Using graphic elements

The elements in a template (e.g., logos or pictures) can be exchanged. In a template, you will find elements used with a syntax such as:

<wr:import url="/TOP/DTO[@DSC='REPORT']/DAT/SUB[@DSC='ELEMENTS']/DAT/FLD[@DSC='PSA_I­CO_RPT_LOGO.JPG']/@BLB"/>

The expression in the “url” parameter returns the path and file name of the image file on the server at runtime. This image file is stored along with the XML markup in the same directory. With report elements, the and the file name always consists of the BLOB name and the file extension, as in PSA_ICO_RPT_LOGO.JPG. Note therefore that changing the image format must be followed by also changing it in the template.

Managing elements

Your administrator can manage standard elements as well as your logo, signature images, or define often-used styling elements as BLOBs whose names start with PSA_ICO_RPT. These then can be selected in the template administration. BLOBs whose names don’t start with PSA_ICO_RPT can be assigned as well by entering their name (see Administration/Documents/Report elements).

Using elements

As with all changes to templates, you should only work with a duplicated record.

  1. Select Sales/Templates and choose a template.
  2. Use the standard Duplicate function (copy with structure) to create a copy of the selected data record, and give the new data record a unique name.
  3. Search the image files that are to be inserted on your system and pull them into the Template elements tab using drag and drop. BLOBs are automatically created in the database. These are then given the PSA_RPT_ELM prefix, meaning that they cannot be selected using the selector.
  4. Alternatively, you can use the Add elements function to create BLOBs.
  5. You can select given elements directly at the Element field.
  6. Open the template via the Process function, and find the field syntax for the element (see above).
  7. Please make sure not to change the syntax in the angle brackets. Exchange the name of the element and the BLOB name in the Template elements tab, and append the correct file extension (.JPG or. PNG) to it.
    However, to avoid syntax errors, it is recommended to delete old tags and insert them again using the assistant.
  8. After completing your task, choose Close file in Microsoft Word.
  9. Decide whether the document should be checked in (only then can it be used in the CRM), and whether its in process status should be ketp.
  10. Switch to the form in which the report is created, or into the correspondence form, in which the cor­respondence is being edited.
  11. Execute the respective function (printout, report, or data sheet or, edit the correspondence in Word) to check the result.
  12. Release the completed template via the Approved status so that all users can access it.
Info

Admin: Your administrator or customizer can replace the logos in standard reports and correspondence templates with your own ones using the environment variables PSA_ICO_RPT_LOGO_LETTER, PSA_ICO_RPT_LOGO_REPORT and PSA_ICO_RPT_LOGO_SMALL. The aspect ratio should correspond to that of the PiSA logos. For Wind­ward, the print size of your logo also needs to match the print size of the PiSA logos. After initially setting the above-mentioned environment variables, and after each JustRelate CRM update, the "replace original logos" SQL script must be executed. Replacing the logos affects all standard reports and cor­respondence templates.