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.
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
I�m not affiliated with Juiced. I�m a Quick Base Solutions Provider who has implementned Juiced Exact Forms Plus dozens of times for my clients.

I can answer questions here or you can contact Juiced directly. Typically when my clients need a customer facing firm as opposed to just for internal use, then I help them implement EF+ or give them training tips on how to implement themselves.

The setup allowed for fields to be inserted in a Form and also embedded sub tables, typically child tables.