Create an HTML Document Template
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Revision as of 20:21, 17 February 2012 by imported>Aeric (→Inserting Template Variables)
Creating the Template File
- On your local system, create an HTML page, using whichever editor you favor.
- Add boilerplate text and fixed graphics.
- Insert any of the Print Template Variables that are available when you Add a Print Template.
- Insert record-specific images and/or charts, as explained below.
Inserting Template Variables
- Begin to Add a Print Template or [Edit] an existing template.
The Template Variable Tool appears. - Select the Category of fields to choose from.
(Fields in the current object or Related Objects, User fields, or Company fields) - Under Fields, scroll down the list to find fields in the current record or in a Lookup target record.
- Select the field to add.
The variable name appears. - Copy the variable name to the clipboard.
- In the template file, paste the variable name you copied.
Inserting an Image Stored in an Object Record
To insert an image into a Print Template, use the platform IMG tag in an HTML img element.
- Format
- <img src="IMG{$objectName.imageFieldName}">
where:
- objectName - The name of the current object. (This variable is in Template:Velocity format. The object name effectively creates a namespace, ensuring that there is no conflict with another variable that might have the same name.)
- imageFieldName - The name of the field in the current record that contains the image to display, joined to the object name by a "dot" (.).
- Result
- The URL for the image is inserted into the generated page. When viewed, the image is displayed.
- Example
- <img src=”IMG{$Customer.logo_image}”>
Inserting a Chart
To insert a chart into a Print Template, use the platform CHART tag in an HTML img element.
- Format
- <img src="CHART{$report_id}">
- <img src="CHART{$report_id, chart-title=Your Title, field1=value, ...}">
where:
- report_id - A required argument that gives the ID of the report that generates the chart.
- chart-title - An optional argument containing text for a chart title.
- field1 - An optional record field. Only records with a matching value will be included in the generated chart. Up to three fields and values can be specified in the comma-separated list. (More can be specified, but only the first three are used.)
- Result
- A URL for the generated chart is inserted into the generated page. When viewed, the chart image is displayed.
Example #1 - Inserting a chart with no optional arguments:
- <img src="CHART{c5cc43653b1b49db8142bc844735c209}">
Example #2 - Inserting a chart of Orders taken by the owner of the current record:
- <img src="CHART{c5cc43653b1b49db8142bc844735c209, chart-title=Orders by $Order.owner.full_name, owner_id=$Order.owner.id}">