About User Field Properties

The properties for this field type are:

Label

Enter a name for this field. This name displays on data-entry forms and as column headings in reports.

Type

Click Change Type to change the field type.

Related Topic:

Required

Select A value is required to force users to enter a value in this field. A red asterisk (*) beside a field in Add and Edit forms indicates that this value has been set for the field.

Unique

Select this option...

If you want to...

Values in this field must be unique

Ensure that every entry in this field is different.

This is useful for fields that contain information such as product serial numbers or ID numbers.

Check existing entries for duplicate values

Change a field in an existing application to require unique values and want to require that all previously entered data is unique.

To display this option, select Values in this field must be unique.

If QuickBase finds existing values in this field that aren't unique, an error message appears and QuickBase clears the Values in this field must be unique checkbox. If this occurs, you can do one of two things:

  • Sort the field to find duplicate values, make corrections as necessary, return to the Properties page, then select both Unique checkboxes again.

  • Select Values in this field must be unique if it doesn't matter whether existing data in this field is unique or if you want only new entries in this field to be unique.

Default value

Enter the value that you want for the initial entry or default for this field. For example, you can set the Status field to Open for the default, and users can change it, if they want.

For multiple-choice fields, you must enter a value that is in your list of choices. If you don't want any option to appear automatically, leave this field blank.

Choices

You can use the default user set or create your own custom user set for field options.

To determine who is in your default set:

Click Users on the Table bar to show the Manage Users page. The users who have a green check mark in this column are members of the default user set.

To choose the set of users that will appear in the field:

Select one of the following options:

To allow users to create new choices:

Select the Allow users to create new choices checkbox if you want the app's users to add choices to the list.

Tip: Leave the Default Value option in the Basics section blank to initially show nothing in the list.

To set the invitation behavior when new users are added:

Select one of the following options:

Related Topic:

Value Display

Select one or more options...

To...

Display in bold

Display the data in this column (or field) in bold.

Display without wrapping

Prevent the entries in this column (or field) from being broken into multiple lines.

 

Select one of the following options...

To...

Full Name

Display the first name and last name of the user.

Note: If a user doesn't enter a full name during registration, QuickBase displays the email address.

Last Name, First Name

Display the full name of the user, but with the last name displaying first. This format lets you create reports that correctly sort by last name.

Note: If a user doesn't enter a full name during registration, QuickBase displays the email address.

User Name

Display the QuickBase user name of the user.

Note: If a user doesn't have a user name, QuickBase displays the email address.

Permissions

To set the permissions:
  1. Click Restrict access by role to limit access to the data in this field.

    When selected, the Role and Permission list appears.

  2. Select either None, View, or Modify for each role.

Note: This property is not available to accounts on the QuickBase Essential plan.

Related Topic:

Reportable

To use this field in reports:
  1. Select Add this field to all new reports to display this field as a column when users create but don't customize reports.

    When selected, automatically selects The field may be used in reports option.

  2. Select The field may be used in reports to use this field in reports.

    If you want the field to be a default column, you must select this option.

Related Topics:

Shared multiple-choice

To make entries in this field available as choices in a multiple-choice field in another table or another application:
  1. Select This field may be a source for shared multiple-choice lists for other apps, then click Add App.

  2. Select an application, then click OK.

Related Topic:

Snapshot

To capture a value from a specific lookup field:
  1. Select Get this field's value from a lookup field and don't allow the value to change.

    When you capture the value of the lookup field in a snapshot, the value in the snapshot field in the details table doesn't change when you change the master record.

  2. From the Lookup field list, select the lookup field for which you want to capture the value.

  3. Select Initialize field for existing records to update all the existing records with a snapshot of the current value when you set up a snapshot field for an application.

    Caution: If you select this option and this field contains existing values, the existing values are overwritten with the current value in the master record.

Related Topics:

 

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