Word document add-in

Introduction

You can generate reports within Kianda processes and populate the reports with data captured within each process instance. This could be useful, for example, when performing a health & safety check on a building site. A template can be used by an inspector to have a generic outline of what needs to be completed when preforming the check. Each time a check is performed, the generated report may contain different data. This data is pulled directly from the each individual check when performed by an inspector.

Before you get started

In advance of creating a template, you need to install Kianda add-in for word. Go to Installing Kianda add-in for Word or Excel and follow the steps of installation. You also need to create an template outline before starting, to learn more about what a template outline is, go to template outline.

Using the Kianda Add-in for Word

1. On the right-hand side of the Home tab, click on the Kianda Add-in.

   

2. In the Kianda pane log in using your Kianda username and password, select your subscription and press Continue.

3. Click on the process link button to get a drop-down list of Kianda processes that you have access to.

4. Select a relevant process and a relevant form that you want to create a template for.

5. Position your cursor in the Word document at the point where you would like to add in form fields.

6. Select the Kianda form field you would like to add to the Word template. For example Company field in the Request form as shown below.

   

7. Click on at the bottom of Kianda task pane to add the form field into the template

8. Repeat steps 9 - 11 for as many form fields as needed and format the document as necessary.

9. Save the template. You can then add in the template as a File field within the process in Kianda.

List of field types accessible by Word add-in

You can use different types of input controls when creating your template for an Word document, the images below represents the value pulled from the form into a Word document for each of the input controls that are available in Kianda:

Example form with all input controls in Kianda.

Word template used to represent all values from the above form.

Word document result for the example values from the above form.

• Text box control - retrieves the value from the text box into the place that the smart tag was inserted.

• List control - retrieves the value from the list field into the place that the smart tag was inserted.

• Number control - retrieves the value from the number field into the place that the smart tag was inserted.

• Date control - retrieves the date from the date field into the place that the smart tag was inserted.

• Table control - retrieves the values for each row inside of the table. Note that when the smart tag is inserted, extra rows will appear with the same smart tags, as shown in the image below:

  

  You need to delete all extra rows that appear and only leave one, as shown in the image below:

  

• File control - retrieves the hyperlink to the file that is stored in the file field. When you click on the file, it will open it in browser.

• User picker control - retrieves the name of the user as a value.

• Toggle control - retrieves a No value when the toggle is turned off, and a Yes value when the toggle is turned on.

What’s next

With Kianda word add-in you can create templates which can be then used to generate dynamic word documents from the created template, to learn more how to generate a word document go to Generate word document.

There is a Kianda Add-in for Excel that is added in the same way as the Kianda Add-in for Word. Usage is very similar allowing you to connect an Excel spreadsheet to Kianda processes to create a template that can be used within processes. To learn more about adding Kianda to excel go to Excel workbook add-in.