The Amplus Forms platform allows you to export Data in the layouts you want by using Microsoft Word and Excel templates. If you already have Word or Excel documents that you use as data capture Forms or have been printing out, with a few minor changes you can reuse these as data templates.
The Word document functionality works similarly to a Microsoft Word “mail merge” in that the system produces output based upon pre-formatted templates. The template contains the static (non-changing) text, images and formatting wanted in the final output. It also includes placeholders where Form entry answers will go.
For example, imagine you have an Inspection Form and you want to export the Inspection Data captured on the app as a standard letter. You can create a Word template that sets out the standard text of the letter along with placeholders for where various Inspection answers should go. As well, you can have pre-formatted sentences and paragraphs triggered by conditions or answers in your inspection form to add to your report.
The Word and Excel output documents from Amplus Forms contain all your Form’s available placeholders.
Add repeat rows/sections to help automate your custom report template where your form contains repeat tables and or repeat pages. They give you the opportunity to not miss any important information that needs to be repeated vertically or horizontal (rows or columns).
Here is how it works. Go to the Settings in your Form Settings.
Apps Screens Settings
In Advanced Options you can click on “Get Sample” adjacent to the Word Template and Excel Template which will download its respective sample. These will help you with the formulas that will do the magic so that you do not necessarily need to have the placeholders and formulas on the top on your mind.
After you get the sample, we need to understand what exactly needs to be repeated. Here are some examples;
Per Row: Use the REPEATROW feature if you would like to repeat your items stacked for each repeat. Add a title row at the top to give headers of your repeating items.
Add a vertical pipe / bar “|” with the number of repeats i.e., {{REPEATROW | 3}} to insert multiple items before adding a new row. The below example will add three photos then on the 4th, 5th and 6th will add below the first row. Likewise, the 7th, 8th and 9th photos will be below the second row of the 4th, 5th and 6th photos.
Per Section: Repeated sections allow you to add multiple items into a document template in the placement and order you choose. Using repeated sections, you can add not only selected items, but also add fixed text language, view, or a partial list. An example would be a repeating page in the mobile app can have a repeating section (page) in the Excel. Every page added by the mobile user will have another added page section in the output report.
Hide Section: There are several ways to hide columns and rows in your Excel report. One thing you might not be aware of: you can hide and unhide columns or rows, at the same time, even if they are non-contiguous. Better yet, if they are contiguous you can use only one HIDE IF. Below is an example to hide rows if the Data Name “jobNo” is equal to “Job”.
Hide Row: Similar to the Hide Section a single row can be hidden on condition. Below is an example to hide “Row 2” if jobNo = Job.
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