1. Template Capabilities

• Print supports Excel templates (separate from the template designer). You can upload an Excel file directly as a print template.
• The Variable Generator produces variable codes to place into the document. This makes adjusting table styles faster and easier.
• Not supported yet: Images fields (or fields that reference Images), watermarking, and header/footer/page number online printing (you must download the file to print).
• Downloaded Excel print templates support formulas. (Gradual rollout feature: Excel print templates can use Excel formulas on printed data.)
  • Supported operations: addition, subtraction, multiplication, division.
  • Applicable Attributes:
    • Number, Currency (multi-currency), Percentage, Aggregate fields, Formula fields
    • Note: Currency multi-currency and Percentage symbols follow Excel formatting.
  • Support for setting the data range to print. (Gradual rollout feature: offline Word/Excel templates can set the related list data print range.)
  • Downloaded template files support custom file naming.

2. Create a New Excel Template

• New Template:
  • Use Excel templates and click the left-side New Excel Template to start.
    Figure 1 Template basic settings

• Set template basic information:
  Figure 2 How to build the Excel

  • Template Name: Set the template name.
  • Related Object: Choose the related object. You can download a preset Excel template (or author your own in Excel).
  • Scope: Define which employees can use this template.
  • Download File Name: Templates support custom download file naming.
    • You can customize the file name by concatenating fields from this Record Type and text input, e.g., (Account Name)2022(Gender).
    • Add This Object Field does not support: Images, Files, large attachments, Signature fields, Payment component, Check-in component, or Geolocation.
    • File name is optional. If empty, the system uses the default naming: ObjectName-PrimaryAttribute.
    • If the user only inputs a single variable and that variable is empty, default naming applies.

    • File name cannot contain characters: \/:*?”&<>

  • How to build the Excel: view the user guide to create an Excel template.

3. Edit an Excel Template

• Edit Excel Template (use the Variable Generator to produce variables, then paste into the Excel template)
  • Generate Variables: Click View Variables or How to build the Excel to generate the variables needed for offline templates. Click Copy to copy the variable name into your document. (Ensure the full variable name is copied; incomplete names will not work.)
  • Variable Types: Variables include Related List Variables and Field Variables (Related List Variables correspond to objects related to this object).
  • Configure Related List Variables (Figure 3)
    • Select Related Object: choose the related object for the template.
    • Select Record Type: if you select a related object but not a Record Type, the default is all Record Types. If you select a Record Type, your loop code must distinguish between Record Types.
    • Set Sorting: choose Descending/Ascending. Default is Descending and uses the current object’s Last Modified Time as the sort field. You can change the sort field.
    • Set data scope via +Add Filter: click +Add Filter to open filter components (up to 5). The filter lists all fields of the selected related object. Whether filters are combined with OR depends on available feature packs.
    • Pseudo-code linkage: after setting filters, the pseudo-code below updates accordingly. (This is a gradual rollout feature: offline Word/Excel templates can set the related list data range; requires rollout access.)
    • After configuring Related List Variables, copy the generated code and paste it into the Excel template.
      Figure 3 Configure Related List Variables

    Figure 4 Copy the Related List Variable code into the Excel template

  • Configure Field Variables (Figures 5–6)
    • Copy the generated Field Variable code and paste it into the Excel template.
      Figure 5 Select required Field Variables

    Figure 6 Copy the Field Variable code into the Excel template

  • Upload Template (Figure 7)
    • After editing, upload the template and complete the template basic information. Upload formats supported: .xls and .xlsx. File size must not exceed 10 MB.
      Figure 7 Upload template

4. Template Actions (Figure 8)

• Edit
  • Same process as creating a new template.
• Set as Default
  • In the template list, the template marked Default is the system default template. Set a template as default so printing previews and prints use it by default.
• Delete
  • If a print template is no longer needed, delete it. (Note: system preset templates cannot be deleted.)
    picture coming soon: Figure 8 Template actions