# Quick Start: Automatic Field Mapping ## What is Automatic Field Mapping? When you upload a certificate template, the system automatically recognizes common placeholder names and maps them to the correct data fields. This saves you time and makes setup easier! ## How to Use It ### Step 1: Create Your Template In your DOCX template, use placeholders like: ``` {key.name} {key.email} {key.course_name} {key.date} {key.score} ``` ### Step 2: Upload the Template 1. Go to your survey configuration 2. Select "Custom Template" for certification 3. Click "Configure Custom Certificate" 4. Upload your DOCX file ### Step 3: Review Automatic Mappings The system will automatically map your placeholders: - `{key.name}` → Participant Name - `{key.email}` → Participant Email - `{key.course_name}` → Survey Title - `{key.date}` → Completion Date - `{key.score}` → Score Percentage ### Step 4: Adjust if Needed You can change any automatic mapping: 1. Click the dropdown in the "Value" column 2. Select a different data source 3. Or enter custom text ### Step 5: Save and Generate Click "Save" and your certificates will use the configured mappings! ## Common Placeholder Names ### For Participant Information - **Name**: `{key.name}`, `{key.participant_name}`, `{key.student_name}` - **Email**: `{key.email}`, `{key.participant_email}` ### For Course Information - **Title**: `{key.title}`, `{key.course_name}`, `{key.course}` - **Description**: `{key.description}`, `{key.course_description}` ### For Dates - **Completion**: `{key.date}`, `{key.completion_date}`, `{key.finish_date}` - **Submission**: `{key.submission_date}`, `{key.create_date}` ### For Scores - **Percentage**: `{key.score}`, `{key.grade}`, `{key.percentage}` - **Total Points**: `{key.points}`, `{key.total_score}` ## Tips ✅ **Use common names** - The system recognizes standard field names ✅ **Case doesn't matter** - `{key.Name}` and `{key.name}` work the same ✅ **Underscores optional** - `{key.coursename}` and `{key.course_name}` both work ✅ **Preview first** - Always preview your certificate before saving ✅ **Custom fields** - Unknown placeholders default to custom text (you can fill them in manually) ## Example Template ``` Certificate of Completion This certifies that {key.name} has successfully completed {key.course_name} on {key.date}. Email: {key.email} Score: {key.score}% Congratulations! ``` **Automatic Mappings**: - `{key.name}` → Participant Name ✅ - `{key.course_name}` → Survey Title ✅ - `{key.date}` → Completion Date ✅ - `{key.email}` → Participant Email ✅ - `{key.score}` → Score Percentage ✅ All done automatically! 🎉 ## Need Help? See the full documentation in `AUTOMATIC_FIELD_MAPPING.md` for: - Complete list of all supported field patterns - Advanced usage examples - Technical details