Using Excel And Word Templates in Tririga

[Paul Schaefer]

I am looking for instructions on how to use excel and word as templates for Tririga data. For example, having the data entered in a tririga project gui and using that data to create a bid for or contract form using our current bid and contract documents. I have looked through the Tririga documentation and have come up empty handed.

 

Thanks in advance for any assistance.

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p.

Paul J Schaefer

Terrus Real Estate Group

[Eric Glass]

You would typically need to save the document templates as HTML, then (depending on the complexity of what you're looking to populate) you could use it similar to a report section (I can post some more details in a bit, it's fairly closely related to the message I just sent to Penri).

[paja...@gmail.com]

Any additional details would help. Thanks

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[Eric Glass]

In your case, you could probably just use the Print Preview tab on the GUI to implement this.  You'd save your document(s) as HTML; then for any of the fields that you want to populate from the source record you'd fill them in as with a Form Report (consult the documentation, I can help you further if needed... basically, for a given field that you want to populate you would insert replacement tags of the form "%%Section_Field%%", e.g. "%%RecordInformation_triNameTX%%").  Be sure to use a text editor to edit the HTML file, as doing it through Word or other visual editors can sometimes mess up the special tags.

 

Once you've got your HTML file properly marked up, save it to Document Manager.  Then, revise your source record's GUI in the GUI Builder and go to the "Includes/Forms" tab.  Under Forms, click Add and add the file you saved to Document Manager; also make sure the "Show Preview" option is checked on the GUI properties.  Publish the GUI, then open one of the source records; if you click on the Print Preview tab, it should render the HTML with the fields filled in properly with data from the source record.

[paja...@gmail.com]

Thank you. That works well. I appreciate the help!
p.

On Oct 22, 2:11 pm, Eric Glass <eric.gl...@gmail.com> wrote:
> In your case, you could probably just use the Print Preview tab on the GUI
> to implement this.  You'd save your document(s) as HTML; then for any of the
> fields that you want to populate from the source record you'd fill them in
> as with a Form Report (consult the documentation, I can help you further if
> needed... basically, for a given field that you want to populate you would
> insert replacement tags of the form "%%Section_Field%%", e.g.
> "%%RecordInformation_triNameTX%%").  Be sure to use a text editor to edit
> the HTML file, as doing it through Word or other visual editors can
> sometimes mess up the special tags.
>
> Once you've got your HTML file properly marked up, save it to Document
> Manager.  Then, revise your source record's GUI in the GUI Builder and go to
> the "Includes/Forms" tab.  Under Forms, click Add and add the file you saved
> to Document Manager; also make sure the "Show Preview" option is checked on
> the GUI properties.  Publish the GUI, then open one of the source records;
> if you click on the Print Preview tab, it should render the HTML with the
> fields filled in properly with data from the source record.
>

> > > - Show quoted text -- Hide quoted text -