This session of the Redlist Weekly Office Hours walks users through creating custom PDFs from form submissions using Excel templates. It covers how to design visual layouts, embed Redlist question identifiers, and leverage Excel functions—like VLOOKUP, IFERROR, and conditional formatting—to interpret and display form data. Participants also learn how to structure templates with printable tabs, use a hidden “dictionary” tab for calculations, and trigger custom formatting for clear reporting. These capabilities enable teams to transform submitted form data into branded, logic-driven reports tailored to operational or compliance needs.
Creating Custom PDFs from Forms (a Weekly Open Office Hours Session)
This explains how to generate custom PDFs from forms using Excel templates.
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Written by Kristal Ruiz
Updated over a week ago