Edit a Custom Form

You can easily edit any form in your application, change its look or behavior at any time.

Tip: When a form appears on your screen, you can use a shortcut to the Form Builder to customize this form. Click the Customize this Form link in the Page bar. Quickbase takes you to the Form Builder. Once there, you can easily make all the edits you want.

To edit a form:
  1. Open the table you want to customize from the Table bar, then click Settings.

  2. Click Forms.

  3. Click the name of the form you want to edit.

    The form opens in the Form Builder.

  4. Make your changes.

    You can add, remove and change elements or edit dynamic form rules.

  5. When you are done, click Preview to see what your form looks like. When you're satisfied with the results, click Save.

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