Creating File Templates

File templates are document generation tools that achieve dynamic content filling through preset variables, and can be used to dynamically generate sales contracts, production work orders, and invoice documents. JitAi supports Word templates and Excel templates.

Word Templates

When procurement and sales staff prepare contracts for different customers, the contract format is fixed but customer information and order content vary. Through Word templates, you can set variables such as customer names, product names, quantities, and amounts to quickly generate personalized contract documents.

A created Word template consists of the following 2 components:

1. Template variables, where variable names, data types, and data table models are set in the variables.
2. Word document, where template variables are used in the Word document, and data replacement is performed according to the template variable names in the Word document when calling the print service.

Original data used in this document:

Word document configured with template variables:

Print effect display:

Creating Word Templates

Place the mouse over the + button, select Word template in the "More" option, "File Templates" sub-option.

Fill in the template name in the New Word Template dialog box, then click Confirm.

Creating Word Template Variables

Click the + Add Template Variable button, and fill in the variable name and data types in the popup dialog.

tip

Advanced data types, such as single-row data and multi-row data, require configuring the target data model.

The configured template variables are as follows:

Using Template Variables in Word Documents

Using template variables in Word documents requires the following three steps:

Create a Word document on your local computer (currently JitAi only supports .docx format files), copy variable codes to the Word document and complete layout design, then upload the designed Word document to the platform.

Copying Template Variables from JitAi Platform

Place the mouse over the variable name, click copy to copy the variable code, and select "Display Single-line Text" in the "Value" option of the dropdown panel.

tip

"Display Single-line Text" is a commonly used display style for template variables, where the variable's value is displayed as single-line text in the document.

JitAi supports 30+ template variable styles, including text processing, numerical calculations, date formatting, list operations, etc., helping you achieve various complex data display requirements. For detailed usage, please refer to: Template Variable Style Description.

Using Variables in Word Documents:

Copy and paste other variables:

Final Word document content:

Upload the Configured Word Document.

Generating and Printing Files

After template creation is complete, for detailed instructions on how to generate and print files, please refer to: Generating and Printing Files Using File Templates

Excel Templates

When the finance department creates monthly sales reports, the report format is fixed but data needs to be dynamically filled. Through Excel templates, you can set variables such as sales personnel, product categories, sales quantities, and amounts to quickly generate standardized sales analysis reports.

Original data used in this document:

Excel document configured with template variables:

Generating and Printing Files

After template creation is complete, for detailed instructions on how to generate and print files, please refer to: Generating and Printing Files Using File Templates

Creating Excel Templates

Creating Excel templates is the same as creating Word templates.

Place the mouse over the + button, select Excel template in the "More" option, "File Templates" sub-option.

A created Excel template consists of the following 2 components:

1. Template variables, where variable names, data types, and data table models are set in the variables.
2. Excel document, where template variables are used in the Excel document, and data replacement is performed according to the template variable names in the Excel document when calling the print service.

Creating Excel Template Variables

Click the + Add Template Variable button, and fill in the variable name and data types in the popup dialog.

The configured variables are shown below:

Using Template Variables in Excel Documents

Using template variables in Excel documents requires the following three steps: Create an Excel document on your local computer (currently JitAi only supports .xlsx format files), copy variable codes to the Excel document and complete layout design, then upload the designed Excel document to the platform.

Copying Template Variables from JitAi Platform

Place the mouse over the variable name, click copy to copy the variable code, and select "Display Multi-row Data" in the "Value" option of the dropdown panel.

tip

"Display Multi-row Data" displays values in the document through loop statements to show multiple rows and columns.

JitAi supports 30+ template variable styles, including text processing, numerical calculations, date formatting, list operations, etc., helping you achieve various complex data display requirements. For detailed usage, please refer to: Template Variable Style Description.

Pasting Variables in Excel Documents

Paste the variables just copied in the Excel file, and adjust the variable order in the second row to correspond with the table headers. The variable names in the second row correspond to the table field names in the target table model.

tip

1. If landscape printing is needed, adjust the paper orientation directly in the Excel file. After setting variables, you can first use the print preview function to preview the final print effect.
2. For specific styles such as displaying images/hyperlinks/multi-row data, pay attention to checking whether the corresponding variable output can meet the data requirements.
3. When performing template code layout design, reserve sufficient cell size for expected output data such as multi-line text/images.

Target table model variable names:

Upload the Adjusted Excel Document

Template Variable Style Description

Text Styles

Type	Title	Function Name	Notes	Template Code
Text	Display Single-line Text	ToString	Display corresponding input as single-line text	{{a.value.ToString}}
Text	Display Multi-line Text	ToLine	Convert to multi-line text display based on line breaks in input	{{a.value.ToLine}}
Text	Display Image	ToPicture	Convert corresponding input to image display	{{a.value.ToPicture}}
Text	Display Hyperlink	ToLink	Convert corresponding input to hyperlink display	{{a.value.ToLink}}
Text	Display Dropdown Value	ToSelect	Convert corresponding input to dropdown display	{{a.value.ToSelect}}
Text	Equal Width Line Break	ToEquallyLine(int)	Line break corresponding input according to specified length, no line break by default	{{a.value.ToEquallyLine(int)}}
Text	Left Truncate Specified Length	ToTrimLeft(int)	Truncate corresponding input to specified length for display, no truncation by default	{{a.value.ToTrimLeft(int)}}
Text	Right Truncate Specified Length	ToTrimRight(int)	Truncate corresponding input to specified length for display, no truncation by default	{{a.value.ToTrimRight(int)}}
Text	Generate QR Code	genQrCode()	Generate QR code based on text content	{{a.value.genQrCode()}}
Text	Generate Barcode	genBarcode()	Generate barcode based on text content, requires barcode type (codeType)	{{a.value.genBarcode(codeType="EAN13")}}

Numeric Styles

Type	Title	Function Name	Notes	Template Code
Numeric	Display Number	ToNum	Display input number directly	{{a.value.ToNum}}
Numeric	Keep Specified Decimal Places	ToRound(int)	Keep specified digits of input number (round), default no retention means keep all	{{a.value.ToRound(int)}}
Numeric	Truncate Specified Digits	ToTruncate(int)	Keep specified digits of input number (truncate), default no retention means no truncation	{{a.value.ToTruncate(int)}}
Numeric	Take Absolute Value	ToAbs	Take absolute value of input number	{{a.value.ToAbs}}

Date-Time Styles

Type	Title	Function Name	Notes	Template Code
Date-Time	Display Date-Time Format	ToDatetime	Display in year-month-day hour-minute-second YYYMMDDthhmmss format	{{a.value.ToDatetime}}
Date-Time	Display Date Format	ToDate	Display in year-month-day YYYYMMDD format	{{a.value.ToDate}}
Date-Time	Display Time Format	ToTime	Display in hour-minute-second thhmmss format	{{a.value.ToTime}}

Multi-Value Styles (Complex Types)

Type	Title	Function Name	Notes	Template Code
List	Display Multi-row Data	ToDataSet	Display corresponding input as data set (multi-row template, dictionary regardless of horizontal/vertical, multi-row multi-column display)	{% for each in data.value.ToDataSet %} {{each.name}} {{each.age}} {% endfor %}
List	Display List Horizontally	ToList	Display data set horizontally (multi-cell adaptation) (default text value display)	{% for each in data.value.ToList %} {{each}} {% endfor %}
List	Display List Vertically	ToList	Display data set vertically (multi-cell adaptation) (default text value display)	{% for each in data.value.ToList %} {{each}} {% endfor %}
List	Display Image List Horizontally	ToListPicture	Display image data set horizontally	{{a.value.ToListPicture}}
List	Display Image List Vertically	ToListColumnPicture	Display image data set vertically	{{a.value.ToListColumnPicture}}
List	Display First Data of List	ToFirst	Display the first object in corresponding input collection (default text value display)	{{a.value.ToFirst}}
List	Display First Image of List	ToFirstPicture	Display the first object in corresponding input collection (using image rendering)	{{a.value.ToFirstPicture}}
List	Display List Maximum Value	ToMax	Get maximum value of corresponding input collection	{{a.value.ToMax}}
List	Display List Minimum Value	ToMin	Get minimum value of corresponding input collection	{{a.value.ToMin}}
List	Display List Average Value	ToAvg	Get average value of corresponding input collection	{{a.value.ToAvg}}
List	Display List Sum	ToSum	Get sum of corresponding input collection	{{a.value.ToSum}}
List	Display List Count	ToCount	Get count of corresponding input collection	{{a.value.ToCount}}
Dictionary	Display Dictionary Horizontally	ToDictionary	Display dictionary data horizontally	{{a.value.ToDictionary.key}}
Dictionary	Display Dictionary Vertically	ToDictionary	Display dictionary data vertically	{{a.value.ToDictionary.key}}