Difference between revisions of "Create a Compound Document Template"

Revision as of 21:42, 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.; (See Compound Template Example: A Two-Part Order Form.)

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.

__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.
Click the button to add a new template to the list of components

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.

Considerations

__TBD: Is the compound template created by reference or by value-copy? (What happens when a new version of a component is uploaded?)__

Compound Template Example: A Two-Part Order Form This example breaks the Sample Print Template for an Order Invoice into three parts, so that the processing-logic is confined to a single module:

Header Component:

<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">

<div style="width:100%">

<img  width="100" height="100"  src="http://justanothermobilemonday.com/Wordpress/wp-content/uploads/2009/10/android-robot-logo2.jpg" alt="Company logo" />&nbsp;&nbsp;&nbsp; <---- Company Logo Here<br/>
<font size="5"><b>$company.name</b></font><b><br />
<br/>
$company.street&nbsp;&nbsp;<br>
$company.city, $company.state, <br>
$company.country - $company.zip
 
&nbsp;<br>
&nbsp;(Phone): $user.phone
<hr width="100%" size="1" />
<br />

<h2 align="center">Order<b> Invoice</b></h2>
<p></p>
<p align="center"><b>Invoice Date:</b> $Orders.date_created </p>

<br/><br/>
<b><u>Bill To: </u></b><br />
<font size="2">$Orders.account.name - $Orders.account.number</font></b>
<br />$Orders.account.street<br />
$Orders.account.city,&nbsp;$Orders.account.state, <br>
$Orders.account.country - $Orders.account.zip<br /> 

(Phone): $Orders.account.phone <br />
<br />
<br />
<b>Invoice #: $Orders.order_number <br />
</b>&nbsp;
</p>

Logic Component:

<table border="1" cellpadding="5" cellspacing="0" width="600">
<tbody>
<tr>
    <th>Quantity</th>
    <th>Product </th>               
    <th>Unit Price</th>
    <th>Amount</th>
</tr>
</tbody>

#foreach( $OrderItems_record in $OrderItems )
<tr>
<td width="350">$OrderItems_record.item_quantity</td>
<td width="100" align="CENTER">$OrderItems_record.related_to_ProductInventory.product_name</td>
<td width="100" align="CENTER"> $OrderItems_record.item_price</td>
<td width="100" align="CENTER"> $OrderItems_record.total    </td>
</tr>
#end

<tr>
<td colspan="2">&nbsp;</td>
<td style="border: solid 1px #000000;" align="Right">Sub Total</td>
<td style="border: solid 1px #000000;" align="center">$Order.grid_comptn_f5631e34b39f4ba39a98559c7215a3b4</td>
</tr>

<tr>
<td colspan="2">&nbsp;</td>
<td style="border: solid 1px #000000;" align="Right">Tax</td>
<td style="border: solid 1px #000000;" align="center">$Orders.grid_tax_f5631e34b39f4ba39a98559c7215a3b4</td>
</tr>

<tr>
<td colspan="2">&nbsp;</td>
<td style="border: solid 1px #000000;" align="Right">Shipping</td>
<td style="border: solid 1px #000000;" align="center">$Orders.grid_shipping_f5631e34b39f4ba39a98559c7215a3b4</td>
</tr>

<tr>
<td colspan="2">&nbsp;</td>
<td style="border: solid 1px #000000;" align="Right"><b>TOTAL AMOUNT DUE</b></td>
<td style="border: solid 1px #000000;" align="center"><b>$Orders.grid_net_total_f5631e34b39f4ba39a98559c7215a3b4</b></td>
</tr>     
</table>

Footer Component:

<br /><br />
Payment Due upon receipt<br />
Thank you for your business!
</div>
</body>
</html>

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Difference between revisions of "Create a Compound Document Template"

Revision as of 21:42, 23 May 2012