I. Template Capabilities

• Supports Excel templates for printing (independent of the template designer). You can directly upload Excel files as printing templates.
• The variable generator creates variable codes that can be inserted into documents, making it easier and faster to adjust table formatting.
• Currently unsupported:
  • Image fields (or fields referencing images)
  • Watermark functionality
  • Headers, footers, and page numbers
  • Online printing (requires downloading before printing)
• Downloaded Excel files from printing templates support formulas. (Beta feature: Excel printing templates support formulas for printed data.)
  • Supported formulas: Addition, subtraction, multiplication, division.
  • Applicable fields:
    • Numeric, currency (multi-currency), percentage, statistical fields, calculated fields
      (Note: Multi-currency amounts and percentage symbols follow Excel formatting.)
  • Supports setting the data range for printing. (Beta feature: Offline Word/Excel templates allow defining the scope of related list data for printing.)
  • Downloaded printing templates support custom filenames.

II. Creating an Excel Template

• Create a Template:
  To use an Excel template, click [New Excel Template] on the left to begin. (See Figure 1.)

• Configure Basic Template Information: (See Figure 2.)

  • Template Name: Assign a name to the template.
  • Associated Object: Select the related object to download a preconfigured Excel template. (Alternatively, you can create a custom Excel file without using the preset template.)
  • Scope: Define which employees can use the template.
  • Download Filename: Customize the filename for downloaded printing templates.
    • Supports custom filenames, combining fields from the object and manually entered text (e.g., (Account Name)2022(Gender)).
    • [Add Object Field] does not support: Images, attachments, large attachments, signature fields, payment components, check-in components, or location fields.
    • Filename is optional. If left blank, the default naming logic applies: Object Name - Primary Attribute.
    • If only one variable is entered and it is empty, the default naming logic applies.
    • Filenames cannot contain these characters: \/:*?"<>|
  • How to Create an Excel Template: View the guide for creating Excel templates. (See Figure 2.)

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Figure 1: Configure Basic Template Information

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Figure 2: How to Create an Excel Template

• Edit Excel Template: (Generate variables using the variable generator and paste them into the Excel template.)
  • Generate Variables: Click [View Variables] or [How to Create an Excel Template] to generate variables for offline editing. Copy and paste the variable names into the document. (Ensure the variable names are complete; otherwise, they will not function correctly.)
  • Variable Categories: Variables include [Related Object List Variables] and [Field Variables]. (Related Object List Variables refer to variables from objects associated with the current object.)
  • Configure [Related Object List Variables]: (See Figure 3.)
    • Select the associated object for the template.
    • Choose the Record Type: If no Record Type is selected, all types are included by default. If a Record Type is selected, the loop code must distinguish between types.
    • Set sorting: Ascending/descending (default: descending by the object’s “Last Modified Time” field). You can customize the sorting field.
    • Define the data scope with [+Add Condition]: Click [+Add Condition] to add filters (up to 5). These filters apply to all fields of the selected related object. “OR” logic depends on feature availability.
    • Dynamic pseudo-code: After setting filters, the generated pseudo-code updates accordingly. (Note: Beta feature—offline Word/Excel templates support defining the scope of related list data for printing. Requires beta access.)
    • Copy the generated code for Related Object List Variables and paste it into the Excel template. (See Figure 4.)
  • Configure [Field Variables]: (See Figures 5–6.)
    • Copy the generated code for Field Variables and paste it into the Excel template.
  • Upload Template: (See Figure 7.)
    • After editing, upload the template. Ensure the file format is .xls or .xlsx and the size does not exceed 10MB.

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Figure 3: Configure Related Object List Variables

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Figure 4: Paste Related Object List Variables into the Excel Template

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Figure 5: Select Field Variables

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Figure 6: Paste Field Variables into the Excel Template

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Figure 7: Upload Template

III. Template Operations (See Figure 8.)

• Edit:
  Same as creating a new template.
• Set as Default:
  Templates marked as “Default” in the list become the system default. Set a template as the default for direct preview and printing.
• Delete:
  Remove unused printing templates. (Note: System-preset templates cannot be deleted.)

Figure 8: Template Operations