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  10. Print layout settings

Print layout settings

When you need to print operation’s data, use the Print layout settings.

Select the Print tab on the operation template. Click the Add button to create a new Print layout. Type title of New Print layout and click “Ok”.

Figure 1. Print template setting layout

Setting up a print template is carried out in two stages:

  1. Preparing data for the template
  2. Creating a template file

Preparing data for the template

The section for getting data from the header part is indicated by the red section in Fig. 1.

Click “+” button to add new settings row.

Figure 2. Get header data
  • The Name field is used for data names that will be used in the template file, for placing data on the template sheet. For example, customer, contract, etc.
  • An Expression field is used to indicate the correspondence of data to operation header’s fields. For example, $h.customer, $h.contract_id, etc.
  • The Format field is used to configure the format of the data output to the print form. For dates: M – month, d – day, Y-year ( for example, format MM-dd-YYYY will return 12-01-2020). For numbers: # – one digital register ( for example, format # ### will return 100 000)

The section for getting data from the Table part is indicated by the blue section in Fig. 1.

Click “+” button to add new settings row.

Figure 3. Get table data

The header’s part of this section should be filled like showing in Fig.3

The table part of this section should be filled for rules below:

  • The Name field is used for data names that will be used in the template file, for placing data on the template sheet. For example, product, quantity, etc.
  • An Expression field is used to indicate the correspondence of data to operation header’s fields. For example, $r.product, $r.quantity, etc.
  • The Format field is used to configure the format of the data output to the print form. For dates: M – month, d – day, Y-year ( for example, format MM-dd-YYYY will return 12-01-2020). For numbers: # – one digital register ( for example, format # ### will return 100 000)

Creating a template file

You can create print templates based on Microsoft Word and Excel files. Operation header’s data can be uploaded to Microsoft Word and Excel files. Data from the operation table can be uploaded to Excel files only.

Create a New file and put in it necessary content. Then insert special data markers – {{ name }} in those places in the file where the operation data will be placed. Use the same names that you specified in the “Preparing data for the template” section. See the example Fig. 4, 5

Figure 4. Microsoft Word file-based template
Figure 5. Microsoft Excel file-based template

Save the template file and upload it to the system. Click Select File and upload template. See Fig.1 green section.