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Hi, everyone!

This time, we would like to introduce how to output an Excel 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

arts_demo_app_form.PNG

* 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.

design.PNG

 

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

csv_fields_header.PNG

Line item

csv_fields_lineitem.PNG

 

The following formulas are used for values of "Subtotal", "Tax" and "Total (including tax)" in the form template.
* Cell numbers (J17, I19, I20) might be different depending on the template you create.

Subtotal

 =SUM(J17)

Tax

 =FLOOR.MATH(I19*0.08)

Total (including tax)

 =I19+I20

 

Log in to OPROARTS Live and click [Create New].

live_screen_new.PNG

 

Select "Upload" in [Excel] tab.

select_template_type.PNG

 

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

new_template.PNG

 

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

deploy_button.PNGtemplate_deployment_wizard.PNG

 

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.

opproarts_connector_records.png

 

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].

assign_app_id.PNG

 

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

app_settings.png

 

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

mapping_buttons.PNG

 

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.

connector_mapping_header.PNG

 

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

connector_mapping_lineitem.PNG

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].

save_button.png

 

Place an output button

Place a button to output forms based on the settings you performed in Connector for kintone app.

Click Settings of the app where you want to place a button > Plug-in > New, check "OPROARTS Connector for kintone" and click [Add].

add_new_plugin.png

 

Click the gear icon of "OPROARTS Connector for kintone" plug-in and go to the plug-in settings screen.

gear_icon_plugin.png

 

Select an OPROARTS Connector for kintone app to use.

plugin_whole_screen.png

 

Click [Add] in "Button Placement Settings" and select the output action you set up in OPROARTS Connector for kintone app.

button_placement_settings.png

 

Click [Add] to add the button.

button_settings_select_dialog.png

 

Click [Save] and update the app.

save_plugin.png

 

An output button is displayed in a record detail page.

output_button.PNG

 

Click it and an Excel form will be output.

output.PNG

 

 

Connector for kintone's new function enables you to output Excel forms from kintone without ViewFramer.

We hope that this article will help you output Excel forms from kintone using Connector for kintone.