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Question

I was working with a development team who created a button I can click on which displays a word document and the document changes based on certain slections from the main form. Below is a screenshot. I am looking to use this same method to add a new form. i.e. take a word document attach it to quickbase and allow certain items to fill in or be checked off based off what is selected on the main form

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Rebecca Knecht, MS, ACSM-CEP
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------------------------------Rebecca Knecht, MS,  ACSM-CEP------------------------------

markshnier__you · Answer

Are you looking to push a button and generate a Word or PDF document with data filled into the document along with the boilerplate template?&nbsp; Then I strongly suggest you look at paying for an add-on called Juiced Exact Forms Plus.&nbsp;&nbsp;
https://www.juicedtech.com/exact-forms-plus------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

rebeccaknecht__ · Answer

right now it just opens a webpage URL and i print it to PDF, Im looking to reolicate this but I dont have a development team anymore so I am trying to do it myself. Basically im wondering where the URL comes from that creates the form that i gave them to recreate. Let me know if im not being super clear about it.

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Rebecca Knecht, MS, ACSM-CEP
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markshnier__you · Answer

I suspect that you app is using native Quickbase Exact Forms.&nbsp; I myself never use that with my clients as I feel its a bit of a pain to create and update the forms.&nbsp; imho The Juiced Add on is more user friendly when you don't have a dev team to do the work for you.

You would have to read the Help information in Quickbase about something called Exact Forms.&nbsp;&nbsp;------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

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