Output Templates

Hiding Rows / Sections of Your Template
There are sometimes situations where you'd like to show or hide sections of your data template based on outcome of each Form entry's answers. For...
Mon, Mar 26, 2018 at 10:40 PM
Dynamic Output using Form Formulae
The platform has the ability to evaluate formulae just like those you would use in your Forms. You can read all about what a formula is and how to create th...
Sat, Apr 14, 2018 at 9:20 AM
PDF Output Tips and Tricks
Avoid floating textboxes Word and Excel both allow you to insert textboxes that "float" on top of the page or spreadsheet. While these can be rea...
Mon, Mar 26, 2018 at 11:02 PM
Repeating Data
Many templates have a need to present repeating data. Often the precise number of repeated answers will vary from data entry to data entry. You can add repe...
Wed, Mar 28, 2018 at 11:01 PM
Image Sizing
To add an image, all you need to do is add the placeholder for the image field. However the system will size the image automatically and usually this is no...
Tue, Mar 27, 2018 at 9:07 AM
Built-in Data
Every form entry includes a number of built-in data fields that are available for use in your templates and connectors. Additionally we provide built-in fi...
Tue, Mar 27, 2018 at 9:09 AM
Using Word/Excel Comments To Preserve Template Formatting
Often when building a template, your formula or placeholder syntax is too long to fit in the designated area of the template.  The result is ugly word wrap...
Tue, Mar 27, 2018 at 9:19 AM
Charts in Templates
Charts in Excel or Word are not officially supported in our data template functionality. We are aware of some customers having success generating basic cha...
Tue, Mar 27, 2018 at 9:22 AM
Supported Fonts on Exported Templates
Our template engine only support fonts that are installed on our servers. Therefore, using fonts that are not supported will result in a default font being ...
Tue, Mar 27, 2018 at 9:23 AM