Edit a legacy form

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You can edit any form in your application and change its look or behavior at any time.

Tip

When a legacy form appears on your screen, you can use a shortcut to the Form Builder to customize this form. Select the Customize this Form link in the page bar. Quickbase takes you to the Form Builder. Once there, you can make all the edits you want.

To edit a form:

  1. Open the table you want to customize from the sidebar, then select Settings in the table card on the page bar.

  2. Select Forms.

  3. Select the name of the form you want to edit.

    The form opens in the Form Builder.

  4. Make your changes.

    You can add, remove and change elements or edit dynamic form rules.

  5. When you are done, select Preview to see what your form looks like. When you're satisfied with the results, select Save.