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Re: Document title change You can change the filename using the fn parameter in the button formula. & "&fn=filename"
- Christine Boylan
- Christine_Boylan
- 1 yr ago
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Re: No GrandTotal of SubTotals? Hi, can you check that you have both checkboxes set up in the subtable.
- Christine Boylan
- Christine_Boylan
- 1 yr ago
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Re: allow scheduling xl doc creation Our XL Docs Batch would allow you to automate this process. XL Docs Batch allows the process to "trigger" using an email notification rather than a button click.…
- Christine Boylan
- Christine_Boylan
- 1 yr ago
- Ideas
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Re: EFP not recognizing HTML Hi Hannah, Have you selected the type HTML Text in the subtable?
- Christine Boylan
- Christine_Boylan
- 1 yr ago
- Questions & Answers
- Reported - view
Re: Summary Reports on EFP Exact Forms Plus doesn't support summary reporting. You would have to create summary fields in Quick Base and then report on those. Our Add-on XL Docs can be used to create summary reports with the…
- Christine Boylan
- Christine_Boylan
- 1 yr ago
- 2
- Questions & Answers
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Re: Using QB button with RDR Hi Neil, You need request that Quick Base uncheck the following redirect prevention on the realm: https://www.screencast.com/t/YwiX3mgXq
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Using QB button with RDR This is set up to update a date/time stamp and then execute Exact Forms Plus.... //The first part will update the date/time stamp with local time then EFP will run URLRoot() & "db/" & [_DBID_ORDERS]…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Exact Forms Plus Templates The form rule can't control the template selected but you can recreate the "rule" in the button formula that generates the document. This allows you to vary the template that's generated based on…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Courier reporting and filters Yes it does! You can now create nicely formatted (and filtered) embedded reports in the email message using Courier. Here is a link to QB Courier's Embedded Subtables Help site.
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Exact Forms Plus and XL Docs template changes The Document Templates table in your application holds your Word document/Excel Spreadsheet templates. You'll need to download the current file from the file attachment field,…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Package Builder Demo Hi, thanks for writing in. We have 2 different add-ons. PDF Merger and Package Builder. Here are links to our demos: PDF Merger, https://juicedtech.quickbase.…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Chinese Fonts in Exact Forms Plus Yes you can. Please visit the Samples table in our Exact Forms Plus demo to view documents we've created using Chinese fonts. https://juicedtech.quickbase.com/db/bnnyvwwey?a=td
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: How to show currency format on our Exact Forms Plus Agreement? If this field is displayed in a subtable, open the record using the subtable configurator. Select the subtable fields tab and change the Type from numeric to currency.…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: I need to be able to upload a PDF and get 3 signatures Yes it is. You can upload your pdf to a file attachment field on the record and then use our DocuSign integration to obtain signatures. Please see our Demo for additional information, https:…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Can we send any report on a schedule and setup alert emails? You can set up an embedded report in the email message within Courier. Yes, you can set up courier to send appointment reminders as we do offer the functionality to send out emails on a schedule…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Extra double spacing mystery for a ~strid~ on a phone list. Mark, The letter D isn't the issue, it's the empty field. If you replace the space with a dash it works fine.
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view
Re: Extra double spacing mystery for a ~strid~ on a phone list. Hi @Mark Shnier I took a look and found that fid 24, D in strid=2 is causing the extra spacing. D is a formula field which populates a D if a condition is met, otherwise it leaves it blank.…
- Christine Boylan
- Christine_Boylan
- 2 yrs ago
- Questions & Answers
- Reported - view

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Christine Boylan

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