To manage the list of Quik! forms available to your users, we have built a turn-key ASP.NET web application and SQL Server (2005) database that can be setup and scheduled to synchronize your form data. Please see the QuikFormsWizard project for details.

If you want to build your own database and web service calls, we recommend updating a single table containing the list of forms. This table should be updated at least once per day to ensure the list of forms is current. In addition, if the customer provides the forms service to multiple broker/dealers, the customer should also manage which dealer's forms a user or set of users can see (based on their broker/dealer affiliation).

Quik! recommends the following tables to manage forms (a script to generate all of these tables is included in the file named QuikFormsWizard_TableScript.sql):

tblQFForms – contains the list of forms and their attributes, as updated by the forms data web service.
tblQFDealer – contains the Quik! dealer ID and dealer name, as updated from the dealer list web service.
tblQFDealerType_lkup – contains a list of dealer types as defined in Quik!
tblQFDealerDealerTypes_xref – cross-references dealers with their associated dealer types
tblQFFormCategory_lkup – contains a list of categories for forms
tblQFFormQFFormCategory_xref – cross-references forms with their associated categories
tblQFStates_lkup – contains a list of state codes and names
tblQFFormQFState_xref – cross-reference of forms and their associated states
tblQFFormTransType_lkup – contains a list of transaction types
tblQFFormQFFormTransType_xref – cross-reference of forms and their associated transaction type(s)

NOTE: Primary keys are in BOLD BLUE and foreign keys are in blue.

tblQFForms Schema

The purpose of this table is to hold the list of forms and their attributes to display to users in your application.

Column Name	Data Type	Length	Allow Nulls	Description
QFFormID	int	4	0	Quik! Form ID
QFDealerID	Int	4	0	Quik! Dealer ID for the form
QFFormShortName	varchar	250	1	Form's short name to display to user
QFFormDesc	varchar	1000	1	Form's long description
QFFormStatusID	int	4	1	Form status in Quik!
PublishDate	datetime	8	1	Last publish date for the form
FileSize	int	4	1	Size of PDF file
LitNo	varchar	100	1	Literature number from dealer
NoPages	int	4	1	Number of pages in form
LastUpdate	datetime	8	1	Last date record was updated

tblQFDealer

This table contains the Quik! Dealer ID and dealer name, as updated from the dealer list web service. Dealers include any entity that provides forms (broker/dealers, mutual funds, insurance companies, etc.)

Column Name	Data Type	Length	Allow Nulls	Description
QFDealerID	int	4	0	Quik! DealerID
QFDealerName	varchar	1000	0	Dealer company name
QFDealerStatusID	Int	4	0	The status for the dealer record (1 = Active, 2 = Inactive)
LastUpdate	datetime	8	0	Last date record was updated

tblQFDealerType_lkup

This table contains a list of dealer types as defined in Quik!

Column Name	Data Type	Length	Allow Nulls	Description
QFDealerTypeID	varchar	3	0	Dealer Type
QFDealerType	varchar	255	0	Dealer type name
QFDealerTypeDesc	varchar	1000	1	Dealer type description
LastUpdate	datetime	8	0	Last date record was updated

tblQFDealerDealerTypes_xref

This table is a cross-reference of dealers with their associated dealer types

Column Name	Data Type	Length	Allow Nulls	Description
QFDealerID	int	4	0	Dealer ID
QFDealerTypeID	Int	4	0	Dealer Types ID
LastUpdate	datetime	8	0	Last date record was updated

tblQFFormCategory_lkup

This table contains a list of categories for forms.

Column Name	Data Type	Length	Allow Nulls	Description
QFFormCategoryID	Int	4	0	Form Category ID
QFFormCategoryDesc	Varchar	255	0	Category name
QFFormCategoryDesc	Varchar	1000	1	Category description
LastUpdate	Datetime	8	0	Last date record was updated

tblQFFormQFFormCategory_xref

This table cross-references forms with their associated categories

Column Name	Data Type	Length	Allow Nulls	Description
QFFormID	Int	4	0	Quik! Form ID
QFFormCategoryID	Int	4	0	Quik! Category ID for the form
LastUpdate	Datetime	8	0	Last date record was updated

tblQFStates_lkup

This table contains a list of state codes and names for use with tblQFormStates.

Column Name	Data Type	Length	Allow Nulls	Description
QFStateID	Int	4	0	Quik! State ID
StateCode	Varchar	6	0	State abbreviation
StateName	varchar	100	0	State full name
SortOrder	Int	4	0	Order the states are listed in the drop downs on the web pages
LastUpdate	datetime	4	0	Last date record was updated

tblQFFormQFState_xref

This table is a cross-reference of forms and their associated states

Column Name	Data Type	Length	Allow Nulls	Description
QFFormID	Int	4	0	Quik! FormID
QFStateID	Int	4	0	The state where the form can be used
LastUpdate	datetime	4	0	Last date record was updated

tblQFFormTransType_lkup

This table contains a list of form transaction type values.

Column Name	Data Type	Length	Allow Nulls	Description
QFFormTransTypeID	Int	4	0	Form transaction types
QFFormTransType	varchar	255	0	Transaction type
QFFormTransTypeDesc	varchar	1000	1	Description of transaction type
LastUpdate	datetime	4	0	Last date record was updated

tblQFFormQFFormTransType_xref

This table is a cross-reference of forms and their associated transaction type(s).

Column Name	Data Type	Length	Allow Nulls	Description
QFFormID	Int	4	0	This table lists forms and their transaction types
QFFormTransTypeID	Int	4	0	Form transaction type associated to FormID
LastUpdate	datetime	4	1	Last date record was updated