Associate a Custom Form with Roles

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.

Associating forms with roles helps you control what users see and do in your application. You can have different add, view, and edit forms for each role, or a different form per role for users accessing your app on a mobile device. Or, you can associate a form with a specific report. Read how.

Say that many different staff members fill out one employee profile:

  • Employees need to enter basic contact information.

  • Supervisors need to enter confidential review and bonus information.

  • Human Resources need to see and enter salary and benefit information.

All these players need to see and complete different fields.

Design a different form for each of these roles. You can even design different forms for the same role, which vary based on whether the user is adding, editing, or viewing the form. Then, following the steps in this topic, associate each role with the form you want to show in each instance.

Tips:

To associate a form with a role:
  1. Open a table, click SETTINGS, then click Forms.

  2. Expand the Set how different roles use these forms section.

    Note: You must have more than one form to see this section.

  3. In the View Form (Full Site), Edit Form (Full Site), and Add Form (Full Site) columns for a role, select the form to use. Your changes are saved automatically as you make them.

    For example, if you choose a custom form within the Manager role's Add Form (Full Site) column, all users in the Manager role see that form when they add a record.
    If you make no selection here, Quick Base automatically displays the built-in form, which contains all fields.

    To make a custom form automatically appear to all roles, select the form in the Everyone row to associate it with view, edit, and add forms, respectively. Any selections you make for other roles override the selection in the Everyone row for that particular role.

  4. Use the Grid Edit (Full Site) column to set your grid edit preferences for a role.

    Your changes are saved automatically as you make them.

    • To turn off Grid Edit for a role, select <Disable> in the Grid Edit (Full Site) column. When you turn off Grid Edit, the Grid Edit link doesn't appear as an option for users in that role.

    • If you want Grid Edit to display the same columns that appear in the report from which the user invokes grid edit, select <Standard Behavior> in the Grid Edit (Full Site) column.

    • If you want Grid Edit to display only fields that a custom form displays, select the form name in the Grid Edit (Full Site) column.

  5. Use the View/Edit/Add Form (Mobile) column to specify a mobile-friendly form for each role.

Note: A user can have multiple roles within an application. When that happens, Quick Base must choose a role, so the program can determine which form appears when the user edits, views, or adds records. To do this, Quick Base checks each role's priority and displays the form associated with the highest priority role.

Related Topics:

 

Go back      |       

© 1999-2019  QuickBase, Inc.  All rights reserved.  Legal Notices.