--- title: "Choose the master table fields" slug: "efp-configurator-master-fields" updated: 2026-10-09T18:19:45Z published: 2026-10-09T18:19:45Z canonical: "help.quickbase.com/efp-configurator-master-fields" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.quickbase.com/llms.txt > Use this file to discover all available pages before exploring further. # Choose the master table fields Every Exact Forms Plus template is for one table, the **master table**. A document is created for a record in that table (the master record), and the template's field tokens, such as `~Client Name~`, are filled with that record's values. Exact Forms Plus reads only the fields listed in the template record's **clist**, so every master table field your template uses must be in it. The **Master** tab of the Exact Forms Plus Configurator sets the master table and builds the clist for you. ## When to use it - After you create a new template record, to choose its master table and fields. - After you add a field token to the Word template, to add that field to the clist. - After you remove fields from the Word template, to take them out of the clist. Fields that the template doesn't use do no harm, but a shorter list is easier to manage. ## Choose the master table and fields 1. Open the Document Templates record and select **EFP Configurator**. The configurator opens in a new window on the **Master** tab, under **Master Table Settings**. 2. In **Select the table from your application**, choose the master table, for example **Purchase Orders**. The list shows the tables in the app. Until you choose one, the field list says *No Table is Selected..* 3. In the field list, select **Is Selected** for each field the template uses. The list has three columns: Select a column heading to sort the list by that column, and select it again to reverse the order. - **Field ID#**: the field's ID in Quickbase. - **Field Name**: the field's name followed by its ID, for example *Client Name(7)*. - **Is Selected**: whether the field is in the clist. Fields already in the clist are listed first. 4. Check **Master Table Clist:** below the list. It shows the selected field IDs separated by periods, for example `3.7.9.12.18`, and updates as you select fields. 5. Select **Apply Changes**. The configurator shows *Exact Forms Plus Configurator has successfully saved Master Table settings to your QuickBase Application.* and saves the table and the clist on the template record. 6. Select **Close**. The template record refreshes and shows the new **Master table dbid** and **clist**. > [!NOTE] > Tip > > Include **Record ID#** (field ID 3) and any field you use in an embedded report's filter, such as the key field the related records point to. The configurator adds master fields used in a filter for you when you save the embedded report, but it's simplest to have them in the list from the start. ## Example A purchase order template uses these tokens from the **Purchase Orders** table: `~PO Number~`, `~PO Date~`, `~Vendor Name~`, `~Ship To Address~`, and `~Total~`. On the **Master** tab you choose **Purchase Orders**, select those five fields plus **Record ID#**, and select **Apply Changes**. If their field IDs are 3, 6, 7, 9, 11, and 18, the template record's clist becomes `3.6.7.9.11.18`. ## Change the fields later Open the template record, select **EFP Configurator**, select or clear fields, and select **Apply Changes**. You don't need to attach the Word template again when you only change the field list. If you leave the window without selecting **Apply Changes**, your browser warns you that changes may not be saved. ## Change the master table Once a template has a master table, **Select the table from your application** shows only that table. This protects the template's embedded reports, whose filters refer to the master table's fields. To use a different master table, you have two choices: - **Make a new template record for the other table.** This is usually the better choice, because the field tokens and embedded reports are different for each table. - **Reset the existing template.** On the template record in Quickbase, clear **Master table dbid** and **clist**, save the record, and open the **EFP Configurator** again. The list then shows every table in the app. Check each of the template's embedded reports afterward, because their filters still refer to the old table. ## Things to know - The clist is only for the master table. Fields in embedded reports are chosen in each report's own **Subtable Fields** step. See [Choose and format columns](https://help.quickbase.com/quickbase-extensions/docs/en/efp-configurator-columns). - If a button formula passes its own `clist` parameter, Exact Forms Plus uses that list for documents made with that button. The buttons the wizard creates leave `clist` empty, so they use the template's clist and pick up your changes here. See [Exact Forms Plus formula URL parameters](https://help.quickbase.com/quickbase-extensions/docs/en/efp-formula-url-parameters). - You can also type the clist into the template record yourself, but the configurator avoids typing mistakes. A clist with anything other than field IDs and periods stops the document from being created. - A field token in the template for a field that isn't in the clist stays in the document as typed. If you see a token such as `~Vendor Name~` in a created document, add that field here. Next: [Create or change an embedded report](https://help.quickbase.com/quickbase-extensions/docs/en/efp-configurator-create-embedded-report). For more about templates and field tokens, see [Document templates](https://help.quickbase.com/quickbase-extensions/docs/en/efp-document-templates). Need help? Submit a [technical support case](https://help.quickbase.com/docs/get-help-from-quickbase-technical-support).