Copy apps with cross-app relationships

You may want to copy an app that has relationships with other applications. If you are copying a detail app that has cross-app relationships, you have several options. You can:

• Maintain the relationship in the copy

• Remove the relationship in the copy

• Grant clone access to the relationship in the copy

Maintain cross-app relationships in an app copy

When you copy an app, you can choose to maintain its cross-app relationships in the new copy. When you choose this option, Quickbase creates a cross-app relationship between the new child app and the parent app specified in the original relationship. If you don't have admin permissions on the parent app, you'll need to request these permissions for this relationship to work properly.

Quickbase does not add the new child app (the new copy) to the cross-app permissions of the parent app.

Remove cross-app relationships in an app copy

You can also choose to remove any cross-app relationships that exist when you copy an app. If you choose this option, you'll see that the relationship still exists in the copy; however, it is disabled. If you look at this relationship on the Relationships list, you'll find that the relationship goes to an "Unknown Table" in the parent app. Later, if you change your mind, you can re-enable these relationships.

Grant clone access to cross-app relationships

You'll see this choice only if you have administration permissions on the parent app. Selecting this choice will maintain the cross-app relationship in the copy, but will also add the copy to the cross-app relationship access properties of the parent app. After copying the app, you'll see the new copy listed in the cross-app relationship access properties for the parent app:

Copy an app with a cross-app relationship

To copy an app with a cross-app relationship:

1. Open the app that you want to copy.

2. Select Settings, select App management, then select Copy app.

   If this option doesn't appear, you don't have permission to copy the app.

3. Enter a new name and description (optional) for the app.

4. Specify whether Quickbase should copy the app data, users, and roles when it makes the copy. Learn more about copying the structure of apps.

5. Specify what Quickbase should do with the cross-app relationships when it makes the copy. Choose one of the following:

   • Maintain cross-app relationship

   • Remove cross-app relationship

   • Grant clone access to the cross app

6. Select Copy Application.

   Quickbase creates and opens the copy of the app.

7. Once you've created your copy, you may want to take some additional steps:

   • Invite users. Even if you chose to grant users of the original app access to the new one by leaving their roles in place, you should bring the new app to their attention. Go to the Manage Users page and learn more about inviting users.

   • Activate existing emails. When Quickbase copies your app, it copies any automated emails you've set up, but deactivates them in the new app. If you want Quickbase to start sending emails from your new app, you must activate them. Learn more about notifications, subscriptions, and reminders.

If the application you're copying has a field that gets its values from a field in another app, the field will still get its values from the field and app you specified when you set it up. However, if that field gets its values from a field in another table in the same app, that setup will be copied so that the field gets its values from the copied app rather than the original app. Learn more about shared value fields.