Create an excel template

Overview

Before you begin

[!IMPORTANT] - Permission requirements: You must have system administrator permissions or be granted print template management permissions. - Format restrictions: Only .xls and .xlsx files are supported, with a maximum file size of 10 MB. - Feature limitations: - Image fields, fields that reference images, and watermarks are not supported. - Headers, footers, and page numbers do not support online preview or direct printing (download the file and print locally). - Gray-scale features: - Formula calculations: Downloaded Excel files support arithmetic formula calculations. Supported field types include: Number, Amount (multi-currency), Percent, Roll-up Summary, and Formula. Amount and percent formats automatically follow Excel conventions. - List scope control: Set filter conditions for related list data when printing (requires gray-scale application).

Steps

Step 1: Open the creation page

1. In Setup, go to Template Management > Print Templates.
2. Click Create Excel Template on the left.

Step 2: Configure basic template information

1. Template name: Enter a descriptive name.
2. Related object: Select the business object to bind. You can download the system-preset Excel template as a starting point, or use a local blank Excel file.
3. Scope: Set the employees who can use this template.
4. Download file name:
   • Custom naming: Concatenate fields, variables, and custom text from the current object (for example, (Account Name)2022(Gender)).
   • Restrictions: Image, attachment, large attachment, signature, payment component, check-in component, and location fields are not supported. The name cannot contain the characters \/:*?"<>|.
   • Default logic: If left blank, the download file name defaults to Object Name - Primary Attribute.

Step 3: Generate and copy variable codes

1. Click View Variables or How to Create Excel to open the variable generator.
2. Variables are divided into two categories:
   • Related object list variables (detail list data):
     • Select the related object and record type (if no record type is selected, all record types are included by default).
     • Set the sort order: ascending or descending. The system defaults to descending order by “Last Modified Time” of the current object.
     • Data scope filter: Click + Add Condition (up to 5 conditions) to filter all fields of the related object. If the corresponding resource package is enabled, “OR” relationships are supported.
     • Code generation: After setting filters, the code below updates accordingly. Copy the generated list loop code and paste it into the corresponding cells in your local Excel template.
   • Field variables (single-value fields):
     • Find the field you want to print, copy the generated variable code, and paste it into the corresponding cell in your local Excel file.

[!WARNING] Make sure the copied variable name is complete. Otherwise, the system cannot recognize the variable and data will not be populated correctly.

Step 4: Upload the template and save

1. Complete the Excel template layout and variable pasting locally, then save the file.
2. Return to the system page and select the file in the Upload File area.
3. Click OK to complete the creation.

Expected results

• The new Excel template appears in the template list.
• Authorized users on the detail page of the corresponding object can click Print, select this Excel template, and download an Excel file populated with actual data.

Template management operations

• Edit: Modify basic information or re-upload the Excel file.
• Set as default: Set the current template as the default template for printing.
• Delete: Remove custom templates that are no longer needed (preset templates cannot be deleted).

Related topics

• Print template overview
• Create a PDF template
• Create a Word document