Copy a legacy form

If you're creating similar forms for different roles, don't start from scratch each time. Copy the original form and change settings as desired.

To copy a form:

1. Choose a table from the sidebar, click Settings in the page bar, then click Forms.

2. Locate the form that you want to copy and click its Copy icon ().

   Quickbase creates a copy and adds "copy" to the end of the name. Quickbase will append “copy” for the first copy, “copy 2” for the second, “copy 3” for the third, and so on.

3. To change the name, complete the following task:

   1. Click the form, then click the Properties tab.

   2. Enter a new name in the Form Name box, then click Save.

4. Now that you have a copy, you can change element display settings or edit dynamic form rules.

Related topics:

• About custom forms

• Creating a custom form

• Designing a form

• Creating dynamic form rules

• Associating a custom form with reports and roles

• Editing a custom form

• Deleting a custom form