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?

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  • 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 your Quick Base data. 

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  • 2 yrs agoLast active
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