Report link fields appear in the parent table and display as links. When you choose a report link, you see the related records from the child table. Report links help you get more information between tables quickly. For example, if you were to choose an project’s tasks link, you’d see a list of all the tasks for that project. Unique features of report links:
- They appear as links on reports / dashboards
- When a report link is on a form, you have the option to display it as an embedded report
The properties for this field type are:
Enter a name for this field. This name displays on data-entry forms and as column headings in reports.
Click Change Type to change the field type.
Some field types (List-User, Multi-select Text, and File Attachment, for example) may not be changed. The Change Type link will not be present if this is the case.
You can match the values in a field from this table to a field in a different table. For example, if you want to match company names, enter the name of the field in the target table that contains company names.
To create a field relationship:
Under Match the values in this field from this table, select the field that you want in this table.
Click Select Target, select an application that you want, then select the field in the target table that contains the data that you want to match.
Select Only include values if they match exactly in both fields to require that the word or phrase (for example, the company name) in the source application table matches the word or phrase in the target application table.
For example, if you are matching company names and select this option if the company name in the source application table is "Bayshore Oil Co." and the company name in the target application table is "Bayshore Oil," then no match occurs. However, if you clear the Only include values if they match exactly in both fields checkbox, a match occurs because Quickbase ignores "Co." and "Corp.".
Select Open link in a new browser window to display the Web page in a new browser when you click the link to view it.
These properties apply when the field appears in table and timeline reports.
Select one or more options...
Display in bold
Display the data in bold.
Display without wrapping
Prevent the data from being broken into multiple lines.
To set the permissions:
Click Restrict access by role to limit access to the data in this field.
When selected, the Role and Permission list appears.
Select either None, View, or Modify for each role.
Note: This property is not available to accounts on the Quickbase Essential plan.
Select to allow the field to be included when searching or filtering the table.
To use this field in reports:
Select Add this field to all new reports to display this field as a column when users create but don't customize reports.
When selected, automatically selects The field may be used in reports option.
Select The field may be used in reports to use this field in reports.
If you want the field to be a default column, you must select this option.
To make entries in this field available as choices in another field:
Select Values from this field may be a source for dropdown lists in other apps, then click Add App.
Select an application, then click OK.
Field help text
If you want to provide help text in association with this field, enter it in the text box. This text will display via the information () icon next to the field.