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How to access the XML data file used by PDF templates

External Posted: 2012-02-06 12:15

 I would like to add a column to my quotes and invoices but I can not find the code to make it appear. In this case it is the 'Unit' field I would like to include, but it would be helpful to have a list of all of the possible fields in use.
Workbooks Support Posted: Wed, 14.03.2012 - 23:20

Hello

If you want to do this for PDF output, you need to change the XSL template. Find out the set of available fields - there are many - using this tip: when a PDF is generated by Workbooks the browser downloads this using a URL like https://secure.workbooks.com/accounting/sales_orders/4709.pdf?template=225  - replace the .pdf with .xml and you can fetch the XML and browse this. For the example the URL would be https://secure.workbooks.com/accounting/sales_orders/4709.xml?template=225

If you are using HTML templates (e.g. to create formatted emails) then you can browse the set of available fields using the 'breadcrumb' as described at http://www.workbooks.com/help/email_templates/creating

 

Thanks

James