Print Templates
Introduction
Feature Overview
Through default or customized templates, you can print the form data that has been submitted, and this is useful for you to view or manage data.
Scenarios
Scenario Name | Problem Statement | Solution on Jodoo |
Personnel Management | How to generate job offer letters for new employees? | Design an online form printing template for offer letters. Once a candidate passes the interview and submits their personal information to the New Employee form, the system will automatically generate the job offer letter for the new employee. |
Product Management | How to summarize product information for each product? | The system can generate a default printing template for product information. Each record in the Product Information form can be printed in the format. |
Preview
1. Here is an example of printing product information through customized templates:
2. Here is an example of summarizing product information through default templates:
Plan Availability
This is a paid feature. For details, see Understand Your Account Usage and Limits.
Template Types
There are two kinds of print templates:
- Custom Print Template
- Spreadsheet templates: On a spreadsheet, you can customize a print template by inserting Jodoo form fields.
- Default Print Template: The default print format. To print data in the default style, you can go to the detail card of a record, and click Print > System Print, or in Manage Data click Print Table.
Where to Set
Custom Print Template
Select a form, and go to Extension > Print Templates. Click New Print Template, and then you can design a spreadsheet template.
On this page, you can also perform the following operations to adjust the preset templates:
- Edit: To modify the template.
- Print Template Settings: To set the application scope and name of the template file. For details, see Application Scope.
- Copy: To copy the template to the current form or another form.
- Delete: To delete the template.
System Print
You cannot adjust the style of a default print template. For details, see System Print.
Printing Range
Where to Apply Print Template(s)
You can use customized print templates and default print templates in the following scenarios:
- Add and Manage My Data, Manage All Data, and View All Data in preset permission sets.
- Custom permission sets.
- Manage Data in forms.
- Public Query Link.
- Share Link for a Record.
- Form internal links.
What Fields Can Be Printed
You can only print fields that you have permission to view. This means these fields are ticked under View for your permission set, configured in Publish > To Members.
1. Preset permission sets.
In the following permission sets, all the fields are visible.
- Add and Manage My Data
- Manage All Data
- View All Data
2. Custom permission sets.
Click Add Member, and you can customize a permission set. In this sense, the visible fields are those ticked under View in Fields.
