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Questions How do you create a new design template in Report Designer?

 
Acumatica Report Designer
Last Post by Tim Rodman 7 years ago
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jemstonz
Posts: 14
 jemstonz
Topic starter
August 28, 2017 4:54 pm
(@jemstonz)
Eminent Member
Joined: 6 years ago

My clients want certain colors and banners, etc. ย I cannot find where to create a new template to use instead of TemplateForm.rpx.

ย 

Thank you in advance for the help! ย This should be an easy one for you, I know!


8 Replies
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
August 29, 2017 7:13 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hi jeanemcc,

There isn't anything special about the TemplateForm.rpx file. It's just another report. It happens to be empty though and the only thing in it are some StyleSheet options:

So, you can create your own "template" file by just creating a report using Report Designer and defining some StyleSheet options like in the screenshot above.

Then, to refer to your "template" file on another report, just put your "template" file name in the StylesTemplate field on that report like this:

Note: The screenshot above was actually taken from the Sales Order Summaryย report which uses the TemplateReport.rpx template file (used for "reports") rather than the TemplateForm.rpx file (used for "forms" like Purchase Order, Sales Order, Invoice, etc.). These two template files (TemplateReport.rpx and TemplateForm.rpx) are the two that are used by the out-of-the-box forms and reports in Acumatica.


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jemstonz
Posts: 14
 jemstonz
Topic starter
August 29, 2017 7:23 pm
(@jemstonz)
Eminent Member
Joined: 6 years ago

Perfect! ย Thank you!


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Tim Rodman reacted
Jeff Beck
 Jeff Beck
(@jbeck)
Joined: 5 years ago

Eminent Member
Posts: 21
August 8, 2018 12:31 pm
Reply tojemstonzjemstonz

Piggy-backing on this thread.

Almost all Acumatica Forms have the Blue Fill and/or Blue Bordering.ย 

Is there a main spot to change this to another color? If this is set to Blue, yet not in the StyleSheet or Template, what is defaulting this particular color?


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Harsha Sarjapur
 Harsha Sarjapur
(@infosourcing)
Joined: 6 years ago

Trusted Member
Posts: 55
January 17, 2019 8:20 pm
Reply toJeff BeckJeff Beck
jemstonz

Yes all reports have blue background,ย  just load the templateform in report designer and change the stylenames Heading1BCCcolored, heading1bcccoloredrightborder,document name and couple more styles their style color from blue to silver or whatever color,ย  save to sever to reflect the changes.ย 


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
August 15, 2018 5:35 am
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Jeff,

Can you give an example of a report that has the blue? From what I've seen, most of the "blue" reports should have the color defined in eitherย TemplateReport.rpx or TemplateForm.rpx.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
January 23, 2019 4:36 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I love that good old fashioned screenshot ๐Ÿ™‚


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Harsha Sarjapur
 Harsha Sarjapur
(@infosourcing)
Joined: 6 years ago

Trusted Member
Posts: 55
January 23, 2019 5:20 pm
Reply toTim RodmanTim Rodman
Posted by: Tim Rodman

I love that good old fashioned screenshot ๐Ÿ™‚

I was responding through my smartphone, so quickly took a snap of my laptop ...ย  😆ย 


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
January 23, 2019 11:05 pm
(@timrodman)
Famed Member
Joined: 10 years ago

What a great way to get the job done. I love it! I hope your AUG experience has been good on mobile.


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