Create a form layout
You can create a form layout by using the form layout creation tool.
The form output method that can be selected differs depending on the tool, so create form layouts with the tool suited for the desired output method.
Form layout creation tool
Create a form layout for the XML file.
You can easily create a form layout according to various needs, such as creation of areas where the number of records decides the number of rows.
SVF Cloud Designer includes SVF Cloud Designer Client (AIR version) and SVF Cloud X-Designer. The differences between them are as follows.
SVF Cloud Designer Client (AIR version)
You can create a form layout using Adobe AIR. You need to install it on your PC.
It is based on the on-premise version of SVF Web Designer.
SVF Cloud X-Designer
You can create a form layout on a web browser.
It is based on the on-premise version of SVFX-Designer.
Reference
When this manual mentions "SVF Cloud Designer", the description is common to both SVF Cloud Designer Client (AIR version) and SVF Cloud X-Designer.
Create a form layout for the Excel file.
You can create a form layout by placing fields for outputting data on an Excel sheet in Microsoft Excel.
It is convenient for outputting the form as an Excel file because you can create a form layout while checking the result of outputting to an Excel file.
You can enter field information directly, but you can create a form layout more easily by using the free Excel add-in "Excel Designer" that enables automatic creation and formatting.
Note that you have to upload the created form layout with SVF Cloud Manager.
Create a form layout for the Word file.
You can create a form layout by placing fields for outputting data on the page in Microsoft Word.
It is convenient for outputting a form as a Word file because you can create a form layout while checking the result of outputting to a Word file.
You can enter field information directly, but you can create a form layout more easily by using the free Word add-in "Word Designer" that enables automatic creation and formatting.
Note that you have to upload the created form layout with SVF Cloud Manager.
Form output methods and form layout types
The combination of form output methods and form layout types that you can select varies depending on the product that outputs the form.
SVF Cloud for Salesforce
Form output method | Form layout types | ||
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XML file | Excel file | Word file | |
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*1 The pages with no fields will be output differently depending on the type of form layout. For details, see "Differences in outputting as an Excel file (SVF Cloud Designer, Microsoft Excel)".
SVF Cloud for ServiceNow
Form output method | Form layout types | ||
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XML file | Excel file | Word file | |
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SVF Cloud WebAPI
Form output method | Form layout types | ||
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XML file | Excel file | Word file | |
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*1 The pages with no fields will be output differently depending on which tool you use to create a form layout. For details, see "Differences in outputting as an Excel file (SVF Cloud Designer, Microsoft Excel)".
Universal Connect/X
Form output method | Form layout types | ||
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XML file | Excel file | Word file | |
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*1 The pages with no fields will be output differently depending on which tool you use to create a form layout. For details, see "Differences in outputting as an Excel file (SVF Cloud Designer, Microsoft Excel)".
Differences in outputting as an Excel file (SVF Cloud Designer, Microsoft Excel)
When outputting a form as an Excel file, the results of outputting a page without fields will vary depending on the tool that created the form layout.
Created with SVF Cloud Designer (XML file)
Duplicate all pages contained in the form layout as many as the number of records to output.
Created with Microsoft Excel (Excel file)
Among the sheets included in the form layout file, duplicate only the sheets with fields as many as the number of records to output.
