Add or edit a record

You add information one record at a time (if you want to add multiple records at once, read about grid edit mode).

Note: Record refers to the records in a table, but the term used in your application may be different—like contact, task, or issue. This means that the text in the instructions below can be different from what's in the application.

Add a record

1. In the global bar, select the New button, and then select the table to add a record to.

   Or, open a table from the sidebar, and then select + New<record> in the page bar.

   Note: If these options do not appear, this means you don't have permission to add records to that table.

2. Enter information about the new record in the text boxes.

   An asterisk (*) indicates required fields that must have a value.

3. Save your record. One or more of these options may be available:

   • Save & close—saves the record you are working on and closes the page

   • Save & new—saves the current new record and displays a blank form to add another record

   • Save & keep working—saves the work you've done up to that point, brings you to the top of the form or tab where you can continue to add the same record

Edit a record

1. Select a table from the sidebar.

2. Find the record you want to edit, and then select the edit button.
   If the record doesn't display on the Home page, open a report that contains the record, and then edit it. 

3. Make changes to the record.

4. Save your record. One or more of these options may be available:

   • Save & close—saves the record you are working on and closes the page
   • Save & new—saves the current new record and displays a blank form to add another record
   • Save & keep working—saves the work you've done up to that point, brings you to the top of the form or tab where you can continue to add the same record

   Use the Cancel button to close the record without making changes. 

Simultaneous editing of a record

When two people edit the same record in different ways at the same time, Quickbase displays a message when someone saves their changes. This message displays the specific fields that are in conflict, and provides the option to overwrite with your changes.

Edit an embedded report

Your data-entry form may feature a table of related items that you can edit spreadsheet-style (see illustration).

An embedded report may just display related items, but it can also appear in grid edit mode, which means that you can use it to edit related records (in this case tasks). How can you tell? If you can click in a cell and make changes, your embedded report is editable. It's up to your application manager to turn on this feature for each embedded report. Learn more about embedding a report in a form.

Edit records in a grid edit report in different ways including selecting a cell, or adding new records. Learn more about grid edit mode.

When you save the record, all changes you make in the embedded report save too.

Related topics:

• Adding a similar record

• Adding multiple records at once

• Adding child records from within parent records

• Adding records to multiple tables from within a single form

• Delete a record

• Grid Edit