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EFP - JS/IOL deprecation and possible use of Pipeline to trigger form create?
I'm looking for a way to use EFP automagically. Currently we have an IOL set of scripts and sensors that detect when a purchase order is SAVED and it is fully approved and ready.…
- jvandervest
- jvandervest
- 4 mths ago
- 4 replies
- 7
- Keith Jusasmoderator4 mths ago
- Questions & Answers
DocuSign Recipient Tags - Radio Buttons
I've used the Initials and Signature tags before and now I would like to implement 6 radio buttons in one document, 3 sets of 2 multiple choice options.…
- Andrew Engelhart
- Andrew_Engelhart
- 5 mths ago
- 2 replies
- 8
- Andrew Engelhart5 mths ago
- Questions & Answers
Document title change
I know there is a way to change what the document is titled after clicking the generate button within QuickBase, but I'm not sure how. Any help would be appreciated on this. Thanks
- Alex Bennett
- Alex_Bennett
- 5 mths ago
- 4 replies
- 5
- Alex Bennett5 mths ago
- Questions & Answers
- Answered
- Answered
No GrandTotal of SubTotals?
Hi, I'm running into an issue where it seems I have my SubTotals working fine, but nothing appears for a GrandTotal of those SubTotals. Wondered if this is a common issue or if there is something…
- Alex Bennett
- Alex_Bennett
- 5 mths ago
- 2 replies
- 7
- Alex Bennett5 mths ago
- Questions & Answers
- Answered
- Answered
Subtable sorting and grouping
I set up a sort on my subtable that is essentially: Field A, Field B, Field C (ascending). I then set up a group on Field B. My table now sorts by Field B (grouped),…
- David Revel
- David_Revel
- 6 mths ago
- 1 reply
- 7
- Keith Jusasmoderator6 mths ago
- Questions & Answers
- Answered
- Answered
Subtable Grand Total Not Showing?
Hi, I have subtotals and grandtotals selected for 2 fields in my subtable. I can see the subtotals with their labels, but the grandtotal does not show.…
- David Revel
- David_Revel
- 6 mths ago
- 3 replies
- 6
- Keith Jusasmoderator6 mths ago
- Questions & Answers
Column Width not showing properly
I am setting up a new sub-table and no matter what I do, all the columns are coming out as equal width across the table. I have tried many different size combination using the configurator without…
- David Revel
- David_Revel
- 6 mths ago
- 4 replies
- 5
- David Revel6 mths ago
- Questions & Answers
- Answered
- Answered
Browser loads cached version EFP Document
I believe I'm having a browser cache problem. When a document for the the same record is generated more than once the changes made between the generations do not appear until after the browser cache…
- Paul Agnew
- pagnew
- pagnew
- 7 mths ago
- 2 replies
- 10
- 1
- Paul Agnew7 mths ago
- Questions & Answers
Mail Merge with Related Table
Hi Everyone, Looking for a little assistance in creating a Mail Merge using a field i generated on a Child Table So the scenario is i have a Projects Table (Parent Table) and a Documents Table…
- David Medeiros
- David_Medeiros
- 9 mths ago
- 4
- Questions & Answers
Batch Processing Argument: MS Query
Hi there, I am working on updating the Batch Processing Arguments to see if I can utilize MS Query. I'm not overly familiar with MS Query so I'd love some feedback on where I might be going wrong.…
- Hannah Wright
- Business Systems Analyst
- Hannah_Wright
- 9 mths ago
- 2 replies
- 5
- Hannah Wright9 mths ago
- Questions & Answers
EFP not recognizing HTML
Hi there, I'm setting up a new Exact Forms Plus integration with one of our apps and when I tried to format the text coming through a sub-table I can't get EFP to recognize my HTML tags to format…
- Hannah Wright
- Business Systems Analyst
- Hannah_Wright
- 9 mths ago
- 3 replies
- 9
- Hannah Wright9 mths ago
- Questions & Answers
Subtable is displayed for one record but not for another
A report displays the proper subtable for one record but displays no subtable for another. They both use the sample Word template and sub-table settings. Video and template attached.
- Paul Agnew
- pagnew
- pagnew
- 1 yr ago
- 1 reply
- 6
- Keith Jusasmoderator11 mths ago
- Questions & Answers
Exact Forms Plus - Switch Document Type to Generate
Hi there, I have the Exact Forms Plus feature set up currently in an application to generate a PDF. After it is already set up am I still able to switch it so it generates a word document instead or…
- Hannah Wright
- Business Systems Analyst
- Hannah_Wright
- 11 mths ago
- 2 replies
- 8
- Hannah Wright11 mths ago
- Questions & Answers
- Answered
- Answered
Sub-totals for Percent fields
Confirming that EF+ does not support sub-totals and grand-totals for Percent fields? The option does appear for Numeric fields but not for Percent field types.…
- Paul Agnew
- pagnew
- pagnew
- 1 yr ago
- 1 reply
- 6
- Keith Jusasmoderator1 yr ago
- Questions & Answers
- Answered
- Answered
Number formatting and Subtable formatting problem
1) The format of a numeric field in Quickbase shows as - $2,500 but when generated to PDF or Word appears as $-2,500. How can the EF+ format be the same as the QB format?…
- Paul Agnew
- pagnew
- pagnew
- 1 yr ago
- 2 replies
- 6
- Paul Agnew1 yr ago
- Questions & Answers
Add conditional sections to EFP template
Is it possible to include conditional sections in an ExactForms Plus template? For example, my proposal template has a section for equipment sales and another section for services.…
- David Revel
- David_Revel
- 1 yr ago
- 2 replies
- 6
- David Revel1 yr ago
- Questions & Answers
- Answered
- Answered
EFP Subtable Formatting
The snippet below was produced by the SubTable Configurator in ExactForms Plus. All fields are supposed to be Trebuchet MS font, but the "Description" field prints as Times New Roman.…
- David Revel
- David_Revel
- 1 yr ago
- 4 replies
- 8
- David Revel1 yr ago
- Questions & Answers
Summary Reports on EFP
Is there a way to get a summary report on an EFP or only show sub-totals rows for document sub-tables?
- Rob Johnson
- Rob_Johnson
- 1 yr ago
- 1 reply
- 8
- Christine Boylan1 yr ago
- Questions & Answers
API Edit Record Redirect
Hi there, I have created an API_EditRecord call that redirects to the call that generates the EFP document with Juiced. Both calls work successfully independent of each other but when I redirect…
- Hannah Wright
- Business Systems Analyst
- Hannah_Wright
- 1 yr ago
- 2 replies
- 15
- Hannah Wright1 yr ago
- Questions & Answers
- Answered
- Answered
EFP Trigger Formula and Audit Fields
I have duplicated the button that generates the EFP Document. One button will generate a PDF Resume based on one template and the second button will generate a PDF Skills Checklist based on another…
- Hannah Wright
- Business Systems Analyst
- Hannah_Wright
- 1 yr ago
- 6 replies
- 14
- Hannah Wright1 yr ago
- Questions & Answers
- Answered
- Answered
Route to Docusign popup but Save and Close record
Hi, I would like my Route agreement to Docusign button to save the record and push the user to a homepage on my app while also generating the pop up to finish the docusign process.…
- Giuseppe Macri
- Giuseppe_Macri
- 1 yr ago
- 1 reply
- 7
- Keith Jusasmoderator1 yr ago
- Questions & Answers
Using QB button with RDR
We need to create a formula field that will (in either order) update a quickbase record, and then send a request to juiced to do a document merge. Can't find an example in the QB help,…
- Neil Schneider
- Neil_Schneider
- 1 yr ago
- 4 replies
- 14
- Neil Schneider1 yr ago
- Questions & Answers
Docusign: Default Second Signer
Hi, The docusign plugin is great for having customers sign work orders but im having difficulty implementing a workflow where: 1. a potential client signs a contract, 2.…
- Giuseppe Macri
- Giuseppe_Macri
- 1 yr ago
- 3 replies
- 10
- 2
- Razi Demirtas1 yr ago
- Questions & Answers
Exact Forms Plus Templates
I was wondering if it is possible to create a rule on a QB form and have that rule affect the Exact form out put as well?
- Juicy
- Juicy
- 2 yrs ago
- 1 reply
- 27
- Christine Boylan2 yrs ago
- Questions & Answers
Extra double spacing mystery for a ~strid~ on a phone list.
We are building an EF+ document for an internal phone list and using a Word setting to have the data appear in three columns. Kind of like a newspaper reads.…
- Mark Shnier
- Your Quick Base Coach
- Mark_Shnier
- 2 yrs ago
- 16 replies
- 34
- 1
- Keith Jusasmoderator2 yrs ago
- Questions & Answers
- Answered
- Answered

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