In a Excel document, enter the sync code of the column whose data you have chosen to export as follows:
Retrieve the field column codes from your column options or from the column organization options
${column_code}
Note that the column name must be the sync code of the column in TimeTonic. A sync code has the following characteristics:
- Does not contain any accents.
- Spaces are replaced by the _ symbol (underscore).
- The column name does not contain a / (slash).
- It is unique, i.e. there are not several identical column names.
Note : You can refer to a column of a linked table by adding a dot and then the sync code of one of the columns of the linked table. For example, to access the "First name Last name" column of the client linked to the contract table :
${client.firstname_name}
Insert this formula in your Excel template, as many times as desired :
Save your template in xlsx format.
| 💡 You can export your data on several sheets of your Excel file 💡 |
Import your template into TimeTonic
From Timetonic, you have 2 ways to import a template :
- From a form
- From the Share button
From a form
1. Open a file
2. Click on the icon at the top right of your record and then on Share
3. The following window will appear. You can add your template by clicking on Edit template list
From the Share button
Click on the Share button and Export all lines with a template
The following window will appear. You can add your template by clicking on Edit template list
Generate your template with data
You can generate your templates in 3 ways:
- From a form
- From an automatic document field
- Export all the visible rows of the view with a template
From a form
1. Open a form
2. Click on the icon at the top right of your form and then on Share
3. The following window will appear. All you have to do is select the template from which you want to generate your document.
From an Automatic Document field
See the article Automatic document
Export all visible lines of the view with a template
Click on the Share button and Export all lines with a template
The following window will appear. All you have to do is add and select the template from which you want to generate your document.
| All visible rows in the view will be exported from this template |
Your form is now exported with your template and is available in the messenger of the workspace just for you :