Edit a Custom Form

This topic refers to functionality that is not available to accounts on the QuickBase Essential plan. If the functionality described here does not match what you're seeing in QuickBase, your account is probably on this plan.

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

Tip: When a form appears on your screen, you can use a shortcut to the Form Builder to customize this form. Click the Customize this Form link in the Page bar. QuickBase takes you to the Form Builder. Once there, you can easily make all the edits you want. The following figure shows the Task form with a link to Customize this Form:

To edit a form:
  1. Open the table you want to customize from the Table bar, then click SETTINGS.

  2. Click Forms.

  3. Click the name of the form you want to edit.

    The form opens in the Form Builder.

  4. Make your changes.

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

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

 

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