Follow the steps below to upload a form template:
Form Engine will prompt you to select the target Quickbase app that you would like to use your form in.
If your app needs an App Token for the Form Engine to work then the dialog box below will appear prompting you to provide an App Token. To access your App Tokens, click on the blue Hyperlink (highlighted yellow below). It will give you a link to get and input the App Token for the app into the Form Engine before the next step.
Upload your desired template.
Pro Tip: when you control and can edit your master form’s format, sometimes it makes sense to change parts of that for a better form completer experience and better data structure in your Quickbase.
Converting Excel or Google Sheets
Unlike pdf or Word docs that are formatted into pages automatically, you need to choose a print area in a spreadsheet and print/save it as a pdf, and then you can import it into the Form Engine as a background form/image.