Autopopulate Form Fields

Question

Hello,I was wondering when a user enters demographic info (i.e., First Name, Last Name, Date of Birth, etc.) on a form, is there a way to autocomplete / autopopulate a user's info? For context, this is a concern because we have staff members who often enters multiple entries for the same clients/members on QuickBase and they frequently have to reenter the same demographic info.Can non-users info be saved or accessed in an easier way? Please let me know if I need to elaborate. Thanks in advance!

Denin · Accepted Answer

You can create a table for users. Each record on that table will be like a profile for the user, so they or whoever enters their info only has to do it once, then they can just be selected/searched from a dropdown.

Once you create the table for users, you create a relationship with your other table so users are the parent and the other thing is the child.

If everyone using the app has a Quickbase account and is the same person filling out the form, you can go further and automatically get the user using a form rule and formulas. Then maybe you can associate the user with a profile record if you need some more data about them.

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