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Create a Template
Create a Template
- Quentin Lamare
Owned by Quentin Lamare
Ideal Doc Template Name
The name of the template.
Ideal Doc Query
The lookup to the Ideal Doc Query record which provides the dynamic for this template.
## Active
Whether the template should still be used or not.
Category
Can be used to filter the templates for selection in the dialog. (e.g. only show the templates of category = ‘Invoice’.)
Example: Invoice
Static Data
Static data can be added to the IdelDoc context. This data can be used within the docx template for example for conditional rendering etc. If, for example, the Label were defined as static data as in the example on the right and if there is a queried Attribute called “Lang” (indicating for example the users language), the labels could be rendered like this in the docx: {{Labels[Lang].description}}
{
"showTimeCards": true,
"showQRBill": true,
"Labels.en.description": "Description",
"Labels.de.description": "Beschreibung",
}## Template Configuration
{"fileName": "ITG_Invoice_{{BillingAccountName}}_{{Name}}_{{@global.date}}", "outputFormat": "pdf"}External Id
INVDE
## Files
TBD
, multiple selections available,
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