By default, forms submitted for clients or facilities are downloaded and printed using the AlayaCare standard PDF template for electronic forms. Organizations that wish to use a custom PDF template now have the option to work with AlayaCare client services to create their own template, import it into AlayaCare, and indicate how data should populate from form fields to template fields.
Please note that this feature will not be available in your AlayaCare environments by default. Our technical services team will work with you to convert your desired template into the required format and import it into AlayaCare. If you are interested in this service, please reach out to your AlayaCare client representative for a cost estimate.
The following ACLs relate to custom form templates:
- Workflow>Edit form field tags: allows users to add and edit field tags on form fields in the form builder. Users without this ACL will be able to view but not edit field tags on form fields.
- Workflow>Upload custom form templates: allows users to upload custom form templates for forms in form settings. Users will not be able to view the manage template option in form settings without this ACL.
Add field tags to your form
If you are using a custom template, you will need to indicate how data will populate into the template when a form is submitted. AlayaCare technical services will work with you to match your form fields to template fields using field tags.
You can view and edit field tags when adding or editing form fields in the form builder.The tag will be used to match the field to the corresponding field on your custom template.
Note that field tags cannot begin with a number or underscore (_) or contain special characters. Use underscores (_) instead of spaces.
You can only use the same field tag once per version of a form.
Note that field tags are only available on basic form components, not advanced form components.
Select your custom template
The software that AlayaCare uses to generate PDF documents is called Docmosis. Templates must be designed according Docmosis guidelines before they can be imported into AlayaCare.
AlayaCare's technical services team will handle the process of converting the PDF template you wish to use into a Docmosis template that can be imported into AlayaCare.
Import the template into AlayaCare
To add a new template for a form, go to settings>form settings and select manage template for the form you wish to upload a new template for.
Select the upload template button.
Choose the file you wish to upload. You can only upload documents in .doc, .docx, or .odt format.
Once the file has been uploaded successfully, it will appear in the list of available templates for the form.
Click download to download a copy or the template, or select the arrow next to download to make it the default template for the form or to delete it.
Select make default if you wish to set the AlayaCare standard template back as the default template for the form.
Important note: only one template can be in effect for all versions for a form. You cannot apply different templates for different versions of a form.
Submit form to download and print the form in the custom template
Once you have set your field tags and uploaded the template you wish to use for the form, complete the form for a client or facility and select submit form.
When you select the icon on a form with multiple templates associated with it, you will have the option to select which template you wish to use when printing or downloading. The default template for the form will be pre-selected.
Once you select print, you will be able to preview the form data in your custom template before printing.
Note that the default form template will also be used when emailing a form from AlayaCare.