Add Multiple Page Break Lines on Advanced PDF/HTML Template

Users want to add multiple pages on a printed PDF using an Advanced PDF/HTML Template. This can be achieved by using <pbr> element on the Template. Solution Navigate to Customization > Forms > Advanced PDF/HTML Template Preferred Advanced PDF/HTML Template: Click Customize/Edit Top right corner: Toggle Source Code Insert the following code on the appropriate line:<pbr header=”sample”/>Note: A pbr tag is equivalent to one page.… Continue reading Add Multiple Page Break Lines on Advanced PDF/HTML Template

Display the First Invoice Number on the Invoice Group Advanced PDF/HTML Template

Navigate to Customization > Forms > Advanced PDF/HTLM Templates Locate the Standard Invoice Group(Detailed View) PDF/HTML Template and click Customize or find an existing customized one and click Edit Click Source Code Create a table where you want the information to display Between the <td> and </td> tags, insert the following code:               <#list groupedinvoices_summary as invoice_details><#if invoice_details_index==0>${‌invoice_details.invoicenum}</#if></#list>

PDF template to split a value with a divider

Requirement Client would like to make everything prior to the “|” divider 1 font larger and bolder in the item name Attached the current template Solution <span style=”font-size: 18px;”> <b>${record.name[0..*43]?split(‘|’)[0]}</b></span> | <span style=”font-size: 17px;”>${record.name[0..*43]?split(‘|’)[1]} </span>

Dynamically Add External PDF File within Printed PDF File

Create Custom Field Label:Enter Label Type:Select Free-form Text ID: Enter _link_pdf Click Applies To Enter Checkmark for relevant Transaction/Record Click Save Add the PDF File to the File Cabinet Get the External Link on the File record Insert the link on the Custom field Navigate to Customization > Forms > Advanced PDF/HTML Templates Click Edit beside the preferred Advanced PDF/HTML Template Insert a <pdfset> tag before the first <pdf> tag After the </pdf> tag add <pdf src = “${‌record.custbody_link_pdf}” /> </pdfset>