Year in Review Webinar - Post Webinar Discussion
Hi Everyone, I hope you all can make it to the 2024 Year in Review Product Webinar! Join us Tuesday at 1pm EST for this session! This thread will be a placeholder for anyone who has questions post webinar. Our product and product marketing team will be here to answer any questions that do not get answered during the webinar.To Receive New Topic Notifications...
If you would like to receive Notifications when a New Topic is created in the Forum, you will need to do two things: 1) ensure you are following the forum. You will select the bell and it should show a check mark as seen below. If you do not see a check mark, you are not "Following" the forum 2) In your Profile > My Settings > Follow and Notifications, whatever you choose for options will now be respected. If you select "Immediately", you will get a notification for every new topic posted to this forum. Daily and Weekly Digest allow for options if you would prefer to only get a daily or weekly email showing all new topics. But this setting will only work if the bell in step 1 is selected. Shoutouts to Samtheman and MarkShnier__You for helping troubleshoot this!Live Chat with Others in The Qrew in Discord
You may have missed my blog a ways back on The Discord Qrew...you can learn about ways people are helping each other out clicking the above link. If you're looking to engage in a real time chat experience, with other Quickbase professionals, the community-led Discord Qrew is a great spot to do this. Come connect with RossonLong1 and others as they tackle challenges in real time! Click here to access!
SAML Public Authentication Certificate for Signed Authn Requests
June 21st, 2024 Update: We have created a Quickbase app to host the Quickbase SAML Zip File. Access the app by clicking the link above to download the file. For Quickbase Realm and Account Administrators As a Quickbase Realm or Account Administrator, you are probably aware of how your users authenticate (login) to the Quickbase platform. Many Quickbase customers use our SAML authentication feature. Security Assertion Markup Language, or SAML, is a standardized way to tell external applications and services, such as Quickbase, that a user is who they say they are. SAML makes single sign-on (SSO) technology possible by providing a way to authenticate a user once and then communicate that authentication to multiple applications. To help you understand what you may be using at your company, some examples of SAML, SSO or IdP (Identity Provider) vendors are Okta, OneLogin, Microsoft, Duo, and there are many others. Some customers using the SAML authentication feature may also choose to use an extra layer of security whereby each authentication request from the Quickbase platform to your company’s SSO directory (or IdP) is signed by Quickbase using a public authentication certificate configured on the Quickbase platform. Quickbase refers to this extra security feature as the “SAML Authn Requests” option. It has that name because there is a feature in the Quickbase SAML configuration settings named “SAML Authn Requests”. Only Quickbase staff can see this option or change it. It is only enabled when a customer informs Quickbase of the customer's intention to configure their IdP to require signing of authentication requests made by the Quickbase platform to the customer's IdP as part of the SAML authentication process. If a customer wants to know if they are using the “Signed Authn Requests” option, or would like the option enabled or disabled, they can open a support case with Quickbase Technical Support. *When the “SAML Authn Requests” feature is enabled by Quickbase, and the customer has configured their IdP to require signing of authentication requests made by the Quickbase platform to the customer's IdP as part of the SAML authentication process, both Quickbase and the customer’s IdP must use the same public authentication certificate in order for Quickbase authentication to work successfully. If they do not match, Quickbase authentication (logins) will fail and the customer will be unable to use Quickbase. Once a year, Quickbase is required to rotate the public authentication certificate. The certificate rotation will occur on a specific date/time within a 15 minute maintenance window. Therefore, the certificate rotation process requires careful coordination between Quickbase and all customers who have chosen to use the “SAML Authn Requests” feature. Typically, about 2 weeks prior to the annual rotation, Quickbase will communicate to Realm and Account Administrators for customers using the “SAML Authn Requests” feature via in-product messaging and possibly also e-mail. We also post a notice on the Quickbase service page. We provide a link to this Community post which specifies in a section below the date and time of the rotation and provides a link to download the new public authentication certificate. *The Realm and Account Administrators need to contact the person or team at their company responsible for administering their IdP/SSO/SAML system, typically their IT department, in order to ensure that the new public authentication certificate from Quickbase is also installed in the customer’s IdP/SSO/SAML system during the 15 minute maintenance window announced by Quickbase. *The public authentication certificate CANNOT be changed in your company’s IdP prior to the announced maintenance window or logins to the Quickbase platform will break. If the certificate is not changed in your company’s IdP during the 15 minute maintenance window announced by Quickbase, logins to the Quickbase platform will be broken until the certificate is updated in the IdP. For Single Sign-On (SSO) or Identity Provider (IdP) Administrators: PLEASE NOTE: The remainder of this Quickbase Community post is highly technical and should be reviewed by the person or team responsible for administering the Single Sign-On (SSO) or identify provider (IdP) system used to control access to the Quickbase platform. Single sign-on (SSO) is an authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials (username and password). An identity provider (IdP) system is a directory of usernames, passwords, groups, roles, etc. that is typically used to manage access to the applications used by a company. Another acronym commonly associated with Single Sign-On is SAML. Security Assertion Markup Language, or SAML, is a standardized way to tell external applications and services that a user is who they say they are. SAML makes single sign-on (SSO) technology possible by providing a way to authenticate a user once and then communicate that authentication to multiple applications. Many customers use Quickbase's SAML authentication feature. A subset of customers may have the “Signed Authn Requests” option selected in their Quickbase SAML configuration. That option is a security enhancement that results in Quickbase signing the authentication requests made to the customer’s identify provider (IdP). Use of this option also requires the customer to configure their IdP to require signing of authentication requests made by the Quickbase platform to the customer's IdP as part of the SAML authentication process. *Customers who choose to use the “Signed Authn Requests” option and enable signing of authentication requests on their IdP must be prepared to manage the annual public authentication certificate update process described below. The option itself offers only marginal security benefit so customers should decide for themselves if that marginal security benefit is worth the effort required to coordinate and execute the update of the certificate and potentially incur several minutes or more of down time for their use of the Quickbase platform while the public authentication certificate on their IdP may not match the certificate used on the Quickbase platform. The “Signed Authn Requests” option is only visible to Quickbase staff and can only be changed by Quickbase staff. It should only be enabled when a customer informs Quickbase of the customer's intention to configure their IdP to require signing of authentication requests made by the Quickbase platform to the customer's IdP as part of the SAML authentication process. If a customer wants to know if they are using the “Signed Authn Requests” option, or would like the option enabled or disabled, they can open a support case with Quickbase Technical Support. In order to validate that the signed authentication requests actually come from Quickbase, we provide the customer with a public authentication certificate. Customers using the “Signed Authn Requests” option must ensure their IdP is configured with the public authentication certificate currently being used by the Quickbase platform to sign authentication requests made by the Quickbase platform to the customer's IdP as part of the SAML authentication process. If the public authentication certificate configured in the customer’s IdP does not match the public authentication certificate being used by Quickbase, the customer will not be able to authenticate successfully to the Quickbase platform. *Quickbase has no ability to know if or how a customer has configured their IdP. We therefore cannot tell a customer if their IdP is requiring Quickbase to sign authentication requests and we cannot tell a customer if the public authentication certificate Quickbase is using matches the certificate the customer has configured in their IdP. Quickbase rotates the public authentication certificate every year and distributes it to applicable customers inside a certificate file via this Quickbase Community post. Quickbase determines the applicable customers based on which have the “Signed Authn Requests” option enabled in their Quickbase SAML configuration. During the period of time starting on the date that we announce our intention to update the certificate, and ending after the date/time we actually update the certificate on the Quickbase platform, we make both the current and new certificates available in this Community post. After we update the certificate on the Quickbase platform, we then remove the now out-of-date certificate from this Community post. Prior to the annual public authentication certificate rotation period, Quickbase will communicate via in-product messaging and possibly also e-mail to Quickbase realm and account administrators at the applicable customers the specific date/time on which we intend to update the certificate on the Quickbase platform. When Quickbase updates the certificate, we do so during a 15 minute maintenance period on the announced date/time. We strive to provide customers with enough notice of this maintenance period for them to notify their responsible staff, typically their IT department or whichever group within the customer’s organization is responsible for administering their identify provider (IdP) system. The customer’s IdP administrator should plan to update the public authentication certificate provided by Quickbase during the 15 minute maintenance period announced by Quickbase. Doing so will minimize the chance of the customer experiencing any interruption of their use of the Quickbase platform. PLEASE NOTE: For any customer using the “Signed Authn Requests” option, i.e., requiring signing of authentication requests made by the Quickbase platform to the customer's IdP, any time the public authentication certificate used by Quickbase does not match the public authentication certificate configured in the customer's IdP, logins to the Quickbase platform will fail. It is therefore essential that the customer update the public authentication certificate in their IdP during the 15 minute maintenance period announced by Quickbase annually. Quickbase Public Authentication Certificate Rotation Maintenance Window Quickbase plans to update the public authentication certificate on Wednesday, November 20, 2024, between 8:00 PM and 8:15 PM Eastern US Time. Current and New Public Authentication Certificates The NEW public authentication certificate is provided below for you to download and install on your identify provider during the 15 minute maintenance period. The zip file contains both the metadata (with certificate contained inside) as well as the certificate on its own. Current Certificate (Expires November 24, 2024): QB_SAML_Exp11-24-2024.zip NEW Certificate: (Expires November 25, 2025): QB_SAML_Exp11-25-2025.zip Additional Information on SAML Public Authentication Certificate Configuration Scenarios and Expected Outcomes This section describes several scenarios that could exist specific to a Quickbase customer using SAML authentication for access to the Quickbase platform. Quickbase SAML configuration option “Signed Authn Requests” is disabled, and Customer does not configure their IdP to require signing of SAML authentication requests. In this case, logins to the Quickbase platform will work normally assuming there are no other SAML configuration issues. There is no use of public certificates in this scenario. Quickbase SAML configuration option “Signed Authn Requests” is disabled, and Customer configures their IdP to require signing of SAML authentication requests, and has the currently applicable public authentication certificate from Quickbase installed in their IdP. In this case, logins to the Quickbase platform will fail because the Customer's IdP is expecting authentication requests from Quickbase to the IdP to be signed and Quickbase is not signing them because the “Signed Authn Requests” option is disabled. Quickbase SAML configuration option “Signed Authn Requests” is enabled, and Customer configures their IdP to require signing of SAML authentication requests, and has the currently applicable public authentication certificate from Quickbase installed in their IdP. In this case, logins to the Quickbase platform will work normally because the Customer's IdP is expecting authentication requests from Quickbase to the IdP to be signed using the currently applicable public authentication certificate and Quickbase is signing them with that same public authentication certificate. Quickbase SAML configuration option “Signed Authn Requests” is enabled, and Customer configures their IdP to require signing of SAML authentication requests, and has a public authentication certificate installed in their IdP that is either expired, or does not match the public authentication certificate currently being used by Quickbase. In this case, logins to the Quickbase platform will fail because the Customer's IdP is expecting authentication requests from Quickbase to the IdP to be signed using the public authentication certificate they have configured in their IdP and Quickbase is signing them with a different public authentication certificate. Quickbase SAML configuration option “Signed Authn Requests” is enabled, and Customer does not configure their IdP to require signing of SAML authentication requests. In this case, logins to the Quickbase platform may or may not work normally depending on the IdP and how it handles a signed request. Quickbase cannot anticipate how different IdPs may handle this scenario. The solution is to open a case with Quickbase Technical Support and request that the “Signed Authn Requests” option be disabled.
difficulty in contacting QB?
I have been using QB for nearly 20 years. It's a great product, so much better than salesforce. However, I am finally beginning to understand why it's not doing as well as SF. Their atrocious communication. NOT customer support, which is awesome. But their basic communications. I submitted two session proposals for Empower and apparently at least one of them got accepted, no idea which one. The email said to reply to empower@quickbase.com to confirm but I've emailed them 3 times now and it's bounced back. Emailed pr@quickbase.com as well and that bounced back even though that's the flipping email on their website! Called up the contact number and you can't even talk to sales which is ostensibly what that phone number is for. The options are employee HR (why on earth is that a choice for their public number?) or sales. When you select sales, it goes straight to a voicemail. How many potential customers have they lost over the years with this nonsense? Quickbase is fantastic product that should be DESTROYING salesforce if their sales/comms teams can get basic things correct. very frustrated right now.Hands On Integration Training
Hello, Are there any suggestions for training (be it online or in person) where you can get some hands on experience with integrating a QuickBase app with other software applications? I constantly see references and online discussions about the concept of doing this but, I have yet to actually see anything like a practice module or something to follow along with. I see a lot of job opportunities where they want you to know how to do this stuff but, I have yet to have any experience with it. I, also, don't fully understand things like where to find the URL from the software that you want to use with REST, etc. The examples I have seen give you the exact URL for the use case but, don't explain the concept of how to get the URL. In the past, I asked a similar question and was just told things like, "learn JavaScript". That is too broad of a suggestion. I see platforms like Coursera that give you projects to complete to go with your education. It would be nice if QuickBase offered such things. Any input would be greatly appreciated. Oh, and I have the Builder, Expert Builder, and Pipelines certifications. I still feel in the dark about integrations though. James
Test As Role URLs?
I have an app where I rely heavily on roles and role permissions to view certain data and forms. Because of this I need to test as a role when developing new roles to ensure the users cant access other roles data. Is there a way to get these "test as role XXX" as a callable URL I can map to a button on the admin dashboard? I want to use the custom branding setting in the app to hide the Quickbase standard menu options for all users so they can't try and get to the My Apps page in our realm. Is the custom URL to test as a role possible?
