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Document Designer and Attribute Values

OVERVIEW

Attribute values that dynamically fill a template with current Transaction, user, and product data are what makes the Document Designer more than just a static template in a word processor. Adding current data to the template—while the output is being created—is a big part of what makes the Document Designer so valuable.

Text Element in the Document Designer Template

PDF Output for Transaction A

PDF Output for Transaction B

ADMINISTRATION

ClosedWhere Attribute Values can be Added

Attribute values can be added to Text and Heading Elements. There are five types of attributes that can be added in the Document Designer:

Template, Main Document, and User attributes are always available to be added within Text or Heading Elements. Sub Document and Configuration attributes can only be added to Text or Heading Elements that have a Loop applied to them, or are within an Element, Layout, or Table row that has a Loop applied to it. For more information on Loops, see the topic Document Designer and Loops and Filters.

Configuration attributes are only available to be added when the Text or Heading Element has, or is inside of an Element or Layout that has, a Loop that loops over All Line Items or Model Line Items.


ClosedAdding Attribute Values

To add attribute values to a Text or Heading Element:

  1. Double-click the Text/Heading attribute in the Template Flow to open the Text Element editor window.
  2. Begin typing the name of the attribute whose value you want to add into the Attribute field. As you type, attributes that are similar in name to what you are typing will be suggested in a drop-down.

  1. When you see the attribute you want to add, click the attribute within the drop-down to select it.

    The attribute name and variable name now appear in the Attribute field.

  1. Click Add to add the attribute value to the Element.
  2. Click OK to save the Element.

ClosedHeaders, Footers, and Page Numbers

One of the most popular uses for a Footer is to show page numbers. To add page numbers to a Footer:

  1. If necessary, add a Header & Footer Layout element to the Editor.
  2. Open the Elements pane.
  3. Drag a Text element to the Footer.

    The Text Element editor window appears.

  1. In the Attribute drop-down, choose Page Number under Template Attributes, and click Add.

    The attribute appears in the Text Element dialog box.

  1. Enter a space, the word “of”, and another space.
  2. Choose Total Page Number under Template Attributes, and click Add.
  3. Make any need changes to the text. For example, you can select the text and center it.

  1. Click OK.

The Template Attributes Page Number and Total Page Number can be used in any Text or Heading Elements—they do not have to be placed in a Footer.


NOTES

A separator (~) will be displayed between the float attribute value and the unit, when the float attributes have units.

RELATED TOPICS

Related Topics Link IconSee Also