About Checkbox Field Properties

The properties for this field type are:

Label

Enter a name for this field. This name displays on data-entry forms and as column headings in reports.

Type

Click Change Type to change the field type.

Some field types (List-User, Multi-select Text, and File Attachment, for example) may not be changed. The Change Type link will not be present if this is the case.

Related Topic:

Required

Select Must be filled in to require users to enter a value in this field. A red asterisk (*) beside a field in Add and Edit forms indicates that this value has been set for the field.

Default Value

Select Checked to automatically make the initial state of this checkbox field on or yes.

Totals

Select Show a "totals" row in reports  to count the number of yes values in this field and display the result at the bottom of any reports that feature this field.

Display

Select Show value as Yes or No in reports to display checkmarks () for all yes values (checkboxes selected). If you clear the Show value as Yes or No in reports, the word yes displays for selected checkboxes and the word no appears for empty (cleared or unselected) checkboxes.

Value Display

These properties apply when the field appears in table and timeline reports.

Select one or more options...

To...

Display in bold

Display the data in bold.

Display without wrapping

Prevent the data from being broken into multiple lines.

Permissions

To set the permissions:
  1. Click Restrict access by role to limit access to the data in this field.

    When selected, the Role and Permission list appears.

  2. Select either None, View, or Modify for each role.

Note: This property is not available to accounts on the Quick Base Essential plan.

Related Topic:

Reportable

To use this field in reports:
  1. Select Add this field to all new reports to display this field as a column when users create but don't customize reports.

    When selected, automatically selects The field may be used in reports option.

  2. Select The field may be used in reports to use this field in reports.

    If you want the field to be a default column, you must select this option.

Related Topics:

Snapshot

To capture a value from a specific lookup field:
  1. Select Get this field's value from a lookup field and don't allow the value to change.

    When you capture the value of the lookup field in a snapshot, the value in the snapshot field in the details table doesn't change when you change the master record.

  2. From the Lookup field list, select the lookup field for which you want to capture the value.

  3. Select Initialize field for existing records to update all the existing records with a snapshot of the current value when you set up a snapshot field for an application.

    Caution: If you select this option and this field contains existing values, the existing values are overwritten with the current value in the master record.

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