If you still believe in QuickBase Exact Forms and want to create nice documents with its help forget it. It's pretty useless as the practice shows.
I want to test if there is an opportunity to generate documents in QuickBase and I want to check it using very simple invoice.
So this is how it looks like:
QuickBase uses Exact Form to generate documents. It’s a template that is used to put database data into documents like letters and invoices.
You can find it here: Help -> Application Site Map and within the Forms section click the Exact Forms:
It’s a MS Word file with macros for downloading/uploading this template to/from QuickBase:
Unfortunately, QuickBase template doesn’t help in document generation. It means you must erase its content and create the document with MS Word by marking spots for QuickBase to place actual data using field name enclosed by tildes.
Check out the template that I’ve created:
As you can see the control over the look of related detail records is pretty restricted.
After you save the template to QuickBase using "Save to QuickBase" link from Add-Ins tab, in Invoice appears "Print Invoice" link:
To generate your document click the link and here it is:
Well, nothing special… It doesn’t look slick. First of all there is no image on top, second, there is no opportunity to set the look of related detail records and that’s why it looks so poor: the appearance of the document doesn’t correspond to what we’ve created in Word at all.
The reason is while saving your template QuickBase converted it into HTML and this is how it looks as you upload it in Word again for editing:
It has nothing in common with what I’ve created first, doesn’t it?