Output Templates
Inject Attached PDFs into Template Outputs
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 ...
XML and JSON Output
Form data connectors can output directly into XML or JSON format with the use of a text file template. Like any other template, this text file will contain data name placeholders placed inside either XML or JSON syntax. The connector must be set to ...
FAQ- Output Templates
Q: I have received the following error: "START and END must be at the same level in your template." What does this mean? A: In the repeating data or logic in your output template, there is an error occurring because there is an uneven amount of ...
Outputting Checkboxes and Other Special Characters (Unicode support)
TABLE OF CONTENTS Outputting Check Boxes Outputting Unicode characters Non-ASCII languages such as Chinese 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 ...
App Printing
TABLE OF CONTENTS Image Support Organization Letterhead Example Form Entry Image Example Base64 Embedded Image Example Repeats and Optional Sections App Printing Sample Generate and print completed Form entries from an HTML template directly on the ...
Supported Fonts and Non-Western characters in Templates
Our template engine only supports fonts that are installed on our servers. Therefore, using fonts that are not supported will result in a default font being used as a fallback. Support of non-Western languages are only supported with specific fonts. ...
Troubleshooting & 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 templating files). ...
Hiding Rows / Sections of Your Template
TABLE OF CONTENTS Dynamically Hiding Sections in Templates Dynamically Hiding Rows in Templates Hiding Rows from a Repeating Table There are sometimes situations where you'd like to show or hide sections of your data template based on outcome of each ...
Excel Templates
TABLE OF CONTENTS Adding a Template to a Form Testing Your Templates Tips and Tricks For Great PDF Output "Kitchen Sink" Example Template Our platform allows you to export Data in the layouts you want by using Microsoft Excel templates. If you ...
Word Templates
TABLE OF CONTENTS Adding a Template to a Form Testing Your Templates Troubleshooting / Common Issues Generated Output File Does Not Open "Kitchen Sink" Example Template Our platform allows you to export Data in the layouts you want by using Microsoft ...
Supported Fonts on Exported Templates
Our template engine only support fonts that are installed on our servers. Therefore, using fonts that are not supported will result in a default font being used as a fallback. Please see the full list of supported fonts and examples attached below: ...
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 ...
Using Word/Excel Comments To Preserve Template Formatting
TABLE OF CONTENTS Using Excel's Built-In Formulas Outputting Multiple Choice Fields Using Word/Excel Comments to Preserve Template Formatting The platform has the ability to evaluate formulas just like those you would use in your Forms. You can read ...
Built-in Data
TABLE OF CONTENTS Company Information User Information Entry Information 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 ...
Image Sizing
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 ...
Repeating Data
TABLE OF CONTENTS Using the Repeat Rows Approach REPEATROW rows outputting out of order Advanced Use: Outputting multiple repeats per row Using the Repeating Sections Approach Advanced Use: Outputting multiple repeats per section Nested Repeats ...
PDF Output Tips and Tricks
TABLE OF CONTENTS General Avoid floating textboxes Always have page margins Positioning images for best PDF output Stay within page margins whenever possible What if I need to place an image flush against the page edges in Word? Don't use page level ...
Dynamic Output using Form Formula
TABLE OF CONTENTS Using Excel's Built-In Formulas Outputting Multiple Choice Fields Outputting Hyperlinks Using Word/Excel Comments to Preserve Template Formatting The platform has the ability to evaluate formulae just like those you would use in ...