Forum Discussion

PaulEaston's avatar
PaulEaston
Qrew Assistant Captain
3 years ago

Using Exact Forms when access to QB uses organizations SSO

I obtained the 64-bit version of the QB Exact Form template and I edited the template with my form fields, etc. But when I select the "Save to QuickBase" option under add ins, I am prompted for my QB domain, Application Token, Username, and Password.  

It is not accepting my login because, I believe, my organization has SSO enabled.

Is there anyway to get the Exact Form to work with SSO access?  Or can I manually create the HTML files?

In short are there any workarounds or am I not able to use Exact Forms if QB is set up to use SSO for access?

I've opened a support ticket, but thought I would post to the community to see if anyone has encountered this and found a work around.

Also, interested in suggestions for other options.  Basically, I need to generate a simple memo that inserts values from certain fields (including items from a Report Link field). 

If I can do this using a Code Page in QB and just print from the browser, that should be fine. I don't need perfect formatting. It would be nice, but for what I need I can get by with CSS formatting. But I don't know how to get a Code Page to allow a user to select a specific record from a table and pull values from that record.

------------------------------
Paul Easton
------------------------------
    • PaulEaston's avatar
      PaulEaston
      Qrew Assistant Captain
      Yep.  Support confirmed that Exact Forms does not work with SAML but Juiced Tech's Exact-Forms Plus does.

      ------------------------------
      Paul Easton
      ------------------------------
      • KeithJusas's avatar
        KeithJusas
        Qrew Captain
        Thanks again Mark!

        Paul, you can start a free trial and setup your application using our DIY setup wizard.  We use user tokens so no worries if you have SAML turned on for your account

        DIY Setup Wizard


        ------------------------------
        Keith Jusas
        ------------------------------