Document Layout Page
The Document Layout List page is accessed using Tell Me. Choose the icon, enter Document Layouts, and then choose the related link.
The General FastTab contains general information about the Document Layout. Hover over a field to read a short description of the field. For more information on specific fields of this FastTab, see the following table.
|Rendering Layout||Indicates the layout that is used to render the report. COSMO Document Configurator includes the following predefined layouts:
- A4 Portrait Flow Layout
- A4 Portrait Fixed Layout
- A4 Landscape Fixed Layout
- Letter Portrait Fixed Layout
- Letter Landscape Fixed Layout
- Label (57 x 102 mm)
|Render Report No.||Indicates the number of the report that should be used to render the report, which defines the page size, margins, logos, etc. This setting can be used as an alternative to the Rendering Layout to ensure downward compatibility with custom reports. When using a render report, you will not be able to use some features such as emailing or attaching documents. For COSMO Document Configurator reports, use the Rendering Layout setting instead.
COSMO Document Configurator includes the following predefined render reports:
- 12032027, CCS DC A4 Portrait
- 12032028, CCS DC A4 Landscape
- 12032029, CCS DC Letter Portrait
- 12032030, CCS DC Letter Landscape
- 12032032, CCS DC Label (57 x 102 mm)
- 12032040, CCS DC A4 Portrait Flow Layout
|Document Label Code||Indicates the code for the Document Text that is used for printing the Label at the top of the page (for example, the label on a Sales Quote is where it says Sales Quote on the top).
The Document Text that this is referring to should end with %1; this is for the system to be able to insert a COPY label when printing copies of the same document.
|Status||Indicates the status of the Document Layout. The options are:
- Under Development
Only Certified layouts can be used for printing. Testing the layout by running the report directly from the layout can be done at any status.
When changing the Status to Certified, some checks are performed to validate the layout.
The Sections FastTab of the Document Layout page defines the different sections of the report. Each section has a table that the system should loop through in order to generate the data.
Hover over a field to read a short description of the field. For more information on specific fields of this FastTab, see the following table.
|Section Type||Controls how the section should be printed. The options are:
- Header – The section will be printed on top of the page and will be transferred to the other pages.
- Line – The section will be printed between the header and footer and will be different from page to page.
- Footer – The section will be printed at the bottom of the page and will be transferred to other pages.
|Pages||Controls on what pages the section should be printed. The options are:
- All – Section is printed on all pages.
- First – Section is only printed on the first page.
- Last – Section is only printed on the last page. (Only possible in Classic Render Report)
- Not First – Section is printed on all pages except the first one. (Only possible in Classic Render Report)
- Not Last – Section is printed on all pages except the last one. (Only possible in Classic Render Report)
This field – along with Section Type = Header – provides the ability to create a smaller header for the second and following pages in the reports. However, not all options from the Classic Render Report are possible now. Section Type = Header allows for rendering on Pages = All or First, whereas line and footer sections do not allow any page controlling at all. Page Control has been added to the new Document Layouts with code 03; refer to these for more information about using page control in layouts.
|Page Break||Determines the page breaks.
For the flow layout render report and a line of Section Type = Line, the following options are available to determine whether to force a page break or not:
- Between Records – Will create a page break between each record inside the filtered section.
- After Block – Will create a page break after the last record (if at least one was found).
- After Each Record – Will create a page break according to options Between Records and After Block.
Page breaks for phantom layouts must be configured inside the phantom layout.
|Phantom Layout No.||Indicates the Phantom Layout No. for the section.
Phantom layouts are special layouts that are defined without a report number and are used for generating sections in multiple layouts. The purpose of a phantom layout is to create and maintain a sort of template text that can be reused on multiple layouts. For example, if the footer needs to be the same in all documents, a phantom layout can be created and assigned to all document layout sections.
If the text ever changes, it can be done for all documents at once by changing only the phantom layout text.
The actions in the Line menu on the Sections FastTab are described in the following table.
|Move Right||Increases the indentation of the section. A section indented below another section will iterate once for each of the parent sections.|
|Move Left||Decreases the indentation of the section.|
|Copy Section||Copies a section setup from another Document Layout.
When copying a section, the Filters, Criteria, Codeunits, Variables and Fields are all updated. If copying from a section that is based on another table, the system will replace that table with the table of the section copied to. For example, this allows for copying the header of an order confirmation to the header of a sales invoice (then table 36 will be replaced by table 112).
|Filters||For more information see Document Layout Filters.|
|Criteria||For more information see Document Layout Criteria.|
|Codeunits||For more information see Document Layout Codeunits.|
|Variables||For more information see Document Layout Variables.|
|Fields||For more information see Document Layout Fields.|
The Navigate menu of the Document Layout page includes three actions related to Document Layouts; each is described in the following table.
|Export||Exports a Document Layout (or several by changing the filter) as a JSON file. This function is useful for doing backups or if several companies use the same layouts.|
|Copy From||Copies all the Sections (lines) from other Document Layouts into the current Document Layout. This function is useful when creating a new version of a layout.|
|Run Report||Generates a printed output for testing the Document Layout configuration. This function uses the current Document Layout independent of its status (when running a report from another place in the system, the user can only select from certified layouts with the valid starting and ending dates). For more information, see Run Report.|