Template Design Tool

Introduction

Feature Overview

This article describes how to use the template design tool to customize a spreadsheet template.

Application Scenario(s)

Businesses can design print templates that meet their demands with this tool.
The template design tool allows you to print data in batches. You can put multiple records on one page to avoid wasting paper.

Design Tool

Design Interface

The template design interface includes the following parts:

Field selection panel, including form fields, system fields, and so on, can be dragged and dropped to the design page.
Toolbar, which can be used to configure the fonts, alignments, and so on for the template.
Design borders, which are the green dashed lines in the interface. You should keep all contents inside the borders because anything outside of it will not be printed.

Paper Setting(s)

There are commonly used paper sizes preset in the tool, such as A4 and A5.
You can also customize the paper size, orientation, and margins.

Reference Line(s)

Reference lines are design borders. They can mark the range for printing. They are not the actual print borders. The area marked by reference lines is always smaller than or equal to the actual printing range.

Cells inside the reference lines are located entirely within the actual printing range so that all contents can be printed completely. For contents that go beyond the reference lines, they may not be printed completely.

Inserting Image(s)

1. Insert images in a cell.

If you insert an image in a cell, you can adjust its size by adjusting the cell size and setting the cell alignment to change the image position in the cell.

2. Insert images over cells.

If you insert an image over cells, the image will float over cells and be printed with the form. You can use this feature to insert anti-counterfeit labels, such as official seals and watermarks.

Background Image

1. Filling rules.

The filling rules for background images are as follows:

Maintaining aspect ratio: Before you upload a background image, if you adjust it to the same aspect ratio as the template, it will fit the template perfectly.
Fitting only height/width: If the aspect ratio of the background image is different from that of the template, it will be scaled based on the height or width of the template to ensure that it is displayed completely in the template.

Note:

The paper will have empty space when the background image fits only height/width.

2. Enable Print Background.

If the Print Background feature is enabled, the background will also be printed when you print the template.

Watermark Printing

When Watermark Printing is enabled, the Excel table will be printed with watermarks.

Watermark settings: Color & Density
Watermark text: The user's Contact Name and the printing time (displayed as YYYY-MM-DD HH-MM-SS).

Note:

If the record(s) is retrieved via Pulic Query Link or an one-record-share link, and Watermark Printing is enabled at the template, they will be printed with the watermark that only includes the printing time.

Height Adaptation Setting(s)

There are two options for setting the height of cells.

AutoFit Cell Height: resize the cell height automatically to print all contents when the contents are not within cell borders.
Fixed Cell Height: ignore the contents that extend beyond the borders when printing the template.

Header and Footer

You can insert the company logo and other images in the header or footer based on your needs, and customize their sizes.

When configuring Print Templates, you can add form fields directly to the header or footer with a single click. Additionally, you can choose to disable this feature on the first page by selecting the "Homepage Not Effective" option.

Repeated Printing Setting(s)

This feature allows you to print repeated content across multiple pages.

Suppose you have a table with many rows, and the table is divided into two pages when printed. You can use the feature if you hope the title row can also be displayed on the second page.

Note:

1. Select the row to be repeated on all pages before enabling this feature.

2. You can only select one row at a time. If you want multiple rows to be repeated, you need to select and configure rows one by one.

3. The same table row cannot be set as both the DataRow.Table and repeated printing row at the same time.

Batch Print Pagination Setting(s)

There are three options for pagination:

1. Pagination Printing

Print only one record on each page when records are printed in batches, which can be used for data distribution. Here are the two options for Pagination Printing.

Print as one file: print and combine all pages into one PDF file for downloading.
Print as multiple files: print each page as a separate PDF file. The files will be compressed into a package for downloading.

The format of the package name will be "form name_printed time_printed user."
The names of PDF files will be consistent with the settings in Print Template Settings > Generated file name.

2. Continuous Printing

Print multiple records on each page when records are printed in batches, which can avoid paper waste.

3. Table Printing

Continuously printing the fields of DataRow.Table in a table format, printing only the first record for the other rows. For details, see Table Printing.

Note:

When there are multiple pages in the print template, you can only set one type of pagination for all the pages.