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Updates on our RESTful APIs

  • 1.  Updates on our RESTful APIs

    Posted 04-17-2020 16:23
    Edited by Harrison Hersch 08-21-2020 09:27
    Fine print: this post discusses Quick Base features and functions that are currently in development. Quick Base has no obligation to deliver these features and they may be unstable.
    If you are not yet involved in our beta program for the RESTful APIs, please make sure you register based on the instructions in our release notes. We are slowly inviting people in. If you are exceptionally passionate about working with us on this topic and being part of the cutting edge in Quick Base, please reach out to your account team at Quick Base so that they get in touch with the right people on our product team to advocate for you.

    Thanks to those of you that have been participating in this limited early access. We wanted to provide a brief update as to the progress.

    First, I thought it was important to clarify that this is still a beta and not all features are there. We will be considering this production-ready in probably 6-8 weeks. That means the most commonly used APIs will be present to start and we will slowly burn down more and more based on our prioritization process.  The large bucket of APIs we will tackle as a fast follow to GA will be around user/role/group management. Our main focus though is quality and depth. We are not only making sure these APIs are ready for the future, but also looking back at nearly 20 years of feedback in the form of cases and bugs to make decisions on improvements.

    Throughout the beta on these APIs, we have received some great feedback. So, first, I’ll address the quality of life items we have improved as a direct result of what you all told us. :

    • It was screaming loud and clear that we needed to make it simpler to deal with how you enter your realm. We will soon accept either "demo" or "demo.quickbase.com".
    • The middle pane bounces back to the top of the page as you click to other pages.
    • A few people got confused with the Content-Type header so we simplified it and just insert it for you if it isn't included.
    • You told us you needed more clarity on what page you were visiting in the portal. Done!
    Additionally, it drove most of us bonkers that we had to type back in our testing values (like Authorization) on the right as we chose different API calls. A few of you mentioned that too, so we added some persistence there to make testing even easier.

    Since our first post on the APIs, we added the ability to get field usage summary data back. And with the upcoming release, we are making those API calls significantly faster. For the past few weeks, the team has had two parallel efforts:

    1. More quality of life improvements: this means things like more detailed error handling, bug squashing, etc.
    2. Added functionality: net new endpoints.

    Coming in, roughly, the next two weeks are the following goodies.

    1. The quality of life improvements and bug fixes mentioned above.
    2. Create, edit, and delete fields.
    3. Create, edit, and delete tables.
    4. A brand new temporary authentication mechanism that allows you to securely use the APIs from JavaScript without hardcoding credentials.
    5. (...drum roll...) Downloading batches of audit logs with some limited filtering.

    One additional thing that is a new concept for us - we are exploring adding some new response headers that will indicate our rate-limiting policies and how many calls are left for what time period for the submitter. While we have always had rate limiting to protect our platform and our customers, we want to be transparent about those and help our builders create awesome experiences that factor in industry best practices. That includes retry and backoff processes. Rather than waiting for an error from us (an HTTP 429), you could monitor these headers and slow down calls if needed. You can even use these for logging and analytics. In practice, we expect these to help:

    1. ...our builders to be able to go the extra mile for an awesome user experience, using this meta-data to drive messaging to users in a custom interface.
    2. ...our builders create integrations and extensions that utilize the information to self-throttle and send alerts and alarms to support staff to better manage issues proactively.
    Please note that this is only regarding our technical rate limiting and is mutually exclusive from any billing entitlements or limits you may have.

    Up next, we will likely be shifting focus back onto production readiness. That means making sure these APIs can handle the hundreds of millions of calls we know you are ready to throw at them, going through some final pre-flight security checks, training all of our teams and planning for our post-GA roadmap.

    Please keep beating these up. The feedback has been great, and we can't wait to hear more from you.

    Harrison Hersch

  • 2.  RE: Updates on our RESTful APIs

    Posted 04-21-2020 06:25
    Great update. I am super excited about the audit log functionality it has been a pain point for us for a while and currently download the audit log one week at a time before we load it back into quickbase.

    Derek Hutchinson
    Business Process Manager
    PSG Dover
    Grand Rapids, MI

  • 3.  RE: Updates on our RESTful APIs

    Posted 04-21-2020 09:57
    Thanks for sharing, Harrison! Tell the dev teams to keep up the good work!

    - Sam

    Sam Jones
    Vice President, Product and Technology

    The Data Collaborative, Inc.
    366 Massachusetts Ave, Suite 203 | Arlington, MA 02474

  • 4.  RE: Updates on our RESTful APIs

    Posted 04-24-2020 16:08
    Edited by Austin K 04-24-2020 16:38
    In the last post about this it mentioned you guys streamlining your API from 60 calls to roughly 10 calls that focus on the fundamentals. Does this mean some functionality is being lost here?

    Also wondering how long the old API calls will be supported. Will there be 2 sets of API we can work with or are you planning on only having the new API up and running? I assume the plan is to get to one API eventually.

    Does this have any affect on the SDKs you guys have? Will those get a large overhaul at some point? I know you really don't support them currently but trying to find out if things will drastically change and what to expect here.

  • 5.  RE: Updates on our RESTful APIs

    Posted 04-25-2020 12:34

    Hi Austin! Good questions. I'll try to clarify here. Classic disclaimer applies here - this is all still under investigation and references beta features that are not yet committed to production. Finally, we acknowledge the road ahead on making sure these messages are clear and I'm working closely with @Adam Hoover to make that happen. You just happen to be a few weeks ahead of us with your questions - which is not a bad thing!

    First, we intend to offer "Parity+" for the high value and most commonly used APIs. What that means is that we have to be diligent about what we bring over and what we don't. Let's start with things we may not migrate. An example is API_GetRecordInfo. We don't intend on offering a comparable API for that. It is more streamlined, simple and easily understandable to simply hit our new records endpoint and filter to the record you want.

    Another example might be API_GenResultsTable (delivering HTML) or API_GetRecordasHTML. Through research and usage patterns, we know that most use cases where builders want to pull record info into a custom script involves their own styling. It doesn't mean that there aren't cases where someone is happy to take our default HTML, though. When you combine that with our UI refresh and the increased customization builders desire, it makes it difficult to support a dedicated endpoint to get HTML, which may not even fully represent what that builder is looking for.

    One that is more interesting, and we are still gathering info on is API_CopyMasterDetail. Much more advanced workflows are possible in Pipelines. So that is what we mean when we talk about being diligent, and ensuring that our investments are going into areas that provide a lot of value for the widest audience of people.

    Now, when we look at the base operations - that starts with making sure we have a great experience for CRUD on records. The "+" in "Parity+" refers to the fact that our new reports endpoint allows you to do things like get the report schema and also run summary reports. These are things that weren't available in the XML APIs. Loosely, the plan is Records -> Schema -> Users/Groups/Roles.

    That is some background. To answer your questions directly:

    1. The comment about 60 endpoints to 10 endpoints is around the fact that a single endpoint, called Records, now handles the equivalent functionality of API_AddRecord, API_EditRecord, API_ImportFromCSV, API_DoQuery, API_GetRecordInfo, and most of API_GenResultsTable. It mostly also replaces API_GetNumRecords and API_DoQueryCount. If you count API_DeleteRecord and API_PurgeRecords, since those are also record operations, we have simplified a lot of functionality. That means less friction for you to get up and running, reduced risk on our end maintaining multiple endpoints, and more deep investment in specific areas. The "60" to "10" was an estimate, and we also learned we needed to break a couple of things out that we initially thought might be able to be in one call. We get a lot of inquiries today around which API to use when. So much so, I even held a session at Empower a few years ago that compared API_GenResultsTable and API_DoQuery.
    2. The existing XML APIs will be around for a long time (measured in years). It would not be fair for us to ask builders to dig up their scripts from years old and replace everything when hundreds of millions of requests hit the XML API every month. That being said, we hope to provide enough value and incentives that folks are interested in converting to the RESTful APIs.
    3. Finally, with regard to an SDK - I'd love to hear your input. We are still researching this one. I think there is a decent chance we do something along the lines of publishing an OpenAPI spec (no promises yet). To be transparent, the feedback around an SDK has been almost 50/50 on "nope, don't need an SDK" vs "of course I need an SDK". What are you looking to achieve out of one? Is it just easy implementation into a toolkit, or were you hoping we maintained some decorations and enhancements?

    Hope this helps. Keep the questions coming.

    Harrison Hersch

  • 6.  RE: Updates on our RESTful APIs

    Posted 04-27-2020 12:38
    Edited by Austin K 04-27-2020 13:02
    Thank you for the information. I am preparing to switch to the new API at some point and just trying to see how much of a pain that is going to be. I'm glad to hear the old API will be supported for a while to come.

    As far as the SDK goes there is generally a pretty heavy split there. Some like them while others do not. When working with JavaScript and Quick Base I find using an SDK to be very valuable and it makes everything easier. I don't use one that is made by you guys though, there is a node version someone else released. Switching to a RESTful API will make it easier to work without an SDK so maybe one isn't needed. We currently use a heavily modified version of the c sharp SDK you have posted to Github. Comparing the calls we normally use to what is available in the new API there are several that are currently missing that we would want to see according to other users here I spoke with. I don't have a list in front of me though.

    One other thing I noticed is I saw the original page speaking about moving the SDKs to Github. https://www.quickbase.com/blog/quickbase-sdks-now-on-github It said "I encourage developers to contribute to the repository and make it even richer than it is today." and I would love to see that. If you do decide to have a new SDK it would be awesome if it was more of a community driven thing. If a pull request is put in where the community is trying to improve it it would be great to see them used. I mention this because looking at all the SDKs on there right now many have pull requests from 4+ years ago that are still not merged. The community wants to help but I'm sure there aren't many new pull requests because they can see the old ones are generally ignored.

    I guess my main point there is that if it isn't maintained at all then it is kind of pointless to have an SDK. They are good bases to get started even now but many(all possibly?) of them have some huge issues at this point if a new user were to try and use it. It is almost a detriment to have them available because of this instead of any kind of help which is a real shame.

  • 7.  RE: Updates on our RESTful APIs

    Posted 04-27-2020 12:58
    Thanks, Austin! I'm very interested in your experience as you try to convert. We know that digging up old code and converting to new APIs won't be easy. Feel free to share your learnings and how we can make that easier. For example, would it help if we provided a list of the API calls to a given app and all of the user agents?

    Harrison Hersch

  • 8.  RE: Updates on our RESTful APIs

    Posted 05-07-2020 11:56
    This is great news.  We've built several generations of our wrapper for the current API, and would like to have it simplified.  I'm not sure if this is the place to make the following comments, but I hope they are useful...
    • Are the designers considering issues like the date timestamp field formats?  The binary timestamp is difficult to work with, and it would be useful if it could returned using one of the standard formats (iso 8601 for example).
    • It would also be nice it the API provided an ability to download file attachments, and to determine what versions were available.
    • It would be nice if the edit record api (or it's replacement) allowed for the code to specify both an input clist and an output clist (only available with importCsv) to allow the code to pick up values that may have been changed in formula fields without having to reread the record.  
    Let me know if this isn't the place for these comments.

    Neil Schneider

  • 9.  RE: Updates on our RESTful APIs

    Posted 05-07-2020 12:03
    Hi Neil. Thanks for the feedback. Are you in our beta program for this? Answers below:

    1. The RESTful APIs offer machine readable, not human readable formatting for data. Meaning, we are solely returning and accepting ISO 8601. This abstracts away the confusion often found with timezones and formatting.
    2. We agree on the file attachments! APIs for file attachments will likely come this year.
    3. We added the parameter `clist` to API_AddRecord and API_EditRecord last year. So that is available in the XML API. For the new RESTful APIs, it is offered in the upsert like this.
       "fieldsToReturn": [
    Is this helpful?

    Harrison Hersch

  • 10.  RE: Updates on our RESTful APIs

    Posted 05-07-2020 13:57
    Thanks - I am registered for the beta.

    Neil Schneider

  • 11.  RE: Updates on our RESTful APIs

    Posted 06-17-2020 18:28
    Is there a link you can send me for issues with the new API.  I've been creating a postman collection for reference, using the examples at the API portal as a guide.  I'm encountering some issues with the getfields for a table.

    Neil Schneider

  • 12.  RE: Updates on our RESTful APIs

    Posted 06-18-2020 11:17
    Hi Neil. Can you please open a Care case?

    Harrison Hersch