Document Template Source Engine?
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.Solved431Views4likes9CommentsCreate documents and print
I use to have an add on called exact forms and now Qbase bought the company, and the only way to access it is by upgrading QBase to higher package then we have which is thousands of dollars more plus the add on. There must be a different way to be able to have a template and print. another provider for an add on perhaps. I could even take the template and put it to excel instead of word. Does anyone have ideas?Solved272Views2likes6CommentsDocument Generation - Filename
I started playing with the Document Generation in Quickbase this week which is amazing! I am curious to know if there is a way to set the filename of a Document that is generated in a custom email notification from a Quickbase application? I know that when you use the Generate Document code to create the document for a record in the application, it does allow you to set the title/name of the document specifically. However, using the same option as a part of the custom email notification sends the notification with the PDF attached and named Document 1, rather than any name you specify in the code that is attached the Formula URL field.259Views1like4Comments