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Document Template Source Engine?

  • May 16, 2025
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JimHarrison
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Looking to see if anyone has knowledge of the engine Quickbase is using in the Document Template (Doc Gen) feature? 

Reason: We are hand editing the source to gain control over the layout. Each time we paste our edited and functional HTML into the Source window and save, the Document Template engine modifies the HTML. When we print the Template the layout does not meet end User requirements.

If we know what Quickbase is using, we can read the documentation and learn what HTML is allowed. It is obvious the HTML engine is not compliant with HTML5 and we are struggling.

We are chasing our tails. Any ideas ... aside from using a third party solution.

Best answer by JimHarrison

Quickbase is using CKEditor as their pdf engine. I wrote up a list of lessons learned when you first asked in the reply and when I hit the reply button, the community forum deleted my response and logged me out.

In short
- use the source and ignore the editor
- split everything into divs
- for layout spacing, margins, padding use in. (inches) everywhere % doesn't work
- set the table properties first on the entire table and then for each cell
- If you have a page break in the middle of a list or table that is random. Insert a div where the break occurs and see if it clears the break. CKEditor does things with styling sometimes. 
<div style="height:0;">&nbsp;</div>

I cannot waste time on this forum anylonger because of the logout problems. 

JimHarrison
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  • May 16, 2025

I have a support ticket open with Quickbase, they won't tell me what they are using to render the source code. I cannot research what is allowed and what is not allowed. They are telling me they "sanitize" some elements. What does that mean in terms of which elements are allowed and not allowed?

 


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  • November 16, 2025

Have you had any luck with this?  This built-in document template tool is terrible.


curevick
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  • November 17, 2025

Have you already removed things like style blocks, layout and positioning elements (flexbox, grid, floats..). Only simple tags, basic tables, and minimal inline will probably stick around. I've used some rich text fields to spruce things up here and there as they are a bit more flexible.


RoyWanyoike
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  • November 19, 2025

I had the same problem and a simple way not the best but try have the entire source code on the body and ensure you have it in the correct html format else it will be distorted.


JimHarrison
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  • Answer
  • November 20, 2025

Quickbase is using CKEditor as their pdf engine. I wrote up a list of lessons learned when you first asked in the reply and when I hit the reply button, the community forum deleted my response and logged me out.

In short
- use the source and ignore the editor
- split everything into divs
- for layout spacing, margins, padding use in. (inches) everywhere % doesn't work
- set the table properties first on the entire table and then for each cell
- If you have a page break in the middle of a list or table that is random. Insert a div where the break occurs and see if it clears the break. CKEditor does things with styling sometimes. 
<div style="height:0;">&nbsp;</div>

I cannot waste time on this forum anylonger because of the logout problems.