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Printer-Friendly and History XSL Views

OVERVIEW

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.

ClosedSample Workflow


ADMINISTRATION

ClosedManaging 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: 


ClosedAdding a Printer-Friendly/History XSL View

  1. Click Admin to go to the Admin Home Page.

  2. Click Process Definition under Commerce and Documents.

    The Processes page appears.

  3. 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.

  4. Click Add.

    The Add/Update XSL View page appears.

  5. 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.

  6. Select an Output Type:. The options are:

    For a Document Engine document template, .RTF, .DOCX, and .PDF are the recommended outputs.

  7. If you select PDF, the Is PDF Read-Only: option appears. Check the box to make the generated PDF read-only.
  8. Select an Output Name:.
    1. Select Simple if you want the output document to always have the name Document.
    1. Select Advanced and then select an attribute whose value will dynamically name the output.

    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.

  9. Select an Edit Mode:

    If you upload a custom XSL file, it must be written in the same XML version as the other XML files in Commerce.

  10. Click Add or Update to save the XSL view.

For more information on using Document Engine document templates, see Using the Document Engine, Step by Step.


ClosedEditing Printer-Friendly XSL Views

The XSL view modified on this page can be used to format print forms, email forms, and change history logs.

  1. Edit any of the options under the Adding a Printer-Friendly XSL View steps.
  2. Click Display file to preview the XSL file.
  3. Enter a Transaction ID to preview how the XSL file formats the actual data for Document, History, Document XML, and History XML. For more information, see Finding the Transaction ID.
  4. Click Apply to apply the changes made and refresh the page. Click Update to update the changes made and go back to the page for managing printer friendly and history XSL views. Click Back to go back without saving.

ClosedDocX Documents

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.

  1. Go to the App Store and download the free app doctape
  2. Go to Mail and open the e-mail containing the document you wish to view
  3. Press and hold the attachment icon until a box pops up containing the options Quick Look and Open in “doctape”.
  4. Select Open in “doctape”. The app will upload the attachment then take you to a list of all documents opened through doctape. The one you just uploaded will be at the top.
  5. Select the document you want to open by pressing its icon
  6. In the Mail app, click the attachment or select Quick Look through the pop-up options. A new screen will open but it will just be a blank white page
  7. Free apps that were tested and found to be incompatible:

NOTES

RELATED TOPICS

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