Checklist

Before you digitize a form, having these things in place will save time:

  • An Administrator Role in your target Quickbase(s).

  • Match your fields and field types between your form and your target Quickbase table: 

    • make sure all the fields you want filled out or displayed in your form are in your target Quickbase table

    • those fields need to be a compatible field type with your form.  (Exception: checkbox fields on your form may be a mulitple-choice field in your Quickbase, that you’ll render in the form as Radio Buttons). 

  • Create or designate a File Attachment field in your target Quickbase table(s) to hold the pdfs the Form Engine creates.

  • If you want signatures in your forms, create a separate File Attachment field to hold signatures (need 1 file attachment field for each signature on the form).


General Definitions:

Form Builders – those who use the Form Engine app to digitize forms and work with digitized forms.

Form Submitters/ Customers/ Users – those who use the outputs generated by Form Engine, wherever those links are embedded or shared with them.

Customer/User Experience

These are anyone who uses a Form Engine link to Add, Edit, or View/Print a form/record.  They DO NOT need access to the Form Engine, only Form Builders do.  Completers can use the form links inside or outside of the Quickbase App (ex. If they are emailed a form link).  Clicking an Add Record or Edit Record link will open a custom page window like the one below for the user to complete a blank form or edit an existing Quickbase record in the form’s format. The field input type and options (ex. Text, Date, Multi-choice) in the forms follow the properties, choices and validations of the fields in the target Quickbase. Submitting saves the record (and optionally a pdf of the completed form) in the target Quickbase table.

Submitting a completed form then displays a Print button for the form completer to print or save as pdf, to keep their copy of the form.