With Intrexx, document templates for the following word-processing programs can be generated from application view pages:
Is already included when Intrexx is installed. iText can be preset in the portal properties. iText can be implemented for generating simple reports without images and/or tables; this word-processing program is, however, not recommended for more complex reports.
If a report is generated by the user in the browser or any other end device, the corresponding word processing program needs to be open. 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. Integrating data from deeper levels is not possible.
Please note: HTML variables used in VM files or text fields must not be located in the header or footer of the document. Use HTML variables only in the body of the document.
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 you create document templates, the program should be open and the program path should be entered in the main menu Extras / Options / General settings / External programs. If you do not specify an external program, you will be reminded of this with a notification when configuring the template generation.
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.
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.
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.
Select the template that should be used to generate documents when the user clicks on the button.
You can select from the following output formats here:
- Server standard
Uses the format configured in the portal properties.
- Use template
Outputs in the ODT format.
Generates the document as a PDF.
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.
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.