Edit an Exact Form

Use QuickBase's exact form feature to generate documents that contain data from your QuickBase application. To learn how to download the Exact Forms Template and begin the process of creating an exact form, please read Creating an Exact Form.

Once you've downloaded the template, and created a form you can access it for editing at any time.  (Need help with the actual formatting? Read about customizing exact forms).

To edit an Exact form:

  1. Open the Exact forms template.

    To do so, double-click the QuickBase Exact Forms.dot file you downloaded from QuickBase. (Read Creating an Exact Form to learn more)

  2. Within Microsoft Word, select File > Open from QuickBase.

  3. In the dialog box that appears, enter your QuickBase user name and password, and click Sign In to sign in to QuickBase.

    Note: If your application exists on a custom URL, like mycompany.quickbase.com, you must replace the text that QuickBase inserts in the QuickBase Domain field with your own custom domain. To do so, you replace www with your custom name (for example, mycompany.quickbase.com or intuit.quickbase.com). If your application exists on QuickBase's main site, www.quickbase.com, do not edit the text that appears.

  4. From the QuickBase Tables list, select the name of the application (and table if it's a multi-table application) that contains the form you want to edit.

  5. From the QuickBase Exact Forms list, select the form that you want to modify, and then click Open.

  6. Make the desired edits. (Read about customizing exact forms.)

  7. Save the form.

    If you want to save your changes to the existing form select File > Save to QuickBase. A confirmation prompt appears telling you that QuickBase saved your form.

    If you want to create a new form which features your edits, select File > Save to QuickBase As. Then select the application and table where you'd like to save it.

  8. In the Exact Form Name box, type in a name for your form (for example, "Letter"), and click Save.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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