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07Sep, 2016
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The Kizeo Forms settings: The Exports tab

The Exports tab brings together the options that let you personalise your final reports. Using this tab, you can rename your export files, choose the text to display for the check box, organize the display of your CSV and Excel list and finally import custom-made Word and Excel template.

  •  Go to the Configuration menu, in the Forms tab.
  •  Select a form.
  • Go to Options -> Exports tab.

All export tab:

All export tab

 

  • Edit the name of the exported files: customise the name of the unit exported files by using dynamic item tags.
  • Input text if the check box is ticked/not ticked: these two options allow you to customize the text of the check box. For example, yes/no or validated/not validated.

The Excel list tab:

This tab gathers options that interact with the Excel list. You can choose the type of file you want to export, display the history of each piece of data, a unique identifier, a registration number, an invisible field, organise the display of your export and create a custom-made Excel list.

For more information, you may consult our tutorial about the Excel list.

This tab gathers options that interact with the Excel software.

Introduction to the various options for the Excel list format.

  • “Display the history of each field given in your Excel file”: your Excel file list will include an additional “History” column precisely describing the history of the data: saved, transferred, edited data, by which user and on which date.
  • “Here you can choose the type of Excel file that you want to export”: you choose the type of Excel file that you want to export:
    – The xls format is the old Excel format used between 1997 and 2003.
    – The xlsx format is the new format from the 2007 version (It is preferable to export in xlsx format. Only export in xls format if you have to work on a version dating from 2003 or previously).
  • “Display a unique identifier”: your Excel file list will include an additional “Unique identifier” column. This is the unique identifier of the data in Kizeo.
  • “Display a registration number”: your Excel file list will include an additional “Registration number” column. The registration number is a number inherent to your form which starts with 1.
  • “List behaviour/multiple choices”: this allows you to decide if you want the lists/multiple choices to be combined into a single column in the Excel file or, on the other hand, to be separated into several columns. All you need to do is select the corresponding field in the scroll list: “Combining into a single column” or “Separate into several columns”.
  • “Behaviour of empty cells (Excel)”: this allows you to decide if you want empty cells to be merged, duplicated or left empty. All you need to do is select the corresponding field in the scroll list: “Merge”, “Duplicate” or “Leave Empty”.
  • “Display the hidden fields”: this allows you to display “hidden” fields in your Excel list based on a visibility condition.
  • “Display the customizable user fields”

Custom-made Excel list.

You can organise the display of your Excel list and add new columns.

  • Drag and drop elements from left to the right according to the desired order 
  • If you want to see the header of your columns, check Display the header.

You can organise the display of your Excel list and add new columns

CSV tab:

Introduction to the various options for the CSV format.

Introduction to the various options for the CSV format

  • “CSV in Windows format (advised for opening the form with Excel)”: this allows you to read a CSV file in Windows Excel format.
  • “Date format”: select the format you want (ISO  YYYY-MM-DD or classic format DD/MM/YYYY).
  • “CSV Separator”: allows you to decide if your data is often separated by a comma or a semi-colon.
  • “Empty cells management (CSV)”: this allows you to decide if you want empty cells to be duplicated or left empty.

Custom-made CSV.

You can organise the display of your CSV and add new elements.

  • Drag and drop elements from left to the right according to the desired order 
  • If you want to see the header of your columns, check Display the header.

You can organise the display of your CSV and add new elements.

Standard PDF tab:

Different display settings to customize your PDF are available

Different display settings to customize your PDF are available:

  • Add a header and/or footer to your Standard PDF report. Simply add text in the two dedicated areas (Form’s options > PDF).
  • Display time under pictures, barcodes and geolocation.
  • Display user’s name. Can be useful when there are multiple users.
  • Display completion date (date when a completed form was ‘saved’).
  • Display a unique identifier.
  • Display a record number (from 1 to n… – specific to a particular form).

By default, ‘Display user’s name’ and ‘Display completion date’ are enabled.

For more information, you may consult our tutorial about the Standard PDF.

Word /Excel tab:

This tab gathers options that interact with the custom-made Word and Excel

This tab gathers options that interact with the custom-made Word and Excel.

  • Export Word/Excel as default: when you click on the Custom-made PDF or Custom PDF from Excel in the History or in the Email tab, this template will be used.
  • Name of export: enable you to quickly and easily identify your template.
  • Edit the name of the exported files: you can use dynamic item tags to customize the unit exported files.
  • Display hidden fields: allows to display “hidden” fields in report based on a visibility condition.
  • Download the current model or the example.
  • Analyse the template.
  • Load a new template.
  • Delete the template.

For more information, you may consult our tutorial on The Multi-Export, custom-made Word and Excel.

+Add tab:

This tab allows you to add new custom-made documents (WordExcel and PDF).

Choose your previously prepared Word or Excel files by clicking on slide your Word/Excel template here or drag it into the window.

slide or click to add your word excel template here

/!\ IMPORTANT /!\ You must save the form on the server at least once for it to use the Add buttons.

For more information, you may consult our tutorial on The Multi-Export, custom-made Word and Excel.

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