Register a template

Steps

Screenshots are taken from the real PRING plugin (v6) with sample data; the surrounding kintone screen is simplified. Your kintone and plugin version may differ in details. The plugin UI is in Japanese.

1. 1. Press "テンプレ追加" (Add template)

   On the Templates tab of the settings screen, press "テンプレ追加". The template editor opens.

   

2. 2. Enter the template ID, button name and output format

   In "1. 基本" (Basics), type a name in "テンプレ ID" using letters, digits and underscores (for example Invoice_2026), a name users will see in "ボタン名" (button name, for example 請求書), and choose the type and output format (PDF / xlsx / both). The button name is what appears on the export buttons in the record view.

   

3. 3. Choose and upload the Excel file (xlsx)

   In "2. Excel ファイル", use "ファイルを選択" (Choose file) to pick the Excel file to fill and press "アップロード" (Upload). Only .xlsx, up to 32 MB. After the upload the cell layout appears in "3. セルの対応付け" (Cell mapping).

   

4. 4. Press "AI で候補を出す" (AI suggestions)

   Press "AI で候補を出す" below the cell mapping grid. If no Gemini API key is saved on the AI 設定 tab, a link to that tab appears here instead.

   

5. 5. Review the suggestions and add them to the table

   Check each suggested cell-to-field pair and its confidence (high / medium / low), then press the add button. Verify medium and low items in the next step.

   

6. 6. Correct cells and fields in the table

   Mapped cells are coloured in the cell grid, and "対応付け一覧" (mapping list) below shows each cell (for example B3) with its kintone field. Click a cell in the grid to choose the field for it or remove the mapping. For line items, click the first cell and choose the subtable field (see [Set up the subtable layout](/en/help/admin/subtable)).

   

7. 7. Enter the file-name rule (NameRule)

   Type the output file name in "ファイル名規則" (file-name rule). The buttons below it (record number, output date, output date-time, output user and each field) insert {{RecordID}}, {{CreateDate}}, {{CreateDateTime}}, {{CreateUser}} and {{FieldCode}}. The extension (.pdf / .xlsx) is added automatically; if left empty the name is the template ID plus the date and time. Example: 請求書_{{Customer}}_{{CreateDate}}

   

8. 8. Press "保存" (Save)

   Press "保存" at the bottom of the screen. While "未保存の変更があります" (unsaved changes) shows on the left, nothing is saved yet. After saving the screen says the export buttons now appear on the record view.

   

9. 9. Edit or delete from the list

   Each row in the template list has "編集" (Edit) and "削除" (Delete). Deletion cannot be undone; confirm the template name in the dialog first.