Create a Custom Form

A custom form helps you help your users. For example, a well-designed 'Add record' form guides your users through the data-entry process and gets you exactly the information you want. You can do a lot with custom forms, like creating a different form for each type of user and setting up special dynamic rules that display different elements based on the values a user enters. (Read more about custom forms.)

Tip: You don't need to start each new custom form from scratch. You can copy an existing form and change it to suit your needs.

Tip: If users will be accessing the application on mobile devices, such as smartphones or tablets, read tips for making mobile-friendly forms.

To create a custom form:

  1. Open table forms in one of the following ways:

  2. Click the New Form button.

    The Form Builder opens.

  3. Enter a name for your form.

  4. Select and configure form elements.

    The Elements tab lets you select fields and tell QuickBase how to display and handle each one. Read details.

  5. Set form properties.

    Click the Properties tab, and then turn on or off the following checkboxes, depending upon your preferences.

  6. Create Dynamic Rules.

    Click the Rules tab and bring your forms to life by designing behaviors for it. For example, when a user makes a selection from one field, have your form display a related field automatically. (Read how to create rules.)

  7. When you are done creating your form, click Preview to see what your form looks like. When you're satisfied with the results, click Save.

    To clear the form and start over, click Clear, and then click OK to confirm the action.

Now you can assign the form to a specific role or report, if you want.

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