Xcelform

XcelForm - A powerful app for Exporting Doctype data to Excel with custom formats in Frappe/ERPNext. Supports multiple templates, attach or download Excel, and more!

Install Xcelform

bench get-app https://github.com/jezlan/xcelform

Tags

  • custom-formatter
  • doc-export
  • erpnext
  • excel-export
  • excel-formats-for-doctypes
  • excel-formatter
  • excel-print-formats
  • excel-templates
  • export-to-excel
  • frappe
  • frappe-app
  • frappe-framework
  • multiple-custom-excel-formats

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About Xcelform

XcelForm Logo

📊 XcelForm

XcelForm is a Frappe/ERPNext app that allows you to export data to Excel with custom formats and designs — just like print formats!

--- ## 📢 **⚠️ Warning: Under Development!** This app is currently **under development**. You are welcome to **test, explore, and contribute**! 🚀 --- ## 📚 **Features** ✅ Export any Doctype data into Excel with custom formats ✅ Define multiple Excel templates for the same Doctype ✅ Easy-to-use interface to create, manage, and apply Excel formats 🧪 **Excel Preview feature** to test the format before export (**🔬 In Testing Stage**) ✅ **Attach or Download Excel:** Option to attach Excel to the document or directly download it --- ## ⚙️ **Installation** ```bash # Get the app bench get-app xcelform https://github.com/jezlan/xcelform.git # Install on your site bench --site your-site-name install-app xcelform ``` --- ## 📝 **Usage** 1. Go to the respective Doctype. 2. Click on **XF Excel Format**. 3. Select the desired format. 4. Click **Preview** to test the format (currently in testing phase). 5. Choose whether to **attach** the file to the document or **download** it. 6. Export the customized Excel file! --- ## ⚡️ **How It Works** - **Excel Formats:** Define custom Excel formats in the **XF Excel Format** Doctype. - **Excel Preview(🔬 Testing):** Allows users to preview the Excel layout and formatting before export. - **Attach or Download:** Users can choose to attach the Excel file to the document or download it. - **Export Confirmation:** A success message appears when the file is attached or downloaded. --- ## 🔧 **Configuring XF Settings for Excel Export** To enable Excel export for a specific Doctype, follow these steps: 1. Go to **XF Settings**. 2. Add the desired Doctype in the **Doctypes Allowed for Export** section. 3. Save the settings. ✅ Now the selected Doctype can export Excel using **XcelForm**! --- ## 🤝 **Contributing** Contributions are welcome! Feel free to open issues or submit pull requests to improve the app. --- ## 📄 **License** This project is licensed under the MIT License. See the [LICENSE](./license.txt) file for more details. ---

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