View source for Create an HTML Document Template

==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 Document Template Variables that are available when you [[Add a Document Template]].
# Insert record-specific images and/or charts, as explained below.

==Working with Template Variables==

===Inserting Template Variables===
# Begin to [[Add a Document Template]] or '''[Edit]''' an existing template.<br>The [[Template Variable Tool]] appears.
#:[[File:TemplateVariableTool.jpg]]
#:
# Select the '''Category''' of fields to choose from.<br>(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.<br>The variable name appears.
# Copy the variable name to the clipboard.
# In the template file, paste the variable name you copied.

===Testing Boolean Values===
Boolean values are seen in Velocity as strings with the value <tt>"Yes"</tt> or <tt>"No"</tt>. So a test of a boolean field looks something like this:
:<tt>#if ($BooleanField == "Yes")</tt>, or
:<tt>#if ($BooleanField == "No")</tt>

Or, similarly,
:<tt>#if ($BooleanField != "Yes"</tt>
:<tt>#if ($BooleanField != "No")</tt>

===Convert Currency Variables to Numbers===
{{:Common:Convert Variables to Numbers}}

==Processing Related Records==
{{:Common:Processing Related Records in HTML}}

==Inserting Charts and Images==

===Inserting an Image Stored in an Object Record===
{{:Common:HTML_IMG_Tag}}
<!--
===Inserting a Chart===
{{:Common:HTML_CHART_Tag}}
-->
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[[Category:Presentation | 5]]
[[Category:Tutorials]]
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