Excel Print Templates

Introduction

Feature(s)

When designing an Excel print template, you can add form fields to the Excel sheet and design the template according to your needs.

Application Scenario(s)

Preview

Here is an example of using custom printing to print product information.

Plan Description

This is an advanced feature that requires the Standard or above plans. For details, contact our Sales Team.

Setting Procedure

Where to Set

Select a form and click Edit. Go to Extension > Print Templates, click New Print Template and select Excel Template.

Designing the Template

1. Rename the template.

On the template design page, you can customize the template name in the upper left corner. For example, you can modify the name to Product Information Template.

2. Add or remove fields.

a. Field description.

The field-selecting area on the template design page is on the left side. You can add the following fields to your print template for both the regular and workflow forms.

System fields that are available to choose from vary according to the form type.

b. Add fields.

The fields in the list represent field values. You can add them to the design area by dragging and dropping them.

For example, drag and drop the field Product No. to cell B2. Then cell B2 represents the value of Product No., such as 00005.

c. Remove fields.

Remove fields by clicking the undo button as follows:

3. Add field names.

You can add some description before/above the field value. For example, you can add a title for the Product No. field.

Adding Approval Comment

When setting custom print templates for workflow forms, you can customize the content and order of the approval comments according to your needs.

1. Set the content of the Approval Comment field.

On the template design page, right-click the cell with the field Approval Comment, click Print Content Settings, and select task nodes that need to print approval comments.

a. Select workflow nodes.

You can select the workflow nodes in the following two ways when printing approval comments.

If you select All Nodes with Approval Comment, all the approval comments in the workflow will be printed.

If you select Custom Nodes, you can customize the approval comments to be printed by selecting the node and the content.

b. Filter approval comments.

After selecting Only print submitted approval comments, only the comments for the Submit and Add Post-approver operations will be printed.

Note:

When the workflow fails to be submitted, the approval comment will not be printed by default.

c. Print content settings.

When printing approval comments, you can customize the print content such as Node Name, Approver, Approval Time, Text, and Signature. Tick the corresponding items, and then you can preview the print style on the right side.

2. Printing order of approval comments.

On the template design page, right-click the Approval Comment field and click Approval Comment Print Order to set the print order. There are two printing orders available:

Setting the Print Template

1. Where to set the print template.

After designing the template, click Print Template Settings in the upper right corner.

After saving the template settings, you can go to Extension > Print Templates and click Print Template Settings to enter the Print Template Settings page.

2. Application scope.

Click Print Template Settings > Set the usage scope of the template to select the application scope. For details, see Application Scope.

3. File names.

a. There are three ways to name the template files.

b. Rules of customizing names.

Saving the Template

After finishing the template design, click Save in the upper right corner.