When inserting wildcards into your emails and PDF's, the Insert All Wildcard menu includes numerous options to format the output. This article explains how to use the Insert All Wildcards menu and how each option works.
The Insert All Wildcards menu provides an easy way to quicky dump all your form fields into an output (a Notification email or PDF for example). You can access this menu via the wildcard icon in the Rich Text Editor Window.
Once open, click the Insert All Wildcards options.
Understanding the Auto Update Option
The Auto Update option will insert a placeholder into your layout (as opposed to dumping all the wildcards) and that placeholder will be automatically kept current by the system. That means, when you add or remove a field from your form, it will be automatically added or removed from the layout. All of the layout settings, explained below, will still apply, however, you will be unable to manually edit the layout in the editor, only a placholder will be shown.
TipDouble click the placeholder to edit
Insert All Wildcard Layout Options
When you first open the Insert All Wildcards window, you'll only see the default options:
|Labels/Captions:||Choose if the labels in your layout should be from the caption, field name or admin caption values from your form|
|Auto Update:||As explained above, Auto Update tells Logiforms to manage the layout and keep the wildcards current based on new fields added and fields removed from your form.|
|Include Hidden Fields||Should hidden fields be included in the layout.|
Advanced Layout Options
Click the Show Advanced Layout Options to reveal additional layout settings.
Advanced Layout: Color & Fonts
The colors and fonts link provides options to change the alternating row colors, font colors and heading colors.
The following are some of the limitations of the automatic wildcard output:
- Lookup data (from a SubForm for example) is not included.
- The following fields have limited formatting and may require manual updates
- Likert field
- Subform field