HTML Reports are found throughout farmerswife and can be completely customized to suit your needs in adapting your companies corporate identification. Generate ‘HTML Reports’ for bookings, time reports, projects and contacts. This chapter will show how to create own or modify existing default templates.
Available ‘HTML Reports’ templates in farmerswife:
The templates used for ‘HTML Reports’ in farmerswife are typically stored in the following directory:
In Windows > Local Server installation hard drive ..\ Program Files \ farmerswife Server \ html_templates\exports\
On Mac > go to the Server machine > right mouse click on the farmerswife Server icon > Show PackageContents > html templates.
Some of these sub folders you will find a ‘readme.txt’ file, containing a list of variables used to pass the values to the template. To use modified templates we recommend that you first make a copy of the template using a different name and then edit the code to modify the look as you wish.
After a restart of the farmerswife Server application (the Server has to register the new templates first),you can select the new template which should be used to show the proper information using the Client application.
Make sure to perform a backup of the ‘HTML_templates’ folder before making any changes (e.g. reinstalling the Server application, ServicePack updates etc.) because the templates may be overwritten.
If your have modified any of the default HTML templates, it is important to consider the following on upgrading:
- Keep your modified HTML files:
When upgrading your Farmers WIFE Server, remember that you've introduced changes to your HTMLs. Therefore while in the upgrade process, in the 'Select Components' window you need to un-tick the HTML Templates checkbox to keep your modified HTML templates.
- New HTML files:
The release notes will inform of the existence of new HTML files. Since when upgrading, you have un-ticked the HTML Templates checkbox to keep your modified HTML templates, then you can download the new HTML templates from our ftp and place them in the corresponding folder within ‘html-templates’.
- Modifications in the Default HTML files:
The release notes will inform of any modifications, like new variables added to the HTML files. If those modifications are useful for your workflow, your Support Team will help you find he modified lines so you can incorporate them into your customized HTML template.