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The properties for this field type are:
Label
Enter a name for this field. This name displays on data-entry forms and as column headings in reports.
Type
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.
Related Topic:
Required
Select Must be filled in to require users to enter a value in this field. A red asterisk (*) beside a field in Add and Edit forms indicates that this value has been set for the field.
Default Value
|
Select this option... |
If you... |
|---|---|
|
None |
Don't want to specify a default value. |
|
Current user |
Want the user, who creates the new record, as the default value for this field. |
|
A specific user |
Want to specify a particular user as the default value for this field. Select A specific user, then select a user from the list that appears, or search for a user. |
Choices
You can use the default user set or create your own custom user set for field options.
To determine who is in your default set:
Click Users on the Table bar to show the Manage Users page. The users who have a green check mark in this column are members of the default user set.
To choose the set of users that will appear in the field:
Select one of the following options:
-
Click Default user set to use the default user set for this application.
-
Click Custom user set to create a custom list of users, then add or remove users from the list.
Enter each item on its own line.
To allow users to create new choices:
Select the Allow users to create new choices checkbox if you want the app's users to add choices to the list.
Tip: Leave the Default Value option in the Basics section blank to initially show nothing in the list.
To set the invitation behavior when new users are added:
Select one of the following options:
-
Click ask whether to send them invitations to display a dialog when you save the record after adding a new user. The dialog allows you to choose whether to send an invitation to each new user, and what role (if any) to put that user into.
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Click don't invite them or give them a role to automatically add the new user to the None role without sending an invitation.
Related Topic:
Value Display
These properties apply when the field appears in table and timeline reports.
|
Select one or more options... |
To... |
|---|---|
|
Display in bold |
Display the data in bold. |
|
Display without wrapping |
Prevent the data from being broken into multiple lines. |
Permissions
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.
Related Topic:
Auto-fill
Select Copy this value... to copy the value(s) in this field when the record is copied.
The command to copy a record is visible in the More menu when you're viewing the record.
Not all fields are good candidates for this option. For example, if you also select Unique, the value of this field is not automatically copied.
Searchable
Select to allow the field to be included when searching or filtering the table.
Reportable
To use this field in reports:
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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.
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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.
Related Topics:
Shared values
To make entries in this field available as choices in another field:
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Select Values from this field may be a source for dropdown lists in other apps, then click Add App.
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Select an application, then click OK.
Related Topic:
Snapshot
To capture a value from a specific lookup field:
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Select Get this field's value from a lookup field and don't allow the value to change.
When you capture the value of the lookup field in a snapshot, the value in the snapshot field in the details table doesn't change when you change the master record.
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From the Lookup field list, select the lookup field for which you want to capture the value.
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Select Initialize field for existing records to update all the existing records with a snapshot of the current value when you set up a snapshot field for an application.
Caution: If you select this option and this field contains existing values, the existing values are overwritten with the current value in the master record.
Related Topics:
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.