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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.

Dynamic Printing

Add Print Template

You can configure your template with the built-in text editor in Clappia which is similar to Doc/Word with all the text, header, footer, images, and the variables that need to be merged from the form values. Here is an example document -

Dynamic Printing


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

Dynamic Printing

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.

Dynamic Printing

Locate the submission

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

Dynamic Printing

Print

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

Dynamic Printing

Print from the mobile app

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

Dynamic Printing

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 item_name, item_quant, priceqty, item_total.

Dynamic Printing

If you have configured the section to have at most 5 copies, then you need to configure 5 such rows in the table.

Dynamic Printing

Dynamic Printing

 In case you have configured 5 rows and you have copied 3 sections then the print template will not display the 4th and 5th row which are empty.

Dynamic Printing
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