Stop Auto Adding New Fields to Reports in QuickbaseSep 12, 2018
Are you tired of constantly having to uncheck the "Add this field to all new reports" box? When new fields are added in Quickbase, they are automatically included in default the report settings.
I know it took me way too long to realize there was a setting I could change that would save me a bunch of time!
In this tutorial, I'll walk you through the three steps to forever changing the 'cleanup' you have to do after creating new fields.
- Open the Table Settings
- Click on Reports & Charts
- Under the field picker, select "Ask about making it a default" or "Don't make it a default"
Once you have this set, be sure to check your form properties as well.
See the video transcript
FROM THE TUTORIAL: "...In this video, I'll show you how to stop Quickbase from automatically adding new fields to the reporting defaults. To stop new fields from being added to all new reports, you'll want to go into the table settings. Once in the table settings, we'll click on reports and charts. From here, in the upper right-hand corner, you'll see the option for reporting defaults. Choose the default report settings. From here, below the field picker, you'll see our options. When a new field is added to this table it can either automatically make it a default column (which is the default setting), it can ask you about making it a default column, or you can simply not make it a default column. Let's select 'ask about making it a default column and click Save. Now if we create a new field, we'll be asked if we want to make the new field a default column for all new reports. We can check the box to add it to the new reports, or we can simply click OK, and it will not be added to any reports..."
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