All, none, or any combination of top, bottom, left or right. You can enter rgb values or pick from a list of default colors.Ĭhoose which borders you want to show. You can enter rgb values or pick from a list of default colors. The following controls are the ones you will most likely use while editing templates. You can then click on it to gain access to frequently used property settings. When you click on a control the icon will appear. In addition you should become familiar with the properties quick list. Once you have added a control to the template editor window you can use the property manager to specify additional settings like appearance, positioning, behavior and data bindings. Typically for styling, draw shapes in your reportĭisplay information like current page number Typically for styling, use lines to visually separate sections of your invoice They are best for displaying tabular data. Tables consist of rows and cells of information, much like Microsoft Excel. When you move the panel, all the controls inside move with it Use this to display your company logo or other graphics For detailed information about how each of them work see the full DevExpress documentation.Ī textbox that contains user entered text or binds to a field list itemĪ rich text area that can contain custom formatting. On the lefthand side of your template editor window you will see the different controls available for constructing templates. The following table lists the controls you are most likely to use. These fields can be dragged and dropped into the designer window. For a full list of the available fields and additional notes see the Template Field Lists page. The information you will link to is contained in the field list. For instance, the name of your billable client, information on the time and cost cards being invoiced or your company logo. Inside each band you can then add a number of different controls linked to the Projector database to pull in invoice information. For example, you can have a band that represents the first page of your report, one that contains information about what is being billed and finally a band that is the last page of your report. Each band holds information related to the layout of the template. The designer window is where you construct your report. This section provides a brief introduction into each section of the template editor and what they are used for. Because of this, you cannot use it on a Mac unless you leverage Bootcamp or a virtual environment like Parallels. OSX - the template editor is a third party Microsoft Windows application. You must have the global permission Email Templates set to update to edit an email template. You must have the global permission Invoice Templates set to update to edit an invoice template. The template editor can be launched from the Invoice Template Manager or the Email Template Editor. The Topic of the Day: Invoice Templates Customization webinar provides a general overview of Projector’s invoice template editor, as well as guidance on common customizations.
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