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
- Download the plugin from https://github.com/jogetoss/document-generation-datalist-action.
- Create a new form with the necessary details using form builder.
- Generate a CRUD by using Generate App option shown below:
Figure 1: Generate a Form CRUD
Create a word template
1. Create a word document template with general fields which will determine the layout. For example, if one want to create a CV, the word template will be as shown below:
Figure 2: Word document template
Sample Template
2. 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:
Figure 3: Upload Word template in the Apps's Resource
2. 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:
Figure 4: Drag and Drop the Document Generation Datalist Action Plugin in the list
3. Now click on the plugin → plugin Configuration →Template file bring the hash variable of the resource that was uploaded previously.
Figure 5: Get the hash variable of the Resource uploaded previously
Download the form
- Save it and whenever a form is created or edited in the CRUD, it can be downloaded using the Download Word File button as shown below:
Figure 6: Export the Document using Download Word File button
