This would be how a single report looks with the uploaded template example above: If a filter is applied to your listing page, only the filtered records will be mail merged. The reports will then be downloaded to your computer in a. You can upload as many report templates as you want.ĭownload Reports Formatted with your TemplateĬlicking the Mail Merge button next to your report name when you would like to generate reports from the data in your database will take you to an option that displays the number of entries you would like to download with the mail merge template applied. You can name and save your uploaded template here (don't forget to click Upload to save). If you need to mail merge the subtable records, it's currently only supported with Excel.Īfter you're done with designing your template, upload this report template to your sheet by clicking on Create a template on the mail merge configuration. Please note that some elements like text boxes are not supported for variables yet. The field values would be formatted like the above. If you need a text document instead, you can create a template directly in a text editor application such as Microsoft Word. In the example above, Microsoft Excel is used to edit the template, but basically, any type of spreadsheet application would work as long as you can save your spreadsheet with. If you have duplicated field names, and you want to mail merge the data from all these fields (those with the same name), you will need to change them with different names, to let the system map the fields correctly while downloading your data by mail merge. If the field values are in subtables, they can be written as You can choose to omit fields if you want, and repeating field values are also possible. You can download the template created by Ragic according to your form page design, by clicking the Download button next to Sample Template.įeel free to make modifications to customize your template in any way you want. If you have any questions not having this feature, please contact your SYSAdmin of the database to check if you are configured with proper access right.Ĭlick Mail Merge under Tools in your listing page. If you don't see this feature on the sheets, it may be related to the access right you are granted. You can download reports of individual entries in a customized Excel or Word format in Ragic with the mail merge tool. 5.3. Temporary Log-in for Guests by E-mail ID Fieldĭownload reports formatted with your template.2.4. Saving Frequent Searches as Personal Views.2. Filtering, Sorting & Full Text Search & Views. Filtering, Sorting & Full Text Search & Views.1.11. Browsing multiple images in Image Carousel.1.10. Switching Between Different Multiple Versions.1.2. Adding, Editing, and Deleting Entries.
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