New Forms Are Now Live in Quickbase Mobile!
We’re excited to share that as of April 21, the new forms experience in Quickbase is now generally available on mobile! This launch marks a significant milestone in our mission to provide a seamless, consistent, and powerful experience to users—no matter where they work or what device they use. Why This Matters Historically, building for mobile in Quickbase presented a number of challenges. App Admins often had to create and manage separate legacy mobile forms to provide a usable experience on smaller screens. For end users, the experience was often inconsistent. Legacy mobile forms came with limited layout options, lacking the flexibility to organize content using columns, or tabs. Form rules and workflows sometimes behaved differently than expected, and key functionality—like viewing embedded reports directly on the form—wasn’t available on mobile at all. As a result, mobile usage often required workarounds, compromises, or shifting tasks to desktop, slowing down teams who needed to work when they were away from the desk— until now. One Form, Multiple Devices The new forms experience is now fully responsive. Builders can design a single form that automatically adapts to desktop, tablet, or mobile, with no extra configuration required. Whether users are approving invoices, pulling up customer contacts, submitting support cases, or updating project details, the experience is consistent and intuitive across the board. What’s New for Mobile Here are a few key enhancements you’ll notice right away: 🔹 Fully Responsive Form Canvas The layout automatically adjusts to the screen size and orientation, while maintaining the structure and design you built on desktop. Forms are organized with pages, sections, columns, tabs, and steps, and Quickbase automatically adapts the layout to fit the device's screen. For instance, on mobile devices, columns stack vertically to ensure optimal readability and usability. On tablets—especially in landscape mode—forms can display multiple columns side by side, taking full advantage of the larger screen and offering a more spacious, desktop-like layout. Additionally, tabs and steps help break down longer forms into manageable sections, making it easier for mobile users to navigate complex forms without feeling overwhelmed. Users can quickly swipe through form steps or tap between tabs, maintaining focus while completing tasks efficiently. 🔹 Optimized Field Interactions We’ve reimagined how field components work on mobile. From dropdowns to date pickers, every interaction is optimized to feel natural on a smaller screen, while retaining the power of the desktop version. For example, multiple-choice fields are presented in modals, allowing users to search and select options efficiently. 🔹 Dynamic Form Rules & Workflows Form rules and formulas now behave just as they do on desktop. We’ve been on a mission to eliminate the need for mobile-specific workarounds, and this update is a step forward. Dynamic form rules now apply across devices, so the logic you’ve built for desktop users works just as smoothly for those on the go. 🔹 Embedded Reports on Mobile For the first time, embedded reports are displayed directly on mobile forms, giving users real-time access to the related data they need to make decisions and take action on the go. While some functionalities like grid edit and exporting to CSV are not supported on mobile, users can view reports, search, add new records, edit or view individual records, and delete records, depending on their permissions. 🔹 Support for Custom Workflows New forms on mobile now support more advanced and flexible workflows. App admins can confidently use table-level settings like “Auto save when redirected away”, the custom CSS class SaveBeforeNavigating, and URL parameters such as ifv=1 and hs=1 to hide native Save and Cancel buttons. These tools enable customized navigation, smoother inline saves, and fully tailored form experiences—all while maintaining mobile compatibility. Assigning Forms for Mobile App admins can assign the latest, mobile-friendly version of forms to specific user roles using the "View/Edit/Add Form (Mobile)" column from Forms Settings, ensuring that users see the appropriate form on their mobile device. In some cases, assigning a simplified, mobile-specific form may be beneficial. It allows you to reduce friction, minimize cognitive load, and create a faster, more focused experience for users – especially for those who only need to complete a subset of fields or perform quick tasks on the go. Alternatively, if admins prefer to use the same forms across desktop and mobile, they can select “Use full site forms”. A Better Experience for Builders and End Users With this release, builders no longer need to build two versions of a form, and end users don’t have to adapt to a stripped-down mobile layout. The result? Faster time to value and more efficient teams. Ready to Get Started? If you’re already using new forms on desktop and you have selected the option “Use full site forms” for mobile, you don’t have to lift a finger—your mobile experience is ready to go. Just open your app in the Quickbase mobile app (version 1.68 and above) or browser and experience it for yourself. If you’re not using new forms on desktop yet, now is the perfect time to start. By switching to new forms, you’ll not only unlock a modern, flexible form-building experience on desktop—you’ll also ensure your app is mobile-ready. 💡 Want to learn more? Check out the full documentation: Assign forms for mobile Understand the form canvas and layout on mobile Form field types and components on mobile What’s Next The launch of new forms on mobile is a big milestone—but we’re not done yet. In the coming months, we’ll be rolling out additional capabilities including: QR/Barcode scanning Next/Previous record navigation, making it easier to move between records Timezone helper, and more!
How to make a child form return to a specific step in the parent form
I have an application that the user creates child records in step 3 of the parent form. After the child records are created and saved it returns the user back to the parent form at step 1. Is it possible to change this so that when the child record is saved it returns the user back to step 3 of the parent form?
Creating a form with tabbed sections in the middle, but a non tabbed section beneath it.
I'm not sure if this is an easy thing I am just forgetting, but I want to have a two tabbed section in the middle of my form (vertically), and have a section beneath them with status and such that displays regardless of tab choice. Is this possible? ------------------------------ Davis Ward ------------------------------Make Entire Form Edit Only
I was trying to figure out how to make an entire only open up in edit mode. All information in this form is relayed back to the parent record with an embedded report for all records related to it, but if someone clicks on one of those records in the embedded report, it will only be to edit something. I want to skip the process of hitting edit every time because that is the only thing this report is used for. Side Note: I'm trying to accomplish this in Mobile. Thanks, #Form #reportsandcharts ------------------------------ Jordan McAlister ------------------------------
