Customize your reports and e-mails with the tags

Each component of your form is defined by an item tag, for example ##contact##. The item tags represent the reference code for each element and allows you to customize your reports and your e-mails.

The item Tags.

To customize your Word, PDF, Excel files or your e-mails, you need to know the item tags of your element.

  • Click on the pencil Icone "Modifier" and go to the Help tab to find the item tags of your element. For example, the “date” element is defined by ##date##. You can note that the item tag always start and end with ##.

go to the Help tab to find the item tags of your element

  • Go to Options in the form and then to the Information tab to review all the item tags of your forms.

Go to Options in the form and then to the Information tab to review all the item tags of your forms

NB: You can also use the example provided by Kizeo (Option -> Export -> Add -> Word). The advantage of this example is that it includes all the item tags for your properly written form.

The item tags to customize your report.

To go further in the customization, you can use these following tags. You can find this list at the end of the Information tab.

/!\ The same typeface should be used for your tags (same colour, font and size).

Add general information
Date and time tags

‘datetime’  corresponds to the tag of your date and time field.

Geolocation tags:

Regular Geolocation tags

Photo, drawing and signature tags:

Define the size of your images (photo, drawing and signature)
Define the size of your multiple pictures, multiple drawings
Display the date and time of your photos when they were taken
Display the date and time of your signatures
Geolocation display of your photos and signatures
Display a link of your photos and signatures

Bar-code tags:

Bar code display in 128B format
Bar code display in QR code format
Display your fields in 128B bar code or QR Code formats

Check boxes tags:

Display of check boxes
Display of lists, slider or choice field in the check box format

List tags:

General list tags
Bullet-point list and line feed tags
Hierarchical tags

Display or delation of a table or a block of paragraph with the block tag:

/i\ It is only available in the custom-made Word/PDF.

General rules:

  • It can be configured with all fields.
  • It enables you to: display or hide a part of your Word document, which may contain text, tables, images, etc.
  • It is always built in two parts to frame the table or the block of paragraphs to make it appear or disappear: One tag before and the same tag after.
  • It does not work in the header of the Word document.

Configurations:

If a field is empty (no mobile entry) or invisible (due to visibility condition), you can choose to delete an entire part in your Word document or table with the block tag.

##_block:field##
Make part of the Word document disappear.
##_block:field##

For instance:

You have a table in your form. You do not want it to appear in you 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.

##_block:table##
Make part of the Word document disappear.
##_block:table##

Display of a block of paragraph in your custom Word document determined by a condition:

The block tag allows you to determine the visibility of a table or a block of paragraphs in you Word document based on the results of a list or choice field.

/!\ It is essential to define a code to be able to use this item tag. For more details, you may consult our tutorial: List with code.

Configurations:

##_block:list-Code##
Make part of the Word document appear.
##_block:list-Code##

If an other element will be entered, the block of paragraph will disappear.

For example:

You have a list with code containing these following items (Code:Item):

  • R:Red
  • G:Green

You want your block of paragraphs in your Word document to appear only if you have entered “Red” in your list. You must build your block tag in the following manner:

##_block:list-R##
Make part of the Word document appear.
##_block:list-R##

Display of a table or a block of paragraph determined by a field check box:

You want your block of paragraphs or table in you Word document to appear only if you have checked Yes in the check box. You must build you Block tag in the following manner:

##_block:check_box##(/code)
Make part of the Word document appear.
##_block:check_box##(/code)

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## (-zero)

Note: It does not work in the header of the Word document.

 

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