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How to create a printing template in Word format

Please view Introduction to Printing Templates first.

This article is about how to create a printing template in Word format. If you want to know how to create a system template, you can view how to create a system printing template.

Entrance​

The Application Admin goes to the form editing page, [Form Settings] > [Printing Templates] > [Create Templates] > [Upload Word Template].

(Printing with templates in Word format is only available in Enterprise and Ultimate Editions.)

The first time you create a print template in Word format, you need to know the code that corresponds to each field in the record, and paste the field codes into the designed Word file.

Step 1: Start to design​

Step 2: View field code cross-references​

It includes [Field name, Field code, Field ID/Field alias].

Field name: The name of the field in the worksheet.

Field code: A code formatted according to the field name as a basis for identifying the field. Paste this code into a Word template to read the corresponding field data.

Field ID/Field alias: It works the same as a field code and the field ID or field alias is more precise. When a field code is duplicated in a worksheet, choose to use a field ID or field alias.

Step 3: Design the template in Word format​

You can download the demo template ( the existing fields and corresponding field codes in the demo template have been configured, but the template is simple) and adjust it yourself, or you can use your existing template.

For example, the following shows the designed template in Word format, and you need to paste the code.

(For a better layout, you could start with a table and finally set it to not show the border lines.)

The following shows how to paste the code of the fields in the current worksheet and the fields in the associated worksheet into the template.

Step 4: Configuration rules for associated worksheet​

First set up the table, the first row is the column name, and the second row will be the corresponding field code pasted in. If there are multiple rows of data, it will automatically fill down.

The subform or associated worksheet must be configured in a separate table and cannot be in a cell in another table. As shown below, if it is set in a large table, it may not be able to fill in the data, or the hide code is invalid when hiding subforms with empty data.

Step 5: Configure the serial number of detail list​

This can be done through the numbering function in Word.

To this point, the template in Word format has been designed, and you can also adjust the column width, row height, etc., and then upload the template.

Step 6: Upload and save​

Step 7: Test​

Effect:

Step 8: Template management​

You can rename or delete templates, and you can also set the views in which templates are available. View more details in Template Management.

More details about the design rules for templates in Word format

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