1. How Tags Are Created
A field's identifier is automatically generated from its title. As long as the form has not been saved, any change to the title will automatically update the identifier.
The Tag is built from the identifier. It is always enclosed by two hash symbols (##).
For example: for a Calculation field, the default identifier is calcul and its tag is ##calcul##.
If you rename the field Total, its identifier becomes total and its tag becomes ##total##.
⚠️ Important
You can only modify the identifier (and therefore the tag) before saving the form after adding the field.
2. What Tags Are Used For
Tags allow you to customize your Word and Excel exports. Simply insert them into the document at the exact location where you want the entered information to appear.
They can also be used to name export files.
Finally, tags can be used when configuring an Email scenario, specifically:
in the message body,
in the message subject,
or in the recipients field, if a form field contains an email address.
⚠️ Important
The tag syntax must be strictly followed, otherwise the entered information cannot display correctly. Additionally, all characters must have the same size, color, and font.
3. Where to Find Tags
In the Help tab of each field. This allows you to look up the tag for a specific field.
In the Information tab, accessible from the form options. This gives you access to the complete list of all form tags as well as generic tags.
They can also be retrieved in a Word or Excel file by downloading a sample from the export configuration.
💡 Tip
When hovering over a tag, it changes color. A single left-click is enough to copy it. You can then paste it wherever you need it.
4. Tags for Multiple Fields
The following fields include an option to insert multiple elements:
Photo: Multiple photos allowed
Drawing: Multiple drawings allowed
Diagram: Multiple diagrams allowed
Attachment: Multiple attachments
Here are syntax examples for both single and multiple fields:
Syntax for single fields | Syntax for multiple fields |
|
|
|
|
|
|
|
|
5. Tags for Special Data
The following generic tags allow you to display data in custom Word and Excel exports that differs from what users enter directly.
Special data | Syntax |
User login |
|
User last name |
|
User first name |
|
User phone number |
|
User email |
|
Push recipient last name |
|
Push recipient first name |
|
Push recipient email |
|
Date and time the data was saved |
|
Date and time the data was last modified |
|
Date and time the custom export was generated |
|
Start date and time of the intervention entered during push planning |
|
End date and time of the intervention entered during push planning |
|
Field name |
|
Content of the field in row 1 of the table |
|
Custom user field |
|
Data history |
|
Row number in a table when there is only 1 table |
|
Row number in a table when there are multiple tables |
|
Data record number |
|
Company code |
|
Form ID |
|
Data ID |
|
Export ID |
|
List ID |
|
ℹ️ Useful information
User information is retrieved from the User profile. The relevant fields are First Name, Last Name, Phone, Email address, and Custom Fields.
6. Rules to Follow
A tag always starts and ends with ##.
It can be completed with a suffix to customize how the entered information is displayed. For example
##date:iso##.It cannot contain accents, spaces, or uppercase letters, except in the customization suffix.
If the tag contains multiple words, the space between each word is automatically replaced by an underscore. For example
##total_ht##.There cannot be two identical tags in the same form.
To add symbols in tags, prefer those built into Word or Excel (Webdings, Wingdings) rather than those from the internet or other applications.
Tags can be placed in the header and footer of a custom export template.