Associate a Custom Form with Reports

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.

You can associate a form with a specific report. When you do so, you ensure that users see the form you specify when they view or edit a record from within that report.  This  helps users focus only on specific things when entering data.  

When you assign a form to a report, that setting takes precedence over forms assigned to roles. For instance, imagine a user is viewing the "This week's tasks" report. When the user opens a record (by clicking the record's edit or view buttons), you want the form to show only basic scheduling information, not all the fields in the record.

For each report, you can specify the View/Edit form, the Grid Edit form, and the Mobile form.

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

  2. Click Override role settings by report to expand the section.

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

  3. In the View/Edit Form (Full Site) column, choose a form to associate that report with a custom form.

    Your changes are saved automatically as you make them.

  4. In the Grid Edit (Full Site) column, choose a form to associate that report with a custom form.

     Your changes are saved automatically as you make them.

  5. In the Mobile column, choose a form to associate that report with a custom mobile-friendly form.

    Your changes are saved automatically as you make them.

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