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QuickBase: The Missing Manual by Nancy Conner

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Customizing Forms

Computerized or paper, simple or complex, forms are everywhere. They’re the basic mode of interaction between people and information. On a given day, you might fill out a form to apply for admission to a school, to buy a lottery ticket, or to make a restaurant reservation online. Forms are also how QuickBase lets users interact with a single record. Some forms are interactive, others are view-only. When you create a new table (Add a new table), QuickBase automatically creates three forms:

  • Add. This interactive form consists of blank fields for the user to fill out when creating a new record.

  • Edit. An Edit form looks just like an Add form, but because it’s for an existing record it already has some fields filled in.

  • Display. When users click the View button to take a closer look at an existing record, they see this form. You can’t edit a Display form, but you can click its Edit button to open an Edit form.

These built-in forms are plenty to get you started with your QuickBase application, but you don’t have to work with an application too long before you start thinking about ways that you might improve your form. QuickBase makes it easy to modify an existing form by adding new fields (Add a field), deleting fields you don’t need (Delete a field), changing a field’s type (Modify a field), rearranging fields (Reordering fields in the default report), and so on. But why settle? QuickBase lets you tailor data entry to job role, situation, or whatever you want. For example, ...

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