Custom-made Word/PDF: Customize your reports entirely!
By default, the PDF document summarises and organises your information on an impersonal form sheet. This is the standard PDF.
However, it is possible to customise this document with the header, layout, font, style … that YOU want. Kizeo Forms gives you total freedom to write YOUR own final report.
To do this, you will have to deal with some technical terms… but nothing serious! The 3 steps below will help you create a custom-made report that looks like you!
You are going to create what we call a custom-made Word. You will use Microsoft Word software, 2007 or newer. If you do not have the Microsoft Office suite, you can download the trial version or buy the full version on our partner’s site.
To customise your report, you will also need to know the item tags of your form. The item tags represent the reference code for each element (ex. ##customer##
). For more information on item tags, you may consult our tutorial on Tags Help.
Open a blank Word page or download and take inspiration from the Word example provided by Kizeo. We strongly advise you to proceed that way. The advantage of this example is that it includes all the item tags for your properly written form.
To integrate the data into a Kizeo Forms table in Word, you have 3 options.
Let us imagine a list or a “Category” choice list, containing items such as “Airplane” and “Train”.
##category##
##category:code##
##category:break##
##category-airplane:x:##
NB: If your list items are word groups, such as “Tourist airplane”, “High-speed train” and “Race car”, it is essential to define a Code to be able to use certain item tags.
To define a Code, go to the options of your field list or choices and enter the items under the Code:element format.
For instance (Code:Item):
A
: Tourist airplaneT
: High-speed trainC
: Race carFor more details, you may consult our tutorial: How to display checkboxes in your reports
Therefore, the syntax to make a cross (x) when the value = “Tourist airplane” will be: ##category-A:x:##
For more details, you may consult our tutorial: List with code
You can define the display colour of each item. For example, you have a list with codes containing the three following items (Code:Item):
The following syntaxes will allow you to set a colour for each item:
##list-T:Train:##
: If you want the Train item to appear in green when selected.##list-V:Car:##
: If you want the Car item to appear in red when selected.##list-A:Airplane:##
: If you want the Airplane item to appear in blue when selected.You can also make Unicode characters appear in response. The Unicode Table website offers you the characters compatible with our system.
Important Information: For Macs, so that these images appear in Word, the corresponding item tag must be in a specific font, which is “MS Reference Sans Serif”.
Otherwise, they work properly in Word and PDF on PCs and in PDF on Macs.
The syntax to make ✈︎ appear when the value = Airplane:
##category-Airplane:✈︎:##
The principle is the same as above.
##check_box:☑︎:☒##
##check_box:Yes:No.##
New: You can now define the display colour of your check box depending on the response!
##check_box:Yes:##
: Check box is checked Yes in the colour orange.##check_box:No:##
: Check box is checked No in the colour green.The syntax to make ☑︎ or ☐ appear before various list or field choice items, depending on whether they are selected or not is:
##list-Element:☑:☐##
/i\ If the elements of your list or field choice are word groups, it is essential to assign them a code so that the tag works. For more information, please do not hesitate to consult the tutorial: List with codes.
The item tag syntax will then be as follows: ##list-Code:☑:☐##
You can use these following item tags with a list or choice field: ##list:break##
and ##choice:break##
to duplicate the row and maintain the chip format used.
You want to display all or part of your hierarchical list‘s path in your custom-made Word/PDF report, the following tags allow you to do so:
As an example,let’s take the following hierarchical list:
FR-fr:France\83:Var\83700:Saint-Raphaël
##liste:path##
##liste:fullpath##
##liste:path-1##, ##liste:path-2##, etc…
In your custom-made Word/PDF :##liste:path-1##
will display « France »,##liste:path-2##
will display « Var ».##liste:pathcode-1##
/ ##liste:fullpathcode##
##liste:pathlabel-1##
/ ##liste:fullpathlabel##
If a field is empty (no mobile entry) or invisible (due to visibility conditions), you may choose to delete an entire paragraph from your Word document.
One option is to be checked in each field or each field that may potentially be deleted from the customised document if the data is empty or invisible. Under the Advanced tab, check: ‘Delete unwanted paragraph on custom-made Word/PDF if missing or hidden data’.
Once the option is checked, you still have to write your Word template well so that empty or invisible ‘paragraphs’ do not appear in your final export.
Tip: To check what Word considers to be a change of paragraph, use the ¶ option!
We understand ‘paragraph’ within Word to mean:
Parameters:
Here is a preview in Word with the ¶ option using various possible entries:
In general, when we press Enter, Word changes paragraphs and, when we press Shift + Enter, it remains in the same paragraph.
If a field is empty (no mobile entry) or invisible (due to visibility conditions), you can choose to delete an entire part in your Word document or table with the block tag.
For example, you have a table in your form. You do not want it to appear in your Word document if it is not completed during mobile or tablet entry. You must build your block tag in two parts, one before the table, to make it disappear if empty and one, after this same table to frame it.
The item tag block syntax is:
##_block:field##
Make part of the Word document disappear.
##_block:field##
General rules:
The block tag allows you to determine the visibility of a table or a block of paragraphs in your Word document based on a field list or choice.
For example, you have a field list with the following items (Code:Elément):
You want your block of paragraphs or table in your Word document to appear only if you selected “Airplane” in your list.
You must build your block tag in the following manner:
##_block:list-A##
Make part of the Word document appear if “Airplane” is selected.
##_block:list-A##
If you have selected “Train” or “Car” in your field list, your table or block of paragraphs will not appear in your Word document.
General rules:
The block tag allows you to determine the visibility of a table or a block of paragraphs in your Word document based on the results of a check box.
You want your block of paragraphs or table in your Word document to appear only if you have checked Yes in the check box.
You must build your block tag in the following manner:
##_block:check_box##
Make part of the Word document appear.
##_block:check_box##
You want your block of paragraphs or table in your Word document to appear only if you have checked No in the check box.
You must build your block tag in the following manner:
##_block:check_box-0##
(-zero)
Make part of the Word document appear.
##_block:check_box-0##
General rules:
Tips :
Now, watch the results. Go to the History page of your menu and click on Custom-made Word or PDF if needed.
You can also rename your export files. For more information, refer to our tutorial.
Do not hesitate to comment on this article!
All your questions, comments and suggestions are most welcome!
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