Edit a Custom Form

You can easily edit any form in your application. Change its look or behavior at any time.

Tip: When a form displays on your screen, you can take a shortcut to the Form Builder. In the upper right corner of the page, click the Customize this Form link. QuickBase displays a menu which lets you Edit the Layout of the form or Edit the rules for the form. When you select one of these options, QuickBase takes you directly to the corresponding tab within the Form Builder. Once you're there, you can easily switch back and forth to make all the edits you want.

To edit a form:

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

  2. Click on the name of the form you want to edit.

    The form opens in the Form Builder.

  3. Make changes.

    You can add, remove and change elements or edit form rules.

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

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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