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.
Unique
Select this option... |
If you want to... |
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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:
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Default value
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 (;).
Input type
Select this option... |
If you WANT TO... |
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User input |
Let users type information into this field. Multi-select Text fields do not show this option. |
From list |
Let users select an item from a list.
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From another field |
Use values from another field in a list that appears in this field.
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Related Topic:
Default sort order
Select this option... |
To... |
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Ascending |
Sort numeric values in ascending order. |
Descending |
Sort numeric values in descending order. |
Blank
Do one of the following tasks:
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Select Treat blank values as "0" in calculations to treat blank entries in this field and in calculations as a zero. This is the default.
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Clear this option if you don't want Quickbase to treat blank entries as a zero and in calculations as a zero, for example, when calculating averages.
Totals and averages
Select this option... |
To... |
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Display a total of this field in reports |
Have Quickbase compute the sum of all the values in this field and display the result at the bottom of the view (totals row). |
Display an average of this field in reports |
Have Quickbase compute the average of all the values in this field and display the result at the bottom of the view (average row). |
Decimal places
Enter the number of digits you want to appear after the decimal point. For example, you might enter 2 if the field is a price field. If a user enters more digits after the decimal point than you enter here, Quickbase rounds the number and extends it only to the number of decimal places you specify. Here are some examples:
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.5 rounds the number away from 0.
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3.5 rounds to 4
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-3.5 rounds to -4.
Use the Round formula instead of the decimal places option to round up .5, meaning that -3.5 would round to -3.
Display Format
Choose the format used to display numeric values for this field. Organizations in the United States will typically use one of the first two options; organizations in other countries (or who have offices in multiple countries) may want to use any of these options.
Select one of the following options... |
To... |
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12345678.00 |
Display numeric values with:
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12,345,678.00 |
Display numeric values with:
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1,23,45,678.00 |
Display numeric values with:
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12345678,00 |
Display numeric values with:
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12.345.678,00 |
Display numeric values with:
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1.23.45.678,00 |
Display numeric values with:
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Separators
Choose when separators appear in numeric values.
Select one of the following options... |
To... |
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Show separator after 3 places |
Display the thousands separator after the value in the field has more than 3 places (i.e., non-decimal part larger than 999) |
Show separator after 4 places |
Display the thousands separator after the value in the field has more than 4 places (i.e., non-decimal part larger than 9999) |
Display as
Select one of the following options... |
To display... |
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Simple number |
The number in this field, along with any decimals, separators, or negative signs that have been configured to display. All other characters are ignored. |
Star Rating |
The value in this field as 0-5 stars. For example, you might want to use this option in a movie or book review application. |
Percent |
The value in this field as a percentage. |
Currency |
A currency symbol of up to 10 UTF-8 characters, and set its placement relative to the number. Type the currency symbol into the Symbol field, either as an HTML character entity or in Unicode decimal format. For example, to display a pound sign (£), enter one of the following:
To specify the placement of the currency symbol, select one of the following options from the Position list:
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Value Display
These properties apply when the field appears in table and timeline reports.
Select one or more options... |
To... |
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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:
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Click Restrict access by role to limit access to the data in this field.
When selected, the Role and Permission list appears.
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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.