Copy a Custom Form

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

If you're creating similar forms for different roles, don't start from scratch each time. Copy the original form and change settings as desired.

To copy a form:
  1. Choose a table from the table bar, click Settings, then click Forms.

  2. Locate the form that you want to copy and click its Copy icon ().

    Quickbase creates a copy and adds "copy" to the end of the name. Quickbase will append “copy” for the first copy, “copy 2” for the second, “copy 3” for the third, and so on.

  3. To change the name, complete the following task:

    1. Click the form, then click the Properties tab.

    2. Enter a new name in the Form Name box, then click Save.

  4. Now that you have a copy, you can change element display settings or edit dynamic form rules.
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