#Webform to google doc merge fields update#

In addition, you can also make field mandatory on the interactive form.Ĥ. In Advanced Field Options you can set field to be editable (Allow to Edit), meaning that by default, all fields are editable, however you can set it where some of the fields on the form will not be editable. You can access advanced field options by clicking on gear iconģ. (used to format tables where one side has more fields than the other) You can include field '- PLACEHOLDER (BLANK) -' which is essentially a blank space in the table. You can change the field label by typing it in You can drag and drop each field to change the sequence and side (left or right) (In this example, we have are creating interactive form for a contact module, which will allow the recipient to fill in some of the basic information such as name & phone). Next, you are able to select which fields to include in the form.

Once the element is added, you will need to ' Click here to configure' OR click on the ' gear' icon to open the configuration area.Ģ. This element was created to simplify creating interactive forms on the document.ġ.

#Webform to google doc merge fields update#

Table (2 Col): to add interactive table (2 column) where the recipient will be able to fill in the fields which will update back to VTiger. You will then be able to add rows, columns, set borders, width/height and much more. To access table properties - add the table and do the right mouse click. Its design and number of columns are configurable. Related information is added as a table which can be configured (selecting module, fields, theme color). For example, if you are creating a document for Projects module, you can then include information from Projects Tasks, Project Milestones (or any other related modules to project). , Related Module: to include related module records on the document. It allows you to select fields, totals (standard of custom added via IDC), include sections and running totals. If you have IDCA installed - the element will automatically show up and we recommend that you use this instead of the previous one. Pricing Table (IDC): Is also used for pricing item details, however element requires Item Details Customizer (Advanced) which supports custom columns/totals + sections and running totals. This only applies to Quotes, Invoices, Sales & Purchase Orders. You can configure the columns and ‘Total’ options as well as the design/color of the table. Pricing Table: the table with all pre-configured commands for pricing and total. Page Header: to add header text at the top of page. Template Builder: Overview Template Builder: Blocks Area Line Break: to add an invisible separator/gap Line: to add a visible separator/line Page Break: to add a visible page end indicator Page Footer: to add footer text at the bottom of page.