Export with your Excel template

You want to create a template for an invoice, a quote or any other administrative document ? Nothing could be easier. 

In an Excel document, enter in the cell name field, the code of the column whose data you have chosen to export as follows  

 

column_code

 

You can also export the data from a linked table into a cell in your Excel document:

 

column_code_(link).column_code_(of the linked table)

 

 

Please note that the column name must be the code of the column in TimeTonic. A 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}

 

 

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 :