into multiple pages.
  • Timeline views now correctly display entries that have the same start and end date.
  • Timeline views now display even when records in the view do not have a start date.
  • E-Mailing Views

  • E-mails of timeline views now display task and category bars.
  • Users with View/Modify permissions other than "All Records" can now e-mail a view.
  • The Summary table is now correctly displayed in e-mails when e-mailing a view to more than 20 users.
  • Administration

  • You can now prevent QuickBase from searching specific tables in a multi-table application when using Find.
  • You can now control which table names appear in the menu bar of a multi-table application.
  • Relationship Changes and Enhancements

To make it easier to create and manage relationships between tables in multi-table applications, we have made the following changes:

  • The relationship field type has been eliminated. To replace its functionality, you can now designate any type of field in which users can enter a value (such as Text, Numeric, and User fields) as a reference field. The contents of the field you designate as a reference is used to identify a record in another table.
  • A new Relationship wizard that makes it easier to create one-to-many connections between two tables in an application. Based on the selections you make, QuickBase automatically creates all the fields that comprise a Relationship.
  • The new concept of a Relationship. A Relationship is defined by the reference field and includes all the fields (Lookup, View Link, and URL formula fields) that refer to the reference field.
  • You can now specify the key field for a particular table. The key field is used to identify the records in a table, and it must contain unique values. This allows you to specify a field in the table that has meaning for your users, such as a Part Number or Account Number field. In previous releases, you could not specify the key field - it was always the Record ID.
    Note: For applications that existed prior to this release, you can specify the key field of a table as long as it is not being used as a master table in a Relationship. You cannot change the key field of a table that is being used as a master table in a Relationship.
  • A new Record Picker. Created to improve the performance and usability of long drop-down lists on the Add/Edit Record page, the Record Picker displays for Reference fields when there are more than 1,000 entries in a list, or if the option to always display it is selected on the reference field's Field Properties page. Users can scroll through the list or search for entries.
  • To designate a field as a reference field or to create a Lookup field, you must now use the Relationship wizard — you can no longer use the Add Fields page to create them.
  • The Data Link (or DB Link) field type has been renamed to View Link.
  • Any type of field can be a Lookup field now (except for File Attachment and View Link fields).
  • Old-style relationship fields in existing applications have been converted into two fields:
    • A numeric reference field that holds the value of the key field (which is the Record ID for existing applications). Its name is the same as the former relationship field's name with "(ID)" appended to it.
    • A Lookup field that holds the value of the former relationship field's display field property. Its name is the same as the former relationship field.
  • Any existing Lookup fields, View Link fields, and URL formula fields that refer to the reference field also become part of the new Relationship.
  • Importing Data

  • You can now update records in a table while importing. QuickBase uses the key field to identify the records to be updated.
  • QuickBase now fully supports custom rules and Modify Own permissions. QuickBase lets users who have access to a subset of records in a table import data, but updates only those records to which they have access.
  • Formula Changes

  • QuickBase now preserves formatting in formulas, such as extra white space and line breaks. Trailing white space is trimmed and replaced with a line break.
  • You can now embed comments in formulas using double slashes (//). QuickBase interprets everything from the double slashes to the end of the line as a comment.
  • In the new Relationship model, formulas retrieve whatever value is in the reference field, not an alternate value from the master table.
  • New Formula Functions

  • UserToName(user, format) — Changes a screen name to a full name.
  • List(delimiter, text1, text2, ...) — Inserts delimiters between items only when an item is not blank.
  • WeekdaySub(date1, date2) — Calculates the number of weekdays between two dates.
  • WeekdayAdd(date, number) — Adds a number of weekdays to a date.
  • IsWeekday(date) — Determines whether a specific date is a weekday. If the date is a weekday, this function returns "true."
  • ToWeekdayN(date) — If the date is a weekend, this function adjusts the date to the next weekday.
  • ToWeekdayP(date) — If the date is a weekend, this function adjusts the date to the previous weekday.
  • API Changes

  • The API now additionally accepts date inputs as milliseconds since 1/1/1970.
  • API_GenAddRecordForm can now pass field values into a form and create the form with those field parameters as hidden values.
  • API_ImportFromCSV — You can now specify an update_id. QuickBase returns an update_id as an attribute of the rid element.
  • Other Changes

  • Users who have been added to an application's permissions list as part of a domain, workgroup, or group can now create subscriptions and record change notifications.
  • The Unique property has been added to User, Date, and TimeOfDay fields. This allows you to use these types of fields as key fields.

April 2003

New Menus and Visual Design

Based on feedback from new and current QuickBase users, we've redesigned QuickBase with new menus and a clean new visual design. In particular, the new design provides much better support for multi-table applications (such as Sales Manager, Project Manager and Multi-Project Manager).

  • Key features of the new design

Commands and functions specific to any given page are now grouped in an "I want to..." menu on the upper right

  • A new Customize page provides a plain-english, easy-to-navigate summary of the many ways every QuickBase application can be configured.
  • When adding new fields in applications with Custom Forms, QuickBase now helps you make sure the new fields appear on the appropriate custom forms in the application.
  • A "Get Started" section now provides application creators with relevant resources and links to get started quickly.
  • My QuickBase

We've redesigned My QuickBase to make it simpler, smarter and cleaner. Tabs have been replaced by one list of applications, which each user can sort and organize as they see fit.
  • Key My QuickBase features

  • "Favorite" databases are now their own category. To create more categories, choose "Organize Applications List" under the "I want to..." menu.
  • The Applications List can be sorted by clicking the column headers.
  • When a user is granted access to an application for the first time, that application will automatically appear at the top of their My QuickBase page.
  • Sharing and Invitations

  • New accounts created during the sharing process are now created outside the workgroup (QuickBase for Corporate Workgroups).
  • Placeholder users can be selected during the sharing process using the "Browse Users" button.
  • When a user is granted access to an application for the first time, that application will automatically appear at the top of their My QuickBase page.
  • Change in Terminology

  • Beginning with this version, we're calling every solution created in QuickBase an "Application." To create a new QuickBase, look for the "Create New Application" button on the My QuickBase page. Users of QuickBase for Corporate Workgroups can create "Multi-table applications," which group several related tables in one, centrally managed application.
  • Developers

  • A new Developer Information page provides easy access to developer FAQs, technical resources and API documentation. It can be found in the "I want to..." menu on the Customize page, or as an item in the Customization Sidebar.
  • Other Features and Fixes

  • Email addresses can now be stored with placeholder users. This email address can then be used during the sharing process by selecting that user with the "browse users" button.
  • User fields can now display as Lastname, Firstname.
  • Multiple < ask the user > prompts in views are now handled correctly
  • Custom columns in charts now behave correctly (QuickBase for Corporate Workgroups)
  • Summary views can now appear on Overview pages
  • Summary views now appear in emailed views and view subscriptions
  • New toggle collapses and expands all Timeline View items at once
  • Timeline views can now be set to display more characters in the item title

Spring 2003

  • New and Improved Applications

  • Multi-Project Manager (new)
  • Task Manager (improved)
  • Issues Manager (improved)
  • Overview Pages

Timelines and Calendars now can be added to your Overview page.

  • Administration

  • The ability to create a database can be restricted to certain users in your workgroup.
  • The ability to copy a database or application can be restricted to users with administrative privileges for that database.
  • Views & Chart Creation

  • A Calendar widget has been added to the View builder.
  • The 'VIEWS' list now sorts alphabetically.
  • Checkboxes and duration type fields now can be charted.
  • Timelines now show weekends in day and week resolutions.
  • Charts now have labels on "x" and "y" axes.
  • Importing

  • Create new fields as you import into an existing database.
  • Improved ability to match new data to existing fields during import.
  • Importing into User fields now results in the creation of placeholder users.
  • View Creation - "Ask the User" Function

  • "Ask the User" now works in chart views.
  • "Ask the User" now works with ANDs and ORs.
  • Multiple "Ask the User" inputs are now supported.
  • Text Lookup fields carry over the prompting for _ask1_ views.
  • Views using "Ask the User" now honor the User field properties when prompting for a value. For example: If a flag is set to display full name, "Ask the User" will show the full name.
  • Other

  • User Picker is now available when creating e-mail notifications.
  • Integrity of the User Management Field type is maintained in the relationship field for multi-table applications.
  • The Version History page for File Attachment Fields indicates the maximum number of revisions stored in the field (you can change this setting on the properties page for that field).

Winter 2002

New features in QuickBase include:

  • New Applications

Project Manager (Time & Expense)
Project Manager (Time and Expense) allows you to estimate and actively track the cost of projects and provides detailed accounting of resource costs and associated expenses. Keep your project on budget while enabling your team to track tasks, issues and documents in an easy, central location.

  • Timeline View Type

Timeline Views provide a graphical representation of QuickBase records in relation to time, enabling you to visually communicate a project plan to your team, and keep track of major milestones.

  • Send Views by E-mail

Send any QuickBase view by e-mail, straight from QuickBase! You can either send a view instantly, or schedule them for automatic delivery every day, certain days of the week or on a monthly basis. (Only available in QuickBase for Corporate Workgroups)

  • Enhanced E-mail notifications

We've enhanced QuickBase e-mail notifications with some exciting new features:

  • Users can now subscribe themselves to notifications relevant only to them
  • Set specific matching criteria to determine when notifications are sent
  • Redesigned View Creator

Based on extensive feedback from QuickBase users, we've redesigned the QuickBase View Builder around the kinds of views you want. There's now a graphical way to create Calendars, Charts and Timelines. Also, it's now easy to create views to show:

  • Records relative to today's date
  • Records that pertain only to the user logged in to QuickBase
  • Custom Permissions Rules

With Custom Permissions Rules, you can base the permissions for your application on the data in each record. For example, by setting a Custom Rule you can:

  • Enable Team Members to edit only those records to which they have been assigned
  • Prevent a Sales Rep from modifying a record after the deal is marked Closed
  • and much more!
  • Application-building tools

  • It's now possible to create your own multi-table QuickBase applications! The new application building tools in QuickBase enable you to add Child Databases to any QuickBase. For an idea of what's possible with several tables, click "Create New Database" to try the Sales Manager and Project Manager applications.
  • New Design mode

Design mode provides quick, easy access to all the configurable options in every QuickBase.

  • New User Field Type

User Fields enable you to refer to QuickBase users in database fields like "Assigned to". User fields work in conjunction with Custom Permissions to enable you to easily:

  • Set permissions for each record based on the user in any User field
  • Create views to only show team members information pertaining to them
  • Send e-mail notifications only to people involved in each task or sales opportunity
  • Quick Find in QuickBase Applications

Quick Find now searches all tables in QuickBase applications containing more than one table, such as Sales Manager and Project Manager.


Fall 2002

New features in QuickBase include:

  • Calendar Views

View tasks, sales opportunities, or any other QuickBase data in a monthly calendar format. Calendars can always show a specific month, or go to the current month when you click on the view.      

To create a calendar, just choose "New Calendar" from the views menu.

  • Project Manager

Project Manager gives your team a home base on the Web where they can see, share and update every detail of your project -- whether they're working across the office or across the country. That means simple, clear, up-to-the-minute communication: no more e-mailed spreadsheets or outdated documents, fewer missed deadlines and "through the cracks" mistakes. More detail.

  • Overview Pages

With the new Overview page feature, you can present the right information to your team on the front page of every solution in QuickBase.

Use the Overview page to:

  • Place up to three views on the front page of a database or application
  • Add descriptive or instructional text
  • Create unique Overview pages for users in different roles

You can find the Overview Page feature by clicking "Pages" from the Design page.

  • Design Page

The Design Page provides you and those you designate with quick, easy access to all the customizable features in QuickBase.

Other Changes

  • Calendar-based date picker


September 2002

New Features in QuickBase for Corporate Workgroups

A number of exciting and useful new features have been added to QuickBase for Corporate Workgroups!
  • Document Management

QuickBase now includes several new features to help your workgroup manage its documents:
  • Version tracking: stores old versions of your documents for easy reference and retrieval
  • Document Reservation: ensures that your changes cannot be accidentally overwritten by other members of your workgroup
  • Search the full text of documents stored in QuickBase, including .pdf, Word, Excel, PowerPoint, HTML and more.*
  • Charts

Create charts right from QuickBase! With the new charting feature, you can create bar, line and pie charts from the data in any QuickBase database.
  • Sales Manager

Sales Manager combines the key tools a sales team needs: an opportunity pipeline to help track sales from lead to close, a contact manager to provide team-wide access to customer and prospect information and an activity log to schedule and record customer calls, meetings and other events.
  • Easier sharing and permissions

The new sharing interface makes it easier than ever to securely share your solutions in QuickBase with colleagues. QuickBase now includes:
  • A streamlined sharing process, enabling you to create accounts for others.
  • Roles, enabling you to easily grant the same permissions to similar users.

June 2002

New Features in QuickBase for Corporate Workgroups

A number of exciting and useful new features have been added to QuickBase for Corporate Workgroups!

  • Custom Forms Designer
QuickBase Custom Forms provides a powerful way to present the right information to the right people at the right time. With custom forms, you get control over where and how information appears in QuickBase. You can determine which fields appear on screen, group related information and add text or different labels to help guide others. Each form can then be associated with different views in your QuickBase. Use Custom Forms to:
  • Create surveys and questionnaires
  • Provide different views for different roles within your workgroup
  • Help manage your team business processes by creating specialized screens for record entry, approval, or other tasks
  • Shared Multiple-Choice lists

The Shared Multiple Choice field type can help you maintain several multiple choice fields from one central list, saving the hassle of constantly updating similar fields.
  • Improved Group Management

QuickBase Groups make it easy to coordinate access to several different databases by many different users. For this release, we've completely redesigned the Groups interface to make it much easier to create and manage groups of users. Groups can also now be copied and deleted.


April 2002

  • Introducing QuickBase for Corporate Workgroups

QuickBase for Corporate Workgroups gives teams of 2 to 200 members the ability to quickly create solutions for managing project, customer, or sales information to share with other team members or clients. QuickBase for Corporate Workgroups provides the following features:

Account Management Features

QuickBase for Corporate Workgroups enables company administrators to manage their workgroup's users, databases, and security policies. To take advantage of the account management and administrative features QuickBase for Corporate Workgroups provides, you must create a workgroup, formerly called a realm. The person who creates the workgroup becomes the primary workgroup administrator and is the person responsible for managing and administering the users and databases that make up the workgroup.

User management and administration

QuickBase for Corporate Workgroups provides features to help workgroup administrators manage and administer users in their workgroup. These features allow workgroup administrators to:

  • Add users to the workgroup

  • Setting up, or provisioning, user accounts for new members
  • Inviting existing QuickBase users to join the workgroup
  • Remove members from the workgroup

There may be times when a workgroup administrator wants to prevent a user from creating databases that are billed to the workgroup's account. They can do this by removing the member from the workgroup. Users who have been removed from a workgroup can still access workgroup databases to which they have been granted access. To find out which databases grant access to non-members, view the Non-Member Access to Workgroup's Databases report on the Reports & Statistics tab.

  • Deactive user accounts

When workgroup members leave a workgroup, workgroup administrators may want to take steps to prevent these former members from accessing any of the databases in the workgroup. They can do this by deactivating a user account. Deactivating a user account means that the user cannot sign in or access any of the databases in the workgroup.

  • Administer and reset passwords for workgroup members

To take advantage of these features, click Workgroup Administration in the Signed in as box on your My QuickBase page, and then click Manage Users. For more information about these features, please refer to the online help.

Database management

QuickBase for Corporate Workgroups provides features to help workgroup administrators manage the databases in their workgroup. A workgroup administrator may perform any of the following tasks, if necessary:

  • Delete databases created by workgroup members.
  • Transfer the ownership of any database in the workgroup.
  • Designate, or reclassify, databases as either standard or large databases.
  • Prevent workgroup members from granting access to "Everyone on the Internet."

To take advantage of these features, click Workgroup Administration in the Signed in as box on your My QuickBase page, and then click Manage Databases. For more information about these features, please refer to the online help.

Advanced Database Access Control

You control the level of access a user has to the information in your database by assigning access permissions. Only those users to whom you explicitly grant access can see your information. QuickBase for Corporate Workgroups provides the following advanced access control features:

  • Granting access to everyone in your company

When you set up access permissions for your database, you can easily grant access to all the registered QuickBase users in your company by entering an e-mail domain.

For example, suppose everyone in your company has an e-mail address that ends with @abc_co.com. To grant access to all the registered users in your company, you would enter the following in the New User or Groups section of the Basic Permissions page: @abc_co.com

  • Group Records access level

You can now set a Group Records level of access when assigning View and Modify permissions. This means that users to whom you have granted Group Records access can view or modify only the records that members of a particular group have created.

To use this feature, click Manage Permissions on the Share page, enter the users or groups to whom you want to assign this permission level in the New User or Groups section of the page, and then specify the name of the group whose records the user can access in the Target Group field.

  • Nested groups

Groups allow you to quickly set up database access permissions for a large number of users. With this release, groups can now contain other groups. Furthermore, a subgroup may also contain other groups. This feature is called nested groups. A nested group can be up to four levels deep.

For example, you might have previously set up groups for each functional team working on your project and named them abc_co.marketing, abc_co.engineering, and abc_co.support. Now you want to give everyone on your project team access to a particular database. By creating a new group called abc_co.all, which contains these functional groups, you can easily grant access to everyone. To do this, you would enter abc_co.all in the New User or Groups section of the Basic Permissions page, and then assign the access permissions you want the members of your workgroup to have.

For more information about these features, please refer to the online help.

  • Advanced E-Mail Notification Features

QuickBase for Corporate Workgroups users can take advantage of new advanced e-mail notification features. These features allow you to customize the e-mail message that is sent to those on your notification list. You can:

  • Specify the address to use in the From field of the e-mail message.
  • Choose whether or not to include a copy of the record in the e-mail notification.
  • Compose a custom message. In addition to entering your own message text, you can embed field values, the database name, and several other elements in your custom message.
  • Send e-mail notifications based on specific fields changing.
 
Your Feedback

We want to hear from you! While we can't respond to every suggestion personally, we take your suggestions very seriously. A member of the QuickBase design team reads every message entered here

All of the above features are available only for QuickBase for Corporate Workgroups and QuickBase for Corporations.