Formula URL parameters

clientid

Your Quickbase Extensions client ID. It starts with Q. The wizard fills it in.

"clientid=Q1234"

appid

The app the button runs in. Exact Forms Plus checks that this app is authorized for your account.

"&appid=" & AppID()

tpdbid

The Document Templates table. Use the table alias instead of the table ID.

"&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES]

tpid

Record ID# of the template record to use. Must be a number.

"&tpid=1"

msdb

The table that holds the records to process (the master table). Dbid() is the table the button is on.

"&msdb=" & Dbid()

msid

Record ID# of the record to process. To process many records, use msqry or msqid instead (see Many records). The record must be saved first, so don't show the button while adding a record.

"&msid=" & [Record ID#]

docfmt

pdf creates a PDF. Any other value creates a Word document, and if you leave it out, Exact Forms Plus creates a Word document. The Word format matches the template: a .docx template creates a .docx file, a .doc template creates a .doc file.

"&docfmt=pdf"

fn

File name, without the extension. Exact Forms Plus removes characters that aren't allowed in file names and adds _ and the record's Record ID# at the end, for example PurchaseOrder_3.pdf. If you leave it out, the name is NA.

To build the name from fields on each record, put field IDs between two tildes, separated by periods. After a colon, add the separator to put between the values (default _). After a |, add fixed text to put at the end. For example, fn=~7.11:-~|FEB2026 with field 7 = Acme and field 11 = 1007 on record 9 creates Acme-1007FEB2026_9.pdf. The fields must be in the template's clist. Use exactly two tildes. Text before the first tilde isn't supported.

"&fn=PurchaseOrder"
"&fn=~7.11:-~|FEB2026"

fnrid

n leaves the Record ID# off the file name. If you also create a merged document, make sure the file name is different for each record, for example with a field in fn (see fn above).

"&fnrid=n"

stream

What happens after the document is created, with doc_merge_ua.aspx:

• y: open the document in the browser.

• d: download it instead of opening it.

• n or left out: don't open or download it.

The document opens only when one document is created, or when a merged document is created. doc_merge.aspx (progress bar) doesn't open the document.

"&stream=y"

clist

Field IDs to read from the master table, separated by periods. Every field the template uses must be listed. Leave it out to use the clist on the template record, which is recommended.

"&clist=3.6.10.11"

clist2

Extra master table field IDs whose values you want to use inside an embedded report, for example ~25~ in a description field of a table that isn't related to the master table.

"&clist2=25.26"

faid

File attachment field to save the document in. The wizard creates EFP Document for this. Leave it blank to not save the document to the record.

"&faid=51"

efpdte

Date/time field to set to the time the document was created. The wizard creates EFP Date for this.

"&efpdte=52"

docsize

Numeric field to set to the document's file size, in bytes.

"&docsize=53"

upmap

Copy values between fields on the record: target:source, with | between pairs. 60:59|61:33 sets field 60 to field 59's value and field 61 to field 33's value. Exact Forms Plus reads the source fields itself, so they don't have to be in the clist.

"&upmap=60:59|61:33"

uid

Set a user, email, or text field to the person who selected the button: field ID:email address. Use this instead of upmap, because Exact Forms Plus runs as the user token saved for your account, not as the person who selected the button.

"&uid=99:" & UserToEmail(User())

clear

Fields to clear after the document is created, separated by periods.

"&clear=10.20"

preqbaction

A Quickbase API_EditRecord call, Base64 encoded, that runs before the document is created, for example to stamp a field the template prints. It runs only when the button sends a temp token, and uses that token, so you don't need an app token in the call.

See the example after this table.

docpw

Password. For a PDF, it's needed to open the file. For a Word document, it's needed to edit it. The document opens read-only without it.

"&docpw=" & [Document Password]

docpwo

PDF owner password. Blocks printing, editing, and copying. It doesn't require a password to open the file. Use docpw as well for that.

"&docpwo=" & [Owner Password]

wm

Watermark on Word and PDF documents: text|color|size. The color is a name such as Red, or a hex value such as #FF0000. In a formula that doesn't use Base64Encode(), write the # as %23.

"&wm=DRAFT|Red|65"

fillout

y keeps the template's form fields fillable in the PDF. Only legacy Word form fields are supported.

"&fillout=y"

accessible

y keeps the document's structure tags in the PDF, and the title and description of images and other objects, for screen readers (Section 508).

"&accessible=y"

embedfonts

y embeds TrueType fonts in the PDF. Off by default to keep the file small.

"&embedfonts=y"

prefiles

PDFs to put before the generated PDF. PDF output only. Separate files with periods. Each file can be:

• a file attachment field on the record: 109;

• a file attachment field on a record in another table: table ID:Record ID#:field ID, for example bxxxxxxxx:1:7, or bxxxxxxxx:RID:7 for the record's own Record ID#;

• a field whose value is one or more of those: FID123;

• a PDF in Amazon S3: S3|key, for example S3|terms/standard-terms.

The files are added in the order you list them.

For a file in Amazon S3:

• Exact Forms Plus reads it from the S3 bucket saved for your account, or from s3bkt if the formula sets it. If the bucket setting includes a folder, the key is read from that folder.

• Use the file's key exactly as it's stored. Nothing is added to it. Because files are separated by periods, the key can't contain a period, so store the PDF with a key such as terms/standard-terms, not standard-terms.pdf.

• The S3 file needs the metadata filename (x-amz-meta-filename) set to a name that ends in .pdf.

• To use a different file for each record, put RID in the key. S3|covers/cover_RID reads covers/cover_3 for record 3. Don't use a capital RID anywhere else in the value, because every RID is replaced.

• If the file isn't found or isn't a PDF, it's left out, and the document is created without it and without an error message.

Your account sets the maximum number of files. See Add and merge PDF files.

"&prefiles=109.108"
"&prefiles=S3|terms/standard-terms"
"&prefiles=S3|covers/cover_RID.109"

addfiles

Same as prefiles, but the files go after the generated PDF.

"&addfiles=109.bxxxxxxxx:1:7"

msqry

A Quickbase query on the master table, in the same format as the query parameter of API_DoQuery. When your account requires temp tokens, the query must read records from the table in msdb.

"&msqry={'10'.EX.'Active'}"

msqid

The ID of a saved report on the master table. Exact Forms Plus processes the report's records. Don't use it for a single record. Use msid instead.

"&msqid=12"

slist

Sort by these field IDs, separated by periods.

"&slist=3.10"

opts

Query options, separated by periods: num-n (at most n records), skp-n (skip the first n), sortorder-A / sortorder-D. Give one sort letter for each field in slist, for example slist=7.8.9 with opts=sortorder-DDD.

"&opts=sortorder-AD"

mrgdbid

Table of the record that gets the merged file.

"&mrgdbid=" & Dbid()

mrgrid

Record ID# of that record.

"&mrgrid=" & [Record ID#]

mrgfa

File attachment field on that record for the merged file.

"&mrgfa=10"

mrgfn

Merged file name. Exact Forms Plus adds _ and mrgrid. If you leave it out, the name is Merged_ plus mrgrid.

"&mrgfn=AllInvoices"

mrgdte

Date/time field on that record to set when the merged file is created.

"&mrgdte=11"

mrgdocsize

Numeric field on that record for the merged file's size, in bytes.

"&mrgdocsize=12"

mrgfiles

More PDFs to add to the end of a merged PDF. PDF only. Plain field IDs refer to the record that gets the merged file. table ID:Record ID#:field ID and S3|key entries work as in addfiles; RID and FID don't. See Add and merge PDF files.

"&mrgfiles=109.108"

mrgkeyfid

Field on that record for the merged file's Amazon S3 key, when the merged file is saved to S3.

"&mrgkeyfid=13"

mrgs3keyval

S3 key for the merged file, without the extension. Default: mrgfn_mrgdbid_mrgrid.

"&mrgs3keyval=invoices/2026-10"

repository

y saves to the repository table. rpdbid is then required.

"&repository=y"

rpdbid

The repository table. Use the table alias.

"&rpdbid=" & [_DBID_DOCUMENTS]

rpfid

The repository table's reference field to the master table, for example Related Purchase Order.

"&rpfid=9"

rpfidval

Value to put in rpfid, when the master table's key field isn't Record ID#.

"&rpfidval=" & [PO Number]

rpfafid

File attachment field in the repository table for the document.

"&rpfafid=13"

rpmode

a adds a new record each time. u updates the record found with rpkfid and rpkval. If none is found, a new record is added. If several are found, only the last one is updated.

"&rpmode=u"

rpkfid

With rpmode=u: field in the repository table to search.

"&rpkfid=20"

rpkval

With rpmode=u: value to search for.

"&rpkval=" & [Record ID#]

rpmap

Copy master record values to the repository record: repository field:master field, with | between pairs. Exact Forms Plus reads the master fields itself, so they don't have to be in the clist. Don't map the fields in rpfid, rpfafid, or rpkfid.

"&rpmap=9:6|7:218"

rpuid

Set a user, email, or text field on the repository record to the person who selected the button: field ID:email address.

"&rpuid=99:" & UserToEmail(User())

amazons3

Save to Amazon S3: y, d, or m.

"&amazons3=y"

keyfid

Field that gets the file's S3 key. The wizard creates S3 Key for this.

"&keyfid=81"

s3keyval

S3 key for the file, without the extension. You can build it from fields as in fn, for example ~3.7:/~. Default: the file name plus _ and the table ID, for example PO_1003_3_bxxxxxxxx.pdf.

"&s3keyval=~3.7:/~"

s3bkt

Use this bucket instead of the one saved for your account.

"&s3bkt=my-bucket"

encrypt

y stores the file in S3 with server-side encryption (AES-256).

"&encrypt=y"

dropbox

Save to Dropbox: y, d, or m.

"&dropbox=y"

dropboxdir

Use this Dropbox folder instead of the one saved for your account.

"&dropboxdir=Invoices"

dropboxkeyfid

Field that gets the file name in Dropbox. The wizard creates Dropbox Key for this.

"&dropboxkeyfid=82"

egnyte

Save to Egnyte: y, d, or m.

"&egnyte=y"

egnytedir

Use this Egnyte folder instead of the one saved for your account.

"&egnytedir=/Shared/Invoices"

egnytekeyfid

Field that gets the Egnyte file ID. The wizard creates Egnyte File ID for this.

"&egnytekeyfid=83"

native, stdbid

native=y uses a Quickbase Document Creation template instead of a Word template. tpid is then the Quickbase template's ID and stdbid is the Document Subtables table. The wizard sets these when you choose a Quickbase native template. See Use Exact Forms Plus with Quickbase Document Creation templates.

"&native=y"

test

y runs a test to check template changes. It doesn't count toward your  transactions, but your account has a monthly limit of test runs. In test mode, Exact Forms Plus:

• creates one PDF, whatever docfmt says, named JUICEDExactFormsPlusTEST plus the Record ID#, with a red watermark;

• blocks printing, editing, and copying;

• doesn't save anything or update any record (file attachment, cloud storage, repository, merge, and update parameters are ignored).

Works only with doc_merge_ua.aspx. Remove it, or set it to n, when you're done.

"&test=y"

ver

y shows the Exact Forms Plus version instead of creating a document. It isn't counted as a run.

"&ver=y"

apptoken

Not needed. Exact Forms Plus uses the user token saved for your account. The wizard leaves it blank.

"&apptoken="

type, configid

Identify the request and your batch configuration. Exact Forms Plus checks the request against the batch configuration saved for your app, so if you change the arguments, the batch configuration must match.

msdbefid

One-record runs: field on the record that gets the error message if the run fails, and the completion time otherwise. The wizard uses EFP Batch Trigger - Msg Field.

errdbid, errmsgfid, errrfid, errrfidval, errargsfid

Bulk runs: the Batch Processing Errors table, and its error message, related record, related record value, and arguments fields.