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Difference between revisions of "Create a Compound Document Template"

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A compound print template lets you combine multiple templates into a single output file.
A compound Document Template lets you combine multiple templates into a single output file.
 
<noinclude>__TOC__</noinclude>
Compound print templates have multiple uses:
====About Compound Document Templates====
Compound Document Templates have multiple uses:


:;Create a single file composed of multiple documents:
:;Create a single file composed of multiple documents:
Line 8: Line 9:
:;Create a single document composed of multiple parts:
:;Create a single document composed of multiple parts:
:: For example, when printing an order form, a cover page with logo images and boilerplate could be in the first section, and the logic for looping through order items could be in a second section. A designer working on the layout of the cover page could then ignore the logic, which could be reused in different templates.  
:: For example, when printing an order form, a cover page with logo images and boilerplate could be in the first section, and the logic for looping through order items could be in a second section. A designer working on the layout of the cover page could then ignore the logic, which could be reused in different templates.  
::(See [[#ct_ex|Compound Template Example: A Two-Part Order Form]].)
::(See [[#Example: A Two-Part Order Form|Example: A Two-Part Order Form]].)


{{Note|Every template prints on a new page, so that strategy is only useful for a multi-page invoice.}}  
{{Note|Every template prints on a new page, so that strategy is only useful for a multi-page invoice.}}  


:;Any combination of the above:
:;Any combination of the above:
:: The output of the compound document is a single file. What goes into that file is up to you. You can create any combination of documents and document components you want, using Print Template Variables to access information from the record you are processing, any records it looks up to, and any records that are related to it.
:: The output of the compound document is a single file. What goes into that file is up to you. You can create any combination of documents and document components you want, using Document Template Variables to access information from the record you are processing, any records it looks up to, and any records that are related to it.
::''Learn more:''
::''Learn more:''
:::* [[Print Templates#Insert Images, Charts, and Template Variables|Insert Images, Charts, and Template Variables]]
:::* [[Document Templates#Insert Images, Charts, and Template Variables|Insert Images, Charts, and Template Variables]]
:::* [[Print Templates#Finding and Using Related Record Variables|Finding and Using Related Record Variables]]
:::* [[Document Templates#Finding and Using Related Record Variables|Finding and Using Related Record Variables]]


====Working with Compound Document Templates====
'''Considerations'''
'''Considerations'''
:* A compound template contains references to its component templates. So updating a component-template automatically updates all compound templates it is used in.
:* A compound template contains references to its component templates. So updating a component-template automatically updates all compound templates it is used in.
:* Compound documents are always queued
:* Compound documents are always queued. An email is sent when processing is finished.
:* {{TBD|Monitoring? Popup message or email?}}
:* Generated documents are saved in '''Documents > Export Data''' folder. The email contains a link.
:* When generated. they are saved in '''Documents > Export Data''' folder


'''To create a compound print template:'''
'''To create a compound Document Template:'''
# Go to '''{object} > Customize this Object > Print Templates'''
# Go to '''{object} > Customize this Object > Document Templates'''
# Click '''[New Template]'''
# Click '''[New Template]'''
# Specify '''Type''' as '''Compound'''<br>An '''[Add Template]''' button appears.
# Specify '''Type''' as '''Compound'''<br>An '''[Add Template]''' button appears.
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:* '''Select the empty row''' at the top of the template selection field.<br>When saved, that row is removed from the compound template.
:* '''Select the empty row''' at the top of the template selection field.<br>When saved, that row is removed from the compound template.


;<span id="ct_ex"></span>Compound Template Example: A Two-Part Order Form:
====Example: A Two-Part Order Form====
This example breaks the [[Print Templates#Sample Print Template for an Order Invoice|Sample Print Template for an Order Invoice]] into two parts, so that the processing logic is confined to a single module:
This example breaks the [[Document Templates#Sample Document Template for an Order Invoice|Sample Document Template for an Order Invoice]] into two parts, so that the processing logic is confined to a single module:


Cover Page Component:
'''Cover Page Component:'''
:<syntaxhighlight lang="xml" enclose="div">
:<syntaxhighlight lang="xml" enclose="div">
<html>
<html>
Line 96: Line 97:
</syntaxhighlight>
</syntaxhighlight>


Logic Component:
'''Logic Component:'''
:<syntaxhighlight lang="xml" enclose="div">
:<syntaxhighlight lang="xml" enclose="div">
<html>
<html>

Latest revision as of 23:36, 12 November 2013

A compound Document Template lets you combine multiple templates into a single output file.

About Compound Document Templates

Compound Document Templates have multiple uses:

Create a single file composed of multiple documents
When processing an order, you might need to generate an inventory-pull sheet, a customer invoice, and a shipping sheet. Each of those would be a separate template, but they can all be printed at one time in a single, compound document. (The templates can be of different types, as well. One might be a Word document, while another is an HTML template.)
Create a single document composed of multiple parts
For example, when printing an order form, a cover page with logo images and boilerplate could be in the first section, and the logic for looping through order items could be in a second section. A designer working on the layout of the cover page could then ignore the logic, which could be reused in different templates.
(See Example: A Two-Part Order Form.)

Notepad.png

Note: Every template prints on a new page, so that strategy is only useful for a multi-page invoice.

Any combination of the above
The output of the compound document is a single file. What goes into that file is up to you. You can create any combination of documents and document components you want, using Document Template Variables to access information from the record you are processing, any records it looks up to, and any records that are related to it.
Learn more:

Working with Compound Document Templates

Considerations

  • A compound template contains references to its component templates. So updating a component-template automatically updates all compound templates it is used in.
  • Compound documents are always queued. An email is sent when processing is finished.
  • Generated documents are saved in Documents > Export Data folder. The email contains a link.

To create a compound Document Template:

  1. Go to {object} > Customize this Object > Document Templates
  2. Click [New Template]
  3. Specify Type as Compound
    An [Add Template] button appears.
  4. Click the button to add a new template to the list of components

Thumbsup.gif

Tip: Add templates in the order you want them to appear. It is not possible to rearrange the order later.

To remove a component template:

  • Select the empty row at the top of the template selection field.
    When saved, that row is removed from the compound template.

Example: A Two-Part Order Form

This example breaks the Sample Document Template for an Order Invoice into two parts, so that the processing logic is confined to a single module:

Cover Page Component:

<syntaxhighlight lang="xml" enclose="div">

<html> <head> <title></title> <style> 

div {  
     padding-top: 5px;  
     padding-bottom: 5px;  
     padding-right: 5px;  
     padding-left: 30px;  
     border: 3px;

margin-top: 5%; margin-right: 40%; margin-bottom: 5%; margin-left: 5%; 

   }

</style>

</head> <body bgcolor="#FFFFFF" text="#000000" 

     link="#0000FF" vlink="#800080" alink="#FF0000">

<img width="100" height="100" src="http://justanothermobilemonday.com/Wordpress/wp-content/uploads/2009/10/android-robot-logo2.jpg" alt="Company logo" />    <---- Company Logo Here
$company.name

$company.street  
$company.city, $company.state,
$company.country - $company.zip

 
 (Phone): $user.phone


Order Invoice

Invoice Date: $Orders.date_created



Bill To:
$Orders.account.name - $Orders.account.number
$Orders.account.street
$Orders.account.city, $Orders.account.state,
$Orders.account.country - $Orders.account.zip

(Phone): $Orders.account.phone


Invoice #: $Orders.order_number
 

</body> </html> </syntaxhighlight>

Logic Component:

<syntaxhighlight lang="xml" enclose="div">

<html> <body>

<tbody> </tbody>
  1. foreach( $OrderItems_record in $OrderItems )
  1. end
Quantity Product Unit Price Amount
$OrderItems_record.item_quantity $OrderItems_record.related_to_ProductInventory.product_name $OrderItems_record.item_price $OrderItems_record.total
  Sub Total $Order.grid_comptn_f5631e34b39f4ba39a98559c7215a3b4
  Tax $Orders.grid_tax_f5631e34b39f4ba39a98559c7215a3b4
  Shipping $Orders.grid_shipping_f5631e34b39f4ba39a98559c7215a3b4
  TOTAL AMOUNT DUE $Orders.grid_net_total_f5631e34b39f4ba39a98559c7215a3b4

</body> </html> </syntaxhighlight>

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