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Re: Exact Forms Plus issue with QB UTF-8 Encoding. Please open a support ticket from our Juiced Cloud and provide us with access to the app and also a link to a record that we can test with to see the issue ourselves Juiced Cloud
- Keith Jusasmoderator
- Keith_Jusas
- 6 mths ago
- Questions & Answers
- Reported - view
Re: Report Formula Fields Hi Bradley, sorry for the delay. I'm not sure what you mean by Report Formula Fields. You can't use report url fields, you need to use our Subtable configuration concept instead.…
- Keith Jusasmoderator
- Keith_Jusas
- 7 mths ago
- Questions & Answers
- Reported - view
Re: EFP - JS/IOL deprecation and possible use of Pipeline to trigger form create? @jvandervest thanks for the comment Joe. Always best to use our setup wizard from the Juiced Cloud for the EFP Batch processor this way the EFP Arguments field gets created with the proper…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- 1
- Questions & Answers
- Reported - view
Re: EFP - JS/IOL deprecation and possible use of Pipeline to trigger form create? Hi Joe, sorry for late reply With our new pricing roll out for 2021 you automatically get our EFP batch Processor which allows you to "trigger" a document to be created without having to click a…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: DocuSign Recipient Tags - Radio Buttons Hi Andrew, you would need one Radio Group type tag per set so in your case you would need 3 radio groups. Make sure you use a different value in the Radio Group Name field on the DocuSign Recipient…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Document title change @Alex Bennett that name you are referring to comes from your browser. If you look at the file attachment field itself the correct name shows but because you are trying to download the file while…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Subtable sorting and grouping Dave, when using grouping the primary sort HAS to be the field you are grouping on. So you can't group by field b but have the primary sort be field a. Keith
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Subtable Grand Total Not Showing? Hi David, I'll have a look and get back to you
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Subtable Grand Total Not Showing? Hi Dave, I just upgraded your version of Exact Forms Plus. Can you try thsi again and let me know if it works now. Keith
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Column Width not showing properly Currently, you cannot control the header row font size. It usually takes on the size of the text in the template... ~strid=xx~ whatever that font size is that's what the header font will be.…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Column Width not showing properly Hi Dave, this does happen from time to time and when I've seen it in the past it is usually being caused by a "rogue" field that's selected in the clist of the Document Template record.…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Browser loads cached version EFP Document Since QB made the changes a few months back to cache file attachment fields it is best to try to create a unique file name.... so you can change the line in the url code & "&fn=EFP Document" to &…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Batch Processing Argument: MS Query you almost had it....too many "("'s and NO spaces except the first space before msqry try this & " msqry={'3'.GT.0}AND{'3'.LT.5}" Keith
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Subtable is displayed for one record but not for another The only reason that would happen is if the filtering criteria defined in the subtable query doesn't bring back any records for the second record. Are you sure that the record in question definitely…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Exact Forms Plus - Switch Document Type to Generate just simply change the docfmt=pdf to docfmt=doc or dupe the button and you can have 1 for pdf and one for doc thats it, it won't break anything
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Sub-totals for Percent fields Confirmed
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Number formatting and Subtable formatting problem 1. can't do anything about that...this is how we format credit currency in EF+ 2. try shrinking column 1. I think the total width of your subtable is too wide. make column 1 50 instead of 100
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Add conditional sections to EFP template We don't allow conditional logic in templates. We try to keep all logic in Quick Base and none in the template itself. There are a few ways to handle this, here is one way: Create 2 templates,…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: EFP Subtable Formatting I created a sample document myself using that font and it look fine to me. The output document holds the font, it doesn't change it to times. See attached - The first 3 columns are Calibri and the…
Attachment
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: EFP Subtable Formatting Are you creating the output as a word document or pdf? If you are not creating as a doc can you do that and check to see if the font is correct when you open the generated word document in word?
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: API Edit Record Redirect this works
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- 1
- Questions & Answers
- Reported - view
Re: EFP Trigger Formula and Audit Fields @Hannah Wright you can by adding an api edit record call in the formula code that will edit the current record first setting a user field to the current user and then rdr to our url link to create…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- 1
- Questions & Answers
- Reported - view
Re: EFP Trigger Formula and Audit Fields Looking again at thsi I see that the msdb is not using dbid(). You are harcoding that value. Is that value the dbid of the table that the button is on or is this a different table?…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: EFP Trigger Formula and Audit Fields Hi Hannah, this should work as this is common thing to do. Are you getting an error or is the document just not saving in the file attachment field? Also make sure that the permissions on those 2…
- Keith Jusasmoderator
- Keith_Jusas
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Route to Docusign popup but Save and Close record Hi Giuseppe, one possible way to handle this workflow is to create a new button that would update a field via api_editrecord call which would then fire our DocuSIgn add-on to run in the background…
- Keith Jusasmoderator
- Keith_Jusas
- 2 yrs ago
- Questions & Answers
- Reported - view

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