Associate a Custom Form with Roles
Once you've created a custom form, you need to tell QuickBase when to
display your handiwork. Associating forms with roles and reports helps
you control what users see and do within your application. Not only can
you have a form for each role, you can have three forms for each role:
an add form, a display form and an edit form. Or, you can associate a
form with a specific report. Read
how.
Say that one employee profile is filled out by many
different staff members:
Employees need to
enters basic contact information.
Supervisors need
to enter confidential review and bonus information.
Human Resources
need to see and enter salary and benefit information.
All these players need to see and complete different fields.
Design a different form for each of these roles. You can even design
different forms for the same role, which vary based on whether the user
is adding, editing or displaying the form. Then, following the steps in
this topic, associate each role with the form you want to show in each
instance.
Tip: You can also hide and
show form elements by role with form rules. Read
more.
To associate a form with a role
In the table bar on
any application page, click the table whose form you want to edit.
Within the menu that appears, select Customize
--tablename-- table > Forms.
Within the forms tab, click the Forms Usage
+ plus sign (if it's not already expanded).
Associate forms with roles.
The forms usage section contains a table. Each table row is a role
in your application. The table features four columns on the right:
Display Form, Edit Form, Add
Form, and Grid Edit. For each role, click
the dropdown in these columns to associate a custom form with the
form type of that role. For example, if you choose a custom form within
the Manager role's Add Form dropdown,
all users in the Manager role will see that form when they add a record.
If you make no selection here, QuickBase automatically displays the
built-in form produced by the program, which contains all fields.
(For details on Grid Edit settings, read Configuring
Grid Edit.)
To make a custom form automatically appear to all roles, click the
dropdown in the Default row to associate it with
display, edit and add forms respectively. Any selections you make
for other roles will override the selection in the Default
row for that particular role.
Click Apply Changes to save your settings.
Note: A user can have multiple
roles within an application. When that happens, QuickBase must choose
a role, so the program can determine which form to display when the user
edits, views or adds records. To do this, QuickBase checks each role's
priority and displays the form associated with the highest priority role.
To learn how to set priorities for roles, see the Reordering
Role Priorities help topic.
Related
Topics