Once you've created a custom form, you need to tell QuickBase when to display your handiwork. You can associate a form with a specific report. When you do so, you ensure that users see the form you specify when they view or edit a record from within that report. This helps users focus only on specific things when entering data.
When you assign a form to a report, that setting takes precedence over forms assigned to roles. For instance, imagine a user is viewing the "This week's tasks" report. When the user opens a record (by clicking the record's edit or view buttons), you want the form to show only basic scheduling information, not all the fields in the record.
For each report, you can specify forms for the default View/Edit form and for use when grid editing a report.
To associate a form with a report:
Open table forms in one of the following ways:
In the table bar on any application page, click the table whose form you want to associate with a report. 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.
Click Override role settings by report to expand the section.
Click the View/Edit Form dropdown for a report to associate that report with a custom form. When users click on a record's view or edit button within that report, they will see only fields in that form. Your changes are saved automatically as you make them.
Click the Grid Edit dropdown to set your grid edit preferences for a report. Your changes are saved automatically as you make them.
To turn off Grid Edit for a report, select <Disable> from the Grid Edit dropdown. When you do, the Grid Edit link won't appear as an option on that report.
If you want Grid Edit to display the same columns that are displayed in the report from which the user invokes grid edit, select <Standard Behavior> from the Grid Edit dropdown.
If you want Grid Edit to display only fields that a custom form displays, select the form name from the Grid Edit dropdown.