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Introduction to Printing Templates

When printing records in the worksheet, you may need different print formats in different business scenarios. Sometimes you need different format styles, sometimes you need to display different fields, so you can save the configured format as a template, and then select the template when printing, without having to configure it every time you print.

Types of Templates​

HAP provides two types of printing templates.

  • Templates for printing records

    • Templates in Word/Excel format

      According to your business requirements, you can design the print format in Word or Excel and then upload it to the system, so that you can print the data with the custom templates.

      Templates in Word or Excel format are only available in Enterprise and Ultimate Editions.

    • System templates

      Layout and style are fixed and cannot be adjusted. You can only choose which fields to be printed.

  • Templates for printing QR codes/barcodes

    • Print QR Code: To print a field of a record or an access link as a QR code.

    • Print Barcode: To print a field of a record as a barcode.

    This is commonly used to print labels for equipment or products for quick identification.

Printing with Different Templates​

The following shows the printing effects of different templates by printing a purchase order as an example.

One Purchase Order Record

1. When printing with a system template​

How to create a system printing template

2. When printing with a template in Word format​

Compared to system templates, it is possible to adjust the printing style and customize where fields are located.

How to create a template in Word format

3. When printing with a template in Excel format​

Creating a template in Excel format is similar to creating a template in Word format.

4. When printing QR codes/barcodes​

How to create a template for printing QR codes/barcodes