Is there a way I can quickly apply the same alternate text label to dozens of fields on the same form

  • 0
  • 1
  • Question
  • Updated 5 months ago
  • Answered
I am creating a custom Individualized Service Plan form for the QuickBase "Clinical" App, which I'm not sure if this is a custom app or if it was created by my organization as I have just begun playing with it over the past 48 hours.  Anyways, I created fields for "start date", "Target Date", Completion Date, etc. for each of 6 potential short-term objectives underneath 6 potential broad long-term goals.  So I labeled each field by the goal.obj # & description such as "1.1 Start Date", "1.1 Target Date", "1.1 Completion Date", "1.2 Start Date", "1.2 Target Date", "1.2 Completion Date", etc.  I did this due to intention to create checkboxes next to the long-term goal 1, 2, 3, 4, & 5 which will enable the objective to be displayed/hidden depending on whether the fields are needed (i.e. sometimes each goal only has 2 or 3 objs.).  I'm using dynamic form rules to link the show/hide action to the checkboxes above in the primary goal heading for each of the 6 goal categories.  So all that being said, I would like to keep the 1.1, 1.2, 1.3, etc. labels of my fields for data collection functions but I would prefer to remove those labels from the text displayed in the form to other users (mostly because I'm OCD & don't like how it looks).  I recognize that I can click the use alternate label text box located in to the right of the elements tab in the form builder mode, however it seems like that's going to take forever to do each one individually.  Is there a way that I can execute a programming script to were all my form fields that have the text "Start Date" in the name will display using the alternate label text "Start Date" but still keep my numerical ordering in the actual name of these fields?  If so, can you please explain to me how the entire process works because I'm very new to this and have never actually even executed a programming script.  Thanks!
Photo of Alex McClelland

Alex McClelland

  • 90 Points 75 badge 2x thumb

Posted 5 months ago

  • 0
  • 1
Photo of Matt NZ

Matt NZ

  • 296 Points 250 badge 2x thumb
Have you considered having "Objectives" as a child table of "Goals"?
You could then have an editable table of Objectives embedded in your Goals form.
Photo of Alex McClelland

Alex McClelland

  • 90 Points 75 badge 2x thumb
No I wasn't aware that I could do that.  I just started watching video tutorials and reading some of the help forums a couple of days ago so I'm pretty new to all of this & had to try and knock this stuff out quickly b/c I'm starting up a program where my job is on the line to get some clients in quickly at this point.  I wanted to get the forms done before my clients start coming in this week but I'm going to look into creating a child table.  I'm not sure the administrator from my company unlocked my permission to a level where I can create actual tables.  I think he just made it to where I could edit forms under two of the tables pertinent to my department, but if you could point me in the right direction towards some guidance materials regarding creating child tables and linking them in that would actually be perfect for a lot of what I'm trying to accomplish w/creating all these treatment record forms.  My end goal is to have the assessment report information linked to the individualized service plan and the monthly service plan updates to link goal change data into the "revised service plan" form which will ultimately populate into the discharge summary.  Medicaid service provision regulations require a lot of repetitive documentation to be filed in the charts & this would save an immense amount of time that I have to spend transferring medication lists, updated goals, and progress from form to form.  Thanks!
Photo of Matt NZ

Matt NZ

  • 296 Points 250 badge 2x thumb
Hi Alex,
The first two videos in the QuickBase Uni should show you how to create a table and then create relationships: https://university.quickbase.com/series/quickbase-fundamentals

Basically the steps would be:
  1. Create a table called "Objectives"
  2. Create a relationship between Goals and Objectives where Goals is the parent.
  3. By default, the Objectives should show on your main goals form. But assuming it doesn't...
  4. Add the "Objectives" field to your Goals form.
  5. In the form settings, set the Objectives to " Display the related Objectives directly on the form"
  6. Tick the "Editable" box.
Now you'll have what you need.

Good luck.
Photo of Alex McClelland

Alex McClelland

  • 90 Points 75 badge 2x thumb
Thank you sir!  As my father always said and to which I never listened... you gotta start with the FUNDAMENTALS!!! haha