***Solution***
Jeremy was correct. Within the app properties, you can get app tokens that restrict how things interact with the application. If you disable the need of a token, though it sacrifices a level of security, it will allow the Exact Form to link to your tables.
To solve:
App settings >> App Properties >> Advanced Properties >> Requires App token = unchecked
Thanks for the help everyone!
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Hank Halverson
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Original Message:
Sent: 04-05-2022 06:24
From: Jeremy Myer
Subject: Exact Forms
If I remember right, I *think* it may be something to do with the usage of app tokens. If you have app tokens on, exact forms don't work.
https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=736994e0-6eec-4200-a237-38fcf2a4eebd&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer
I hear that there *may* be some changes coming to exact forms, possibly announced at Empower here in a month...
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Jeremy Myer
Original Message:
Sent: 04-04-2022 14:49
From: Hank Halverson
Subject: Exact Forms
Yeah, I have been switching between the button and the Iframe view. Neither seems to be successful, unfortunately. I will see if I can meet with Kirk Tracey during his office hours tomorrow as he has a couple of videos on the topic. I appreciate the help though and I will report back to this thread with some solutions.
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Hank Halverson
Original Message:
Sent: 04-04-2022 14:33
From: Jeff Peterson
Subject: Exact Forms
I output mine with a URL button, perhaps give this a try:
URL Formula button:
URLRoot() & "db/" & Dbid() & "?a=dbpage&pagename=" & URLEncode("YOUREXACTFORMPAGE.html") & "&clist=a&rid=" & [Record ID#]
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Jeff Peterson
Original Message:
Sent: 04-04-2022 13:50
From: Hank Halverson
Subject: Exact Forms
This is my input from the word doc that has been linked to my QB table. I used both the name and the FID# to see if it was a field formatting issue.
And this is the output in an Iframe.
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Hank Halverson
Original Message:
Sent: 04-04-2022 13:24
From: Jeff Peterson
Subject: Exact Forms
I have a simple form built this way and it's working fine for me. Is this the way you're entering them on your template?:
Output:
Note that you can use the field name as well as I have here.
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Jeff Peterson
Original Message:
Sent: 04-04-2022 12:51
From: Hank Halverson
Subject: Exact Forms
Hello,
I am following the exact form guide on the Quickbase help page but I am running into an issue. As directed, on the word document I put all my field id#s in tildes but Quickbase is not picking them up as field ID#s but rather just text. So the output on the exact form is, "~15~" rather than the content of field 15. Has anyone else encountered this problem or has any insight into how to solve it. If I find a solution I will post it in this thread. Thanks in advance!
Link to help page I have been using: Creating Exact Forms (quickbase.com)
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Hank Halverson
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