Custom Data Outputs with Templates
Inject Attached PDFs in Templates
It’s now possible to inject PDF attachments as text into Word/Excel template outputs in conjunction with field-captured data. Upload an ‘industry-standard’ A4 PDF document using our Attach Field and embed it within a custom data template. This ...
Charts in Templates
Charts in Excel or Word are not officially supported in our data template functionality. We are aware of some customers having success generating basic charts within their data templates, however this is very much on a case by case basis. If you have ...
Text Templates (Text, CSV, JSON, XML)
You’re probably already familiar with our platform’s ability to produce custom PDF reports from Word or Excel templates using our Data Template Syntax. However, you can also produce file outputs like Plain Text, CSV, JSON, and XML. Form Connectors ...
Repeatable Data in Templates
After capturing repeatable data, you might want to customize how it displays in a PDF output using Word or Excel templates. There are two ways to output the answers for these repeatable fields in your template: Repeat rows in a Word table or Excel ...
Using Formulas in Templates
The platform has the ability to evaluate formulae just like those you would use in your Forms. You can read all about what a formula is and how to create them in the Form Screens documentation. Being able to use a formula on your data output unlocks ...
Hiding Content in Custom Templates
Sometimes, you’d like to show or hide sections of your data template based on the outcome of each Form entry’s answers. For example, you may have an optional section in your Form that is not displayed or filled out, depending on what the app user ...
PDF Output Tips and Tricks
Avoid floating textboxes Word and Excel both allow you to insert textboxes that “float” on top of the page or spreadsheet. While these can be really useful for getting the positioning of content just right, we do not officially support textboxes in ...
Custom Templates FAQs
Can I use Word/Excel 2003? No. We support .DOCX and .XLSX files only which means that Office 2003 formats (.doc and .xls) are not supported. Note that we also do not support Word .dotx files and .xlsm (these are special Word/Excel file types.) Can I ...
Images Sizing in Templates
To add an image, all you need to do is add the placeholder for the image field. However the system will size the image automatically and usually this is not what you desire. To get the best image output and fit for your template, we suggest you try ...
Built-in Data
Every form entry includes a number of built-in data fields that are available for use in your templates and connectors. Additionally we provide built-in fields to access to some company level settings like the name of your organisation. Built in ...
Checkboxes, Hyperlinks, and Special Characters in Templates
Often, you will have scenarios where you want to output checkboxes in your template with a tick or a cross corresponding to the answers in a Choices field of your form design. Or maybe you want to include links to content or files captured in the ...
Preserve Template Formatting with Comments
Often, when building a template, your formula or placeholder syntax is too long to fit in the designated area of the template. The result is ugly word wrapping,g and it becomes harder to see how the template layout looks because of the distortion of ...
Excel Templates
Our platform allows you to export Data in the layouts you want using Microsoft Excel templates. If you already have Excel documents that you have been printing out to use as data capture Forms, you can reuse them as data templates with a few minor ...
Word Templates
Our platform allows you to export Data in the layouts you want using Microsoft Word templates or Excel. If you already have Word documents that you have been printing out to use as data capture Forms, you can reuse them as data templates with a few ...
Built-In Templates
Our platform offers a few built-in templates that can be used when exporting form-captured data in PDF. Even though you can fully customize your outputs using Word or Excel files, the following new and improved built-in templates may come in handy ...