Create a JSP Page Document Template

Creating the Template Page

1. Start by creating a JSP/Html Page in the platform.

   Turn off the Include Headers option for that page.

   (Those headers contain platform-specific Javascript that interfere with template processing.)

2. Add boilerplate text and fixed graphics.
3. Insert any of the Print Template Variables that are available when you Add a Print Template.
4. Insert record-specific images and/or charts, as explained below.

Inserting Template Variables

1. Begin to Add a Print Template or [Edit] an existing template.
   The Template Variable Tool appears.
2. Select the Category of fields to choose from.
   (Fields in the current object or Related Objects, User fields, or Company fields)
3. Under Fields, scroll down the list to find fields in the current record or in a Lookup target record.
4. Select the field to add.
   The variable name appears.
   
5. Copy the variable name to the clipboard.
6. In the template page, paste the variable name you copied.

Inserting an Image Stored in an Object Record

To insert an image into a Print Template, use the platform IMG tag in an HTML img element.

HTML Tag

<img src="...IMG tag...">

IMG tag

Example

<img src=”IMG{$Customer.logo_image}”>

Inserting a Chart

To insert a chart into a Print Template, use the platform CHART tag in an HTML img element.

HTML Tag

<img src="...CHART tag...">

CHART Tag Example #1 - Inserting a chart with no optional arguments:

<img src="CHART{c5cc43653b1b49db8142bc844735c209}">

Example #2 - Inserting a chart of Orders taken by the owner of the current record:

<img src="CHART{c5cc43653b1b49db8142bc844735c209, chart-title=Orders by $Order.owner.full_name, owner_id=$Order.owner.id}">