[TECH COLUMN] Output a Word form using Connector for kintone (OPROARTS)

Hi, everyone!

This time, we would like to introduce how to output a Word form from kintone using Connector for kintone.

* To use Connector for kintone's functions in kintone, you need to install an app and a plug-in of "OPROARTS Connector for kintone" into your kintone organization. From this page, you can download ZIP files of the app and plug-in. Use them to install the app and plug-in into your kintone organization.

* A quote-management app named as "ARTS_DEMO" is used in this article. Those who want to follow the contents of this article from the begeinning to the end should create the app. The information necessary to create it is listed below, so please refer to it to prepare the "ARTS_DEMO" app.

ARTS_DEMO app information

Label Name	Data Type	Field Code	Formula
Issue Date	Date	Date	-
Customer Name	Text	Customer_Name	-
Quoatation Number	Text	Quotation_Number	-
Company Charge	Text	Company_Charge	-
Remarks	Text Area	Remarks	-
Contents	Text	Contents	-	Table
Unit Price	Number	UnitPrice	-
Quantity	Number	Quantity	-
Price	Formula	Price	UnitPrice*Quantity

The image of the app's form settings

* You may set a default value of each item or a prefix/suffix of number item as you like.

Design a form template

To begin with, design a form template with an Office add-in "Document Designer for Office".

An example of a form design is like this.

CSV fields are defined as follows.
(It makes things easy at the time of mapping to name field names the same names as field codes of the kintone app.)

Header/Footer

Line item

Use the field values below for "Tax" and "Total (including tax)" in the template design.

Tax

 IF true "[Tax|¥#,##0]" ${=FORMAT_NUMBER(SUM({!2/Price})*0.08,'¥#,##0')}

Total (including tax)

 IF true "[Total|¥#,##0]" ${=FORMAT_NUMBER(SUM({!2/Price})*1.08,'¥#,##0')}

Select "Upload" in [Word] tab.

Specify CSV for Input, enter a template name, select the Word file in which you designed a template for Word document and click [Create].

Click [Deploy], click [Deployment] in Template Deployment Wizard and template deployment is complete.

Set up Connector for kintone in kintone

Open Connector for kintone app and register records for each of LAD license and LA license.

* LAD is a license for form design and LA is for form output. You perform settings for form template mapping and document output in a LAD license record.

After registering records, open a "LAD" record and perform settings for output process.

Clicking [Add] in [App Settings] opens a dialog box in which you specify the app on which you place the button, so enter the app ID and click [Assign].

Check "Enable", select the template you created for "Template" and select "DDO Word" for "Operation".

After specifying the template and the operation instruction to use, do mappings for "Page Mapping" and "Repeatable Mapping".

Click [Mapping] of "Page Mapping" and link the kintone app's fields to CSV fields of a form.

* If the app's field codes are the same as the field names of CSV fields, just clicking [Auto Mapping] finishes mapping.

For "Repeatable Mapping", do mapping in the same way.

Whereas a sub table is used here, you can also use another app for repeatable mapping by checking [Use a related record], clicking [Settings] and filling out setup fields.

After finishing mapping, click [Save].