Rollbase: What's New

Key Enhancements Include:

    What's New:

  • OpenEdge Adapter - You can now create Rollbase objects that access business entities hosted on an OpenEdge AppServer.
  • Added Audit Trail Granularity - You can now specify at what level of granularity Rollbase creates Audit log records.
  • Update Private Cloud Installer - The installer now checks for an existing instance of the OpenEdge database.
  • New User Assistance Videos

  • Fixes:

  • Fixed an issue where a "no protocol: ../m/"; error was displayed when trying to run a document template.

View summarized release notes: ReleaseNotes.txt

View installation notes: InstallationNotes.txt

Check out the new functionality of Rollbase, by version, using our Release Notes


  • 1.0 - Aug 3, 2013
  • 4.08 - June 1, 2013
  • 4.07 - May 25, 2013
  • 4.06 - May 11, 2013
  • 4.05 - May 4, 2013
  • 4.04 - April 20, 2013
  • 4.03 - April 13, 2013
  • 4.01 - March 9, 2013
  • 4.00 - March 2, 2013
3.9 3.8

2.1 - December 21, 2013

New Features and Enhancements

  • OpenEdge Adapter - You can now create Rollbase objects that access business entities hosted on an OpenEdge AppServer. This enables new or existing OpenEdge applications to be integrated with new Rollbase applications. For more information, see "Appendix E: Creating Rollbase Objects from OpenEdge Services" in the Rollbase documentation.

  • Added Audit Trail Granularity - You can now specify at what level of granularity Rollbase creates Audit log records. Selecting an appropriate level can provide performance gains. The Rollbase SOAP API adds three methods that disable auditing:
    • createArrNoAudit
    • updateArrNoAudit
    • deleteArrNoAudit

  • For more information on specifying Audit Trail properties, see "Chapter 2: Basic Concepts" in the Rollbase documentation. For more information on the new SOAP API methods, see "Chapter 15: Integration with SOAP, REST, RSS and JDBC".

  • Update Private Cloud Installer - The installer now checks for an existing instance of the OpenEdge database. If an existing instance is found, the installer requires you to manually configure the OpenEdge database.

    Also, the Private Cloud installer supplies new scripts to assist when manually configuring the OpenEdge database. For more information on installing Rollbase Private Cloud, see the InstallationNotes.txt file. See also "Chapter 18: Installing and Configuring Progress Rollbase Private Cloud” in the Rollbase documentation.

  • New User Assistance Videos - The following new Rollbase videos are now available at
    • Using DataDirect Cloud to bring external data into a Rollbase application
    • Rollbase Private Cloud Installer for Windows
    • Updating Rollbase Private Cloud from an evaluation to a licensed copy


  • Fixed an issue where a "no protocol: ../m/"; error was displayed when trying to run a document template. - November 16, 2013

New Features and Enhancements

  • Exposed support for a JavaScript engine optimization setting to significantly improve performance of formulas, triggers and all server-side JavaScript.
    To enable this, all Private Cloud customers will want to add the following flag to the file on each server Rollbase is deployed on:

  • Enabled white-label header and footer option for any application in Hosted Cloud and Private Cloud - November 11, 2013


  • For Private Cloud, added new called "globallyDisablePacificUI" to allow Private Cloud customers to turn off all Progress Pacific branding for white-label deployments. When set to 'true', the Pacific UI header and footer is disabled in favor of the old/standard Rollbase brandable header and footer.
  • For Private Cloud, added name and version number of JDBC driver to database Create and Edit pages in System Console
  • Increased allowed picklist integration code length from 10 to 512 characters
  • Added "CSV" as a new supported "Output Type" in Batch Jobs of the type "Generate Report"

2.0 - October 19, 2013

New Features and Enhancements

  • User Experience enhancements include:
    • Single sign-on with your Progress ID to the Pacific Console
    • New user interface design
    • A new Community for users which migrates all Rollbase forums from GetSatisfaction to the new Rollbase Community
  • Connection Pooling changes get faster database access within your application using Bone Connection Pooling (BoneCP). This is now the default setting and the JDBC URL does not require a BoneCP prefix. Legacy connection pooling is still available as an attribute to the Database element
  • A Rollbase Private Cloud(RPC) installer bundles the installation of Rollbase and OpenEdge Enterprise RDBMS with JRE and Tomcat to save users from having to download and install components separately
  • The Oracle & SQL Server versions support ConnectionRetry and useTxtRecovery parameters within the JDBC URL.
  • Private Cloud distributions of Rollbase include branded DataDirect drivers.
  • These Rollbase DataDirect drivers also support BoneCP.
Instructions for Using the New Rollbase Installer
Perform the following steps to install the product on-premise.
Note: run the installer in GUI mode for both Windows and LinuxOn Windows
  • Ensure that you are running as an administrator on the machine for all installation
    and startup steps and are running on a 64bit machine
  • If you are using an existing Tomcat instance, ensure that the Tomcat
    server has been stopped before installing.
  • Unzip the installation package and run the Rollbase installation executable ROLLBASE_2.0_WIN_64_INSTALL.exe
  • If you will be installing the personal Progress Database ensure that your
    installation and work directories do not have spaces in their path
  • After installation if you have installed the private Progress Database you will need to start the database with the startdb.bat script in the work directory specified in the installation. This is C:\Progress\WRK\oe_rollbase_db by default
  • After installation you will need to start the Tomcat server. If you have installed a new instance of Tomcat this can be done by setting JAVA_HOME and then running the Tomcat startup.bat script.
On Linux
  • Ensure that you are running as root on the machine for all installation and startup steps and are running on a 64bit machine
  • If you are using an existing Tomcat instance, ensure that the Tomcat server has been stopped before installing.
  • Unzip the installation package and run the Rollbase installation executable ROLLBASE_2.0_LINUX_64_INSTALL.bin
    • Ensure that your installation and work directories do not have spaces in their path
  • After installation if you have installed the private Progress Database you will need to populate the database and start it.
    • Ensure that ROLLBASE_HOME is set to your installation directory. This will be done automatically on new login to the machine, but may need to be set manually after the installation is run if you do not start a new login session or shell
    • Run the script in $ROLLBASE_HOME/db/install to create the database
    • Run the script in the work directory for the database oe_rollbase_db
  • After installation you will need to start the Tomcat server. If you have installed a new instance of Tomcat this can be done by setting JAVA_HOME and then running the Tomcat script.
    • JAVA_HOME should be set to $ROLLBASE_HOME/jre
    • The Tomcat script can be found in $ROLLBASE_HOME/apache-tomcat-7.0.42/bin

    1.0 - August 3, 2013

    New Features and Enhancements

    • Rollbase is now Progress Rollbase.
    • "Rollbase in Action" has been updated with information on new features.
    • Support for OpenEdge 11.3 - OpenEdge 11.3 is a supported database for Rollbase private cloud users (see Chapter 18 of the v 1.0 "Rollbase in Action" guide for information on installing and configuring). Public cloud users can access OpenEdge data using the OpenEdge Mobile JavaScript Data Object (JSDO) as described in the white paper Accessing the Progress OpenEdge AppServer from Progress Rollbase Using the JSDO
    • Fine-grained locking for published applications - In previous releases, an object and all its sub-components could be locked in a published application to prevent end user modification. In this release, the sub-components can be locked individually, providing greater granularity and flexibility.
    • Rollbase Logging Service performance improvements
    • Integration of Progress DataDirect JDBC drivers

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    4.08 - June 1, 2013

    Enhancements & Changes

    Private Cloud: The update_4_08.sql SQL script must be run on all Rollbase databases when upgrading to 4.08 and beyond.

    Private Cloud: Improved login process efficiency by using data in Master Subscribers table rather than scanning each database.

    Private Cloud: Improved logging service used by all components to eliminate blocked thread issues.


    • Fixed behavior when "Scheduled FTP import" batch job does not find a target file to import
    • Fixed issue whereby the Edit abilities (pencil) from a view list no longer worked on a Generic tab
    • Fixed issue in lookup field popup selector to use JavaScript encoding so values display correctly

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    4.07 - May 25, 2013

    New Features

    Private Cloud: New Horizontal Scalability Features
    As part of our ongoing horizontal scalability improvements, as of Rollbase 4.07 you can now install and deploy any number of the following components within a multi-server Rollbase instance:

    • SOAP (Web API): Similar to multiple REST components this provides the ability to handle larger volumes of SOAP activity.
    • Storage: Multiple Storage components allow you to assign storage servers on a per-tenant basis and distribute storage across a number of servers. For tenants not using Amazon S3 or another cloud storage, you can use the new "Storage Server" Customer field to assign a particular Storage server to a particular tenant.
    • Workflow: For larger volumes and frequency of trigger and batch job activity multiple Workflow components can help to spread computational load across many servers.
    • Search: Multiple Search component allow you to assign search servers on a per-tenant basis and distribute search indexes, indexing activity and search execution across a number of servers. Use the new "Seach Server" Customer field to assign a particular Search server to a particular tenant.

    For more details see the section called "Running Multiple Auxiliary Servers" in Chapter 18 of Rollbase in Action. Note that the ability to deploy multiple REST servers was added in Rollbase 4.06.

    New Trigger Type: Send SMS Message
    This new type of Trigger sends an HTTP request to an SMS Gateway server which relays the message to the recipient. A valid account with the SMS service provider is required. For details see the section called "Send SMS Message" in Chapter 10 of Rollbase in Action. Private Cloud customers must update the events.xml configuration file in order to enable this new trigger type.

    Enhancements & Changes

    Optional View Performance Improvement
    For Views of large numbers of records with complex filter criteria, a new option to hide the record count may increase performance of list view rendering. When creating or editing a View you will see a new "Hide count of total records for this View" option to enable this behavior.

    Charts in Mobile Edition
    Google Charts are now rendered as expected in Rollbase Mobile Edition, the HTML5 based version of Rollbase. For more details of Rollbase Mobile Edition see here and the section called "Mobile Interface" in Chapter 13 of Rollbase in Action.

    SOAP API Improvements
    Several performance improvements as well as additional logging was added to the SOAP createArr, updateArr, deleteArr methods.

    Private Cloud: update_4_07.sql
    Private Cloud customers should run the update_4_07.sql script to ensure the new system field in the 'Detailed Log' field in the Customer object is rendered properly.

    Private Cloud: Resource files renamed
    Please note that rollbase_*.properties resource files have been renamed to the more generic lang_*.properties format.


    • URL fields are no longer limited to a fixed number of characters (only applies to newly created fields, not pre-existing URL fields which are limited to 100 characters).
    • Fixed issue whereby "Submit" button on Portal pages is disabled if record being edited is locked or the portal visitor does not have sufficient permissions.
    • Fixed issue whereby Text Areas set to use the rich text editor were rendered as plain text boxes when the "Required" attribute was enabled.
    • Fixed issue whereby Object Definitions list in the Setup area may take a long time to load due to showing record counts for each object in the list. Record counts have now been removed from the list, though they remain when viewing an individual Object Definition.
    • Fixed issue whereby file attachments in File Upload fields are not cloned when a Conversion Map is used. For details see
    • Fixed issue whereby field validation was not executed for Related fields used in Edit pages.
    • Fixed issue whereby related fields used in date interval filters did not function as expected.
    • Fixed issue whereby Message-ID header in emails sent from Rollbase do not always use the host name in the "from" email address used to send the email causing some emails to be more susceptible to being flagged as spam.
    • Fixed issue whereby the default email sender of an email sent from within Rollbase may not be the current user's email address.

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    4.06 - May 11, 2013

    New Features & Enhancements

    Mobile UI Improvements
    The HTML5 mobile UI now includes fully functional Create and Edit capabilities along with field and record-level validation. In addition, labels are now rendered above fields allowing both field and label to span the full width of the mobile device for maximum usability.

    Mobile UI Improvements

    Detailed Installation Logging
    A new log file is available for each tenant called install.log which records all application installation and update activity in that tenant for a complete reference. To access this new log file navigate to a Customer record in your Master system, select "View Logs" and click the link for install.log.

    Multiple Charts on a Page from the same Object
    As of 4.06 multiple Chart components from the same Object definition can be placed on the same page. Combined with the new ability to hide chart selectors in section headers (see below), this allows the creation of more informative dashboards..

    Ability to Hide Selector in Chart Sections
    The Page Editor now allows you to configure a new option for hiding or showing the Chart selector shown in the header of a page section containing a Chart component. See the section called "Page-Level Components Properties" in Chapter 4 of Rollbase in Action.

    Ability to loop through recent Audit Trail records
    Formulas and Templates now allow you to loop over a specific number of the most recent Audit Trial (i.e. Activity Trail) records related to a particular record. For example, to print the most recent audit trail entry:


    Ability to toggle API logging
    New "Enable API Log" field in the Master system Customer object allows control over whether SOAP and REST components log all API requests. This option was added to allow tenant-specific toggling of API logging to provide better control over performance. API calls run faster with no logging. Applications with high API request volumes may see a significant API performance improvement from disabling API logging.

    Configurable Filename Options in Batch Jobs
    In the "FTP Data Snapshot" Batch Job type we have added the ability to define a file name for the uploaded file using a template. For details see:

    Private Cloud: Ability to Upload tenant backup file from Master UI
    As of 4.06 Master system administrators can restore a backup copy of a tenant from within the Master UI directly by uploading the backup file. To access the new upload capability navigate to a Customer record in your Master system and select the "System Backup" option from the "More Actions" dropdown. For details see the section called "Moving and Restoring Customers" in Chapter 18 of a href="/Progress/cpt_internal/828/1269/1260/1424/68103/68282">Rollbase in Action.

    Private Cloud: JXL.JAR no longer bundled
    The open source JExcel library used by Rollbase to read, write and manipulate Excel documents in XLS format is no longer bundled by default with Rollbase. If you do not download JXL.JAR from and place a copy into your TOMCAT_HOME/lib directory, Rollbase will not provide the ability to export to or generate XLS documents. For details see the section called "JExcel API" in Chapter 18 of a href="/Progress/cpt_internal/828/1269/1260/1424/68103/68282">Rollbase in Action.


    • Changed rbf_setField() from GET to POST requests to address the issue whereby large field values may be truncated due to request size limitations.
    • Fixed issue whereby outputting related record picklist values may provide IDs rather than the actual value.
    • Fixed issue whereby search indexing on the Master system Customer object may not be reliable.

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    4.05 - May 4, 2013

    New Features

    Ability to publish Settings object and data as a seed record
    Rollbase now allows inclusion of the Settings object and its singleton record as part of an application, providing a way to publish default application settings. For more details see the section called "Seed Records" in Chapter 16 of Rollbase in Action.

    Ability to run multiple REST servers
    As part of our ongoing horizontal scalability improvements Rollbase now allows multiple instances of the REST component. For more details on setting up and configuring multiple REST servers for a single Rollbase instance, see the section called "Running Multiple REST Servers" in Chapter 18 of Rollbase in Action.

    New SOAP API methods: bulkCreate, bulkUpdate, bulkCreateUpdate
    Three new methods have been added for importing and creating or updating data via CSV using the SOAP API. For more details see the section called "SOAP API Documentation" in Chapter 15 of Rollbase in Action.

    New AJAX API method: rbf_setFieldDisabled(fieldname, isDisabled)
    This method disables or enables an input field on the current page. For more details see the section called "Fields Manipulation" in Chapter 7 of Rollbase in Action.

    New Grid Control AJAX API method: rbf_getGridField(gridNo)
    This method retrieves the name of the field which was last changed in the specified Grid Control. The gridNo parameter is used to identify which Grid Control component is being referenced in the case where more than one Grid Control exists on the current page. For more details see the section called "Grid Control API" in Chapter 7 of Rollbase in Action. For a history of this topic in the Rollbase forums see:


    AJAX API method improvement: rbf_runTrigger
    This method used to programmatically invoke a trigger via AJAX now includes the ability to provide a callback method allowing you to capture a response from Rollbase once the trigger has completed. For more details see the section called "AJAX Query API Functions" in Chapter 7 of Rollbase in Action.

    Optimized SOAP API method: createArr
    Rollbase now caches record names to be resolved during imports resulting in much faster performance in cases when related records need to be resolved by name. For details see the section called "SOAP API Documentation" in Chapter 15 of Rollbase in Action.

    Ability to retrieve grid identifier in Grid Control event handling methods
    The token ## can be used as a placeholder for the gridNo parameter (see notes on rbf_getGridField method above) in event handlers, providing a 0-based identifier of the Grid Control on the current page. For more detail see the section called "Using the API in Grid Controls (Simple Example)" in Chapter 7 of Rollbase in Action.

    Private Cloud: Log level control
    Components.xml now includes an option to limit logs to only the most important messages or keep verbose logging enabled as is. For details see the section called "components.xml" in Chapter 18 of Rollbase in Action.

    New OnSubmit event handler in Page Properties
    New, Edit and Status Change pages now provide a new page property allowing the definition of custom JavaScript to execute when the form is submitted. For details see the section called "Page Properties" in Chapter 4 of Rollbase in Action.


    • Fixed issue whereby lookup fields rendered as picklists would appear as read-only in the mobile UI.
    • Fixed issue whereby date fields did not accept values prior to the year 1900.
    • Fixed issue whereby deletion of a hierarchical relationship does not delete the Child field.
    • Fixed issue whereby reports generated from a Document Template in Chrome do not display a Print button.
    • Fixed issue whereby Survey questions from related record of a Survey Taker were not appearing in approproate portal pages. (This issue affected the default Recruitday sample application's careers site functionality.)
    • Fixed issue whereby Google Calendar synchronization may not happen if a Task or Event record is created via a Trigger.
    • Fixed issue whereby a batch job may be prevented from running due to a logging error.
    • Fixed issue whereby a SQL syntax error may be encountered when custom Java code us used to call the DataObjectHandler.getByQuery() method.
    • All portal pages now include jQuery and Bootstrap references in the header only. In a future release we will provide an ability to disable inclusion of these libraries.
    • Fixed issue whereby the mass delete button in list view components may not be clickable due to an overlapping element.
    • Fixed issue whereby cloning fields did not properly clone view header text.
    • Fixed issue whereby cloning a data map from within an object definition may inadvertently update the source data map.
    • Fixed issue whereby no translation token was available in resource files for the "Close" button in the popup calendar component. More details at:
    • Fixed issue whereby unique combination of field values trigger prevents updates from happening when importing in update or create and update mode via CSV. More details at:
    • Fixed issue whereby colorization in View rows was not published with applications. More details at:

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    4.04 - April 20, 2013

    New Features & Enhancements

    Backup Job Improvements
    The tenant backup process has been improved to better handle tenants with large amounts of data. In addition Rollbase now displays the progress of each backup job in the Master System Console in terms of percent complete.

    Improved Cloud Storage Performance
    We've added a caching layer for Images and Files retrieved from cloud storage such as Amazon S3 and Azure to improve performance of delivering these files on subsequent requests.

    Subscribe Now Page
    The Private Cloud distribution now includes a default portal page users are taken to when they click the "Subscribe Now" link at the bottom of the sidebar.


    • Performance improvements in SOAP API createArr method.
    • Fixed issue whereby LDF (location, department and function) lookup fields did not allow proper value replacement in Edit pages.
    • Fixed issue whereby printing shows full URL next to links.
    • Fixed issue whereby selector popups in portals did not support UTF-8.
    • Fixed issue whereby dynamic license file updates did not apply to non-Production components until the next restart.
    • Fixed issue whereby users may face an inability to update Workflow Status fields using inline edit from within a list view.
    • Fixed issue whereby picklist codes were not included in the DOM for Dependent Picklist fields in Quick Create pages.
    • Fixed issue whereby users may be logged out after a specific period of time after login rather than after a specific period of time after last user activity.
    • Fixed issue whereby unexpected date formats may cause backup restoration to fail.
    • Fixed issue whereby large backup restoration jobs may fail due to MySQLNonTransientConnectionException errors.
    • Fixed issue whereby when importing a translation template for string tokens, the import module for translations does not update the uploaded string token's equivalent translated value.
    • Fixed issue whereby page-level tabs no longer wrapped after upgrade to 4.00.
    • Fixed issue whereby workflow actions may not wrap in list views.
    • Fixed issue whereby printing a page may show full URL next to each link.
    • Private Cloud: Fixed issue whereby the "AND" and "OR" labels in filters are not shown for the 6th row and beyond when the "MaxFilters" parameter is set to a value larger than 5. More details at:
    • Fixed issue whereby "Object Properties" and "Tab Properties" menus were shown to non-Administrative users. More details at:
    • Fixed problem whereby merge tokens don't render into actual values for CC and BCC field in Send Email Triggers. More details at:
    • Reports generated by batch jobs are now named using the defined report name rather than the previous SnapshotYYYYMMDD format. More details at:
    • Fixed issue whereby "Total By" columns in Grid Control are not configured properly after installing an application. More details at:

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    New Features

    New Server-Side API method: parseXML()
    This new method provides an easy way to programmatically parse an XML document using JavaScript within a Formula or Trigger, for example when an XML response is available from a previously executed API call. More details in Chapter 6 of a href="/Progress/cpt_internal/828/1269/1260/1424/68103/68282">Rollbase in Action. Typical usage:

    var root = rbv_api.parseXML(xml);
    var nodes = root.getChildNodes();
    for (var k=0; k<nodes.length; k++) {


    • Added ability to Group By fields of type Related Field in Reports.


    • Fixed issue whereby relationship-based "View" permission between User and Customer did not working for ISV Partner role in Master system.
    • Fixed issue whereby selected sorting criteria in a List View could not be removed.
    • Fixed issue whereby the filtering component for filtering by a Date Interval was not showing the correct fields to select from.
    • Fixed issue whereby a Send Email or other trigger type may report an error of the form "Thread ##### already has a running transaction" due to inability to write to a log file.
    • Fixed issue whereby US States in State/Province picklist may not have populated correctly when a new Customer (tenant) is created.
    • Fixed issue whereby View definitions may not include all matching records when filtering by a relationship.
    • Fixed issue whereby merge field tokens for workflow actions may be incorrectly replaced by the parsing engine.
    • Fixed SOAP API cache synchronization issue that may result in Blocked Tomcat threads.
    • Increased "Expire" setting in signature when S3 is used to access cloud files to reduce frequency of unretrieved files.
    • Fixed issue whereby when a workflow Object is cloned and re-published XML errors are generated.
    • Fixed character encoding in help tip popup hovers. More details at:
    • Fixed character encoding issue in Subscription Info page. More details at:

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    4.01 - March 9, 2013

    New Features

    "On Finalize" Trigger Timing Option
    Scheduling business logic to run after a parent record and all of its child records have been created or updated (either via Grid Controls or Embedded Quick Create components) was difficult to configure prior to 4.01. Now with the addition of the new "On Finalize" trigger timing option you can invoke custom business logic easily after a record and all of its child records have been created or updated.

    Track Field Usage
    When viewing a Field definition you will see a new section called "Field Usage". This shows you a summary of the various components that are referencing or otherwise making use of this field, allowing you to assess the impact that changing or removing this field would have throughout your applications. NOTE: This does not yet include references to the field in other formula fields, templates and page-level HTML or Script componemnts.

    Mobile UI: Create and Edit (Coming Soon)
    We have added the ability to create and edit records to the Rollbase mobile framework and plan to complete the job by exposing this as part of the HTML5 mobile UI in an upcoming release. Stay tuned!


    • Text fields, Decimal fields and Formula fields now support the use of a #value merge field suffix in formulas and templates, as a way to output a raw unformatted and unencoded field value.
    • Images stored as Hosted Files can now be used in email templates by referencing the hosted file URL merge field in an <img> tag such as: <img src='{!#HOSTED_FILE.7034090}'/>


    • Fixed issue whereby when an Object definition with the Workflow attribute is cloned, XML errors may be generated in the application publishing process.
    • Fixed issue whereby portal pages did not properly render a View Selector as part of a View component even when the option to show it was explicitly enabled.
    • Fixed problem whereby View Selector was not displayed in object-specific search results pages.

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    4.00 - March 2, 2013

    New User Interface

    By Our Bootstraps
    Thanks to Twitter's popular Bootstrap jQuery-based JavaScript and CSS framework, not only is the Rollbase UI now state of the art, but application developers can now make use of Bootstrap and jQuery natively throughout their Rollbase apps without the need to upload hosted files or reference external libraries. In addition all Rollbase portals include the Bootstrap Responsive framework.

    New Application Selector
    One change you will immediately notice is the application tree in the sidebar area replaced by a new application selector, making it faster and easier to find and switch between applications. For customers who prefer the tree, we have added the ability to change back to this component. Private Cloud customers and ISVs on can control this through a new checkbox in the Customer edit page. Direct customers can toggle this behavior in Setup > Administration Setup > Account Settings.

    New App Selector Tree

    Tabs and Menus
    Another change you will notice is application Tabs now contain a popup menu for their sub-menus. For customers who prefer to see menus below the application tabs, this can be enabled at the application level by editing an Application's settings and checking the new "Show first level of menus below tabs" checkbox.

    New Tabs

    New Default CSS File: rbtheme.cssWhile working on the new UI we took the opportunity to clean up our approach to CSS a bit by consolidating the default CSS into one new file called rbtheme.css. If you are not already using a custom CSS file your previous CSS file selection has automatically been changed to rbtheme.css. For those customers using a custom CSS based on the former browntheme.css, we recommend disabling this and upgrading your CSS to be based on rbtheme.css.

    New Features

    Ability to edit Related fields:
    Now related fields no longer have to be read-only on Edit pages. By enabling the new "Display this field in Edit mode on Edit pages" you can make related fields editable. This allows you to treat objects and their related objects more like composite objects from the user's perspective.

    Ability to view records in the Recycle Bin:
    Prior to 4.00 Rollbase required users to restore records from the recycle bin before they could be viewed. Now records can be viewed from within the recycle bin allowing restore or purge decisions to be made without first restoring the data.

    Ability to specify a width and height for Quick Create popups:
    Rollbase 4.00 allows you to configure the dimensions for quick create popups for each of your objects. To do this edit an object's Quick Create page and specify the width and height you want to use for that specific page.

    New API methods for working with PDFs:
    Two new server-side API methods for working with PDFs are now available. Both methods require you to retrieve the PDF from Rollbase as a base-64 encoded string first using the rbv_api.getBinaryData() method. The new rbv_api.getPDFProperty() method allows you to retrieve the value of one of the following document properties TITLE, AUTHOR, CREATIONDATE, CREATOR, KEYWORDS, MODDATE, and ENCRYPTED. And the new rbv_api.concatPDF() method concatenates two or more PDF documents into one resulting PDF. See Chapter 6 of Rollbase In Action for details.

    New API methods for working with Hosted Files:
    Two new server-side API methods for working with Hosted Files are now available. rbv_api.getHostedAsText() and rbv_api.getHostedAsBinary() allow you to retrieve a plain text or base-64 encoded hosted file for use in server-side business logic. See Chapter 6 of Rollbase In Action for details.

    New API method for formatting currency values:
    The new rbv_api.formatCurrency() method provides a convenient way to convert a raw currency value to a string that conforms to a specific format. See Chapter 6 of Rollbase In Action for details.

    "Login As" for Portals:
    Most Hosted Cloud Standard and Private Cloud administrators are familiar with the "Login As" feature allowing login to a tenant as any User within that Tenant for support purposes. In Rollbase 4.00 we've added this same capability to Portals. Now any Administrator within a tenant can auto-login as a specific Portal Visitor to any Portal that has authentication enabled.

    Ability to "Flatten" PDFs generated from PDF Templates:
    When uploading a PDF form as a template and then Mapping the fields, the PDF that is generated does not get flattened by default. In other words, you can edit the PDF form fields by clicking on them. Rollbase 4.00 includes a new option called "Flatten Populated Form" to ensure the generated PDF is read-only.

    Enhancements & Fixes

    • Added details to Chapter 18 about restoring entire tenants from one private cloud instance into another.
    • Fixed issue whereby super-admin sessions conflict with Portal sessions.
    • Fixed issue whereby HTTP POST triggers results in an error when followed by additional triggers.
    • Fixed issue whereby CSV-based report templates were not properly using CSV encoding resulting in malformatted results.
    • Fixed issue whereby the plural name for a relationship may be used to refer to a One-to-One relationship when the singular name is expected.
    • Fixed issue whereby updates to the "Password Reset Notification" email template are not applied immediately to outgoing password reset emails.
    • Fixed issue whereby in certain cases a Send Email trigger may use a previously assigned email template.
    • Fixed issue whereby "Cancel" does not take the user back to the point of origin on a New page after validation if "Redirect to View' page" is enabled.
    • Fixed issue whereby Unique field assignments in Import maps may not be installed as part of published application XML.
    • Fixed issue whereby the rbf_getFields AJAX API method did not retrieve decimals correctly when comma is used as a separator. Details at:
    • Fixed problem whereby the "Delete" label in a grid control row is not translated when a new record is added. Details at:
    • Fixed problem whereby new fields cannot be added to errors of the form "Field column INTG25 already exists". Details at:

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    3.9.5 - February 16, 2013

    Countdown to the New UI

    March 2nd launch date: We will be launching the new Rollbase UI on Saturday March 2nd. If you are a customer or prospective customer and have not recieved access to the new UI preview environment please contact us today. Check out these screenshots to get a quick feel for what is coming.

  • New UI admin set up New UI admin

    New Features

    Clone Entire Object Definitions: Cloning an entire object definition has been a popular request and we're happy to announce that it is finally here. This is particularly useful for speeding up development time when you are creating or extending an app and want to start from an existing object definition. To access this new feature, navigate to the object definition you want to clone and select "Clone Object" from the "More Actions" drop-down.

    Clone Object

    Custom Security Levels: Private Cloud customers can now customize the properties of the default Low, Medium and High security levels by modifying a new config file called securityLevel.xml in the shared\config folder. This includes properties such as session expiration time, number of incorrect login attempts before blocking access, block duration, password character requirements, etc. Furthermore, completely new custom security levels can now be added by extending this file.

    Dynamic License Update: Private Cloud licenses can now be updated on the fly without requiring a Tomcat restart. To use this new feature login to your Master system, go to Support > Subscription Info and click on the "Update" link to apply your latest license file.


    • Added more detail to log entries corresponding to user login and logout events enabling greater insight into authentication issues as needed.
    • Added more depth to the field cloning process ensuring that field permissions and event handling code is included in the clone.


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    3.9.4 - February 2, 2013

    New Rollbase UI in Preview

    Preview the new Rollbase User Interface: All Rollbase customers have been emailed login information to a preview environment of the new UI that will be launching this month. If you are a paying customer or a prospective customer thinking of signing up and you do not yet have access to this preview environment, please contact us today. Things to note:

    • We highly recommend installing your production applications in this preview environment to get a feel for how your applications will work when the new UI is released.
    • There are some areas of the new UI such as lookup fields, setup and administration and a few other pages that have not yet been fully converted to the new UI. You will see these changes over the next two weeks in the preview environment prior to release.
    • We are taking all feedback and suggestions on the new UI seriously while considering the needs of the entire Rollbase customer base. Please don't hesitate to send us yours; we will do our best to accommodate.
    • The new UI represents the bulk of what we have planned for the upcoming 4.0 major release this month. However, there will continue to be UI improvements in future releases and we welcome your feedback and suggestions.


    • Added ability to use #code suffix for picklist fields in APIs to retreive integration code rather than value ID.
    • Added ability for Administrator role to be included with published applications just like any custom role.
    • Added an example of using the Query API to populate values in Grid Controls (see Chapter 7 for details).
    • Added ability to "Overwrite Pages" when installing applications even if no prior version had been installed. This is to solve a problem whereby pages of objects that may have already been installed could not be overwritten by the installation.


    • Fixed issue whereby translated resources bundled with applications were not using global IDs as expected.
    • Fixed issue recognizing characters such as "&" in lookup field type-ahead.
    • Fixed issue whereby Configure Grid did not allow formulas for totals.
    • Fixed issue whereby sorting global text search results by relevance (%) did not work as expected.
    • Fixed remaining global search issues with User object that causes incomplete results.

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    3.9.3 - January 26, 2013

    New Features

    Upgraded Search Engine: The Rollbase global text search engine is powered by Lucene and has now been upgraded to Lucene 4. Rollbase Private Cloud customers should ensure their webapps\search\WEB-INF\lib directory no longer contains jar files from older versions of Lucene.

    Important notes for upgrading a Private Cloud instance to 3.9.3 or later:

    • As part of the upgrade to Lucene 4, all existing search text indexes will be deleted automatically upon starting 3.9.3 for the first time. These indexes must be re-created, which Rollbase should do automatically. However, if for some reason this re-indexing of all tenants does not execute as expected use the new Setup > Administration Setup > Global Text Search" page to "Reindex All" tenants.
    • You'll need to replace your events.xml file with the new version in order to take advantage of new Batch Job types. If any changes were made to your events.xml these changes need to be merged.

    Object-specific Re-indexing: We are actively working to improve the reliability of global text search in Rollbase. Now as an Administrator you can selectively re-index a specific Object as well as get a full picture of all the Objects and Fields in a tenant that have text search indexing enabled. To access this new feature, go to Setup > Administration Setup > Global Text Search. You will be taken to the screen shown below where you can invoke a re-index on a specific Object or all indexed Objects in that tenant:

    Object Specific Reindexing

    New Batch Job Type: Scheduled FTP Import: This new type of Batch Job is designed to import a spreadsheet or comma-delimited file from an FTP server. You specify the Object to import to along with FTP server details and path to the file, Rollbase does the rest. As with any batch job this can be scheduled to run on a recurring basis.

    New Batch Job Type: Re-index Search Data: This new type of Batch Job is designed to invoke a full re-index of the tenant's global search text index. As with any batch job this can be scheduled to run on a recurring basis.

    New Client-side JS method for Hiding/Showing Page Tabs: A new client-side JavaScript method called rbf_showOrHidePageTab() allows developers to programmatically show or hide any page-level tab as needed. See Chapter 7 for usage details.

    New Client-side JS method for Activating a specific Page Tab: A new client-side JavaScript method called rbf_activatePageTab() allows developers to programmatically select any page-level tab as needed. See Chapter 7 for usage details.


    • Sorting is now available on Related Fields in Views.
    • Groups and Totals are now shown in Chart drill-down Views.
    • Related Fields can now be used in Query API calls.
    • Default currency formats are now language specific. For example when using Norwegian the default currency format is "### ### ###,##" rather than "###,###,###.##".
    • A new property was added to Decimal fields allowing a choice of "." or "," for the separator.
    • During the application installation and update process Rollbase will now always present an "Overwrite pages" option to ensure that the installer/updater can force page overwrites as needed.
    • Added ability for triggers to display error messages to Users so they can be notified when something in a trigger fails.
    • Now when the "throw" keyword is used in a trigger condition (for example: throw "My custom error message";) this error message will be shown to the User rather than just shown in the trigger debugger. See for details.
    • Private Cloud: Added server information to Rollbase system component view pages to show Java version, available memory, internal URL of the component, and external URL of the component.


    • Fixed problem whereby Grid Control allowed editing of locked records.
    • Fixed problem whereby Grid Control did not properly create and update User records.
    • Fixed issue that caused an error when filtering by a Related field which points to a Lookup field.
    • Fixed issue whereby "Delete record" permission for portal visitors could be performed by non-owners.
    • Removed ability to inline-edit the Tags field, which is managed instead by the Tag feature.
    • Private Cloud: If a database is not configured correctly Rollbase now ignores it rather than interrupting the login process.

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    3.9.2 - January 12, 2013

    New Features

    Sort and Group Views by Related Fields: By popular request we have added the ability to sort and group Views by fields of the "Related Field" type.

    Recurring Tasks: Recurring capabilities for objects with the "Task" attribute have been added. Recurring Tasks are created in the same way as recurring Events released in 3.9.1 and describled in the previous release notes.

    New UI component for managing recurring items: Added a new UI component for managing all recurring Events and Tasks in a series. By adding this component to an object's View page you can view, edit and delete the series of all related recurring Task or Event records:

    View Recurring items in Action

    This component is now available to add to any View pages of objects that have the Task or Event attribute enabled. Edit the page to drag and drop the component called "Recurring Events" or "Recurring Tasks" into a new section:

    Available Components

    View Recurring Items


    • Added ability to define JavaScript to ensure custom requirements for user passwords are met. See Administration Settings > Authentication and select "Password". You'll see a text area on the next page for your custom password validation code. More details in Chapter 11, page 5.
    • Added cloning capability for Import Maps and Conversion Maps.
    • Added new User-level and Role-level Administrative permission allowing control over whether users can use the "Send To" feature for sending template-based emails from within Rollbase.
    • Private Cloud: Added setting in Components.xml allowing you to define the maximum number of log files to generate.
    • Private Cloud: Added ability to control the maximum number of "Total By" columns in List Views and Reports. This is a new property in the file called MaxListTotals.


    • Fixed issue whereby when printing the Calendar the date and time interval selected is not respected in the output.
    • Fixed issue whereby when you build a report and use the Dynamic Date option (Current year, Current Week, etc) and try to override it on the Reports screen, the filter does not take effect.
    • Fixed issued with Dependent Lookups whereby when both the Parent Lookup and Child Lookup are rendered as selectors, the dependency only took effect on the first page of records on the Child Lookup selector.
    • Fixed issue whereby a Detailed Search component may misdirect users when search terms are cleared.
    • Fixed issue whereby users can get stuck in a certain View when they are shown the expected error message for using Detailed Search in combination with an Expression-based View.
    • Fixed issue whereby incorrect validation errors were displayed when currency values formatted with commas for decimals were entered.
    • Private Cloud: Fixed issue whereby the Workflow system component did not properly receive notification when API permissions are changed.
    • Private Cloud: To avoid confusion we have renamed the "WEB API Server" system component to "SOAP Server".

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    3.9.1 - December 29, 2012

    New Features

    Create Recurring Events: Initial support for recurring events has been added allowing the creation of a series of events by replicating an existing event a number of times based on specific daily, weekly, monthly or yearly criteria. In future releases we plan to add support for editing and deleting a series of recurring events. Recurring events can be created from any record whose Object definition has the "Event" attribute.

    To create a series of recurring events from an existing record, view the record and select the "Recurring Events" option from the "More Actions..." dropdown. You will be presented with a form allowing you to select an end date for the series and the frequency of the events to create. In addition you have the option to enable or disable the object definition's "On Create" trigger when Rollbase creates each event in the series.

    Recurring Events

    Add Databases on the fly without restart: Rollbase Private Cloud administrators can now add database servers from the Master system dashboard without requiring a restart of any Rollbase components. This is the first big step toward providing tools allowing addition and modification of Rollbase system components without interrupting runtime operations.

    Add Database

    Add Database


    • Fixed issue whereby Grid Controls when used with the User object did not properly create and update User records.
    • Private Cloud: Fixed issue whereby User sessions may not be properly closed due to an unexpected exception.

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    3.9.0 - December 22, 2012

    New User Interface: Progress Update

    As many of you know we have been working on a next generation user interface for Rollbase. Development work is nearing completion and we expect to have a live preview environment for customers to experiment in before it is released. Meanwhile below you will find a link to some screenshots showing the current state of the project. Please send any feedback to

    New Features

    Edit and Delete Conditions: By popular demand we have added the ability to define object-level condition formulas for Edit and Delete actions. These conditions get checked whenever a user tries to Edit or Delete a record, this allowing you to define conditional access to Edit and Delete capabilities on a per-record basis programmatically.

    Condition Formulas

    Condition Formulas

    To access this new feature for any object, navigate to the object definition and select the "Condition Formulas" option from the "More Actions" drop-down. You will then be able to define your own JavaScript formula based on almost any criteria you can think of.

    Lead Conditions Formula

    New Language - Norwegian: Thanks to the efforts of our first ISV customer in Norway, a Norwegian translation of Rollbase has been included in this release and will be improved in future releases. This brings the supported language count to 10! now using Rackspace Cloud Files: We have transitioned the Hosted Cloud to use Rackspace Cloud Files for file storage, providing dynamically salable storage capacity for our hosted instance. As a Hosted Cloud customer you do not need to activate anything to take advantage of this, it is automatically used as the storage engine if you are not using Amazon S3 or Microsoft Azure Storage.


    • New server-side API method formatNumber(number, decPlaces, decSeparator, thSeparator) to format a number as a string according to the specified parameters.
    • New server-side API methods for working with File Upload fields: setBinaryFieldValue(), setTextFieldValue() and getTextData(). See Chapter 6 for details..
    • Added "Debug" button to Trigger view page allowing easier access to trigger debugging.
    • Added a new debugger to test EVAL[] usage in text templates.
    • Added a new debugger to test SQL queries used in formulas.
    • Added a new log file to keep track of users logins and logouts is now available from the Administration Setup page.
    • Alphabetically sorted list of Customers in the "Push Updates" page in the Master system.
    • Added page property "Do not allow PDF Export for this page".
    • Increased the size limit of Currency fields.
    • Provided additional API validation to ensure object definition ID and name match when update or updateArr SOAP methods.


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    3.8.9 - December 9, 2012

    New Features

    New Field Type: Expression: We are happy to announce the availability of Expression fields, an alternative to Formula fields for which the computed result is stored and therefore can be used for sorting, totaling and filtering in Views and Reports. For those of you who have run into limitations with Formula fields due the inability to sort, total or filter this new field type is for you.

    Some fundamental differences between Expression fields and Formula fields:

    1. Expression fields are actual stored fields in the database so once an Expression field is created you cannot change its "return type".
    2. Because Expression fields are stored they do count toward the 500 field limit per object definition.
    3. Unlike Formula fields, Expression do not currently offer out of the box support for loops through related records, but do support the built-in formula field functions and query API.


    • Added a global "Thousands Separator" property for Integer fields allow you to specify what symbol is used as the thousands separator: None, comma or period.
    • Refined behavior of "Update Field Value" trigger type: return "" empty string clears the field's value but return null or no return statement at all leaves the value unchanged.
    • Field level validation is now supported in Grid Controls, details at
    • Private Cloud: Improved reliability and warnings when moving a tenant from one database to another:
      • Provide a clear warning that a full tenant backup should be performed first.
      • Ensure that users cannot login during the move and that they can login once the move is completed.
      • Send an email to the user who initiated the move after the move is completed or if any errors are encountered.


    • Fixed issue whereby there was no validation for the Old Password field in personal settings for users editing their account data.
    • Fixed issue whereby API was validating fields that were not populated in the request.
    • Fixed issue where totals were not aliginig with values in Views for editable numeric values.
    • Fixed issue whereby some grid settings are lost after editing and saving that page in the page editor.
    • Fixed issue whereby row colorization did not work for "Is one of" and "Is not one of" criteria.
    • Fixed issue whereby detailed search criteria is applied to report filter criteria, which it should not be.
    • Fixed issue whereby triggers may time out for specific users even if the timeout limit has not been reached.

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    3.8.8 - November 24, 2012

    New Features

    Private Cloud: Ability to cancel large jobs: Rollbase now gives ISVs and Enterprises using Private Cloud more control over each server's jobs queue. Specific large jobs such as imports, backups and tenant creation can be cancelled if they are blocking other critical jobs in the queue from executing. You will see a new "Cancel" option next to these job types when viewing a Rollbase component's jobs queue in the System Console application.


    • Autonumber fields can now be used grid controls.
    • The Chart selector is now shown even if the current user does not have permission to the default chart for that page (otherwise if the current user does not have permission to the default chart she cannot access any other charts even if she has permissions for them).


    • Fixed a problem whereby attachments in File Upload fields are not cloned when a record is cloned.
    • Fixed a problem whereby records did not appear in Day view of the Calendar component.
    • Private Cloud: Fixed a problem whereby Hosted Files on S3 appear to be missing after Tomcat is restarted.

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    3.8.7 - November 17, 2012

    New Features

    Chart Permissions: By popular request we have implemented role-based permissions for Charts. Chart permissions work the same as View permissions and can be assigned on a per-Chart basis by role.

    New server-side API methods:

    • rbv_api.getCount(viewId, filterName, filterValue): Returns the number of records in a given View optionally filtered by a particular field.
    • rbv_api.getValueById(objName, fieldName, id): Returns the text value of a status or a picklist item with the given ID.


    • When Azure is used for storage we replace '/' and '\' characters in file paths by '_' to ensure file attachments are accessible after migrating a tenant from a non-Azure storage environment to Azure.
    • Private Cloud: Added a "Log" link to the System Jobs section in the Master and Production view pages to quickly open the jobs log.


    • Fixed a problem whereby HTML "name" attributes of sections were translated causing rbf_getSectionIdByTitle to fail. Details are available in the forum at
    • Fixed a problem whereby Chart averaging was showing totals instead.
    • Fixed a problem whereby duplicate numbers may be used in Autonumber fields that are populated simultaneously (for example a user creates a record while an Import job is running). Details are available in the forum at
    • Fixed a problem whereby field-level permissions were not being honored when using the Compare feature to compare multiple records.
    • Due to a recent performance issue due to overuse of the AJAX API we are now limiting each session to 1000 AJAX calls.
    • Due to a recent integration disruption due to overuse of the SOAP API we have broken down the daily limit on number of requests into hourly intervals so that no more than 1/24th of the daily allowed number of API calls can be made during each hour. The daily limit is based on each tenant's service level setting. Private Cloud customers can adjust these limits in shared/config/serviceLevel.xml.

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    3.8.6 - November 11, 2012

    New Features

    Automated Code Generator for Integrations: We are happy to announce the first version of the Rollbase template-based code generator allowing automatic tenant-specific code generation for programmatically working with Rollbase APIs in any language. The code generator makes the process of building integrations much faster and easier.

    We have included basic Java and PHP implementations for working with the REST API by default. However, you can build your own code templates that output code in just about any language to work with Rollbase or any other APIs. To use the code generator go to Administration Setup > Code Generator:

    Code Generator

    The code generator asks for a class name and a language selection. By default you can select Java, PHP or browse to select your own custom template for any language you want to use. The template format and merge fields available for use in code templates are discussed in the section called "Code Generator" in Chapter 15 of a href="/Progress/cpt_internal/828/1269/1260/1424/68103/68282">Rollbase in Action. Private Cloud customers will find each code template in the shared/config folder.

    Once you've selected a template you then select the Objects you want to generate the template for. Using the default Java and PHP templates will automatically create methods for createX, updateX and deleteX corresponding to each object selected, where X is the name of each object. The Java and PHP code templates can be used as starting points for your own custom code generators.

    New server-side API method rbv_api.getBinaryData(): This method can be used in triggers and formulas to retrieve an uploaded file as a base-64 encoded String.


    • The #EVAL[ ] merge token block is now available in Word document templates.
    • Private Cloud: We have enhanced the Production component dashboard to show both the database and minutes since last user activity for each tenant loaded into memory on that server.
    • Private Cloud: Improved database connection pool management to maximize reuse.


    • Fixed issue whereby line breaks in a text area field are not preserved when that field is used in an email or document template.
    • Fixed issue whereby Import.jsp ignores the objDefID parameter (affected anyone building links to an Object's Import page).
    • Fixed issue whereby Formula fields in Grid controls may show older computed values that are no longer valid. Details at

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    3.8.5 - November 4, 2012

    New Features

    More powerful View filtering using Formulas: Though filtering Views based on expressions offers a lot of flexibility it does not cover all possible filtering scenarios. For this reason Rollbase now offers filtering via a Formula which may include any stored fields (i.e. non-dynamically computed fields), SQL operands (including LIKE, IN, AND, OR, NOT), helpers (such as current User id, customer id, portal visitor id, etc) and the following special functions:

    • #YEAR(date) returns date's year as integer
    • #MONTH(date) returns date's month as integer in range 1 - 12
    • #DAY(date) returns date' day of month as integer
    • #IF(expr, val1, val2) returns val1 if expr is evaluated to true, val2 otherwise.

    View Filters Formula

    A View filter Formula may include tokens derived from the current date as shown above. For instance, to filter by a d_o_b date field where month equals the current month we would use a formula like:


    • Ability to use merge tokens in the "Reply To" setting of Send Email triggers.
    • Added {!#PROD_SERV_URL} helper token to safely retrieve the current base URL. This should always be used rather than hardcoding URLs due to dynamic load balancing.
    • Allow helper template tokens {!}, {!} and {!} in filter formulas
    • Allow passing report filters as URL parameters. Now URLs generated by #REPORT tokens can accept the following filter parameters:
      filterName: name of field to filter.
      filterValue: value of field. Only records with this value will be shown in report.
      Example: {!#REPORT.123456}&filterName=R45678&filterValue={!id}
      See the section called "Advanced Template Syntax" in Chapter 6 for more details
    • Added ability to use

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