1. Printing Template Settings
Printing Template Settings
💬Create printing templates through the system
💬Scope of use of printing templates
Word Printing Template
1. Introduction
The Word printing template allows you to set styles, insert necessary fields, and adjust field positions to cater to personalized printing requirements.
This feature is ideal for scenarios requiring specific content to be printed, enhancing office work efficiency. For instance, in asset management, printing fixed asset identification cards is a common application.
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2.1 Configuration Prerequisites
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Install the ‘Word Print Template’ plugin found in “Anffy Mall” > “Plugin Center”.
2.2.1 Creating a Printing Template for the First Time
Navigate to the target application, select “Extended Settings” > “Print Template”, and click on “Create from Word Template”.
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2.2.2 Create a New Printing Template
If other printing templates exist in the application, select “Create New Template” in the upper right corner.
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- Edit the template's content and style in a local Word file.
- Click "Create from Word Template" and "View Field Comparison Table" to find and insert necessary system fields into the local Word file.
- Field codes include "field code," "QR code," and "barcode code." Single, multiple, dropdown, and picture selection fields support printing all or only selected options.
- Ensure accurate copying and use of field codes for proper field value retrieval.
- (Image Placeholder)
- Upload the configured local Word printing template and click OK to finalize the creation.
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2.3.2 Manage Word Printing Templates
Templates support copying, renaming, deleting, and editing. Edit to modify the current template or upload a new one.
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2.3.3 Configure Word Printing Template
In "Extended Settings" > "Print Template," choose "Create from Word Template" to set the template format.
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2.3.4 Enable Word Printing Template
Templates can be used in various locations and support batch printing.
- Multiple Values: Fields like multiple-select, member, and department will display and print each value separated by a comma (",").
- Picture Selection Fields: Only the image is displayed when printed, not the option name.
- Multi-line Text Fields: These won't automatically paginate. Excess content will be displayed on the next page.
- Hidden Fields: In process nodes and data tables, hidden fields will not be printed.
- Field Codes Consistency: Ensure they match the field comparison table; incorrect codes will fail to retrieve field values.
- Customizable Fields: Attachment upload, image selection, handwritten signature, QR and barcode codes in the printed file can be modified. The size unit is millimeters.
- Unsupported Fields: Description text and rich text fields do not support printing.
- Enterprise WeChat Limitation: Inserting applicant, member, and department fields is not supported.
- File Size Limitation: Word printing template files must be within 2MB, and images in attachment fields within 16MB.
- External Attachments: If the attachment URL is from an external server, only the URL will be printed, not the image.
Create Printing Templates Through the System
1 Function Introduction
Customized Printing: Users can now design printing templates as per their requirements, enhancing the customization aspect of document creation.
2 Applicable Scene
Custom printing caters to various document designs like sales and purchase orders, inbound and outbound documents, financial forms, personnel information forms, various contracts, etc.
3 Setup steps
Editing Function Entrance: Navigate through [Editing Application] > [Extended Settings] > [Customized Printing Template].
Step 1: Print Template Page Settings: For a detailed introduction, see the image link.
Step 2: Template Usage Scope: Further details can be viewed through the provided image link.
4 Precautions
- Enterprise WeChat users cannot insert applicant, member, and department fields.
Customize Print File Title
5 Function Introduction
Users can customize the PDF file name in the print template and insert form fields for distinction.
6 Applicable Scene
- Useful for differentiating files like Employee Information Form, Sales Order Entry, Contract Management, Travel Applications, etc.
7 Setup Steps
Navigate: [Edit Application] > [Extended Settings] > [Print Template].
Example: Insert "Employee Name" fields into the file name.
Post-Template Printing: Re-publish the application to activate the template.
8 Achieve Effect
Single Data Printing: The downloaded PDF file name appears as specified, e.g., "Wang Qiang, Academic Affairs Office".
Multiple Items Printing: In the compressed package, each file's name reflects the specific details like "Wang Qiang of the Academic Affairs Office" and "Li Ming of the Administrative Office".
9 Precautions
File Name Length: Due to Alibaba Cloud limitations, long file names are truncated, with the final character count varying across operating systems.
Default File Name: Used if no file name is specified.
Unsupported Fields: Updating files, sheets, rich text, description text are not supported in field insertion.
Print Template Usage Range
10 Function Introduction
Administrators can set the usage scope of custom printing templates for data management, report-data tables, and process nodes.
11 Scope of Use
2.1 Data Management
All custom printing templates are usable in the application's "Data Management" interface.
2.2.1 Location of Use
Setting Location: Enable printing for data tables in reports. Check "Printable" to add custom templates.
Usage Location: Select the required template in the "Data Details Pop-up Window" > "More" > "Print".
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2.2 Report-Data Table
2.2.1 Setting Location
Functionality Activation: Enable the printing function for data tables in reports.
Custom Template Addition: Check the "Printable" option to include a custom printing template.
Default Option: System templates are available by default for printing.
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2.2.2 Usage Location
Accessing Print Option: Open the "Data Details Pop-up Window" in "Report - Data Table" > "More" > "Print", and select the "Print Template" in the lower right corner.
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2.3 Process Nodes
2.3.1 Set Location
Node Configuration: In the "Node Settings Pop-up Window" under "Advanced Settings", locate the printing template option and click "Add Template" to choose the template range.
Default Templates: System templates are available for printing by default.
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2.3.2 Usage Location
In-App Printing: Open the in-app data list, access the data pop-up window, and select a template for printing.
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2.4 Template Usage
Template Management: In "Extended Settings" > "Printing Templates", review the usage statistics for each custom printing template.
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3. Precautions
Invisible Fields: Fields set to invisible will not be printed.
Browser Compatibility: DingTalk Browser and Feishu Browser do not support printing with the system default template.
Page Settings
12 Function Introduction
Custom printing templates support a range of customizable configurations, including template name, text, field insertion, QR code/barcode insertion, data view QR code insertion, and style editing.
13 Setup Steps
2.1 Create and Name a Template
"Click to create" > "Enter template name" > "Next step".
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2.2 Insert Field
- Choose a cell in the table and click on the field to insert it.
- The fields in the list represent field values. For instance, placing the "Exit Date" field will display as "{Exit Date}" in the design interface, showing the actual data value in the printed document.
- Once a field is inserted, the cell is locked for editing, which can be re-enabled by clearing the content.
- Supports both form fields and system fields.
2.3 Insert field QR code /barcode
Insert QR codes or barcodes for specific fields. Scanning these codes will display the related field content.
Barcode Type: Code128, with generation restrictions. Suitable for English, numbers, and common English symbols.
Barcode Length: Adjusts according to field value length. Ensure sufficient space for longer barcodes.
Aspect Ratio: Avoid a 1:1 ratio to ease scanning.
QR Code | Barcode | |
Single Line of Text | Generate by field content | Generated based on field content; |
Multiline Text | Generate by field content | × |
Date | Generate by field content | Generate by field content |
Generate by field content | Generate by field content | |
Cell Phone | Generate by field content | Generate by field content |
Number | Generate by field content | Generate by field content |
Link | Generate by field content | Generate by field content |
Single Choice | Generate by option name | Generate by option name |
Drop Down Delection | Generate by option name | Generate by option name |
Multiple Choice | Generate by option name, separated by comma "," | Generate by option name, separated by comma "," |
Updating Files | Generate according to download address | Generate according to download address |
Start and End Time | Generate by field content | Generate by field content |
Picture Selection | Generate by image address | Generate by image address |
Address | Generate by field content | × |
Position | Generate by field content | × |
Member | Generated by member name, separated by commas "," | Generated by member name, separated by commas "," |
Department | Generated by department name, separated by commas "," | Generated by department name, separated by commas "," |
Data Association | Generated based on associated data | Generated based on associated data |
Serial Number | Generate by field content | Generate by field content |
Applicant | Generate by applicant name | Generate by applicant name |
Application Time | Generate by field content | Generate by field content |
Update Time | Generate by field content | Generate by field content |
2.4 Insert To-Do QR Code
Purpose: Enables the insertion of a "To-Do QR Code" into the template.
Functionality: When the responsible person for a to-do task scans this QR code, they can access and process the to-do data.
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2.5 Insert Data View QR Code
Selection: In the system field, choose the option to insert a "Data View QR Code".
Functionality: Scanning this QR code allows viewing of corresponding data, subject to data viewing permissions:
Data Management Rights: The QR code printed in all data can be viewed by members with these rights.
Data Table Viewing Permissions: The QR code in the data table can only be accessed by members with the appropriate permissions.
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14 Edit Style
Styling: After inserting the required fields, utilize the template editor's functions to style these fields.
Editor Tools: The editor provides various options to customize the appearance of the inserted fields.
15 Paper Settings
Customization: Set the paper size and orientation as per your needs. Common sizes like A3, A4, A5, and B5 are provided by Qingliu.
Personalization: There is also an option to customize the paper size according to specific requirements.
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- Dynamic Row Height: Advisable for automatic adjustment according to the cell's content volume, ensuring full content visibility.
- Fixed Row Height: If used, excess content beyond the set height will be hidden.
4.2 Save Template
- Saving Requirement: Each time a printing template is edited, it needs to be saved.
- Publication: After saving, the template won’t be immediately usable. The application requires republishing for the template to take effect.
16 Precautions
- Invisible Fields: Fields set to invisible will not be displayed in the printout.
- Cell Editing: Each cell can only contain one field. Editing a cell post field insertion invalidates the parameters.