The way to do this is to create a new Add Record form for your table that will act as a 'dashboard' for users to select different forms for adding a record. This dashboard form will be unlike other Add Record forms in your table since it will not actually have any of the usual fields from your table on it.
While QuickBase only displays the name and a time/date stamp of the most recent person who has changed a record, you can use a text field with the append only option turned on to keep track of changes made to the record.
If you find yourself in a situation where you constantly have to add new fields to a table in order to keep up with future dates there is a much easier way to manage this. You may have imported your data from excel and each column represented a different day in your spreadsheet, as a result you have countless numbers of check box or text fields for all past and future dates in QuickBase.
Many customers want to log or track changes made to a field. There is a simple way to do this using Dynamic Form Rules. In this example we'll build a Text field to track who made changes to a status field, when they made the change, and the value they entered into the field.
First you'll need to add a Summary field (To learn how, please see our Create a Summary Field help topic.) on the Master table to count the number of related Detail records which are assigned to the current user:
There is a way to do this using Application Variables and a Formula User field.
The first thing you need to do is define the number of users that will be participating in the 'round-robin' by creating an Application Variable. For this example let s call the variable [number_of_reps]
This article refers to functionality that is not available to
accounts on the QuickBase
Essential plan. If the
functionality described here does not match what you're seeing in QuickBase,
your account is probably on this plan.
1. Create a new report that includes all of the fields that you want to include in your mailing labels, form letter or envelopes. Expand the "COLUMNS TO DISPLAY" section and turn on only the columns that you need for your mail merge. Turn off all unnecessary columns.