Jodoo's Excel Template Printing feature enables users to embed form field codes into Excel tables. During the printing process, the system automatically populates the table with relevant form data while retaining the original document formatting. This functionality is ideal for efficiently producing tailored and polished printed documents.

In sales management, sales representatives can generate standard quotation sheets in Excel format and make personalized adjustments to the quotations based on customer requirements.

In procurement management, procurement managers can generate purchase inquiry forms in Excel format and send them to suppliers. After receiving the inquiry forms, suppliers can directly edit key information such as prices and delivery dates in the Excel file.

In human resource management, Excel templates can be used to generate table-based documents such as employee payslips and training records.

To use the Excel Template Printing feature in Jodoo, start by preparing an Excel document on your local system. Open a new or existing Excel document and edit the document to include the desired content, styles, and layout that fit your printing needs.

1. Navigate to the form in Jodoo where you need to set up the Excel printing template. Locate the Extension option in the form’s settings menu. Click on Printing Templates >> +New Table Template >>Excel Template to proceed.

a. Click on Field Code Table and the table page will pop up.

b. Identify the data fields in your Jodoo form that you want to include in the Excel file (e.g., "Name," "Price"). Copy the corresponding field code (e.g., ${Name#_widget_1729666252504},${Price#_widget_1729666252507}), and paste these codes into the appropriate locations in the document where the data should appear.

Supported Areas: You can insert the field codes into:

1. Text areas (e.g., within paragraphs, tables, or bullet points).

2. Headers and footers (e.g., page numbers, titles, or other metadata).

After preparing and configuring your Excel template with the necessary field codes, the final step is to upload it into Jodoo.

Navigate to the Printing Templates settings page in the form. In the Upload Template section, you can select or drag to upload the prepared Excel template from your local system.

File Requirements: The Excel file size is limited to 10MB, with a maximum of 5000 rows, 50,000 cells, and 200,000 characters.

After uploading the Excel template, you can click on the "Batch Print Settings" button in the upper right corner to configure the pagination method for batch printing:

There are additional settings we can configure.

Click on Printing Template Settings located in the top-right corner of the Printing Templates page. You can set the available scope and the generated file name.

By setting Available Scope, you can configure where the template can be used for printing. Records in Manage Data, Permission Sets, Workflow Nodes, and Public Queries can be printed using custom templates.

By setting the Generated File Name, you can set the file's name generated during the printing process. The length limit is 50 characters.

After configuring the usage scope and file name for your Excel printing template, the final step is to preview the output and save your settings.

Locate and click the Preview button in the template settings menu.

Verify that:

If there are discrepancies in the formatting or data mapping, return to the template configuration page to make corrections.

When creating an Excel printing template, you can insert form fields and system fields. Below is a detailed breakdown of supported field types, their functionality, and any special instructions.

1. When printing using an Excel template, the output file format is also in .xlsx.

2. If the printing template contains fields that the member does not have permission to access within the permission group, the values of those fields will not be printed.