Return to main navigation Page
Printer Friendly/ History XSL views allow you to control the display of a transaction depending on the XSL template you select. You can create multiple XSL templates in this section to produce different types of printer friendly proposal formats or transaction history outputs.
These XSL templates can be predefined in the actions used to generate the printer friendly proposal or history output. Alternately, you can allow the user to select templates at run time to generate varied outputs.
You can generate output as XML, RTF, PDF, XLS, HTML, or DOCX.
Managing Printer-Friendly/History XSL Views
The Printer-Friendly/History XSL View page shows a list of XSLs that currently exist. Using this page, you can perform the following actions:
Adding a Printer-Friendly/History XSL View
Click Admin to go to the Admin Home Page.
Click Process Definition under Commerce and Documents.
The Processes page appears.
For the Commerce process to which you want to add the Printer-Friendly XSL converter, select Printer Friendly/XSL Views in the Navigation column for the Quote/Transaction and click List.
The Printer Friendly / History XSL Views page appears.
The Add/Update XSL View page appears.
Enter a Name.
When you leave the Name field, the Variable Name field automatically populates. You can change the Variable Name if you want to.
The name you enter here is shown in this page and other administration pages, but is not shown to the end user.
For a Document Engine document template, .RTF, .DOCX, and .PDF are the recommended outputs.
This option is available on any user-created document that is generated through XSL Views. Administrators can only apply this feature on Quote-level Text Attributes.
Example Use Case: Sales users can distinguish documents by their file name, if each file name has the Quote Number in it.
If you upload a custom XSL file, it must be written in the same XML version as the other XML files in Commerce.
Click Add or Update to save the XSL view.
Adding a document and a Printer-Friendly XSL view will NOT make your document available to an end user. Create a Print action and link it with the XSL View that you have created here.
For more information on using Document Engine document templates, see Using the Document Engine, Step by Step.
Editing Printer-Friendly XSL Views
The XSL view modified on this page can be used to format print forms, email forms, and change history logs.
DocX documents are not available for use on iPad. It is possible to view RTF files if the file has been emailed to someone via an e-mail action. The steps below use the build-in mail application, Mail, which is standard on the iPad.
Disclaimer: This is what we tested with. We are not responsible for the functionality of any 3rd party application.