Word Templates

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 insert 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.
   Note that for Excel templates, we only support one placeholder per cell and the cell should not contain any other text around the placeholder.
   
   
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 “Word 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.

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 🙂

Troubleshooting / Common Issues

Your generated docx output does not open in Word, giving errors such as “unreadable content” or “file is corrupt and cannot be opened”

The issue is down to the docx template being used in your Word data template.

Usually this means that your Word doc is linked under the hood to an inaccessible docx file (usually located on your personal PC or on a network drive).

Now this docx file is obviously not available to the taskform platform when it generates the file and naturally is not found when you open the Word output file on another machine.

What you need to do is clear the docx template of your Word file, which will let the Word file default to the standard “Normal” docx template.

Follow the steps below to clear the problem docx template:

1. Display the Developer tab in the Word ribbon, and navigate to the Developer tab.

2. Click the Document Template tool. Word displays the Templates and Add-Ins dialog box.

3. Clear whatever text is found in the Document Template field (even if it says “Normal”)

4. Click the OK button to reset the Word doc to have no required/attached docx.

5. Close the dialog and save your Word template