Legacy Custom work order layout

As of Version 6.1.1 these templates are deprecated and have been replaced with the new and simpler Custom work order layout

You can create your own custom work order layout in vintrace by using the Custom Templates feature. This is particularly useful if you want a different layout to those provided by the system default layout.

How to enable Custom Templates:

Enter Winery Setup > Workflow > Defaults and go to the subsection Production and select the type of configuration you wish to use Custom Templates with, either at a system, winery level or a user level. By default, Custom Templates will be disabled unless specifically enabled for the winery/user.

Once enabled, The Templates section will be visible to the selected winery/user when they log in. Once selected, you can use the Custom Templates right away with the default templates already in the system (as seen in Winery Setup > Templates > Default).

How to make your own Custom Templates:

 


First go to Winery Setup > Templates > Default to download the default templates to work from.

From there, you can lay out the document as you see fit. Try to keep the tags in tact unless you do not want to see them in the template.

Adding in tags.

If you need to add a tag to your Template, first select the area you wish to add it. In this example we’ll re-add a deleted tag.

Next, press ALT+F9 (may be CTRL+F9 on older versions of Microsoft Word) to create a Field in the document. You should have two curly braces appear with a grey background.

Next, right click and select “Edit Field…”

A Form will appear, You need to fill in three things. First under “Categories” Select “Mail Merge”, the list below will show fewer choices. Select “MergeField” from that list.

Next in the “Field Name” text area; fill it in with the tag you desire. These are found in the template guides at the bottom of this page for each individual template. The field should always follow the format ${fieldName}

Lastly, check “Preserve formatting during updates” so text formats you apply will keep when using the template.

Click OK. You should see the within the Field the tag we entered. Save the document and the template will add that data when generating a cellar note/worksheet.
A important note here is that you will need to ensure that any formatting applied (eg bold, italic, colours, etc) are applied to the whole tag and field, if only part of the tag/field is formatted you may get errors when you upload this template back into VINx2.

Using Lists in Custom Templates:

When dealing with lists of items such as additives. Special formatting needs to happen to list everything.

First lets start with the multi-addition default template with no additive lists in its table: 

The first step in creating a list is to add a field in the leftmost column cell to show we are creating a list of fields to show additive data.

Select the cell. Then go Insert > Quick Parts > Field… OR press Ctrl + F9 – right click the field and select Edit Field.

Next we will enter the tag that will mark that we are repeating values for additives. Select MergeField and in the Field name textbox in the center enter the following:

@before-row[#list info.additiveList as additionItem]

This is interchangeable for any list – changing the [info.additiveList] part into [info.SomeOtherList] for other reports/lists.

The [as addtionItem] is also nessesary, but can be [as xxxx], its just a name used in the document.

Next we enter the fields using the name of the objects in the list (in this case – additiveList)

Lastly, we add the tag that marks the end of the list, create a new field and enter the following:

@after-row[/#list]

Use it as a custom template and you should get something like this as a result: 

Related Pages:

Custom Template Default Settings

List of Worksheet Templates:

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