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. Open table forms in one of the following ways:

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

   • In the menu bar on any application page, select Customize > Tables. Within the list on the left side of the page, select the table, and then click the Forms tab.

2. Locate the form that you want to copy and click its Copy icon ().

   QuickBase creates a copy which appears in the list with the name "Copy of --the name of the original form--."

3. To change the name, click the form. In the Form Builder that opens, click the Properties tab, and enter a new name in the Form Name box. Click Save.

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