AdvoLogix Help

Advanced AdvoDoc Template Features

Updated

AdvoDoc templates use HTML and CSS to format the resulting document. This allows template designers the ability to customize document output beyond the format options provided in the designer's toolbar. CSS properties can be used to creatively format elements of the document. 

Fine tuning the document format is accomplished via the Source button found in the AdvoDoc Template Designer's toolbar.

1. Page Headers and Footers

The following example can be added to the AdvoDoc template to create document page headings and footings. 

1.2. Optionally Customize the Format of the Heading and Footing
<style type="text/css">
  @page {
    @top-center {content: element(header);}
    @bottom-left {content: element(footer);}
  }
  .centered {text-align: center;}
  div.header {padding: 5px; position: running(header);}
  div.footer {padding: 5px; position: running(footer);}
  .pagenumber:before {content: counter(page);}
  .pagecount:before {content: counter(pages);}
  div.subfooter {display: inline-block;}
  div.right {float: right;}
</style>

2. Customizing List Data

Both the heading and data cells may be custom formatted for a variety of use cases. 

2.1. Creating Two Rows for Each Record
<table border="0" cellpadding="4" cellspacing="0" class="relTableDefault" style="width:100%;" width="100%">
    <tbody>
        <tr>
            <th style="border-bottom:1px solid #000;">Date</th>
            <th style="border-bottom:1px solid #000;">Timekeeper</th>
            <th style="border-bottom:1px solid #000;">Status</th>
            <th style="border-bottom:1px solid #000;">Rate</th>
            <th style="border-bottom:1px solid #000;">Time</th>
            <th style="border-bottom:1px solid #000;">Total</th>
        </tr>
    </tbody>
    <tbody id="tableData">
        <tr>
            <td>{@advpm__Entry_Date__c}</td>
            <td>{@advpm__Timekeeper__c}</td>
            <td>{@advpm__Billing_Status__c}</td>
            <td>{@advpm__Rate__c}</td>
            <td>{@advpm__Time_In_Hours__c}</td>
            <td>{@advpm__Total_Amount__c}</td>
        </tr>
        <tr>
            <td colspan="6">{@advpm__Description__c}</td>
        </tr>
    </tbody>
</table>

3. Other Examples

A wide array of formatting options are available using a variety of HTML and CSS techniques.

3.1. To Convert a Field  to Uppercase
 <span style="text-transform:uppercase;">{!advpm__Matter__c.Name}</span>
3.2. To Capitalize the First Letter of a Text Value
 <span style="text-transform:capitalize;">{!advpm__Matter__c.Name}</span>
Previous Article The AdvoDoc Template Designer
Next Article How do I create a new document with AdvoDoc?
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.