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
------------------------------
Question
Using Exact Forms when access to QB uses organizations SSO
This topic has been closed for replies.
Sign up
Already have an account? Login
Login to the community
Login with Quickbase US – quickbase.com Login with Quickbase EU – quickbase.eu
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.