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Introduction
Document Generation Datalist Action is a plugin that exports form data to a Word document based on a specific template.
How to Set up the Plugin
Create a Form
Plugin Info
Plugin Available in the Bundle:
Document Generation Datalist Action
This plugin bundle is compatible with Joget DX 8.
Expected Outcome
To successfully export form data to a Word document based on the template.
Get Started
Prerequisites
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Create a word template
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Create a word document template with general fields which will determine the layout. For example, if one want to create a
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Sample Template
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resume, the word template will be as shown
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in Figure 1.
Utilizing form field IDs as placeholders for replacing/retrieve actual data. These placeholders are represented as $(field_id), such as $(name) and $(email) etc.
Upload the word template in App's Resource
1. Now upload this Word Template (the created word template) in the App's Resource in Joget as shown below:
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For form grids, we can either print out the specific value by using ${<formGridId>[<rowNumber>].<columnFieldId>}, or printing out the entire grid using ${formGridId} while filling up the mandatory plugin configurations for it.
Figure 1: Word document template
Download Sample Template
Steps
1. Import demo app from Download Demo App or follow Create form and datalist from scratch.
Create form and datalist from scratch
1. Get the plugin jar file from https://github.com/jogetoss/document-generation-datalist-action/releases.
2. Create a new form with the desired fields using form builder.
Figure 2: Form Builder Form
3. Generate a CRUD by using Generate App option shown below:
Figure 3: Generate a Form CRUD
4. Now go to List Builder and choose the list of that form that was created earlier and drag and drop the Document Generation Datalist Action plugin element into the list as shown below:
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Figure 4: Drag and Drop the Document Generation Datalist Action Plugin in the list
5. Fill in the plugin configurations based on Document Generation Datalist Action Properties.
6. Save it and whenever a form is created or edited in the CRUD, it can be downloaded using the Download Generation Datalist Action button as shown below:
Figure 5: Export the Document using Download Generation Datalist Action button
Using Hash Variable to Manage Template File
1. Now upload this Word Template (the created word template) in the App's Resource in Joget as shown below:
Figure 6: Upload Word template in the Apps's Resource
2. Now click on the plugin → plugin Configuration →Template file bring the hash variable of the resource that was uploaded previously.
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Figure 7: Get the hash variable of the Resource uploaded previously
Document Generation Datalist Action Properties
Figure 8: Plugin Configurations
Configure Document Generation Datalist Action
Name | Description |
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Template File | Template file created at Create a word template. You can use hash variable or directly upload the Template File in the field. |
Form | Form to be exported into Word File. |
Image Pixel Dimension (Width x Height) | Header |
Image Width (pixels) | Image width to be exported to, in pixels. |
Image Height (pixels) | Image height to be exported to, in pixels. |
Form Grid Customisation | Header |
Grid Width (Big Integer) | Grid width to be exported to, in Big Integer. |
Grid Direction | Grid direction to be exported
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Include Header | If checked, header will be included in the exported grid. |
Source Code and Plugin Download
- Please visit https://github.com/jogetoss/document-generation-datalist-action for the plugin's source code.
- You can find the latest release at https://github.com/jogetoss/document-generation-datalist-action/releases.
- Upload the plugin to your Joget by navigating to Settings > Manage Plugins > Upload Plugin as admin.
Download Demo App
Download the form
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Download Demo App
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