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Hi, everyone!

This time, we would like to introduce how to output an Excel form from kintone using Docutone.

 

The Process of Setup

The setup task to output forms with Docutone includes the following processes.
* Where you perform tasks is represented inside brackets.

En_Excel_1.pngEn_Excel_2.pngEn_Excel_3.pngEn_Excel_4.pngEn_Excel_5.png

  1. Install Docutone app and plug-in (kintone)
  2. Design form appearance and set up form fields with "Document Designer for Office" add-in (Excel)
  3. Upload the form design using OPROARTS Designer (OPROARTS Designer)
  4. Perform settings to link kintone app fields to a form template with Docutone app (kintone)
  5. Place a button to output forms with Docutone plug-in (kintone)

 

Install Docutone App and Plug-in

You need to install "Docutone" app and plug-in in kintone environment to use functions of Docutone.

Download template ZIP files for both of app and plug-in from this page.

docutone_download.png

 

Use those ZIP files to install app and plug-in in kintone environment.

App
app_plus_button.png
create_from_template_link.png
create_app_from_template.png

Plug-in
kintone_administration.png
others_plugins_link.png
import_button.png
import_plugin.png

 

"Estimate" app, which can be downloaded from this page, is used in this article. Download a ZIP file from the download link that is described as "Sample App" and use it to install "Estimate" app in kintone environment.

You can install "Estimate" app in the same way as "Docutone" app.

quote_app.PNG

 

After that, add 2 records to Docutone app.
Open Docutone 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.

click_docutone_app.png
add_docutone_record_button.png

 

LAD
create_lad_record.png

LA
create_la_record.png

 

2 records are added to the Docutone app.

opproarts_connector_records.png

 

 

Design Form Template

To begin with, design form appearance with Office add-in "Document Designer for Office" in Excel.

Excel files that include form designs are attached at the bottom of this page.

We prepared two types of Excel files.

  • "template_en.xlsx" is the one that is designed but no add-in is installed and no CSV field is defined in it.
  • "template-csv-defined_en.xlsx" is the one in which an add-in is already installed and all required CSV fields are defined.

template_designs_excel.PNG

 * If you want to try CSV defining from the beginning, use "template_en.xlsx".

 

The design of the Excel file is like this.

design_excel.PNG

 

Define CSV fields as follows.
* You can perform auto-mapping in Docutone app's setting screen if you name field names the same names as field codes of the kintone app.

Header/Footer

csv_header.PNG

Line Item

csv_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*0.10)

Total (including tax)

 =I19+I20

 

The Excel sheet edited in the procedure above looks like this.

design_with_tags_excel.PNG

 

Next, upload the form design to OPROARTS Designer.

Click [Start] button in a "LAD" record's page of Docutone app to open OPROARTS Designer.

click_docutone_app.png
click_lad_record.png
open_oproarts_designer_button.png

 

Click [Create New].

live_screen_new.PNG

* Although you only upload the design of a form, click "Create New".

 

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 Docutone in kintone

In Docutone app, open a "LAD" record and perform settings for output process.

click_docutone_app.png
click_lad_record.png

 

Clicking [Assign] 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_settings_button.png
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, perform 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.

mapping_header.PNG

 

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

mapping_repeatable.PNG

Whereas a sub table is used here, you can also use another app for repeatable mapping by checking [Use Related Records], 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 Docutone app.

Click Settings of the app where you want to place a button > Plug-ins > New, check "Docutone" and click [Add].

estimate_app_settings_button.png
estimate_plugin_link.png
new_plugin_button.png
add_plugin_button.png

 

Click the gear icon of "Docutone" plug-in and go to the plug-in settings screen.

gear_icon.png

 

Select a Docutone app to use.

select_docutone_app.png

 

Click [Add] in "Button Placement Settings" and select the output action you set up in Docutone 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
estimate_app_settings_button.png
update_app_button.png

 

An output button is displayed in a record detail page.

output_button.PNG

 

Click it and an Excel form will be output.

output_excel.PNG

 

In Case of Changing Design of a Form

 If you want to change the design of a form after uploading it to OPROARTS Designer, click "Upload" button in OPROARTS Designer's template detail screen.

upload_button_excel.png

 

Select the Excel file where you changed a sheet's appearance and click "Upload" to update the form template.

select_design_to_upload_excel.png

 

Besides, if you also changed CSV definition of the form template, follow the mapping procedure of Set up Docutone in kintone again.

 

 

Docutone enables you to output Excel forms from kintone with ease.

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

 

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