Add or Edit a Record

You add information one record at a time (if you want to add multiple records at once, read about grid edit mode). The process differs slightly, depending on whether you're working in a single-table or multi-table application.

Note: The word "record" refers to the records in a table, but the term used in your application may be different (for example, "contact," "task," or "issue"). This means that the menu item or button text in the instructions below may be slightly different from what you see.

To add a record:

1. In the table bar on any application page, click the table featuring the report. Within the menu that appears, select Add a New -- Record--.

    

   

   An empty form appears.

   Note: If no "Add a New Record" option appears, then you don't have permission to add records to the application.

2. In the text boxes provided, enter the necessary information.

   An asterisk (*) indicates that a field must be filled in.

3. Save by doing one of the following:

   • To save the information you entered and see the new record, click Save. QuickBase displays a single-record view of the data you just entered.

   • To save the information you entered and continue adding records, click Save & Add Another. Another blank form displays.

To edit a record:

1. Open a report that contains the record you want to change.

2. Click or next to the entry that you want to modify.

3. Make the necessary changes, and then do one of the following:

   • To save your changes and return to the page you previously viewed, click Save.

   • To save your changes and edit the next record, click Save & Next.

   • To move on to the next record without making changes to the current one, click Skip.

   • To delete the record from the application, click Delete.

FAQ: What happens when two people edit the same record at the same time?

With lots of people working together, it's inevitable that two staff members might edit the same record simultaneously. If someone else snuck in and modified the same record you're working on and saved before you did, QuickBase lets that person save without a care. But don't worry, just because you were late to the Save button, the program won't leave your edits stranded. If you make changes which are different and try to save the record, QuickBase displays a message telling you what's happened. When it does so, the program shows you the specific fields that are in conflict and asks if you want to overwrite with your version.

Tip

• If you want to see only the records that have been added or changed recently, choose any report called List Changes. Do so and QuickBase displays only records flagged as new or updated. (Read more about flag icons and tracking changes.)

Related Topics

• Adding a similar record

• Adding multiple records at once

• Adding detail records from within a master record

• Adding records to multiple tables from within a single form

• Delete a record

• Grid Edit

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