Creates a customizable letter and quote.
The Document uses a XML master file to allow data to be driven into it, and then uses a transform script to create a HTML file for viewing.
This template will add the following to the Project:
The Quotation Document Template will create a HTML file which is viewable in a web browser.
In DriveWorks Administrator open the Project the Document is to be applied and go to Stage4: Output Rules then Documents - Files and scroll down to Template.
Once the document has been added it will open in edit mode where various options and the parameters that hold the data can be driven.
The Options can be minimized to allow more Document Parameters in view.
Click the arrow next to the Options heading to toggle between minimized and maximized mode.
The Options available for editing include:
By default the rule given is <Document Name> & DWSpecification & ".html"
If the Document is not required to be created for a Specification the rule must result in one of the following:
delete, suppress, false, <delete>, <suppress> or <false>
By default the rule given is blank, meaning it will be stored with the Specification.
The parameters that allow data to be driven into the Document are listed below the options.
Each parameter has a pre-defined rule applied. The rule is either the name of a Variable or a cell in the Calculation Table.
Each parameter can have its pre-defined rule modified by selecting the parameter and clicking build to launch the Rule Builder. However we recommend modifying the Variables or Calculation Table to get the required results.
The images used in the Document can be modified by replacing the existing images with your own.
A folder will be created in the Project location with the name:
<Document Name> HTML Quotation Letter
This folder will contain the file QuoteLetter.xml and a sub folder named Content.
The Content folder contains the images used in the Document and the file QuoteTransform.xslt
Replace these images with your own to allow them to be used in each Document created.
More advanced customizations can be done if you are familiar with XML and XSLT by modifying the corresponding files in the locations described above.