You're receiving form results into the dashboard and you want to be able to send them to a client or supplier with your company template. Custom Printing enables this to be possible.

Add custom print template

1. Click Forms [Form Name] Edit 

2. Make sure the Custom Printing mode on the right , this will display the variable name next to each form field, e.g. {variable name}.

3. Each field question will have a code attached to it i.e. {$id1} 

4. Copy the variable/s you want from the Form details screen and paste them into your print template (we recommend using Word .docx format). Tables are a great way to set up your print template.

5. Client/Project labels and single option responses will populate as values.

6. Multi-option responses will populate as ticks:

7.  If your multiple choice question contains an 'other' option, be sure to copy both the question code and the 'other' code to your template. 

8. Save your print template.

9. Click the Upload Template button in the Print template section to browse for your saved print template. Don't forget to Save & Close!

NB. The Print template section of the screen is only displayed under the custom printing section where you preview the form in the form builder

Click the red trash button to delete the print template.

Custom print for Group Questions

For this example we will use a table in MS Word. The table will consist of a row for each team and for each row each column we represent the following:

1. Team name

2. Team location

3. Team employees

Here is an example of the desired output:

To achieve this, we will use two special place holders - tablerow and listrow. Both of these allow us to generate multiple rows of data for a multiple response questions.

Before we get into how to use tablerow and listrow let's go through how you can access data in question groups.

Inspect the question place holders by using the “Custom Print” tab

Looking at the second question in the Organisation Teams form, the Team Question Group, you’ll notice that the entire group as a placeholder $id1. Using this placeholder you can access the answers to the group’s questions by using a . followed by the $id placeholder of the question. So for example, to access the Name answer you would use $id1.data.id1.

This pattern continues even for nested question groups as seen in the screen shot below:

Now that you know how to access data in groups, let’s look at the tablerow placeholder to see how we can print out multiple answers for a question group.

Below is an example of using a tablerow placeholder to print out the first two questions - Team Name and Team Location.

To begin with, we set up a 2 x 2 table in Word with the appropriate headers. Once this is done, let’s add the tablerow placeholders.

Let’s walk through what the above means. The tablerow indicates that we want to loop through multiple answers to the question represented by the placeholder $id1. In our case this is the Teams question group question.

For each answer to the Teams question group we will add a new row to the table and populate any placeholders in between the start, indicated by {tablerow from=$id1 item=_row} and the end, indicated by {/tablerow}.

Note the expression from-$id1 item=_row means that within the tablerow we can refer to the $id1 placeholder data as _row.

Now let’s add the data we want to print for each Team by placing the Question groups question id placeholders:

Based on what we learned previously about accessing question group data we can now access any question group question by using the prefix $_row.data followed by the placeholder of the desired question.

So in this case:

{$_row.data.id1} = Team name

{$_row.data.id2} = Team location

{$_row.data.id3} = Australian city

Now let’s upload this template to the form and submit some data!

Here is the result of the print: