Please send us your questions and/or comments
Here is a list of some benefits you will see by using this utility vs using native exact forms....
 - utilize application tokens
 - more control over the resulting document format
 - ability to use Word Headers and Footers
 - detail table data can be controlled: font size, column widths, data formatting(currency, numeric, justification of data in columns)
 - a physical word document is created and can be attached to a QB record in a file attachment field.  Built-in file attachment revision history can then be utilized.
 - create a PDF file as well without having to print to a special driver.
 - the word document file can be created and stored on a web-based data sotrage service like Amazon S3 instead of in a file attachment field in order to keep file attachment space size down.
 - word templates are stored and managed from within a quickbase table.
 - use your version of word without third party macros to design your document template.
Date Created
Created on June 27, 2008 at  3:51 PM (EDT). Last updated by Jusas, Keith on July 13, 2009 at 12:25 PM (EDT). Owned by Jusas, Keith.
Keith Jusas
Keith Jusas
Show fields from Show fields from Show fields from a related table
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Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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