survey_custom_certificate_template/docs/QUICK_START_AUTO_MAPPING.md

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