** Click each tab on this form to VIEW and/or DEMO the various features of Exact Forms Plus! **
The data in this PROJECTS table is just some sample data that will be used and displayed in the EF+ generated documents throughout this form
Quick Base
Exact Forms Plus Webinar
Legend
Project Overdue    Task Overdue    On Time    Inactive
In-Progress
High
01-01-2017
03-15-2017
01-01-2017
02-02-2017
Batch Execution Requested_08-12-2019 04:00 PM
204|ve16900827030774F8J
EF+ Generated File
Exact Forms Plus can save the generated document in a file attachment field and it will update a date/time field to show the last time the file was created.
08-18-2019 04:55 PM
Click either button to create a Basic Project document using EF+

The 2 buttons below show the 2 User Experiences that are offered with EF+. Both options are installed by default so you can choose which to use.

1. Open in Browser
2. Show Progress Bar
Note: when using the Progress Bar experience you need to click on the file attachment field to view the generated document located on the Project Overview tab.
This example will take the file in the "File to Append to the EF+ PDF" field and append it to the generated PDF file
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&faid=104&efpdte=105"
& "&addfiles=98"
& "&docfmt=pdf&stream=y"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
This example will take the file from a separate table and append it to the generated PDF file
 
Related
Project
Project Name
Supporting PDF (field id=6)
 
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&faid=104&efpdte=105"
& "&addfiles=98." & [_DBID_SUPPORTING_DOCS] & ":" & [Supporting Doc Maximum Record ID#] & ":6"
& "&docfmt=pdf&stream=y"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
Screenshot from the EFP Configurator that shows the available grouping options and how to setup the subtable grouping
These are examples of the various ways we can format subtable data

1. Filtering the data
2. Controlling the column header alignment
3. Displaying a subtable withing a cell of another subtable
4. Repeating columns and Item # Column

Click a button below to test each option

Below are some of the fields used in the examples
If ([# of Activities]=0, "No Activities for Task",
"~dbid=bknhzifm5,qry={'12'.EX." & [Task ID]& "},groupfid=6-7:l|B:::#45f159,align=c,clist=LT13:150.LT8:75.LT9:200~")
 
Project Name
Task Name
Status
Subtotal Label
Task Activities (Field id=137)
# of
Activities
 
 
Item #
Item Name
Description
 
Want to save the EF+ document in a separate table? Use our repository functionality.
Project Summary
Code behind the buttons
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=a"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=u"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=u"
& "&rpkfid=7"
& "&rpkval=" & URLEncode([Project Name])
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
"https://www.juiced-demo.com/Juiced/DocumentMerge/doc_merge_UA.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]
& "&tpid=1"
& "&fn=ProjDoc"
& "&msid=" & URLEncode ([Record ID#])
& "&msdb=" & Dbid()
& "&amazons3=y&keyfid=10"
& "&addfiles="
& "&docfmt=pdf&stream=y"
& "&repository=Y"
& "&rpdbid=" & [_DBID_DOCUMENTS] 
& "&rpfid=6"
& "&rpfafid=8"
& "&rpmode=a"
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
Separate Table called Documents
 
Related
Project
Project Name
Document Type
File
Key Field
S3 Key
Download Link
Date Created
Date Modified
Record ID#
 
The EF+ BATCH PROCESSOR is used for the following reasons:

1. To automatically create a single EF+ file based on some event (Record Added/Modified)
2. To generate MORE than 50 Documents in a single button click
In this example we are showing the automatic single EF+ file creation when a record is modified.
Using our Signatures for Quick Base add-on...Sign off on this record and which will automatically trigger a pdf to be generated with the EF+ Batch Processor

After Signing the screen, click the EF+ Batch Processor tab above to see the updated pdf file
signature_bknf8jnve_6.gif
08-13-2019 01:44 PM Refresh
This field is used by the EF+ Batch Processor and is included in the message body of the email notification sent by Quick Base when the signature is saved.
clientid=Q2 appid=bknf8jnuy tpdbid=bknf8urc7 tpid=1 fn=ProjDoc msid=6 msdb=bknf8jnve faid=104 efpdte=105 addfiles= docfmt=pdf apptoken=bc2auypci7h9pjqudrw2vki3id
Click here to generate multiple documents in a single button click using EF+--> MultiRecord Processing
Click here to use the EF+ Batch Processor to generate multiple documents in a single button click using --> EF+ Batch Processor
This example shows how you can use EF+ to clear out fields after a document is created.

To Demo
1. Edit this record
2. Enter data into the 2 fields below
3. Save the record
4. Click the Create and Clear button
5. Refresh the screen
6. View the PDF - the text you entered should appear in the pdf
7. the 2 fields below should be empty

The parameter used in the url field to clear the fields is: &clear=174.175

08-19-2019 06:46 AM
EF+ has a few functions that you can include in your document template to do the following:
1. Format Dates
2. Converting Numbers to Words
Click here for Help with functions
02-12-2007 11:01 PM
$1.00 1
$10.00 10
$100.00 100
$1,000.00 1000
$10,000.00 10,000
$100,000.00 100,000
$1,000,000.00 1,000,000
$1.99 1.99
$99.99 99.99
$999.99 999.99
$9,999.99 9999.99
$99,999.99 99,999.99
EF+ can save files outside of Quick Base in the following Cloud Storage Services:

1. Amazon S3
2. DropBox
ProjDoc_6_bknf8jnve.pdf Download from S3
ProjDoc_6.pdf
Want to include Charts in your EF+ Document?
~c:134:500~
~c:131:500~
~c:136:500~
You can use EF+ to convert a word document that was NOT created using EF+ into a PDF
To DEMO DOC to PDF:
1. Upload a word document file
2. Save this record
3. Click Convert to PDF
4. Optionally, you can convert it again using the Project Name for the file name
PURCHASE ORDER New  (1).docx
Exact Forms Plus Webinar.pdf
If ([Word Document]="","",
"javascript: var wnd = window.open('https://www.aws-juiced-client3.com/Juiced/DocumentMerge/doctopdf.aspx?"
& "clientid=Q2"
& "&appid=bknf8jnuy"
& "&msid=" & URLEncode ([Record ID#]) 
& "&msdb=" &  Dbid () 
& "&dfaid=206"
& "&pfaid=208"
& "&fn=" & URLEncode([Project Name])
& "&apptoken=bc2auypci7h9pjqudrw2vki3id"
& "&xid=" & URLEncode([efpToken])
& "&efpdte="
&"','copy','top=250,left=320,width=500,height=350,location=no,menubar=no,toolbar=no');\n\nvar id = setInterval(function() {if (wnd.closed) {clearInterval(id);location.reload(true);}}, 1000); void(0);")
To DEMO the Mailing Labels functionality of EF+ the link below will take you to a separate Quick Base application

CLICK TO DEMO MAILING LABELS IN EXACT FORMS PLUS

Create a custom 4x6 label
---------------------------------------------------------------------------------------
11-02-2018
ABC-1989
504
Widget XYZ
102-0990
125
1 of 2
Testing 123
This is the details which can be on the label...
John Smith
099
12-14-2018
Sample Task Data displayed in subtables in the generated documents
 
Task Name
TC
Assigned To
Milestone
Start
Duration
(Days)
Projected Finish
Overdue
Priority
Status
Complete
Date Complete
Task ID
Pred
# of
Activities
 
Sample Activity Data displayed in subtables in the generated documents
 
Task Name
Activity Date
Activity Date Friendly
Type
Description
 
Created on Feb. 12, 2007 at 11:01 PM (EST). Last updated by qbtools today at  6:46 AM (EDT). Owned by Keith Jusas.
Keith Jusas
qbtools
Show fields from Show fields from Show fields from a related table
Report Name *
Description
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
Justification
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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