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Document Designer

http://confluence.deskera.com/display/DDS/Document+Designer Copyright © 2015, Deskera.

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In this section

Dashboard

Custom Designer

Create Template

Insert Section (Inserting Rows)

Insert Image

Insert Global Table

Preview of Table

Inserting Elements in Cell of Table

Inserting Line Item and Summary Table

Removing the Object

Formula Builder

Creating and Adding Formula in Global Level

Creating and Adding Formula in Inline Table

Deskera ERP's Document Designer allows an option to create custom templates as per organizational needs. The features are easy-to-use and similar to creating a table in MS Word.

Add colmns and rows, add formula, tag fields for the data to auto populate, add logo and headings and the template is ready to use!

Dashboard

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Dashboard

Click on Under .Custom Designer ‘Administration’

Custom DesignerUnder Custom Designer User will find List of Configured Templates.

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Please select(check the check box) a module to view its templates.

Create TemplateSelect(check the check box) a module (Say Invoice) to view its templates.

User will see List of templates.

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Make sure your ‘ ’ mode is selected to ‘ ’ then only you can see the templates.is Active yes

Click on ‘Create Template’.

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Fill the required details and Click on ‘Create’.

Click ‘OK’ to proceed. New Template( say ‘Sale Invoice’) will appear in List (Template Name) as shown.

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Click on ‘Newly created Template(say ‘Sale Invoice’) to view Designing panel.

Click on Template Name(say Sale Invoice) to see Designing Panel.

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List of Designing Buttons will be appear on Top as shown.

Insert Section (Inserting Rows)Our Design is divided into three sub-regions as shown.

Header.

Body.

Footer.

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3.

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Insert Image

Click on ‘Insert Image’ to upload company Logo.

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Click on 'Browse' to select image path and click on ‘OK’.

Selected is uploaded.Company's logo

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Set Configuration for image as per user need.

Insert Global TableClick on button to create Table.Insert Table

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2. Select and click on ‘Global Section’ ‘Submit’.

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3. Configure your settings and select ‘Border type’ and click on ‘Next’.

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Preview of TableUser will see Preview of Table Click ‘Create’ to confirm or Click ‘Previous’ to edit configuration.

Inserting Elements in Cell of TableLabel:

To Insert field click on Table Cell and select type of field that user want to Insert.

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Configure your setting from Cell Property Panel.

Select Field:

Select column and click on Insert Text to insert text or click on Select Field to insert Placeholders.

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User can also use ‘Select Fields’ and ‘Insert Text’ to use without Global Table.

Accordingly change the configuration from the right hand side in Cell Property Panel.

Fields Containing are place holders which fetches the value from the system.# (Say #Currency#)

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5. Place holders can be selected from ‘Select Field’ Option.

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( For ease, user can also make changes by right click on tabel).

Inserting Line Item and Summary TableClick on Insert Table to Set Line Items( Say Products Information).

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Select Line Items under ‘Select Table Type and click on ‘Submit’.

Once user Click on ‘Submit’ configure Product Items will appear.

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4. Check the checkbox for field that user wants to hide and Click on ‘Border Property’ to select border.

Border Property

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Configure your settings, click on ‘Update’ and then click ‘OK’.

Summary Table

Click on Summary Table to set Summary Section ( Total Amount/Sub Total).

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User can edit the line item and remove the summary table.

Set Decimal Point.

Decimal Points are restricted to fields containing only.Numeric values

Global Level:

Click on Global Field (say ‘Amount Without Term’).

User will be able to set Decimals(say 2 or 4) under Value settings.

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Once Changes are made Click on ‘Save’.

Line Level:

User can set while 'Configure Product Item’. Refer below 4th point under Decimal Points Image Inserting Line Item and Summary Table.

Else User can use below mentioned Steps:

When User will click on ‘Line Item’ then ‘Inline Table Property panel’ will be open.

Click on ‘Edit Line Item’ to open window.‘Configure Product Item’

User can set ‘Decimal Points’(Say 2 or 4) for respective ‘Fields’.

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4. Click on ‘OK’ to submit changes.

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Removing the ObjectTo remove , right click on table and select .Line Item ‘Remove’

Click on page on the left hand side of tree.

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Click on Save Button and save the Template.

Make sure the template is to view the template.'Active Mode' 'Yes'

Refresh the Dashboard.

Formula BuilderThis Document Designer feature helps you to add formula when any numeric field is calculated using any default or custom numeric field.

Benefits of Formula Builder:

No code changes required for any new fields.

Created fields will stay in the respective template.

Fields created using formula builder is not rendered in fields list (Select field Dropdown, Data Element Dropdown, Line/Global table fields Dropdown).

Creating and Adding Formula in Global Level

Follow the steps listed below to create formula.

Click on any Module Name under ' List of Configured Templates'.

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Click on any custom template.

A new tab opens and click on Insert Section option on the top left corner.

On the left panel, click the respective Column where you need to add a formula.

Upon clicking the Column on the left side, system enables the 'Select Fields' option on the top left corner.

Click Select Fields.

Select Field window opens up.

Select Field Type as Create Formula.

Upon clicking the 'Create Formula' button, the system displays the 'Formula Builder' window.

Enter a name to the formula under 'Measure Name' field.

Double click on the relevant field under the Fields section and select the operator from the section 'Operators & Functions.

The selections will be created as a formula and will reflect on the Formula field.

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Any additions of fields by clicking them under the Fields section, will be displayed as addition to the formula automatically in the Formula field.

Click on Save.

Clicking the Save button will get you back on the previous page and will show that applied formula as shown in the appended screen.

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The created formula can be viewed under the Field Property Panel section that opens up on the right side of the page when the field in which the formula is applied is clicked upon.

Creating and Adding Formula in Inline Table

On the left panel under Tree View, click on the Inline Table where you need to add a formula.

A new section ' Inline Table Property Panel' opens on the right side of the page.

Click on Edit Line Items on the top right corner.

image2017-7-24 17:37:48.png

Configure Product Item window opens up.

Click on the Add Formula button.

image2017-7-24 16:49:10.png

Enter a name to the formula under 'Measure Name' field.

Double click on the relevant field under the Fields section and select the operator from the section 'Operators & Functions.

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The selections will be created as a formula and will reflect on the Formula field.

Any additions of fields by clicking them under the Fields section, will be displayed as addition to the formula automatically in the Formula field.

Click on Save.

image2017-7-24 16:49:38.png

Clicking the Save button will take you back on the 'Configure Product Items' window where you will see the newly added formula.

Click OK to close the window.

If clicking on the OK button shows the message as appended here, check the numbers in the colmn width and make sure they total of at 100.

If not, clicking the OK button lets the newly added formula be applied on the template at the respective inline table that was selected.

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