Configure the Process
Now we need to create and configure the Process which will generate stationery requests in PDF format based on data from our web form submission.
Create a new Process
Go to the Processes section in your Plumsail account.
Click on the Add process button. Set the Process name and choose the template type.
As we’re going to generate PDF stationery orders from an Excel template, select XLSX for the template type.
Configure a template
After creating the process, you can proceed to configuring the template.
The template configuration includes the following sections:
Editor;
Settings.
In Editor, you can compose the template from scratch or upload a pre-made one. It’s also possible to modify the uploaded template online.
Feel free to download an XLSX stationery order template that we have already prepared:
Then upload it to the process.
Templating syntax
If you’re creating your own template, familiarize yourself with the templating syntax. Plumsail Excel XLSX templates use a different approach than most other templating solutions. It uses a minimal amount of syntax to make your work done.
In short, the templating engine thinks that everything between curly {{ }} brackets is variables where it will apply your specified data.
Read this article to get familiar with the templating engine.
Test template
To preview the generated document, click on the Test template button.
You will see the dialog where you can fill in the auto-generated testing form. Form fields are created based on tokens from your document template. You can adjust the look of the testing form by changing token types.
During testing, you’ll provide sample data using the generated test form.
Once you’ve tested the template, press Save to proceed further.
Switch the template mode to Production to remove Plumsail watermarks from the generated documents.
Go to the Settings.
Configure the following settings:
Fill in the name of the result file
Select PDF format for the output file
Protect the result PDF if you wish
After configuring the settings, test the template again to verify the output.
When everything is done here, click on Save.
Delivery
Finally, configure delivery. For demonstration purposes, we’ll store the result file in OneDrive. But there are other options.
Specify the folder where the generated document will be saved.
You can configure as many deliveries as you need.