Custom Form Reports (Word Documents)

Custom Form Reports (Word Documents)

How do I create a custom form report?

SETWorks forms can be used to replicate any Word or Excel form. This article will review how to create a custom form report for a Microsoft Word Document. Learn how to attach an Excel form report. 

Privileges

Settings > Provider Build > Maintain Privileges:
Enable Custom Report Builder for Forms.

Requirements

The ability to modify & save the Word/Excel document.
For Word documents, knowledge of inserting Merge Fields is necessary. Perform the steps below to add a Merge Field in Microsoft Word.
  1. Click Insert
  2. Click Field...
  3. Search for MergeField

Create the form within the SETWorks Form Builder Utility.

Create the form within the SETWorks Form Builder Utility. For more information creating forms within SETWorks review the three part support series we did on building forms here.

Add Merge Fields (Word Documents Only)

Each question on the Word document needs to have a corresponding Merge Field.
  1. Open the Word document.
  2. Insert a Merge Field for each question where the question response needs to display.
We recommend naming each Merge Field similar to the question on the SETWorks form. You'll need to map these two fields in a later step.

Map the SETWorks Form and the Word Document.

  1. Within the SETWorks Form Builder Utility open the applicable form.
  2. Click on Manage Custom Report.

  1. Click Upload
  2. Search for and open the Word document you have the added Merge Fields.
  3. Within each drop-down select the appropriate SETWorks Field that matches with the corresponding Microsoft Word Fields.

  1. Click Save.

Document & View Report

  1. Navigate to the consumer's profile and document on the form.
  2. Click View Report to view the finished Word version.


SETWorks View Report Version:









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