Adding a Data Template to a Form

1. First identify the Form that you wish to create a template for.
   If you don’t already have a Form, you can quickly create the Form using the Form Screen designer.
2. Next you’ll need a new or existing Word or Excel file.
   If you already have Word/Excel files that you have been printing to use as data capture Forms, these can easily be reused as a template.
3. Go through your template and insert placeholders wherever you want the system to inject answers from data entries of your chosen Form.
   Placeholders are entered using the unique data name of the Form field, wrapped in curly braces – e.g. {{dataname}}

   So for example if your Form has a field with data name of “LastName”, then you can instruct the system to inject the answer for this field wherever the placeholder {{LastName}} appears.

   Any formatting (font, color, highlighting, size etc) that you apply to the placeholder will be honoured by the system and applied to the answer value inserted.

   Important Note:
   You may only have ONE placeholder or formula per cell. Any other text in the cell will be discarded!

4. Once you have inserted all the placeholders needed, upload the template file to your Form screen.
   There are two places where you can add a template to a Form:
   1. Form Level

      If you add a template at this level, you are instructing the system to use this template as the default whenever a PDF is generated.

      Upload your template using the “Excel Template” field found in your Form’s Settings page.

   2. Connector Level
   3. This is a template that is specific to one or more Connectors, but should not be used as a default.
      Upload your template using the “add data template” link found on appropriate Connectors in your Form’s Connectors page.

NOTE: Uploading a template also makes new export options available on the Data area.

Multiple Sheets

The template engine supports multiples sheets in one Excel document. When outputting to a PDF, each sheet will start on a new page.

Testing Your Templates

Assuming you have at least one existing Form entry for your Form, you can test your templates fairly easily by using the Data area.

In the Data page, search entries against your Form and the version onto which you uploaded your template.

Once you have some Data results, hover over a row and click the Export option to get an instant look at your template output 🙂