As of version 3.7.2.10 it is now possible to export forms with a table of ordered custom fields.
In the following we will demonstrate with an example how to setup your form export template with the required settings.
Consider a form setup like the following:
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This holds all of the same values, and an edited template can make these groups clearer. To better illustrate the groups are as following:
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Then select Form Options:
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Select export templatesExport Templates:
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Select the form type you wish to use. And if you would like to make a new template, click ‘Generate Word Template’
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To begin select the amount of table columns that will be shown, note that this results in 1 higher then the amount selected, as it is not including the Comparison Custom Field , which will be explained below. In this example we have selected 3 columns, and the type of comparison we wish to make is of Date Time, so we select that filter type.
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Now we must pick the fields we are going to compare, in our example we are comparing the Arrival Time that parcels arrive at. Our filter will only show Custom Fields of the Filter Type selected.
So we select them like in the following:
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In our example we have now successfully exported the table in order of Parcel Arrival Time, with the related fields appearing as expected.
Lastly, for Below continue reading to learn about the Copy Feature, for if you wish to make another similar template.
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For time efficiency we have also included a copy featureCopy Feature, in that you can copy ALL settings from another already verified template.
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