About Custom Forms

When a user wants to add, edit or display a record, they use a form. A form is a display of a single record. (See a sample form.)

When you create a new table, Quick Base automatically creates three built-in forms for the table:

In addition to these built-in forms, you may want to create a custom form that has exactly the fields you want, in the order you prefer. You may also want a different form for managers and employees.

Form content also might depend upon the choices that a viewer's already made in one field. For example, if an employee chooses "Sales" as their department, you want Quick Base to automatically display the Commission field and automatically populate the Supervisor field with the name of the sales manager.

Tip: If users will be accessing the application on mobile devices, such as smart phones or tablets, read tips for making mobile-friendly forms.

What you can do with a custom form

You can create as many custom forms as you want for each table in your app, unless your account is on the Quick Base Essential plan, which only allows one form per table. Create a different form for viewing, adding or editing a record, as well as one for each saved report in your application and/or each role, if you want.

By creating a custom form, you can:

What a user sees

When you fill out a dynamic form, fields you complete or click away from appear in yellow (see the image below). This indicates that the field contains a different value than it did when you opened the form (change it back and the color disappears). As a result of an edit—and depending on what rules apply to the form—additional fields may display or be completed automatically by Quick Base. If a rule decrees, messages may also appear, either when you enter certain information, or if you try to save without completing a field that the rule requires.

When you complete fields, they appear in yellow. Fields that Quick Base calculates as a result of
your entries also appear in yellow). This form has a rule behind it. When Status is Closed,
you must fill out the Resolution field. The red asterisk next to Resolution indicates that
it's required. This asterisk appears only after you select Closed from the Status dropdown.

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