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Question

Automating Word File with QB Tables

  • June 21, 2017
  • 0 replies
  • 21 views

I have a laborious task of creating a word report (unfortunately people still want to see a word report than viewing in a dashboard, perhaps more to keep a snapshot).  Is there any way I could refresh a Word file where I could link to tables and charts in QB.  Exact form is one option but I have not been able to achieve what I need.  Need some hand holding.
  
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  • Quickbase Alumni
  • June 21, 2017
CirrusOps has a toll called MagicDocs that can output a .docx file.  

https://www.youtube.com/watch?v=M0WZAFmzWaU&list=PLYl4FIPJYQAlA2DA1wk9AtMHejQ2Gr_ov&index=7

Doing this with Exact forms will not be end well.

  • Author
  • Quickbase Alumni
  • June 21, 2017
Many thanks.  I will take up with them.