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Setup Guide

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Template Building Guide

NOTE: This pack uses the docxtemplater library to implement the tag replacement. For additional info + examples on building templates, see their
documentation
⁠
.

Types of Tags

1. Placeholders

Usage in Template Doc

{tagName}

GenerateWordDoc( ) Usage

GenerateWordDoc(template.docx, "My Document", "tagName", [string])
where [string] is any text value

GenerateDocFromJSON( ) Usage

GenerateDocFromJSON(template.docx, "My Document", "{"tagName":"[value]"}")
where [value] is any text value

2. Conditionals

Usage in Template Doc

{#tagName}Show this sentence.{/tagName}

GenerateWordDoc( ) Usage

GenerateWordDoc(template.docx, "My Document", "tagName", [boolean])
where [boolean] is either true() or false()

GenerateDocFromJSON( ) Usage

GenerateDocFromJSON(template.docx, "My Document", "{"tagName":[boolean]}")
where [boolean] is either true or false

3. Loops

Usage in Template Doc

{#loopTag}
Inner loop text. {innerLoopVariable}
{/loopTag}

GenerateWordDoc( ) Usage

N/A (can’t be used for loops)

GenerateDocFromJSON( ) Usage

GenerateDocFromJSON(template.docx, "My Document", "{"loopTag":[{"innerLoopVariable": "[value1]"}, {"innerLoopVariable": "[value2]"}, {"innerLoopVariable": "[value3]"}]}")
where [value1], [value2], and [value3] are any text values

Examples

1. Without Loops

Template Doc

Below is a template doc that uses one placeholder tag (name) and one conditional tag (showPara).
⁠
⁠
⁠

Input Data

The data we want to use in this template is below:
Name
Show Paragraph
1
Tommy
There are no rows in this table
⁠

Button Formula

We will use the GenerateWordDoc formula since we don’t need loops. The button setup should look like this:
⁠
image.png
⁠
⁠

Try It!

Click the “Generate Word Doc” button to generate the filled-in word doc and then click the Download Link to save and view it. Try changing the values in the
Input Data
⁠
table to see how the exported Word Docs change.
Generate Word Doc
Download Link (expires after 15min)
1
Generate Word Doc
There are no rows in this table
⁠

2. With Loops

Template Doc

⁠
⁠

Input Data

Name
Show Paragraph
Vegetables
1
Sandy
Carrots
Cucumber
Tomatoes
There are no rows in this table
⁠

Button Formula

We will use the GenerateDocFromJSON formula since we need loops this time. There are a few ways to generate JSON in Coda. Whichever method you use, you will need to end up with a JSON string that looks like this for the template doc and input data above:
⁠
{"name":"Sandy","showPara":true,"veggieList":[{"vegetable":"Carrots"},{"vegetable":"Cucumber"},{"vegetable":"Tomatoes"}]}
⁠
⁠

For this example, we’ve used the JSONify() and ListToText() formulas that are supplied in the Export to Word Pro pack to build the JSON. The complete formula looks like this:
⁠
image.png
⁠
⁠
The button setup for using the GenerateDocFromJSON() formula should look like this:
⁠
image.png
⁠
⁠

Try It!

Click the “Generate Word Doc” button to generate the filled-in word doc and then click the Download Link to save and view it. Try changing the values in the
Input Data
⁠
table to see how the JSON and the exported Word Docs change.
Generate Word Doc
Download Link (expires after 15min)
JSON
1
Generate Word Doc
{"name":"Sandy","showPara":true,"veggieList":[{"vegetable":"Carrots"},{"vegetable":"Cucumber"},{"vegetable":"Tomatoes"}]}
There are no rows in this table
⁠


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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.