Juiced
Test Project Juiced
Completed
11-22-2022
Step 1 is to create and upload your word document, in your custom format, into the Document Templates table.
Click the button below to download the template that is used in this demo application.
Next, identify where all of the data that you want to appear in your output document "lives" in your application.
This template is configured to use the 5 fields from the Projects table on the top of this form, fields in the sub table report from the Tasks table below and the signature file from the Projects table to the right.

Note: As part of our standard installation, you'll see a tool/utility used to configure the data needed for the word document called the EFP Configurator in the Document Templates table.
Now, you are ready to create your output document, click a button below.
Create the Project Document in Word format ...OR... Create the Project Document in PDF format
Create Project Document (docx)     Create Project Document (pdf)        
ProjDoc_8.pdf
03-28-2024 07:31 AM
Progress Bar User Experience
Exact Forms Plus also offers a Progress Bar user experience. Click this button to demo the PB experience.
Once complete, in order to view the generated document you will need to close the popup window and then click on the Project Document file attachment field above.
---------------------( 1 )-------------------
Instead of clicking the button to create the document, you may want to "trigger" the document to be created when, for example, the record is modified. Click the "Edit this Project" button and then change the "Approval Status" field on this tab and click SAVE&CLOSE. Wait a few seconds and the document will be created automatically and saved in the file attachment field below. You can click the refresh button while you wait.

---------------------( 2 )-------------------
Maybe you want to pre-pend and/or append existing PDF document(s) to the document that Exact Forms Plus creates. Click this button to test that functionality...

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, Quickbase 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, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase 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.

We're glad you're interested in doing more with Quickbase!

Now we need to make you official before you share apps or manage your account.

Verifying your email lets you share Quickbase with others in your company.

Your work email
Your company