Exact Forms Plus release notes

Exact Forms Plus!

Current Version:  11.5.5

Release Notes:  February 2023

• Added ability to prepend files in front of the generated Exact Forms Plus main document - new parm prefiles - works the same as addfiles

• A new parameter, s3keyval, allows the user to control the actual S3 key value that is used to save the file in the Amazon S3 bucket. If not passed in, the key value defaults to [FileName]_dbid.extension.

• Fix issue with downloading files that are open to everyone on the internet - 400 bad request

• Images in subtables - for JuicedSign we may have an image and just rich text in the same column - change to handle that situation.  When a column is set to "I" but if the data in the field is not an image, added ability to handle HTML processing

Version:  11.5.4

Release Notes:  November 2022

• added new function to handle Currency Symbols since the XML api doesn't pass back certain symbols properly (master section of the document only)

  • Format in the template is: ~=C|€|f[99]~

• Fix for stack overflow error when converting word to pdf and there are a lot of line items in a subtable

Version:  11.5.3

Release Notes:  November 2022

• fix bug in the vertical alignment of images and checkboxes and rich text fields.  T/M/B wasn't working and now it is

• Added stream=d as a valid parameter - D means download instead of open in the browser  -only relevant for PDF since word auto downloads anyway

• Added the ability to update additional fields in the master table.  New URL parameter upmap.  This is similar to rpmap

  • ex:  upmap=60:59|61:33  field to update: field to get value from ... delimited by | for multiple fields

• Added the ability to update the user that generated the document.  New URL parameter uid. Can't use UPMAP for user fields because the current user is the usertoken user, so it has to be done separately.  

  • Format is:  uid=fid:email address  ex uid=60:keithj@juicedtech.com  in the formula code use:  & "&uid=60:" & UserToEmail(User());

•  Added the same uid ability for running in repository mode.  So the user field in the repository table can be updated:  

  • New URL parameter rpuid

  • ex "&rpuid=60:" & UserToEmail(User());

Version 11.5.2 (release notes PDF)

Version: 11.5.0 and 11.5.1

Release Notes:  April, 2022

• New URL parameter:

  • Test: When test=y is added as a parameter in the formula code of your document generation button, you have the ability to generate a test document without any updates to Quickbase. (Preview view)  

    • This option is only available in the Exact Forms Plus stream to browser option. It doesn’t work when using the Progress Bar option or with EFP Batch Processor

    • Documents generated are not saved to file attachment fields, Amazon S3, Dropbox, or the Repository table. No updates are made to Quickbase at all. Use this parameter for testing formatting changes only.

    • A watermark is included on the generated document, and Exact Forms Plus forces a PDF to be created regardless of the document output format requested

    • Transactions performed when test=y is used don't count towards your monthly or annual limits

    • When testing is complete, change test to test=n or remove the test=y parameter, and Exact Forms Plus executes in normal mode again

    • Learn more about formula URL parameters.

• Enhancements and other Modifications:

  • User tokens are now required to execute Exact Forms Plus. If we don't have a user token on file, Exact Forms Plus doesn't execute properly. Learn more about user tokens.

  • Images uploaded from the Quickbase mobile app now appear with the correct orientation when used in Exact Forms Plus.

  • Subtable font color: Exact Forms Plus now defaults all column headers, subtotal and grand total rows, and all cells in the subtable to the same font size and font color as the strid=999 in the document template.

    • Ex: If you use strid=1, everything is red

Version:  11.4

Release Notes:  March, 2022

• There are some new URL parameters and they include:

  • fnrid – You can now create document file names without the Record ID# appended to the end. Including fnrid=n removes the Record ID# from the file name.

  • embedfonts – embedfonts=y embeds true type fonts in the generated PDF. The default setting is no, so if omitted, fonts aren't embedded in the PDF. When embedding fonts, the PDF file size is larger, so keep that in mind.

  • accessible – accessible=y allows you to preserve document structure tags in the converted PDF document for accessibility (508 compliance).

    • This property sets the title and description for images, diagrams, and other objects in the generated PDF document.

    • This information is useful for people with vision or cognitive impairments who may not be able to see or understand the object.

• • clist2: this reprocesses master fields that may be referenced in subtables after the subtable processing completes.

• New Subtable options:

  • Grand Totals – Used for calculating the total of a column in the subtable. Specify the column, control the Grand Total label, and control the background color and font.

  • Rowcolor – Used to set the background color of your subtable rows.

• New Formula option:

  • Barcodes - Used to generate barcodes directly onto your document. This supports various barcodes.  

    • Ex. =barcode(f[123],QRCode,50x50)~ This example creates a 2D QR Code image in the output document using the data found in field 123 in the master table. The size of that barcode is 50 x 50.  

      • Learn more about barcodes.

Please see our help site for more details: the formula URL parameters guide

Version:  11.3

Release Notes:  November 2021

• Internal changes - upgrade IDE

Version:  11.2

Release Notes:  July 2021

• Internal changes

• change to display the negative sign to left of currency symbol when amount is negative instead of to the right of the symbol

  • ex:  -$100.00 instead of $-100.00

• fix - if 3 is only field in clist do not error

• Fixed the file name when streaming to the browser: when a user selects save while streaming, the file path was included, so we removed the file path from the stream header

• fix page break after group when subtotal and totals are requested - was getting a index error

Version:  11.1

Release Notes:  January 2021

• Internal changes - upgraded IDE

Version:  11.0

Release Notes:  September 2020

• addfiles parameter update- when addfiles=FID99 is used, add the 99 field id to the list to prevent an error

Version:  10.9

Release Notes:  September 2020

• Internal changes for authentication purposes

Version:  10.8

Release Notes:  August 28, 2020

• New Subtable options

  • rowcolor or rowcolor=  used to set the Row Background color - just like alternaterowcolor

  • Grand Totals - used for calculating the total for columns in the subtable.  Specify which columns to Total, control the label, control the background and font color

             ...same options as we have for Subtotaling
              gtlist=4.5                       grand total fields - list the fields to Total
              gtlbl=3.TOTAL                grand total Label to display and in what column
              agtl=r                            grand total Label to display alignment
              total=#be8888-#ffff00    grand total background and font colors

• fixed file attachment download issue in QuickBaseClient.FileDownloadHTMLPost - had to use change encoding from ISO-8859 to utf-8

• MatchMerge - for Rich Text Fields:  if we searched the text and did not find the field in the fields list array we were changing the font color to red and surrounding the field with ~~

  theText = theText & "<FONT COLOR=""RED""> ~" & mergefield & "~ </FONT>" - this is what were were doing but if the value was not found we put [] back around field as client may want to use [] in this field

Version:  10.7

Release Notes:  May, 2020

Version:  10.6

Release Notes:  May, 2020

Version:  10.5

Release Notes:  February, 2020

Version:  10.4

Release Notes:  October, 2019

Version:  10.3

Release Notes:  September, 2019

Version:  10.2

Release Notes:  July, 2019

Version:  10.1

Release Notes:  November, 2018

Version:  10.0

Release Notes:  October, 2018

• - TLS 1.2 version upgrade