Export Builder

The Export Builder enables users to generate customized DOCX exports by mapping RegScale fields to placeholder tags in a Word template. This feature supports rich formatting, images, checkboxes, and dynamic tables—making it easy to produce polished, compliance-ready documents directly from form data.

1. Navigate to Export Builder

Go to Setup > Export Builder.
Select an existing export to edit or click New to create a new export.

2. Create a New Export

Click New to begin a new export configuration.
The Export Builder opens in the Setup tab.

3. Complete Basic Info

Export Title – Enter a name to display in the export options.
Status – Choose Active or Inactive.
Inactive exports do not appear in the form UI.
Module – Auto-selected and cannot be changed.
Export Group – Select an existing group or click Add New Group.
This controls where exports appear in the form export menu.
Export Type – Currently supports only DOCX.
Description – Optionally, provide context for the export.

Click Save to continue.

4. Upload a Template File

Switch to the Export Mappings tab and upload a DOCX file.
This file serves as your export template and contains placeholder tags (e.g. {{field_name}}).
Removing an uploaded file deletes all associated mappings.

For formatting guidance, see Creating an Export Builder Template.

5. Map Export Fields

After uploading a DOCX template:

Review the detected Tag Names in the left column.
Use the Export Field dropdown to map each tag to a RegScale field.
Select the appropriate Data Type.
Use Auto Map to attempt bulk field matching.
Always verify and confirm auto-mapped values.
Child module and subform mappings must be inside tables in the DOCX template.
For best results, match tag names to database field names (e.g., {{SystemName}}).

Click Save to finalize the mappings.

Data Types

Type	Description
Text	Returns plain text with HTML removed.
Image	Embeds an image file from the RegScale file store. Place the tag in a textbox. (`.png`, `.jpeg`, `.jpg`, `.gif` supported)
File Name	Displays the file name stored in a file field.
Date (MM/DD/YYYY)	Outputs the date in UTC, formatted as `MM/DD/YYYY`.
Date (YYYY-MM-DD)	Outputs the date in UTC, formatted as `YYYY-MM-DD`.
Checkbox (Yes/No)	Renders Yes/No selections from list fields as checkboxes.
Checkbox	Renders boolean field values as checkboxes.

DataObjects

Export Builder supports RegScale-published DataObjects for populating complex data structures or calculated outputs. This includes computed fields and nested objects used in advanced table generation and summaries.