Add Similar Records
Say you're using QuickBase to track your vintage vinyl album collection.
You just scored six copies of "Richard Chamberlain Sings!" and
want to create an entry for each one. But the prospect of typing the same
information over and over again is dispiriting.
The fact is, you don't have to. QuickBase lets you duplicate a record
with the click of a button. When you use the "Add Similar" feature,
QuickBase displays a new record form, which already contains information
copied from a record you specify, giving you a head start on the new entry.
Make whatever changes you want. You can edit all fields or none. This
shortcut is great if you're adding a bunch of almost identical records,
or even if there's just one field you'd like to copy over into a new record.
Note: By default, the term
"record" is used to refer to the records in a table, but the
term you use in your application may be different (for example, "contact,"
"task," or "vendor"). This means that the "Add
Record" page mentioned below may read "Add Task" or "Add
Issue" depending on what you call your records.
To add a record with fields prefilled:
Open a report
of the application that contains the record you want to copy.
Click 
or 
next
to the entry that you want to copy.
On the bottom right of the record display, click
Add Similar. The Add Record page appears with fields
prefilled.
Note: If this button
doesn't appear, then there are no fields in the table for which the
Auto-Fills option is set. (See note below.)
Make the necessary changes, and then click Save.
The new record is now displayed.
Note: When you click
Save & Add Another, QuickBase saves the current
record and then displays a blank Add Record page. If you
want to keep adding similar records, just click Save.
QuickBase displays a single-form view of your new record. Click Add
Similar.
Note: Your Application Manager
controls which fields you can copy or prefill by turning off the Auto-Fills
checkbox on the Field Properties page. QuickBase automatically turns off
this option for Lookup, Summary, Report Link, File Attachment, Formula,
append-only, and built-in fields (like Date Created, Date Modified, Record
ID#, Record Owner, and Last Modified by).
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