About Predecessor 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

Enter the value that you want for the initial entry or default for this field. For example, you can set the Status field to Open for the default, and users can change it, if they want.

For multiple-choice fields, you must enter a value that is in your list of choices. If you don't want any option to appear automatically, leave this field blank.

For Multi-select Text fields, you can specify a list of default values delimited by semi-colons (;).

Start date field

Select the name of the Work Date field that specifies the start date for tasks.

End date field

Select the name of the Work Date (formula) field that specifies the end date for tasks.

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:

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.

Related Topic:

 

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