This article covers adding reports into Static forms and documents. Two types of reports can be embedded into Static forms and documents:
1. Unrelated reports: can be embedded from any Quickbase app and table and are not related to the
record in the form.
2. Related reports: are related child records of the parent record in the form or document.
All embedded reports follow Quickbase permissions, so the user of a form must have Quickbase permissions required to see any embedded reports and data in the form. Otherwise it will not display for them. Also, embedded reports show live data, so they will show the current Quickbase data at the time the user renders them. They are not static images.
Option 1. Embedding an Unrelated Report
Create a Formula URL field in the target Quickbase table for the form or document you want to embed a report into.
Get the address/URL of the report you want to embed in your form. Copy and paste that URL into the Formula section in the Formula URL field, with parentheses on both ends, like below.
Then digitize your form with the Form Engine as usual, and choose the Formula URL field where you want the report embedded in your form.
By default the report will be centered and take up 90% of the width the page. You can drag the window of the field in the Builder screen to give the report the vertical space you want it to have on the page. You can change the width of the report by adjusting the CSS code for width in the Layout properties for the field.
NOTES: In the current version of this functionality, reports will shrink to fit horizontally, so if you have too many columns in your report, they may not be readable by the form users. And if there are more records in an embedded report than vertical space to display them on the form, the extra records will scroll for the user on the screen version of the form. And they will truncate (not print) on the pdf version of the form. We plan to make refinements to the presentation and controls of embedded reports in the future. Generic embedded reports are not related to the record(s) in the form, and can come from any Quickbase table or app. Records in embedded forms are view-only, they cannot be edited in the forms.
Option 2 – Embedding a Related Report
With this report type, you are listing child records to the parent record in the Form Engine form, like Quickbase has embedded child reports in native parent record forms. You will digitize the form (or document) to your parent table, and embed a field from that table that renders the report of child records.
Create the child table report you want to embed in the form, and add this <ask the user> filter (it won’t work without this):
Display the report and copy its address (URL).
In the Parent Table, create a Formula URL Field, and paste the report’s URL plus the additional code and parentheses into the Formula section, like here. &nv=1&v0=" &
Now in the Form Engine Builder screen, while digitizing a form, you can drag-and-drop this Formula URL field like any other field to embed the report into your Form Engine form/document.
See Notes under Option 1 above for more info.