Generate documents

General

With Intrexx, document templates for the following word-processing programs can be generated from application view pages:

  • LibreOffice

    Recommended

  • iText

    Is already included when Intrexx is installed. iText can be selected in the portal properties. iText can be used to generate simple reports without images and tables. this word-processing program is, however, not recommended for more complex reports.

Elements used with the Grid element in a responsive layout are not supported in the document generation. Elements used with the Grid element in a responsive layout are not supported in the document generation. VTL Include elements are supported provided they are on the same page that generates the documents, but not in a free layout table there. Documents can only be generated from data from the same data group or a direct child data group. Install the text editor To get the full functionality of document generation, a suitable word processing system for processing *.odt files (e.g. Open Office / Libre Office) should be installed.

 

Please note: HTML variables used in VM files or text boxes must not be located in the header or footer of the document. Use HTML variables only in the body of the document.

Enter text editor as external program

In order to use the full range of functions in the document generator, an appropriate text processor should be installed to edit *.odt files (such as OpenOffice / LibreOffice).

When installing Intrexx basically recognizes whether LibreOffice/OpenOffice is already installed so that the settings described here are automatically done.

If this is not the case please enter the program path via the main menu "Extras / Options / General / External programs". If you do not specify an external program, you will be reminded of this with a notification when configuring the template generation.

LibreOffice

Note that you must install the entire LibreOffice package if you use LibreOffice as a word processor.

Default settings for document generation

In portal properties the default settings for document format and LibreOffice/OpenOffice options are defined. Enter the root directory of LibreOffice/ OpenOffice from the server's perspective. Click here for more information.

Configure the document generation

Create a new application based on the Basic application template.

In the new application select the application node and create a new view page using the context menu "New/view page". This automatically opens the properties dialog of the page. Close it by clicking on "OK". Now switch to the "All Entries" page.

Copy the view table.

Switch back to the view page and insert the view table there.

Activate the setting "Use for document generation" on the "Documents" tab. Then click on "Create new document".

Enter a template name and then click on "Next".

The table, which is on the view page, is already selected for the template context here. Click on "Finish".

With click on "Edit template" the template will be opened in the text editor and can be edited there.

From the table, placeholders are generated which are used as textmarkers in the template.

Buttons on the view page will not be included in the template.

In the portal properties, you can define presets for the template's layout.

Configure a button

So that users can trigger the document generation, you need a button with the action "Create document" on the view page configured for document generation.

Template name

Select the template that should be used to generate documents when the user clicks on the button.

Output format

You can select from the following output formats here:

  • Server default

    Uses the format configured in the portal properties.

  • Use template

    Outputs in the ODT format.

  • PDF

    Generates the document as a PDF.

Layout

The generation will attempt to position the elements in accordance with the view page's layout but this cannot be guaranteed. The data from the view page will be placed dynamically in the new document in place of the placeholders. Tables are constructed using Velocity markup here. If your document has a page break, you can decide whether the heading should be repeated.

Colors in charts may be different in the generated document than the colors specified in the chart properties. Charts may not be displayed in the generated document if you use Microsoft Word. In this case, please open the document in LibreOffice or create a PDF instead of the .odt file.

Document action in processes

With the process element "Document action", a document can be generated when a data record is added or changed; this document can then be saved directly to a data record.