Custom templates

Prerequisites

Setting up the custom templates requires some coding skills.

tracezilla support can put you in contact with consultants who can help set up the template to suit your needs.

tracezilla support can not assist with the actual setup of the custom templates.

 

Enable custom templates

Custom templates is an extension that must enabled before use. There is no extra charge.

Go to Company Settings > Extensions. Find Custom Templates and click to enable.

You can now access the item Custom templates in your Company settings in the Documents and Templates section.

 

Create template

Go to Custom Templates in your Company Settings.

  1. Click Create Template
  2. Name the template and give it a reference code for internal use
  3. Select which Model the template is to be used for. Currently, you can create templates for orders and deliveries. If you select Order, you can specify which order types it can be used for.
  4. Specify whether the document is to be displayed in Quick access to documents on the individual order.
  5. In the dropdown menu Default Recipient, you can specify who should be the default recipient of the e-mail with which the document is sent.
  6. The Description field is for internal use and will not be included in the document
  7. You can customize the format, page orientation, width, height, and margins.
  8. Click Save

 

Contents of the template

The template itself is set up using a sort of template HTML and LIQUID, which is a light programming language.

The template HTML is used to create the layout and the fixed content of the template. It does not use classic HTML but a kind of HTML developed to make this type of template.

LIQUID is used to retrieve the dynamic content - that is, the content that varies from time to time such as partner, location, batch, order number, date, price, etc.

LIQUID can also be used to insert conditions, e.g. rules stating when something should be displayed and when not. It can also be used to do formatting of date formats, number formats and the like.

  • In the section in the middle, the setup is made in HTML and LIQUID.

  • In the section on the left, you can select an example for which the template should be displayed. Once you have selected an order or delivery, you will have access to a hierarchy of properties that can be inserted into the template. These properties are the dynamic content.

  • In the section on the right, you can see what the template will look like given the example you have selected on the left.

Custom Template

 

The properties available

Select an existing order or delivery in the section on the left, .

When you click on Root, a hierarchy of properties will unfold.

Place the cursor in the position in the HTML template where you want to insert the property and click on the property in question.It will now be added to the HTML template as LIQUID syntax.

When you save the HTML template, the result will be visible in the Preview section on the right.

 

External resources

Shopify has a publicly available documentation of the LIQUID template language used.

Find the LIQUID documentation here

We are working to establish a similar documentation of the HTML template language used.

Outline