07Sep, 2016

Kizeo Forms option: edit the name of the exported file.

When you export your data, the name of the report is the name of the form by default. In this tutorial, you will discover how to edit the name of your exported file. This customisation will be effective on custom-made reports (Word, PDF and Excel) and on the Standard PDF.

Configuration to edit the name of the exported file.

  • Go to the Configuration menu, Forms tab. 
  • Select a form.
  • Go to Options in the form and then to the Exports tab.

export tab

  • Here you can edit the name of the exported files. You can also use tags present in your form (name of you customer, date and time…). In our example, we use text and tags.

you can edit the name of the exported files

  • Close the window.
  • Do not forget to save your form!

Export display

Export display



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