This article lists the messages the Exact Forms Plus Configurator shows, what causes each one, and what to do. It also covers messages that appear in a created document because of an embedded report, and common questions. Messages are quoted as they appear on screen.
Many fixes need an app admin: someone who can change the app's tables and fields and run the installation wizard for the app.
Opening the configurator
Message | Cause | What to do |
|---|---|---|
Nothing happens when you select the button | The browser blocked the configurator's window as a pop-up. | Allow pop-ups for your Quickbase realm in your browser, then select the button again. |
Invalid parameters passed. | The button's formula is missing something the configurator needs, such as the app, the template, or the Document Subtables table. This usually happens when a button formula was edited or copied from another app. | An app admin should run the installation wizard for the app again (Exact Forms Plus setup), which rebuilds the buttons, or restore the button formula from a working app. |
Quickbase Application - … is not authorized to use Exact Forms Plus. followed by There is no valid authorization record for client id: … | The app isn't authorized for Exact Forms Plus, for example because it's a copy of an app that was. | An app admin should run the installation wizard for this app. See Set up Exact Forms Plus with the installation wizard. |
A user token is required to execute Exact Forms Plus. We currently do not have a user token on file for your account. | No user token is saved for your account. | An app admin should run the installation wizard and enter a user token in Authorization. |
… User token ending with … on the client profile is invalid. Please provide the valid user token. | The saved user token was deleted or has expired, or its owner no longer has access. | An app admin should create a new user token in Quickbase and enter it in the installation wizard's Authorization. |
Unable to get authorization details. Quickbase Rate Limit Error Code : 429 | Quickbase is limiting the number of requests for the moment. | Wait a minute, then close the window and select the button again. |
A configuration error occurred (failed to retrieve credentials). | A temporary problem on our side. | Try again in a few minutes. If it keeps happening, submit a technical support case. |
The field Master Table DBID is blank in the Document Templates table | You opened an embedded report before the template had a master table. | On the template record, select EFP Configurator, choose the master table on the Master tab, and select Apply Changes. See Choose the master table fields. |
Error occured during page load event - Settings string on subtable is emtpy - please create a subtable from the master configurator. | You selected Edit Subtable Configuration on a Document Subtables record whose Settings field is empty, for example a record added by hand. | Create the embedded report with Add New Exact Forms Plus Subtable on the template record instead, and delete the empty record. |
Error occured during page load event., sometimes followed by more detail | The configurator couldn't read the template, the tables, or the report from Quickbase. Common reasons: the master table or the report's table was deleted, or the saved user token can't see it. | Check that the tables still exist and that the user token saved in the installation wizard can view them. Then close the window and try again. If the message stays, submit a technical support case and include the full message. |
An error occurred while processing your request. | An unexpected error. | Close the window and try again. If it keeps happening, submit a technical support case, with the time and the template record. |
Master tab
Message | Cause | What to do |
|---|---|---|
Please Select a table | No master table is chosen. | Choose a table in Select the table from your application. |
Please add some fields before saving | No fields are selected. | Select Is Selected for at least one field, then Apply Changes. |
Please Select clist and table | The table or the field list didn't reach Quickbase. | Choose the table and fields again and select Apply Changes. |
Exact Forms Plus Configurator has encountered an error - … | Quickbase didn't accept the change to the template record. The text after the dash says why. A common reason is that the saved user token can't edit the Document Templates table. | Fix what the message describes. An app admin should check that the user token saved in the installation wizard can edit the Document Templates table. |
The table you want isn't in Select the table from your application | The template already has a master table, so only that table is listed. |
Embedded report screens
Message | Cause | What to do |
|---|---|---|
Please select subtable and fill configuration name. or ConfigurationName is required | Step 1 is missing the Configuration Name or the table. | Go to step 1, Subtable settings, and fill in both. |
Please create a filter in Filter Criteria. | A Detail report has no filter. This happens when the report's table isn't related to the master table. | Add at least one condition in step 2. See Filtering Criteria. |
Please select summary reports | A Summary or Master Summary report has no summary report chosen. | Choose one in the list that starts with List the summary reports. If the list is empty, create a summary report on the table in Quickbase first. |
Please save your changes before proceeding | Step 2 has unsaved changes. On a new report, choosing the table counts as a change. | Select Save, then Next. |
Please save changes/cancel changes before navigating | The field grid in step 3 has unsaved changes. | Select Save, or Cancel changes above the grid. |
Please Select the checkbox first. or Please check the checkbox first | You opened Advanced Settings for a field that isn't selected. | Select the field's Selected check box first. |
Please select Font Size or Please select Header Font Size | A font name is chosen without a size. | Choose a Font Size, or clear the Font Name. |
: is not allowed in Column Label | The item counter's Column Label has a colon. | Remove the colon. |
Please select sorting field. | You selected Add under Sorting Options without choosing a field. | Choose a field, then select Add. |
Cannot add the same sorting twice. | The field is already a sort field. | To change its sort order, select it, select Remove, and add it again with the other order. |
We've encountered a Quickbase error - … | Quickbase didn't accept the save. The text after the dash says why. A common reason is that the saved user token can't add or edit records in the Document Subtables table. | Fix what the message describes, then select Save again. |
Error occurred in Building Subtable Clist : … | The configurator couldn't build the column list, for example because a selected field was deleted from the table. | Check the selected fields in step 3, clear any that no longer exist, and save again. |
The loading indicator keeps spinning | A request to Quickbase didn't finish, for example because of a network problem or an expired session. | Close the window and open the report again. Changes you didn't save are lost. |
Messages in the created document
These come from Exact Forms Plus when it creates a document, but they're caused by an embedded report or its reference in the template.
Message | Cause | What to do |
|---|---|---|
No detail records found. where the table should be, or the text from the template's MSG_DetailsNotFound | The report's filter found no records for this master record. | If the record should have rows, check the filter in step 2. For example, check that the related records refer to this master record. |
ERROR: STRID = N - The subtable record was not found. | The template refers to a Document Subtables record that doesn't exist, for example because it was deleted, or the number was mistyped. | Copy the Template Reference from the right Document Subtables record into the Word template and attach the template again. |
ERROR: ~strid~ format error. Must be ~strid=99~ | The reference in the template isn't written correctly, for example it has a space or a missing tilde. | Copy the Template Reference value exactly, for example |
Error: The Document Subtable DBID field is blank. Subtables exist in the template but they can't be processed. Check your template record. | The template has | An app admin should run the installation wizard for the app again, or add a Formula - Text field named Document Subtable DBID to the Document Templates table that returns the ID of the Document Subtables table, for example |
ERROR: Maximium # of records to be processed for a subtable exceeded. The limit is N and M subtable records were returned. | The report found more records than your account allows in one embedded report. No document is created. | Narrow the filter, or set Maximum Number of records to return in step 2. For very large documents, use the Exact Forms Plus Batch Processor. |
For other messages Exact Forms Plus shows while creating documents, see Troubleshooting and If the embedded report doesn't appear or looks wrong.
Frequently asked questions
Where are the configurator buttons?
On your app's Document Templates records (EFP Configurator and Add New Exact Forms Plus Subtable) and Document Subtables records (Edit Subtable Configuration). The installation wizard adds them when you set up Exact Forms Plus. If they're missing from the form, an app admin can add the fields to the form, or run the wizard again.
Can I preview the document in the configurator?
No. Save, close the window, and create a document from a master record with one of your Exact Forms Plus buttons.
Do I need to attach the Word template again after changing an embedded report?
No, if the template uses the ~strid=N~ reference. Exact Forms Plus reads the report's current settings each time. You only attach it again if you pasted the full Settings text into the template instead of the reference.
How do I copy or delete an embedded report?
In Quickbase, copy or delete its Document Subtables record. The configurator doesn't do either. See Copy or delete an embedded report.
Why can't I change an embedded report from Detail to Summary?
The type is fixed after the first save. Create a new embedded report with the type you want, and replace the reference in the template.
Can an embedded report show records from another app?
Not one built in the configurator, which lists only the tables in the template's app.
Can an embedded report show records that aren't related to the master record?
Yes. Build a filter that doesn't use the master record, for example Status is equal to the value Active. Every document then shows the same records.
Why did options I added to Settings by hand disappear?
Saving the report in the configurator rewrites Settings from the configurator's own options. Options it doesn't have, such as nobreakacrosspages, are removed. Add them again after you save.
Which fonts can I choose?
The Font Name list shows the fonts available for creating documents, in sizes 3 to 45. Columns without a font use the formatting of the ~strid=N~ text in the template.
Why does my filter or label break the table?
Commas separate the parts of the report's settings, and periods separate the parts of a label. Don't use commas in filter values or label text, or periods in subtotal and grand total labels. Column headings have these characters removed for you.
Why are my groups and totals missing?
Check Repeat Columns in step 5. When columns are repeated, grouping, subtotals, and grand totals are ignored. Set it to 0 to use grouping and totals.
Why don't I see subtotal rows?
Subtotal rows end each group, so the report needs a Field to Group By in step 4, and at least one column with Subtotal selected in its Advanced Settings in step 3.
Why doesn't Dynamic Row Shading list my master table's fields?
It uses a field on the report's own table, not the master table, even though its label says Select a field from the Master Table. Add a Formula - Text field that returns a color to the report's table. See Row shading.
Need help? Submit a technical support case.