Here’s hoping your February is full of hearts and flowers. We’ve been hard at work, making sure it includes some QuickBase love, too. Here’s what you’ll find in our February 21, 2016 release.
If you missed the January release notes, check them out in the new Release Notes area on the QuickBase Blog. Don’t forget to subscribe to the blog.
List reports on your app’s home page using the new Reports List widget
Now you can include a list of reports and charts on your app’s home page. Just drop the new Reports List widget in the sidebar or body of your app home page to list all the common reports in the app. The reports are listed by table, and if you’ve organized your reports into groups, also by group.
Learn about the widget at https://www.quickbase.com/user-assistance/#about_reportlist_widgets_app_home_page.html after the release.
Edit records easily using Grid Edit reports
Formula and lookup fields now update dynamically when you edit records using a Grid Edit report.
View deactivated users in a realm
The list of realm users on the Directory tab now contains an Is Deactivated? column. This column will show a checkmark to indicate users who can no longer log into QuickBase.
Hide the Totals row in Summary reports
Summary reports now have an option to hide the Totals row.
Connect to more QuickBooks Online data
Create connected tables that bring in more of your QuickBooks Online data, optimized for use with QuickBase. The Invoices – Line Items data set now includes 8 more fields, including Customer ID. Customer ID is useful when building relationships among tables connected to QuickBooks, like Invoices and Customers.
Select Invoices – Line Items when creating a new connected table.
If you already have a connected table that uses Invoices – Line Items as its source, create a new connection to take advantage of this update.
Easily identify the Refresh Key field for a connected table
We’ve also included a description of the Refresh Key. (It’s typically the same as the Key field for a table.)
Simplified wording for Unique and Required field properties
We changed the wording of the Unique and Required checkboxes on the Field Properties page. The checkbox for Required now reads Must be filled in, while the checkbox for Unique now reads Must be unique.
What’s Fixed in QuickBase?
We continue to focus on quality. Here are the issues we fixed this month.
|QBE002156||Actions based on a change to a file attachment field were not accurately triggered when a document was reserved by another user. This issue has been resolved.|
|QBE006020||When an admin modified a notification owned by a user who no longer had access to the app, the Notify Whom field defaulted to the previous owner of the notification. This issue has been resolved.|
|QBE010300||When included in an embedded editable report, Text Multiple Choice fields were not editable if Log the edits to this field, and show them on forms was selected. This issue has been resolved.|
|QBE010340||After making a change to a personal chart created by another user, save was required before displaying the changed chart. This issue has been resolved.|
|QBE010367||When a Grid Edit/embedded editable report was opened, contained one record, and the user did not have access to Add Records to the table, a scroll bar was unnecessarily added. This issue has been resolved.|
|QBE010406||Placeholder users displayed in red and did not appear in the Manage Users page. This issue has been resolved.|
|QBE010408||In Mobile only — If an Address field was defined as a lookup field in a child table, it did not display when adding a record. This issue has been resolved.|
|QBE010425||If a Search widget on an app home page was not properly configured, the home page could not be saved. This issue has been resolved.|
|QBE010429||In Internet Explorer 11 only, scrolling was not available when viewing Search results. This issue has been resolved.|
Do you have an idea for improving QuickBase? Please share your suggestions by clicking the orange feedback tab on the My Apps page, or visiting the Customer Feedback for Intuit QuickBase forum (http://quickbase.uservoice.com).Posted in Release Notes | Tagged connected tables, drilldown reports, Grid Edit reports, Report List widget