Copy a Custom Form

If you're creating similar forms for different roles, don't start from scratch each time. Copy the original form and change settings as desired.

To copy a form:

1. In the table bar on any application page, click the table whose form you want to copy. Within the menu that appears, select Customize --tablename-- table > Forms.

2. Copy a form in one of the following ways:

   • If the table has only one form associated with it, click the Create a new form button on the upper right of the tab. Then select Copy the existing form and click OK.

   • If the table has multiple forms associated with it, locate the form that you want to duplicate and click its Copy button.

     QuickBase creates a copy which appears in the list with the name "Copy of --the name of the original form--." To change the name, click its corresponding Layout button. In the Form Builder that opens, click the Properties tab, and enter a new name in the Form Name box.

Now that you have a copy, you can change element display settings or edit form rules.

Related Topics

• About custom forms

• Creating a custom form

• Designing a form

• Creating Dynamic Form Rules

• Associating a custom form with reports and roles

• Editing a custom form

• Deleting a custom form