Create an HTML Document Template

Creating the Template File

1. On your local system, create an HTML page, using whichever editor you favor.
2. Add boilerplate text and fixed graphics.
3. Insert any of the Print Template Variables that are available when you Add a Print Template.
4. Insert record-specific images and/or charts, as explained below.

Inserting Template Variables

1. Begin to Add a Print Template or [Edit] an existing template.
   The Template Variable Tool appears.

   

2. Select the Category of fields to choose from.
   (Fields in the current object or Related Objects, User fields, or Company fields)
3. Under Fields, scroll down the list to find fields in the current record or in a Lookup target record.
4. Select the field to add.
   The variable name appears.
5. Copy the variable name to the clipboard.
6. In the template file, paste the variable name you copied.

Inserting an Image Stored in an Object Record

To insert an image into a Document Template, use the platform IMG tag in an HTML img element.

HTML Tag

<img src="...IMG tag...">

IMG Tag

IMG{$objectName.imageFieldName}

where:

• objectName - The name of the current object. (This variable is in 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" (.).

Important: This syntax uses braces: {...}. The braces and other underlined characters in this syntax are literals. Type them in exactly as shown.

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}">

Learn More

• Print Templates
• Accessing Related Records in a Print Templae
• Sample (HTML) Print Template for an Order Invoice