Forum Discussion

AlexMcClelland's avatar
AlexMcClelland
Qrew Trainee
7 years ago

Understanding data entry forms vs. exact forms & how to create a client recordID field by combining partial data from other fields.

This is probably a pretty basic concept but I'm very new to this. I'm trying to create a medical record ID# which is a combination of the client's first name 1st initial + first 3 letters of last nam...
Forms
Formulas and functions
Relationships
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
The medical ID formula is easy and I will post it if you need it.

To generate. Real document attachment on docs or pdf format, I recommend this product add on from a Juiced.

https://www.juicedtech.com/exact-form... All my clients use it as it generates an actual document and not just an exactly formatted html page.
AlexMcClelland's avatar
AlexMcClelland
Qrew Trainee
7 years ago
Also, are you in any way affiliated with Juiced or did you just suggest that ap because you've had good reviews?  The reason that I'm asking is I have a concept of what I'm trying to accomplish & believe that ap would actually be a very solid investment for the company, but I'd have to be knowledgeable enough about its features and how they would benefit our process to advocate for consideration regarding it's purchase.  If you have any stake in that ap would you be able to answer some other basic questions to educate me further so I can adequately explain it's value to my systems guy?  If not, could you point me in the direction of where I could find someone who could help me with this?