Form Digitizing & Builder Screen

Form Builder Checklist & Definitions
Checklist Before you digitize a form, having these things in place will save time: An Administrator Role in your target Quickbase(s). Match your fiel...
Mon, 18 Oct, 2021 at 12:16 PM
Uploading a Template
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....
Mon, 11 Apr, 2022 at 6:38 PM
Digitizing a Template
To digitize your form, start by making selections in the left panel, and work top to bottom: Choose your target table(s) to map your form too (it wi...
Fri, 8 Nov, 2024 at 8:43 AM
Powerpoint Import & Output
Just like Word, PDF and image files, Powerpoint slides and decks can now be directly imported as templates, digitized with live Quickbase data, and output a...
Thu, 21 Oct, 2021 at 12:59 PM
Word Import & Output
Just like Powerpoint, PDF and image files, Word documents can now be directly imported as templates, digitized with live Quickbase data, and output as dynam...
Fri, 31 Mar, 2023 at 12:52 PM
Using the Edit & Print Links
If you want to use your digitized forms to View/Print Quickbase records in that format (like Exact Forms), or you want users in your target Quickbase app(s)...
Mon, 18 Oct, 2021 at 12:56 PM
Digitizing Forms with Multiple Records, or Multiple Form Completers
1. Adding multiple unrelated records in one form: Ex: to create multiple Employees records in the same form here, you would drag your fields onto the form f...
Mon, 18 Oct, 2021 at 1:08 PM
Pre-Filling Forms
Summary of Pre-fill functionality: Pre-fills fields in an Add Record form with dynamic data or static data from existing Quickbase records.  With this singl...
Thu, 21 Oct, 2021 at 10:25 AM
Mobile Form Completer Experience
Form Engine form links work on any mobile device browser just like on desktop.  Mobile users will not be able to print/save the pdf of the forms they submit...
Thu, 21 Oct, 2021 at 10:46 AM
Other Custom Forms & Backgrounds
Beyond forms and documents, you can easily brand and improve your web forms by using any screenshot or image as your form background.  Just upload it in one...
Thu, 21 Oct, 2021 at 10:50 AM