To add a record that’s similar to another, copy the existing record to simplify the process. When you do this, Quickbase opens a new record form with fields prefilled from the original. You can change any field before saving the new record. This saves time when you add multiple similar records or want to reuse information from one record in another.
Note
Your app may use a different term for records, such as contact, task, or vendor. The Add record page may show as Add task or Add issue, depending on your app’s terminology.
Add a record with prefilled fields
To add a record with fields prefilled:
View the record you want to copy.
On the Page bar, select More > Copy this record.
The Add Record page appears with fields prefilled.
Note: If this option doesn’t appear, no fields in the table are set to auto-fill.
Make the changes you need, then select Save.
The new record appears.
To create another similar record, repeat from step 2.
Control which fields can be copied
The app manager controls which fields can be copied by turning off the Auto-fill checkbox on the Field properties page. Quickbase automatically turns off auto-fill for the following fields:
Lookup
Summary
Report link
File attachment
Formula
Append-only
Built-in fields