This functionality allows you to prepare a document for printing or exporting data to a pdf or docx file. The application provides several types of templates:

  • html - allows you to prepare a template using an html editor.
  • html_code - only html code is used to prepare the template.
  • docx - you can use a docx file as a template.
  • Label - a template with a specified size.

Creating a Template

Go to the "Templates to export" page and click on the "Create" button.

In the dialog box, select the entity to create the template for and specify the template type.

Please note that you have the option to set the field filters that will display the template button.

After creating a template, click on its name and you will be taken to a page where you will have the opportunity to prepare a document.

You can insert values from the current record into the document body using the special construction {#448:Status}

You can also embed information from a nested or related entity using the {#entity8:0<2,4,5>} constructs. For a detailed description of this functionality, see the Help section.