Customizing the Printout using Advanced PDF/HTML Templates
You can use advanced PDF/HTML templates to customize the printouts for grid printing. Advanced PDF/HTML templates can access the same FreeMarker codes in the record.custbody_gridoe_productgrpdata
and record.custbody_gridoe_trantemplatedata
fields. However, not all references used in custom grid print templates are accessible in Advanced PDF/HTML templates.
You must have sufficient CSS and HTML knowledge to update advanced PDF/HTML templates. For more information, see Source Code Editing in the Template Editor.
To see the list of fields and sublists available in advanced PDF/HTML templates, see Advanced Templates Reference.
Follow these instructions to customize advanced PDF/HTML templates for grid print templates.
To customize the printout using advanced PDF/HTML templates:
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Go to Customization > Forms > Advanced PDF/HTML Templates.
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On the Advanced PDF/HTML Templates list, click the Customize or Edit link for the advanced print template that you want to update.
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On the Advanced PDF/HTML Template page, click Source Code to transfer to this mode.
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Insert the following codes:
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Insert
{cssContent}
within the<style> </style>
tags. This record is used for formatting the grid. -
Insert
{FTLUtil}
before the<head> </head>
tags. This record contains FreeMarker functions to manipulate the grid data.
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Click Save.
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If you want to view the changes before saving, click Preview.
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Copy the contents of the template and paste into a new XML file.
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Upload the XML file in the Grid Printing Templates folder in the File Cabinet. See Uploading Custom Grid Print Templates.
You can also setup the advanced PDF/HTML template in custom forms. For more information, see Setting Custom Forms to Use Advanced Templates
For more information about advanced templates, see Advanced PDF/HTML Templates.