---
title: "Associate forms with reports"
slug: "associating-forms-with-reports"
updated: 2026-04-27T20:02:27Z
published: 2026-04-27T20:02:27Z
canonical: "help.quickbase.com/associating-forms-with-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Associate forms with reports

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 selecting 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 the View/Edit form, the Grid Edit form, and the Mobile form.

To associate a form with a report:

1. Open a table, select **Settings**, then select **Forms**.
2. Select **Override role settings by report** to expand the section.

> [!NOTE]
> Note
> 
> You must have more than one form to see this section.
3. In the **View/Edit Form (Full Site)** column, choose a form to associate that report with a custom form.

Your changes are saved automatically as you make them.
4. In the **Grid Edit (Full Site)** column, choose a form to associate that report with a custom form.

Your changes are saved automatically as you make them.
  - To turn off Grid Edit for a report, select **<Disable>** . When you do, the **Grid Edit** link doesn't appear as an option on that report.
  - If you want Grid Edit to display the same columns that appear in the report from which the user invokes grid edit, select **<Standard Behavior>.**
  - If you want Grid Edit to display only fields that a custom form displays, select the form name.
5. In the **Mobile** column, choose a form to associate that report with a custom mobile-friendly form.

Your changes are saved automatically as you make them.