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  • 1.  Extending Users for Forms

    Posted 05-25-2019 10:57
    I am looking to extend the usage of the built in user in a few ways.  I want to create a HR app and I am thinking I can user the base built in to Quick Base and extend its data with addresses etc.  Is there a way to do that?  Or should I be creating a new Employees table?

    In a seperate app, project manager, I have it set to use the user table for assigning certain values.  However, for example it displays names as last name, first name.  Is there a way to change that behavior so it reads name First Name Last Name?


  • 2.  RE: Extending Users for Forms

    Posted 05-25-2019 11:31
    The built in User table is only for controlling access Permissions so yes, you should create a new table for Employees. You may also want to have a separate app for the HR app.

    For your other question, there is a field setting on that User type field to change the display to "Full Name". That means like John Smith. .


  • 3.  RE: Extending Users for Forms

    Posted 05-25-2019 11:41
    Thanks, the plan is to make a seperate app for HR functions....

    As to the user name full name I did find that.  But is there a way to globally set it in my application?  I use it a lot so a bit of a pain to change it individually


  • 4.  RE: Extending Users for Forms

    Posted 05-25-2019 11:50
    There is no Global setting.

    But you will end up wanting a table of users in your app to use for drop down lists anyways.

    When you just are using the native User field, you will be unable to filter the drop down list. You will find that for some apps you only want to have the drop down list fir Managers, or technicians or some other criteria.

    But there will still not be a global setting. It�s an extra Click when you create each User field.


  • 5.  RE: Extending Users for Forms

    Posted 05-25-2019 11:58
    So you are saying it is best to create a standalone table?  I am new so my thinking was that doesnt give me the ability to use the "current logged in user" in some of the dynamic forms and other places.  That is why I went this route first.  But I am a newbie so possibly wrong on that.  But yes I could already see why filtering on a role would help me a lot as one thing I am doing is assigning project managers, designers, etc. so right now it is going to show all 50 people


  • 6.  RE: Extending Users for Forms

    Posted 05-25-2019 12:11
    You can have a table of Users and set the Key field to be the Userid.

    That was sort of give you the best of both worlds, because you can�t still default certain fields to be the current user and yet still brought in information from your employee table.


  • 7.  RE: Extending Users for Forms

    Posted 05-28-2019 17:10
    Via lookup field / related table?


  • 8.  RE: Extending Users for Forms

    Posted 05-28-2019 17:23
    You can have a form rule that says if that user field is blank, then change it to be the Current User.  The user field will be pulled from a relationship from the user table you will create with a user field as the Key field.


  • 9.  RE: Extending Users for Forms

    Posted 05-28-2019 22:03
    That is a good idea, I think in most cases I would use it.