Please read:

https://www.quickbase.com/help/creating_exact_forms.html

Please read:

https://www.quickbase.com/help/creating_exact_forms.html

Exact Forms creates an HTML page as a custom page in the database where you want to create a custom record presentation.

The page is a plain old HTML page with two special pieces:

1. In the HEAD section put the following LINK and SCRIPT tags:

<link href="https://www.quickbase.com/css/style.css" rel="stylesheet" type="text/css">

When you create an exact form a URL formula field is created to allow users to access the form.

The formula for your

Private Client

Exact Form looks typically like this:

URLRoot() & "db/" & Dbid() & "?a=dbpage&pagename=" & URLEncode("Private Client.html") & "&rid=" & [Record ID#]

The formula for another Exact Form:

Public Client

looks typically like this:

The field name:

~New IPAD3 - Asset Tag#~

is actually output by MS Word as:

~New IPAD3 – Asset Tag#~

MS Word has a feature called AutoCorrect that does the following:

If your checkbox field's field identifier is nine then you can put this on your Exact Form:

~=if(f['9']== 1)"checkmark";~

Replace the nine above with the field identifier of your checkbox field.

To learn how to determine the field identifier of your field please read the following:

https://www.quickbase.com/db/6mztyxu8?a=dr&r=bb

When you use an Exact Form to display a QuickBase record the field names surrounded by tildes are replaced with the field data. The field data is almost always a different length than the field names. If you've used tabs and spaces to set up columns in your Exact Form then you're almost guaranteed to have your columns misaligned as your field names are replaced with your varying field data.

When Word creates a new document, it uses a file called Normal.dot. Sometimes this is inadvertently overwritten.

When you create documents using an exact form, QuickBase generates one HTML file per record. If you want to display all these records in one document instead, do the following:

First find the qid of the report that contains all the records you want to print out with your Exact Form. To learn how to determine the qid of a view please read:

https://www.quickbase.com/db/6mztyxu8?a=dr&r=bq

If you click on the browser's File menu and choose Page Setup, you'll get the Page Setup dialog box with a section labeled "Headers and Footers". If you blank out the "Header" and "Footer" text boxes and then click on the "OK" button, the headers and footers will disappear from subsequent pages printed from your browser.