Forum Discussion
Hi Chris,
I'm working on this also actually.
This is doable using the instructions here: https://help.quickbase.com/user-assistance/creating_exact_forms.html.
Get the Exact Form Template, delete all of the content and paste in a generic BOL template.
Then you can go in and add all of your fields by field ID# like this ~45~ in each spot where you want to pull from the record.
Once you're done, you can just have a URL button called 'Generate BOL' that you click to display the filled in form, which you can then print or save to pdf.
I'm slowly getting this to work, but be prepared to spend a lot of time fighting the very clunky and difficult formatting when QB interprets the template. It's a lot experimenting.
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Jeff Peterson
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