Formula - rich text field properties

The properties for this field type are:


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


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.

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Select this option...

If you want to...

Must be unique

Ensure that every entry in this field is different.

This is useful for fields that contain information such as product serial numbers or ID numbers.

Check existing entries for duplicate values

Change a field in an existing application to require unique values and want to require that all previously entered data is unique.

To display this option, select Must be unique.

If Quickbase finds existing values in this field that aren't unique, an error message appears and Quickbase clears the Must be unique checkbox. If this occurs, you can do one of two things:

  • Sort the field to find duplicate values, make corrections as necessary, return to the Properties page, then select both Unique checkboxes again.

  • Select Must be unique if it doesn't matter whether existing data in this field is unique or if you want only new entries in this field to be unique.


Enter the formula to generate the value this field shows. When you click the Formula text field, a Fields & Functions list appears.

  1. Click Select a Function to open the Quickbase Formula Functions dialog box.

  2. Select or search for the type of function you want from the list.

  3. Click the formula that you want, then click Insert.

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Features when working with formula-rich text fields

The features and capabilities include:

  • When you open a formula url as a pop-up, you can set a website to open in a popup window and the existing setting to open in a new tab. You can use this same functionality with formula-rich text by applying the CSS class (OpenAsPopup).
  • Use the CSS class (SaveBeforeNavigating) inside of a formula-rich text field and Quickbase will save the record before navigating.
    Note: Only one of these workflow classes is supported per formula-rich text.
  • Here’s an example of a formula-rich text field that uses this feature:

    "<a class='Vibrant Success SaveBeforeNavigating' data-replaceRid=true href='/db/abc?a=dr&rid=%%rid%%'>Click here</a>"
  • You can refresh the source page when a popup is closed using the data-refresh parameter.

  • You can customize the size of a popup using the data-width and data-height parameters, Here's an example that uses these two features in combination with the OpenAsPopup class:

    "<a class='Vibrant Success OpenAsPopup' data-height=200 data-width=200 data-refresh=true href='" & [url] & "'>Click here</a>"

  • You can use record ID# as a parameter when you click a custom hyperlink from an add record form. This lets you leverage newly created record IDs and expands custom code page workflow options. Use record ID# in formulas with data-replaceRid=true and %%rid%% where you would like the RID. Note: You can only use this parameter when the hyperlink navigates to the same tab, not when it is set to open in a new tab or popup. Here's an example of a formula-rich text field that uses this feature:

    "<a class='Vibrant Success SaveBeforeNavigating' data-replaceRid=true href='/db/abc?a=dr&rid=%%rid%%'>Click here</a>"

Value Display

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

Select one or more options...


Display in bold

Display the data in bold.

Display without wrapping

Prevent the data from being broken into multiple lines.


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 Quickbase Essential plan.

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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.

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Shared values

To make entries in this field available as choices in another field:
  1. Select Values from this field may be a source for dropdown lists in other apps, then click Add App.

  2. Select an application, then click OK.

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