Add a New Table

Often, one table isn't enough to handle the data you want Quick Base to track.

You can create new tables to track additional data in Quick Base by:

Tip: Do you have an existing field (or fields) that you want to turn into a table? You can do so in a snap! Read how.

To create a new table from scratch:
  1. From the My Apps page, open the application to which you want to add a table.

  2. From the table bar, click New Table and select From scratch.

  3. Enter a name for the table, for example, Customers. This name will display in the table bar.

  4. Enter a term to use for a record in the table, for example, customer.

    Tip: When adding tables to an application, don't use a term for a single record that you already used in an existing table. Make the term unique for each table you add so that your users aren't confused when they try to add a record. If have a duplicate term or one you don't like, you can easily change it. Read more.

  5. If you don't like the icon chosen to represent the table, choose an icon from the Suggested icons field. If none of the suggested icons are suitable, click the Icon field to choose another icon. This icon will display along with the table name in the table bar.

  6. Enter a description for the table. This description will display as hover text when you hover your mouse over the table name or icon in the table bar.

  7. Click Create. Your new table opens for customization.

    Note: At this point, your new table is just a shell—it contains only built-in fields, and default forms and reports.

  8. Customize the table to suit your needs. You can add fields, set access permissions for all roles, create new reports and forms, and set up automatic email, among other things.

Tip: Do you have an existing field (or fields) that you want to turn into a table? You can do so in a snap! Read how.

To create a new connected table:

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

  1. From the My Apps page, open the application to which you want to add a table.

  2. From the table bar, click New Table and then select Using data connection.

  3. Create the table as usual – name it and choose an icon.

  4. Select the service you want to connect to and enter the information required for Quick Base to connect to your data – usually your user name and password.

  5. Select the data that you want to add to your table and then click Next.

  6. Optionally select a filter, then choose your refresh options and click Done. The home page of the new connected table displays.

    See Adding a connected table for more info.

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