Design the report of your forms with Word. Get in touch with MoreApp to activate the integration on your account!


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This feature is available in the Branch, Tree and Forest plans. Check our plans.


 Note: Do you use Rules in your form? In that case you can use HTML to create your PDF. 


1. Add the Word integration  

Log into the MoreApp Platform, open your form and access the Integrations tab. Add the Word integration to the form. 


2. Create the Word template

Use placeholders in your Word template in order for MoreApp to know where the form entries will be placed in the report. You can identify the placeholders based on the data names of the widgets which can be found in the advanced mode of the widget's properties panel. It is important to use the exact same Data name as the one you find here.


Most of the widgets on the platform use the placeholder; {dataname}, for example, the Text-widget will have the placeholder; {text}. The widgets which use a different placeholder are the following:


2.1 Subform-widget


The Subform-widget has to be added to the Word report according to the steps below. A subform has to be opened and closed. Take the example, change the word ‘subform’ to the Data name from your Subform-widget. For the day and hours you do the same.


The Subform-widget has to be inserted in this manner in order for it to be visible in your Word report. 

{#subform}

{day}, {hours} 

{/subform}


It is possible that you have a subform in a subform. Make sure that the placeholders of the first subform are around the placeholders of the second subform. Example:


{#subform1}

{Month}, {Day},

{#subform2}

{pause},

{/subform2}

{/subform1}


Below you will find an example. In red you can see the placeholders from the subforms.



2.2 File-, Photo-, Drawing and Signature-widget 


These widgets use the placeholder; {%dataname}


Note

  1. Only the images of the File-widget will be added to the report generated with the Word integration.
  2. The Video-, Catalogue-, PostcodeNL- and Pin-widgets are not displayed in the export.


Note: You can not adjust the size of the images in your report.



2.3 Search-widget and License Plate (NL)-widget


Go to the Email tab and click on Placeholders. Here you can find the placeholders that can be used.



Note: Do not add the $ of the placeholder to your Word document. In the Word-integration you only need to add the {dataname}.


2.4 Radio and Lookup-widgets


These widgets use the common placeholder {dataname}. The value appearing in the field ID, is the value that will be received in Word, PDF and Email.



2.5 Pagebreak

It's also possible to add a page break in your Word template. Go to Layout > Page Breaks > Page.



2.6 Example




3. Configuring the integration

Go to the MoreApp Platform, select a form and click on Edit Form. Go to the Integrations tab. Add the integration to your form by selecting Add Integration. Select the Word Integration and click on Add. You can now start configuring the integration.

 

  • You can choose Word or PDF as an Output format

Notes:


- If you choose PDF as the output format, the font of your report will change to the default MoreApp font.

- If the PDF doesn't look good, create the Word template with LibreOffice

  • At the Reply To field, you type in the email address that the user can reply to.
  • At the From field, you can insert the name of the sender, like the company name. You can also use placeholders. The placeholders can be found in the Email tab under Placeholders. Example: {dataname}
  • It is also possible to enter your Mandrill API Key and Email Address so your emails will be send from your Mandrill account. Here you can find more information about Mandrill. Pay attention: this is part of the Branding module. 
  • Under Recipients, you can insert the email of the person who will receive the file, use a comma to separate the emails if there are more than one. Also, you can add Dynamic recipients which uses the email filled in the Email-widget in your form. You can also automatically send the form to the person who completed the form. You can do this by checking Send to user that submitted the form
  • Add to CC the email address where the copy should go to and to BCC e-mail addresses that should receive a copy, but should not be visible as recipient.
  • Next, add the Subject line of the email, here you can also use placeholders. The placeholders can be found in the Email tab under Placeholders. Example: {dataname}
  • You can add text and placeholders to the Body of the email. Use placeholders in the body to customise your email. Please note: You can't use the placeholder of the Image-widget, Photo-widget and Subform-widget in the body. The placeholders can be found in the Email tab under Placeholders. Example: {dataname}
  • Give the file a name under Filename. The placeholders can be found in the Email tab under Placeholders. Example: {dataname}
  • Then add the Word template and click on Validate. After clicking on Validate a Multi error can occur. This means that there are wrong brackets in the Word file around the placeholders. Do you want to discover errors in your Word file? Then you can use this program



4. Image Quality

The Image Quality is set to Original by default. Images are send with their original size. In case your form has dozens of images, it may happen that the email becomes too big and that the receiving mail server refuses the email. Therefore, choose the image quality that matches your form; High, Medium or Low. This reduces the images to max 1000, 600 or 200 pixels respectively. Choose Medium or Low so that a PDF with a lot of images can still be emailed. Choose Original or High if you only added a few images to your form.



5. Remove the default email

Do you not want to receive the default email from MoreApp? Go to the Email tab and click on the trash icon to delete the default email. Then click on Save & Publish.


Note: If you remove the default email, you will not be able to download the PDF report under the Registrations tab in the Platform. The Word-integration does not have a download button for the generated reports.



6. Congratulations!

You have successfully designed the reports of your form with the Word Integration! 


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