Create a Custom Form

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.

A custom form helps you help your users. For example, a well-designed 'Add record' form guides your users through the data-entry process and gets you exactly the information you want. You can do a lot with custom forms, like creating a different form for each type of user and setting up special dynamic form rules that display different elements based on the values a user enters. (Read more about custom forms.)

Tips:

To create a custom form:
  1. Open the table for which you want to create a form from the Table bar, click SETTINGS in the Page bar, then click Forms.

  2. Click + New Form.

  3. Enter a name for your form and click OK.

  4. Select and configure form elements.

    The Elements tab lets you select fields and tell Quick Base how to display and handle each one.

  5. Click the Properties tab.

  6. Select or clear the following checkboxes to set the form properties:

  1. Click the Dynamic Form Rules tab and bring your forms to life by designing behaviors for it.
    For example, when a user makes a selection from one field, have your form display a related field automatically. (Read how to create dynamic form rules.)

  2. When you are done creating your form, click Preview to see what your form looks like.

    When you're satisfied with the results, click Save. If you want to keep editing the form after saving your progress, click Apply Changes.

    To clear the form and start over, click Clear, and then click OK to confirm the action.

Now you can assign the form to a specific role or report, if you want.

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