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Excel Template

This article introduces how to use Excel templates.

Updated over 3 weeks ago

What is the Excel Template Printing Feature?

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.


When to Use this Feature?

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.


How to Use this Feature?

Step 1 Preparing an Excel Template Locally

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.

Step 2 Configuring the Excel Template in Jodoo

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).

Step 3 Uploading the Excel Printing Template

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.

Step 4 Configuring Batch Print Settings

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:

  1. Print as one file (default): All data will be printed in one Excel file, with each data entry split into one or more sheets within the Excel file. For example: If the Excel printing template contains only a single sheet, printing 5 data entries will result in an Excel file with 5 sheets. If the Excel printing template contains n sheets, printing 5 data entries will result in an Excel file with 5×n sheets.

  2. Print as multiple files: Each data entry will be printed as a separate Excel file, and all the Excel files will be provided for download in a compressed package.

Step 5 Configuring Printing Template Settings

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.

Step 6 Previewing and Save the Excel Printing Template Settings

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:

  • The field codes are replaced with the correct data.

  • The formatting and layout are displayed as intended.

  • The generated file name follows your specified naming convention.

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


Supported Fields for Excel Printing Templates in Jodoo

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.

Field Type

Supported

Special Notes

Single Line

Supports text, barcodes, and QR codes. Barcodes and QR codes include a "size" parameter to adjust dimensions (in mm). Default sizes: QR Code 20×20, Barcode 30×20. Customization is allowed.

Multi Line

Number

Date/Time

Radio

Checkbox

If multiple values are selected, they are separated by commas in the print output.

Single-Select

Multi-Select

If multiple values are selected, they are separated by commas in the print output.

Divider

×

Image

Includes a "size" parameter to adjust dimensions (in mm). Default size is 30×20. Four adaptive size options are provided with examples.

1. Fixed Width, Auto Height ${Image_Field#_widget_12345|size=30*auto}

2. Fixed Height, Auto Width ${Image_Field#_widget_12345|size=auto*20}

3. Auto Width and Height ${Image_Field#_widget_12345|size=30*20_auto}

4. Fixed Width and Height ${Image_Field#_widget_12345|size=30*20_fixed}

Note: Images cannot be inserted into headers or footers.

Attachments

Represents the attachment names. If multiple attachments are included, they are separated by commas in the print output.

Subform

1. Each field in the subform provides a separate code. Fields such as divider lines, queries, data selection, and text recognition are not supported.

2. Subform fields can only be printed within tables. During printing, data will be filled row by row for each group as a unit. Subfields placed outside the table will be printed as field codes.

3. If fixed content or main form field codes are written in the same cell with subfield codes, the fixed content and main form field codes will only be printed once in the original cell and will not expand along with the subfields.

4. Subforms support adding a "System Serial Number" field to the template.

5. Subfields in the subform cannot be inserted into headers or footers.

Query Data

×

Select Data

1. Display fields retain the same behavior as their original field type.

2. Cannot be inserted into headers or footers.

Signature

1. Field code includes a "size" parameter to adjust the image size (mm). Default is 30×20; customization is allowed.

2. Cannot be inserted into headers or footers.

Serial Number

1. Supports text, barcodes, and QR codes.

2. Field codes for barcodes and QR codes include a "size" parameter to adjust the horizontal size (mm). Default: QR code 20×20, barcode 30×20, with customization allowed.

Member

Members

If the field contains multiple values, they are separated by commas in the print output.

Department

Departments

If the field contains multiple values, they are separated by commas in the print output.


More to Know

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.

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