DIY - Application Setup

Exact Forms Plus

Use the self-service extension wizard to set up a Quickbase app for Exact Forms Plus

Set up your app on your own

Do-it-yourself setup instructions

Step 1: Watch the setup video

Step 2: Start the wizard

Note: This wizard works only for new clients. Existing clients should access the wizard from the Extensions Portal.

For new clients: select the Exact Forms Plus Setup Wizard (make sure you have a User Token assigned to the app you're setting up before you start)

One more note: After the setup is complete, the new fields created on the table you selected may not appear as buttons. Edit any one of the new formula fields and select Save to fix this. Happy building.

For existing clients

For clients that already have an account with us in the Extensions Portal, you can access the wizard from the main dashboard page that appears once you log in. Select Start Trial and the wizard will appear.