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Document Designer and XSL

OVERVIEW

The Document Designer gives admins the option of defining their own custom XSL in order to implement advanced use cases. Using XSL Snippets allows admins access to all data that is stored in a Transaction’s Document XML for use in the Document Designer.

ADMINISTRATION

There are two types of XSL Snippets in the Document Designer that admins can add custom XSL code to:

Although it is possible to edit and create XSL, it is not recommended unless you have significant experience in using XSL.  There is no guarantee that any XSL code will be compatible with future versions of CPQ Cloud.

ClosedGlobal XSL Snippet

The Global XSL Snippet can be used to create XSL variables that can be referenced in inline XSL Snippets throughout the Document Designer template.

To add XSL to the Global XSL Snippet:

  1. Open the Document Properties pane (by clicking a blank space in the Admin Action Bar or the Template Flow so that no Layout or Element is selected).
  2. In the Dynamic Tool Bar below the Document Properties pane, click the Global XSL button ().

    The Global XSL Snippet editor window appears.

  1. Enter XSL code as needed.
  2. Optionally click the Validate button to check to see if the syntax of the XSL you entered is valid.
  1. Click OK to save the Global XSL Snippet.

ClosedInline XSL Snippets

Inline XSL Snippets can be used to affect the output of the document by referencing XSL variables. XSL variables can be both declared and referenced within an XSL Snippet, or the inline XSL Snippet can reference XSL variables that are already present in the Global XSL Snippet. Inline XSL Snippets can be added to a Section, a Table cell, or a Header and Footer.

To add an XSL Snippet to the template:

  1. Click Elements in the Properties panel to expand the available elements.
  2. Click and drag XSL Snippet into a Section, a Table cell, or a Header and Footer in the Template Flow.

    The Script editor window appears.

  1. Optionally enter a Name and Description for the XSL Snippet for reference.
  2. Enter XSL code as needed.
  3. Optionally click the Validate button to check to see if the syntax of the XSL you entered is valid.
  1. Click OK to save the inline XSL Snippet.

NOTES

RELATED TOPICS

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