About Custom Forms

When a user of your application wants to add, edit or just display a record, QuickBase presents her with a form. A form is a display of a single record. (See a sample form.)

When you create a new table, QuickBase automatically creates three built-in forms for the table:

Those built-in forms are a nice convenience, but they probably won't do everything you want them to do. For example, a form may not include the exact fields you want, in the order you prefer. Rearranging or removing fields from a form is a breeze, but perhaps your customization needs go even beyond that. For instance, maybe Managers need to enter different information than their subordinates do. Form content also might depend upon the choices that a viewer's already made in one field. For example, if an employee chooses "Sales" as their department, you want QuickBase to automatically display the Commission field and automatically populate the Supervisor field with the name of the sales manager. Whatever form your forms should take, QuickBase can help you customize them.

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

What you can do with a custom form

You can create as many custom forms as you want for each table in your app, unless your account is on the QuickBase Essential plan, which only allows one form per table. Create a different form for viewing, adding or editing a record, as well as one for each saved report in your application and/or each role, if you want.

By creating a custom form, you can:

What a user sees

Dynamic forms sound nifty, but what do they look like? When you fill out a dynamic form, fields you complete or click away from appear in yellow (see the image below). This hue indicates that the field contains a different value than it did when you opened the form (change it back and the color disappears). As a result of an edit—and depending on what rules apply to the form—additional fields may display or be completed automatically by QuickBase. If a rule decrees, messages may also appear, either when you enter certain information, or if you try to save without completing a field that the rule requires.

When you complete fields, they appear in yellow. Fields that QuickBase calculates as a result of
your entries also appear in yellow). This form has a rule behind it. When Status is Closed,
you must fill out the Resolution field. The red asterisk next to Resolution indicates that
it's required. This asterisk appears only AFTER you select Closed from the Status dropdown.

Related Topics:

 

Return to top   

© 1999-2014   Intuit Inc.  All rights reserved.  Legal Notices.