{"id":743,"date":"2021-09-22T08:13:51","date_gmt":"2021-09-22T08:13:51","guid":{"rendered":"https:\/\/www.saturotech.com\/blog\/?p=743"},"modified":"2024-03-18T19:33:44","modified_gmt":"2024-03-18T19:33:44","slug":"advanced-pdf-html-templates","status":"publish","type":"post","link":"https:\/\/saturotech.com\/blog\/advanced-pdf-html-templates\/","title":{"rendered":"Advanced PDF HTML Templates"},"content":{"rendered":"\n

PDF template tool allows you\u202fto customize the format of details from your transactions\u202fto be printed, which displays required information in the required format. NetSuite provides PDF box extensions, HTML templates for all transactions, and custom records. These can be customized according to your individual needs. Customization can be achieved with HTML and CSS. <\/p>\n\n\n\n

When configuring a transaction form in NetSuite, there are two options for PDF type and they are as follows  <\/p>\n\n\n\n

  1. Basic (Basic layouts were previously known as legacy layouts)<\/li>
  2. Advanced.\u202f   <\/li><\/ol>\n\n\n\n
    \"\"<\/a><\/figure>\n\n\n\n

    While creating a new transaction form or editing an existing one, you have the option to use a Basic or Advanced PDF template. <\/p>\n\n\n\n

    Both two have the ability to customize the content and format of PDF  <\/p>\n\n\n\n

    Selecting \u201cBasic\u201d shows those PDFs listed under <\/p>\n\n\n\n

    Customization<\/strong> > Forms<\/strong> > Transaction Form PDF Layouts<\/strong>,  <\/p>\n\n\n\n

    While selecting \u201cAdvanced\u201d shows only those PDFs listed under Customization<\/strong> > Forms<\/strong> > Advanced PDF\/HTML Templates<\/strong>.\u202f <\/p>\n\n\n\n

    Now let\u2019s look at the Advance HTML PDF template <\/p>\n\n\n\n

    Advanced PDF\/HTML Templates<\/strong> <\/p>\n\n\n\n

    Advanced PDF\/HTML Templates support the use of HTML code for highly customized, pixel-perfect form designs.\u202fYou can take advantage of the FreeMarker code to construct in a conditional sense to use formatting according to certain conditions such as the type of item, username, or tax value. While the Advanced PDF\/HTML user interface does include a simplified visual editor, it is not quite as flexible or intuitive as that of the Basic PDF template <\/p>\n\n\n\n

    Feature unable<\/strong> <\/p>\n\n\n\n

    The Advanced PDF\/HTML Templates feature must be enabled for access to advanced templates and the template editor and is enabled by default in most customer accounts. <\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n

    Review of Advanced Available Templates<\/strong> <\/p>\n\n\n\n

    When the Advanced PDF \/ HTML Templates feature is enabled, the Advanced PDF \/ HTML Templates option is available in the Customization menu> Forms. <\/p>\n\n\n\n

     You can click this option to view a list of the advanced templates in your account. <\/p>\n\n\n\n

    You will see a list of templates available  <\/p>\n\n\n\n

    Where Name Bundle id (if it is from any installed bundle), Id, Type of template, etc. <\/p>\n\n\n\n

    \"\"<\/a><\/figure>\n\n\n\n

    Viewing an Advanced Template in the Template Editor<\/strong> <\/p>\n\n\n\n

    To see an advanced template in the template editor, go to\u202fCustomization<\/strong> > Forms<\/strong> > Advanced<\/strong> PDF<\/strong>\/HTML<\/strong> Templates<\/strong>\u202fand: <\/p>\n\n\n\n