Customizing the approval sheet template

Location

By default, the approval sheet template file is stored in the folder "UserConfig\Templates” and is called "ApprovementListTemplate.[locale].server.docx”. This is a standard file, generated by the system to create an approval template.

Creating a custom template

In this folder, create a file with the name "ApprovementListTemplate.docx" (note that the name must be different from the default template name!), which will be used as a new template. The system can use only one approval sheet template, therefore you will need to replace the system file with a custom one.

Note:

Use the .docx (Office2007-2013) format, because other formats will not be recognized and the template will be generated using the standard file.

By default, the template looks like this:

In the approval sheet, objects are referred: approval comments, order, names of approvers and dates.

Pay attention to using cycles: the standard template includes two tables. The first one is used as a header (number, job position, comment, etc.) and the second - as the content; therefore a cycle is used in the second table. The cycle condition is placed before the table - {foritemin {$items}} - i.e. values will be displayed for each {$object}; {end} marks the end of the cycle. For correct enumeration of the cycle elements, the following structure is used: {Index () +1}, which returns a number, incrementing by 1 with each step of the cycle.

For more information, read this article.

Examples

Example 1.

Show profile data of the approvers, e.g. the date of employment and the phone number:

The values are taken from the User table of the user database. List of fields:

Field	Value	Field	Value
Id	User Id	MobilePhone	Mobile phone number
Uid	User UID	RoomNumber	Office number
Status	Locked/not locked	Description	Comment to the user profile
UserName	User login in the system	Skype	Skype profile
FirstName	First Name	ICQ	ICQ profile
MiddleName	Middle Name	JabberID	JabberID
LastName	Last Name	ReplacementUser	Id of the substituted user
FullName	Full Name
Email	Email
BirthDate	Birthday
EmployDate	Date of employment
WorkPhone	Work phone number

Example 2.  

Check condition, whether the user has the Accountant job position. If the result is True, display the department name.

In this example, the if-else structure is used:     

{if *condition*}      

*Action or text if the condition is true*    

{else}      

*Action or text if the condition is false*      

{end if}