Difference between revisions of "Create a Compound Document Template"
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:;Create a single document composed of multiple parts: | :;Create a single document composed of multiple parts: | ||
:: For example, when printing an order form, logo images and boilerplate could be in the first and last sections, the middle section could contain the logic for looping through order items to create a table. A designer working on the layout of the headers and footers could then do so without regard for the logic--and the logic could be reused in different templates. | :: For example, when printing an order form, logo images and boilerplate could be in the first and last sections, the middle section could contain the logic for looping through order items to create a table. A designer working on the layout of the headers and footers could then do so without regard for the logic--and the logic could be reused in different templates. | ||
:;Create a single file composed of multiple documents: | :;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 shipping sheet. Each of those would be a separate template, but they can all be printed at one time in a single, compound document. | ::When processing an order, you might need to generate an inventory-pull sheet, a customer invoice, and shipping sheet. Each of those would be a separate template, but they can all be printed at one time in a single, compound document. | ||
: | |||
:{{TBD|Is it possible to combine different kinds of templates?}} | |||
:;Any combination of the above: | :;Any combination of the above: | ||
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'''To create a compound print template:''' | '''To create a compound print template:''' | ||
# | # Go to '''{object} > Customize this Object > Print Templates''' | ||
# Click '''[New Template]''' | |||
# Specify '''Type''' as '''Compound'''<br>An '''[Add Template]''' button appears. | |||
'''To remove a component template:''' | |||
:* Leave the template selection blank.<br>When saved, the row is removed from the compound template. | |||
'''Considerations''' | '''Considerations''' | ||
:* {{TBD|Is the compound template created by reference or by value-copy? (What happens when a new version of a component is uploaded?)}} | :* {{TBD|Is the compound template created by reference or by value-copy? (What happens when a new version of a component is uploaded?)}} | ||
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::(See [[#ex1|Example: A Two-Part Order Form]].) | |||
<span id="ex1"></span>'''Example: A Two-Part Order Form''' | <span id="ex1"></span>'''Example: A Two-Part Order Form''' | ||
:--Break existing order template into two parts | :--Break existing order template into two parts | ||
::(See [[#ex2|Example: Combining Multiple Documents]].) | |||
<span id="ex2"></span>'''Example: Combining Multiple Documents''' | <span id="ex2"></span>'''Example: Combining Multiple Documents''' | ||
:-- | :-- | ||
--> |
Revision as of 21:05, 23 May 2012
A compound print template lets you combine multiple templates into a single output file.
Compound print templates have multiple uses:
- Create a single document composed of multiple parts
- For example, when printing an order form, logo images and boilerplate could be in the first and last sections, the middle section could contain the logic for looping through order items to create a table. A designer working on the layout of the headers and footers could then do so without regard for the logic--and the logic could be reused in different templates.
- 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 shipping sheet. Each of those would be a separate template, but they can all be printed at one time in a single, compound document.
- __TBD: Is it possible to combine different kinds of templates?__
- 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.
- Learn more:
To create a compound print template:
- Go to {object} > Customize this Object > Print Templates
- Click [New Template]
- Specify Type as Compound
An [Add Template] button appears.
To remove a component template:
- Leave the template selection blank.
When saved, the row is removed from the compound template.
- Leave the template selection blank.
Considerations
- __TBD: Is the compound template created by reference or by value-copy? (What happens when a new version of a component is uploaded?)__