Can Filter the data?

Yes, data filtering is available.  If you want to create mulitple documents you would pass in an "msqry" parameter that tells Exact Forms Plus! which records to generate documents for.  Exact Forms Plus! will create a document for each record that meets the filtering criteria and attach each document to its respective quickbase record.
The msqry parameter uses the same syntax that the quickbase doquery api uses.
ex:  msqry={'11'.EX.'Active'}  this would produce a document for every record in your table that has a value of "Active" in field id 11.
Let me know if this answers your question.
Thank you,
Created on June 12, 2010 at 10:03 PM (EDT). Last updated by Jusas, Keith on June 12, 2010 at 10:13 PM (EDT). Owned by Jusas, Keith.
Keith Jusas
Keith Jusas
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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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