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.
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.
Select this option...
If you want to...
Must be unique
Ensure that every entry in this field is different.
This is useful for fields that contain information such as product serial numbers or ID numbers.
Check existing entries for duplicate values
Change a field in an existing application to require unique values and want to require that all previously entered data is unique.
To display this option, select Must be unique.
If Quickbase finds existing values in this field that aren't unique, an error message appears and Quickbase clears the Must be unique checkbox. If this occurs, you can do one of two things:
Enter the value that you want for the initial entry or default for this field. For example, you can set the Status field to Open for the default, and users can change it, if they want.
For multiple-choice fields, you must enter a value that is in your list of choices. If you don't want any option to appear automatically, leave this field blank.
For Multi-select Text fields, you can specify a list of default values delimited by semi-colons (;).
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.
Click don't invite them or give them a role to automatically add the new user to the None role without sending an invitation.
These two 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.
Select one of the following options...
Display the first name and last name of the user.
Last Name, First Name
Display the full name of the user, but with the last name displaying first. This format lets you create reports that correctly sort by last name.
Display the Quickbase user name of the user.
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 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.
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.
To capture a value from a specific lookup field:
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.
From the Lookup field list, select the lookup field for which you want to capture the value.
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.
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.