This article explains how to set up form templates. Only users with Owner and Company Administrator permissions can configure the templates, and settings can only be managed on a PC.
For key points to note when setting up form templates, please refer to this article. If you encounter an error during form template import, please check this article.
*This service is separate contract from the KANNA Project.
If you would like to use this new function, please click here or contact us.
Setting Up Custom Report Templates
1. Select【Custom Report Setting】from【Settings】
2. Click 【+Register template】
3. Click 【Select a file】 and insert a file.
You can also insert files by drag and drop.
Note: Supported file format: .xlsx only.
Note: There is a cell limit for Excel files, with a maximum of 40,000 cells per sheet.
4. Click on a cell, enter an item name (optional) and select an item.
Select the areas to be entered when creating a report and register them as items.
There are 8 options to choose from: String, Drop-down list, Date Picker, Photos, Sync data from the project, Handwritten signature and Signature stamp.
Item settings can be copied and pasted when setting up a report template.
If you want to create across cells in template settings, please see Edit (Merge) Cells.
・Text
There are two types: single-line and multi-line. If you expect a large amount of text to be entered when creating the form, please select "Text (multi-line)."
Note: If text exceeding one line is entered in "Text (single-line)," it may not wrap, and some text may not be displayed. (See reference image)
・Drop-Down
After selecting "Dropdown (Single Selection)", if you enter the items listed below, you can then selectively fill in the corresponding field when creating a report.
・Check box
A check box is displayed and ✓ can be inserted with a single tap.
・Signature stamp
You can select whether or not to edit the characters of the seal (name and company name).
・Sync data from the project
After selecting 【Sync data from the project】, select the section and items, and click【Save】, and the selected information will be automatically entered when the form is created.
・Pasting Input Fields into Multiple Cells
You can paste an existing input field into multiple cells at once.
4-1. Select the cell with the input field you want to duplicate, right-click, and select Copy.
4-2. While dragging, select the destination cells, right-click, and select Paste.
You can select multiple cells by dragging (moving while holding down the left mouse button).
A vertical range selection is also possible. (See second image)
4-3. Paste complete
5. Click 【Save】
Saved items will turn green.
You can also check the list of items that have been saved from the "List of Settings" in the upper right corner(See the second page).
6. Click 【Save and continue】
7. Click the publish button
After creation is complete, the form will remain private.
If you wish to edit or delete the form template, click on ellipsis on the far right (See the second page).
*How to download created forms in a low-capacity file
When multiple photos are attached to a photo ledger, etc., the size of the ledger file may become too large. In such cases, it is possible to set up each form so that the Excel file can be downloaded at a lower size.
1. Click “...” in the upper right corner when setting the template → click “Image Quality Settings for Excel Downloads”.
2. Click “Low quality (Smaller file size)” → Click “Save"
By setting low image quality, the size of the Excel file to be downloaded will be reduced.
Please be assured that the images will not be visibly roughened.
Reflecting Changes in Excel Data
If you want to make edits to a registered report template or input settings, you can reload the Excel file and apply only the modifications while keeping the previously set input fields intact.
Reloading the Excel file is suited for minor changes, such as merging cells or modifying wording. For significant changes, please create a new template.
Please note that changes to the number or names of sheets will not be applied.
Please note that the input fields may shift if the following changes are made:
・Changing the order of sheets
・Adding or deleting rows and columns
1. Edit and save the Excel data you want to modify.
Please edit the parts you wish to change or correct in the original Excel file.
Example
Before change: Department and Name
Example
After change: Merge cells and adjust to create a field for entering the project name
2. Select [Custom Report Settings] from [Settings]
3. Click on the report you want to modify
4. Click [Upload New File]
5. Select the modified Excel data file
6. Add input fields to the modified cells to complete
The input fields set before the changes will remain as they are, and only the modified parts in Excel will be replaced with the latest data.
In case of unintended results
If you encounter unintended results, you can revert to the previous file by selecting [Revert to the Previous File].
Click [Revert to the Previous File]
Example
Before reverting to the previous file
Example
After reverting to the previous file