To digitize your form, start by making selections in the left panel, and work top to bottom:


  1. Choose your target table(s) to map your form too (it will appear in your Target Table field).

  1. Choose a File Attachment field in your target table if you want to automatically create and keep copies of all executed forms.

  1. Select the format type you would like executed forms to be uploaded as. You can choose one of the following formats: .pdf, .pptx (Power Point), and .jpg. There is an 8mg limit on PowerPoint files. For more on PowerPoint Import and Output click HERE.

NOTE: Once a form is submitted, the Form Completer will have the option to print a PDF copy no matter the Format Type. The Format Type will be applied to the file that is uploaded to the File Attachment field in the app.

  1. Drag and drop your Quickbase fields from the left panel to where you want them on the form.  You can drag to size and position them on the form, and click on them to resize or remove if needed.  Asterisk (*) fields are Required fields in Quickbase, which must be included in forms that will be used for Adding or Editing records. Read-only fields like Date Created can be used on forms, and they will be Read-only on the form as well.  The Form Engine carries Quickbase’s field type, input validation, Required and Read-only, and other field properties. Any changes to these fields need to be made in the Quickbase.


Click the blue  Save  button when you’re finished or want to test your form while you’re building it.  The outputs the Form Engine produces can be found by clicking the Publish to Quickbase button on the Form Builder screen. This drops down the “Add Record” permalink; as well as options to generate Print and Edit url permalinks for each form template, and a QR code that’s linked to your Form for adding records from mobile.  

For more on QR Codes click HERE.

  • Add: copy the URL (permalink) for a form and use it anywhere to enable your users to complete that form online.  The url can be emailed, embedded into web pages or other documents...wherever you need people to fill out and submit that form.  

  • Edit: this wizard helps you create a Formula URL field for editing (then optional output) of your Quickbase records in the form’s format.

  • Print: this wizard helps you create a Formula URL field purely for view/output of your Quickbase records in the form’s format (like Exact Forms).


Permalinks: This means that these Form Engine links are tied to their form templates, and any updates to those templates will propagate to users through the links instantly.  So if you have changes to master forms you don’t have to create new links or replace existing links, they will render the most currently saved version of your form or document.

Required Role Settings

The Role Permissions in your target Quickbase app determine whether users submitting records with the Add Record URL need to authenticate. Click on these links to learn more about using Supplied Connection and EOTI to Authenticate. 

How to create a File Attachment Field w/ a Naming Convention for Generated PDFs


Related Articles:

  1. Form Builder Checklist & Definitions
  2. Uploading a Template
  3. Using the Edit & Print Links
  4. Digitizing Forms with Multiple Records, or Multiple Form Completers
  5. Pre-Filling Forms
  6. Mobile Form Completer Experience
  7. Template Properties
  8. Field Properties & Validation
  9. Adding a New Field to an Existing Template
  10. Working with QR Codes