Design the report of your forms with Word. Get in touch with MoreApp to activate the integration on your account!


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This feature is available in the Branch, Tree and Forest plans.


Please note: Do you use a lot of Rules in your form? In that case you can use HTML to create your PDF. 


1. Purchase the Word integration  

Get in touch with MoreApp to activate this integration on your account. Costs: €30 per month or €330 per year.



2. Create the Word template

Use placeholders in your Word template in order to know where the form entries will be placed in the report. You can identify the placeholders based on the data names of the widgets which can be found in the advanced mode of the widget's properties panel.



Most of the widgets on the platform use the placeholder; {dataname}, for example, the Text-widget will have the placeholder; {text}. The widgets which use a different placeholder are the following:


2.1 Subform-widget 

The Subform-widget has to be inserted in this manner in order for it to be visible in your Word report. 

{#subform}

{day}, {hours} 

{/subform}


It is possible that you have a subform in a subform. Make sure that the placeholders of the first subform are around the placeholders of the second subform. Example:


{#subform1}

{Month}, {Day}, {Month}.

{#subform2}

{start time}, {end time}, {pause},

{/subform2}

{/subform1}


Below you will find an example. In red you can see the placeholders from the subforms.


2.2 File-, Photo-, Drawing and Signature-widget 

These widgets use the placeholder; {%dataname}


Note: Only the images of the File-widget will be added to the report generated with the Word integration.

Note: Also, pay attention that the Video-, Catalogue-, PostcodeNL and Pin-widgets won't be visible in the export of the Word integration.

2.3 Example




3. Configuring the integration

Now that you have successfully bought the integration, you can log into the MoreApp Platform. Select a form and click on Edit Form. Go to the Integrations tab. Then click on Add Integration. Select the Word Integration and click on Add. You can now start configuring the integration.

 

  • You can choose Word or PDF as an Output format. Note: If the PDF doesn't look good, create the Word template with LibreOffice
  • At the Reply To field, you type in the email address that the user can reply to.
  • At the From field, you can insert the name of the sender, like the company name.
  • It is also possible to enter your Mandrill API Key and Email Address so your emails will be send from your Mandrill account. Here you can find more information about Mandrill. Pay attention: this is part of the Branding module. 
  • Under Recipients, you can insert the email of the person who will receive the file, use a comma to separate the emails if there are more than one. Also, you can add Dynamic recipients which uses the the email filled in the Email-widget in your form. You can also automatically send the form to the person who completed the form. You can do this by checking Send to user that submitted the form
  • Add to CC the email address where the copy should go to and to BCC e-mail addresses that should receive a copy, but should not be visible as recipient.
  • Next, add the Subject line of the email, here you can also use placeholders.  
  • You can add text and placeholders to the Body of the email. Pay attention! You can't use the placeholder of the Image-widget, Photo-widget and Subform-widget in the body.
  • Add an email text and name the file under Filename
  • Then add the Word template and click on Validate. After clicking on Validate a Multi error can occur. This means that there are wrong brackets in the Word file around the placeholders. Do you want to discover errors in your Word file? Then you can use this program



Give your file a name under Filename and upload the Word template you created, and click on Save. Now that you are finished with editing your form click on Save & Publish.


4. Image Quality

The Image Quality is set to Original by default. Images are send with their original size. In case your form has dozens of images, it may happen that the email becomes too big and that the receiving mail server refuses the email. Therefore, choose the image quality that matches your form; High, Medium or Low. This reduces the images to max 1000, 600 or 200 pixels respectively. Choose Medium or Low so that a PDF with a lot of images can still be emailed. Choose Original or High if you only added a few images to your form.



5. Remove the default email

You can remove the default email that MoreApp generates under the Email tab by clicking on the trash icon if you do not want to receive 2 emails.



6. Congratulations!

You have successfully designed the reports of your form with the Word Integration! 


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