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      Create Print Templates in Cases

      To enable case printing, you must activate printing in each form, either as Standard or by creating an Advanced Print using a layout document.

      Standard prints offer a simple way to print cases with selected fields, while Advanced prints provide greater flexibility for designing more customized templates, requiring access to the Documents module.

      std print

      When the feature is activated, a printer icon will appear in the case’s menu bar. There is no limit to the number of print templates you can create for each form, allowing you to tailor prints to your specific needs.

      You can find this feature in each form under Advanced » Configure » Prints, where you choose the type of print you want to create: Standard (A) or Advanced (B).

      printouts

      A. Standard Printing

      The standard printout represents a text document based on the same structure as the form.

      Start by creating a Print Template and give it a name.

      Here, you can use Change Fields to select the fields from the form that you want to include in the printout. In addition to being able to Rename the Template and Delete it, you can also use the Show border option.

      std. print template

      The Show border option allows you to highlight a field that exists but lacks content by creating a frame around the field.

      Under Print Settings, you have the ability to configure:

        1. General
          Select the Compressed option if you want sections to be placed directly after each other without spacing. If this option is not activated, each section will start on a new page. The Hide Empty Fields option ensures that fields without a registered value will not appear in the printout. ⚠️ This function takes priority over the Show Field Frame option.
        2. Header
          Choose what will appear in the header, and you can also adjust the maximum width and height of the logo (in pixels), which can only be reduced from the original size. The logo is sourced from the default company.
        3. Footer
          If you create a footer, it will appear on all printed pages.
        4. Language
          If your site uses multiple languages beyond Swedish, you can translate the template into the other languages here.
          print_general settings

      Don’t forget to save the form!

      Note:

      • If you have activated the Show non-selected options function in a checklist, a green checkbox will appear before each option, both in the case and in the printout. This function is useful if you have many options in the checklist and want all options to be displayed, not just the selected ones.
      • If your form supports multiple languages, a dropdown menu for language selection will appear in the print dialog when printing a case. This language selection determines the language used in the printout.

      B. Advanced

      Advanced print templates allow you to create new printouts with great flexibility. In the new layout document, field data from a specific case can be included, enabling entirely new ways of printing. Design advanced, elegant, or complementary printouts and meet new use cases.

      Note: To create advanced print templates, you must have access to and be able to use the Documents module, as these templates are created in a layout document that is then linked to the form.

      1. In Documents
      • Create a new layout document.
      • Add desired shapes and texts to the document, and insert fields from the form using the Insert Field from Form in Case option via the document’s insert symbol.
      • Publish the document as a template.

      Limitations:

      • Field types Text, Header and Group cannot be included in print templates. If you want static text from the form in the print template, we recommend writing this text directly in the template.
      • Currently, it is not possible to add Repeating Fields to the print template, but this functionality is registered as a feature request.

      2. In Cases

      • Click Connect page layout template in the form and name the link.
      • Select the created layout document template.

      In the simple video below (swe), we show where to find the functions for creating a template and linking it to the form.

      Don’t forget to save the form!

      Note

      • A print template must be created for the print icon to appear in the case.
      • All users with read access to cases can print if any of the print functions are activated.
      • The user printing the case, will see only the data their profile has access to.
      • Administrators or users with permissions under form access rights, including Ability to Modify Forms, can adjust the template settings that affect case printing.
      • Attachments from the case cannot be printed, meaning they will not be included in the printout. However, their filenames will be displayed.
      • If you need to print different outputs from the same form, there is no limit to the number of print templates you can create.


      Last updated: 13 February, 2025