How to Build Forms
Learn how to create beautiful forms using our drag-and-drop builder. From connecting to Quickbase to publishing your form.
Step 1: Connect Your Quickbase Account
- 1Navigate to Connections in your dashboard
- 2Click + Create New (or Create New) to add a connection
- 3Enter your QuickBase Realm (e.g., yourcompany.quickbase.com)
- 4Enter your User Token (from QuickBase: Profile → Manage my user tokens for realm — see Managing Connections for details)
- 5Give your connection a name and save
Your Quickbase credentials are encrypted and stored securely. You can create multiple connections for different Quickbase accounts or apps.
Step 2: Create a New Form
- 1Click Create New Form from your dashboard
- 2Enter a Form Name and optional description
- 3Select your Quickbase Connection
- 4Choose the App and Table where submissions will be saved
Step 3: Add Fields to Your Form
The form builder makes it easy to add fields from your Quickbase table. Here's how:
- QuickBase Fields: In the right sidebar, the list of QuickBase fields is sorted A–Z and can be searched. Click a field to add it; these fields write to your table when submitted.
- Custom Fields: Add custom fields like paragraphs, images, or buttons that don't map to QuickBase fields.
- Drag to Reorder: Click and drag fields to rearrange them in your form.
- Field Settings: Click any field to customize its label, placeholder, required status, and more.
- Switching Tables: If you change the QuickBase table for the form and you already have fields, you'll be asked to confirm; confirming will clear existing fields so you can rebuild for the new table.
💡 Pro Tip: Reference Fields
If your Quickbase table has reference fields (parent-child relationships), you can add lookup proxy fields. These will automatically query the parent table and display user-friendly values while submitting the record ID.
Step 4: Customize Branding & Styling
Make your form match your brand perfectly:
- Colors: Set page background, form background, header color, submit button color, header text color, and submit button text color (text colors default to white)
- Logo: Upload your company logo to display at the top of the form
- Font: Choose from a variety of fonts or use your custom font
- Corner Style: Round or square corners for your form
- Submit Button: Customize button text and color (and button text color), or hide it entirely. For custom Button fields, you can set the button text color in that field's settings.
Step 5: Preview Your Form
Before publishing, always preview your form to make sure everything looks and works correctly:
- Click the Preview button in the form builder
- Test all field types and validation
- Check that fields are required when they should be
- Verify branding and styling look correct
- Test on mobile devices to ensure responsiveness
Step 6: Publish Your Form
Once you're happy with your form, it's time to publish:
- 1Click Save Form in the form builder
- 2Choose whether your form is Public (anyone can access) or Internal (requires authentication)
- 3Copy the form URL or embed code
- 4Share your form link or embed it on your website
✅ You're Done!
Your form is now live and ready to collect submissions. All submissions will automatically be written to your Quickbase table.