Dynamic Printing

Clappia helps you create custom apps for any business process. Most of these processes involve printing or creating a PDF document. Clappia supports dynamic printing where a template document is merged with dynamic values captured in the forms.

Here are some of the use cases where people use dynamic printing –

  • Invoices
  • Work orders
  • Offer letters or any similar letters
  • Report cards
  • Compiled reports
  • Agreements
  • Proposal documents
  • Quotations
  • and many more…

Help video

Configure template

Enable document printing

Go to your app and enter the edit mode. Go to the “App Configuration” tab and click on the “Print Settings” button. Switch on the “Enable document printing” button. Please note that this is a premium feature and available only if you have at least 1 premium user license.

 

Add template

.doc file
You can upload a .doc file (not .docx) with all the fixed text, header, footer, images, and the variables that need to be merged from the form values. Here is an example document –

You can get these variables from the form that you have designed.

HTML Editor

You can also use the HTML editor and add your fixed components and variables as mentioned above. The HTML editor has a few advantages over the .doc option.
1) You can also insert images in the final document from the images uploaded in the form.
2) While editing on the HTML editor, you will get a dropdown of all the app variables on typing ‘@’. This makes it easier to design the print template.

Enter form fields in your app

Open the app and start filling the values or get it filled by your users.

Locate the submission

Go to the submission table and click on the particular submission.

Print

Click on the Print icon on the right panel and get your final merged document.

You can also print from the mobile app by locating the submission and clicking on the triple dot icon to get the print option.

Handling Copyable sections in print

If there some copyable sections in the app and want to print the data for all copies of that section, you can put variable names with suffixes like #1, #2 etc. For example, {field_name#1}, {field_name#2} and so on. 

In the settings below, the app contains multiple fields in a copyable section with variable names sl_no, get_data_f, etc. 

If you have configured the section to have at most 10 copies, then you need to configure 10 such rows in the table. This might lead to empty rows in case a submission contains less than 10 copies of the section. To handle this, you can use an advanced setting for the table to delete empty rows.