JungleDocs | Methods for configuring Excel templates

There are several way to configure Excel templates to work well with JungleDocs. In this tutorial you will learn two of these ways.

The ways in which you can configure your Excel templates, which will be discussed in this tutorial are as follows:

  1.  Entering field names into spreadsheet cells

  2. Adding comments


Method 1: Entering field names into spreadsheet cells

Using this first method you simply enter the values into the cells that will later replaced by data from yiour SharePoint. This is the quicker and simpler method of the two. However, note that documents created in this way will not be updateable once generated.

Note: If you plan on using "Update Document Content" functionality, we recommend using the second method of using comments described here.

1. To get started, copy the content controls from sample document to the document template:

Cells with values specified in {} brackets will be replaced by JungleDoc, if it finds corresponding columns in SharePoint.

Note: After figuring out the layout and exact cells in the document, it is very importand to format the cells correctly. Microsoft Excel requires that cell type is consistent with the data that is put in it. Default cell type is "General" and if all cells are left this way, some data, like dates and numbers, might not be interpreted corectly. To avoid this, Excel cells must be the same type as SharePoint fields.

2. Right click on the cell, click "Format cells" and format cell accordingly.

Dates in iour SharePoint are given in the m/d/yyyy format, therefore we must enter the same format in Excel. In this case it can be found under "Custom" cells.

3. Also format cells containing numbers to the correct number of decimals.

Method 2: Adding comments

Another method to configure Excel document templates is by adding a comment on a cell that will be filled with data from SharePoint. These comments are only visible in the opened document and will not be printed. The comment must be inserted in the following format: =FieldName. This stops JungleDocs from parsing the actual comments that might be present in the document.

1. To get started add the comments on the cells by right clicking on them and clicking "Insert Comment":

2. Delete the autopopulated name ("Name Surname: ") in the comments field and write down the formula.

3. A red triangle in the top right corner of the cell means a comment is present for that cell. Red triangles will not be visible when the document is printed.

Note: After figuring out the layout and exact cells in the document, it is very importand to format the cells correctly. Microsoft Excel requires that cell type is consistent with the data that is put in it. Default cell type is "General" and if all cells are left this way, some data, like dates and numbers, might not be interpreted corectly. To avoid this, Excel cells must be the same type as SharePoint fields.

What this will look like in the:

Document template:

Generated document:

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