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Your Grid Edit Guru Guidebook
This is the guidebook you'll wish you had ages ago!
If you have questions about Quickbase Permissions, Form Rules, Disabling or just want a few shortcuts – I got you covered!
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- Grid Edit Shortcuts:
Everyone loves a time saving shortcut! - Selecting & Navigating
- Adding
- Deleting
- Editing, Saving, & Reverting
- PLUS: Open New Windows
- Data Entry Optimization:
Learn how to get the most out of your Grid Edit reports in Quickbase! - Building & Embedding reports,
- Pasting from Excel (What!)
- What happens to Notifications & Automatons when using Grid Edit
- Working Around Form Rules:
Are your Quickbase users bypassing form rules with Grid Edit? I got your solutions! - Required fields
- "Abort Save" rules
- After the record is saved rules
- Show/Hide form rules
- If all else fails, what to do!
- Managing Access to Grid Edit:
Permissions can be tricky with so many ways to set, override, & hide! - Who can create & use Grid Edit
- Hide multi-record options
- Disable by Role
- Disable by Report
- Override Role & Report settings