Change the term for record

A record is a single entry in a table. For example, in a table of employees, each employee's information (name, telephone, and so on) reside in one record.

Quick Base automatically calls each record in your application a record, unless you tell the program otherwise. While this term is pretty unimaginative, it may not seem like such a big deal (especially if you speak database-ese). However, you can greatly ease your work and cut down on confusion, if you tell Quick Base to use a term that better describes what your records actually are.

For example, imagine that you run a shop specializing in antique kazoos. Because you only sell kazoos, you could call one table Kazoos, and enter Kazoo as the record name. Afterwards, Quick Base will call each record a kazoo. For instance, when it's time to add a new inventory item, the Page bar displays +New Kazoo instead of +New Record.

When you use a descriptive term for your records, it's easier to keep track of what you're doing and what table you're working with. Accurate terms are especially helpful when you create relationships between tables.

You can change what you call records at any time. When you do so, Quick Base can help you update any references to the old term, wherever they may occur.

To change the term for record:
  1. Choose a table from the table bar.

  2. Click SETTINGS on the Page bar, then click Advanced settings.

  3. Under Table and Record Names, enter an appropriate plural noun in the Records in this table are called field.

  4. Enter an appropriate singular noun in the A single record is called field.

  5. Click Save.

    Quick Base changes the record noun wherever it appears.

About using Search and Replace in Schema

Your application's schema is the technical term for its structure, which consists of elements like tables, fields, and relationships. Often, the term you change is referred to in other parts of your application, such as forms and reports. Quick Base lets you clean up all these areas using one command, which replaces the term throughout the application's schema.

To change a term in the schema:
  1. From the app Home page, click SETTINGS, then click App management.

  2. Click Search & replace in schema.

  3. Enter the term you want to replace, then click Search.

    Quick Base displays all occurrences of the term.

  4. Select or clear the Maintain the case checkbox.

  5. Investigate any of the elements found in the table, especially if you have been moving tables between applications.

  6. Select or clear any of the checkboxes in the table, as necessary.

  7. Enter the new term in the Replace with the term box.

  8. Click Replace in Selected Items.

 

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