Link between reports

Templates
1

How can we link the new “Bedrijfsparameters” to a report?
At the moment, my report gets the date of the new “Bedrijfsparameters” (template) en the hour of the old “Bedrijfsparameters” (old report, before there were templates).

2

Hello @fiduc.eulaers,

It is not possible to link a template with a report. At least not for now…

Regards,
Michail

3

Then how does the template knows where to get the information like the date & the hour?

4

Oh, I guess you mean a text template and not an export right? Can you please paste the code of “Bedrijfsparameters”?

5

We recently discovered that we were using the old “Bedrijfsparameters” (chat Silverfin).
So we added the new one, e template that’s also called Bedrijfsparameters. Now our report is getting it’s info in both Bedrijfsparameters in stead of only in the new one.

6

Can you please post the code of the new Bedrijfsparameters template and also the code of the report.

7

Bedrijfsparameters oud

{% case company.company_form %}
{% when 'NV' or 'CVBA' %}{% assign director_type = 'bestuurders' %}
{% else %}
  {% if company.custom.directors.size == 1 %}
    {% assign director_type = 'zaakvoerder' %}
  {% else %}
    {% assign director_type = 'zaakvoerders' %}
  {% endif %}
{% endcase %}

# Algemene bedrijfsgegevens:

* Bedrijfsnaam: {{company.name}} 
* Vennootschapsvorm: {{company.company_form}}
* Adres: {{company.street}}, {{company.city}}
* O.N. nummer: {{company.vat_identifier}}
* RPR: {% input company.custom.rpr.naam %}

---

# {% if director_type == 'bestuurders' %}Bestuurders{% else %}Zaakvoerders{% endif %}

| Naam                          | {% if director_type == 'bestuurders' %}Gedelegeerd{% else %}Statutair{% endif %}?
|-------------------------------|---------: {% fori zaakvoerder in company.custom.directors %}
| {% input zaakvoerder.name %}  | {% input zaakvoerder.gedelegeerd as:boolean %}{% endfori %}

---

# Algemene Vergadering
* Datum jaarvergadering: {% input period.custom.av.datum as:date %}
* Uur: {% input company.custom.av.uur as:select options:'7|8|9|10|11|12|13|14|15|16|17|18|19|20|21|22|23' %}:{% input company.custom.av.minuten as:select options:'00|15|30|45' %}
* Plaats: {% input company.custom.av.plaats default:'de maatschappelijke zetel' %}

---

->**AANWEZIGHEIDSLIJST op de jaarvergadering gehouden op {{ period.custom.av.datum }}**<-

| Naam | Aandelen | Stemmen | Handtekeningen 
|------+{% fori shareholder in company.custom.shareholders %}
| {% input shareholder.naam %}<br>{% input shareholder.adres_1 %}<br>{% input shareholder.adres_2 %}<br>| {%$0+input shareholder.aandelen %}<br> |{%$1+input shareholder.stemmen %}{% endfori %}|
| Totaal | {{ $0 | integer  }}| {{ $1 | integer  }}|
8

Bedrijfsparameters nieuw

{% capture company_form %}{{ company.company_form | replace: '.','' | replace: ' ','' | upcase }}{% endcapture %}
{% case company_form %}
{% when 'NV' or 'CVBA' %}{% assign director_type = 'bestuurders' %}
{% else %}
  {% if period.directors.count == 1 %}
    {% assign director_type = 'zaakvoerder' %}
  {% else %}
    {% assign director_type = 'zaakvoerders' %}
  {% endif %}
{% endcase %}

# Algemene bedrijfsgegevens:

* Bedrijfsnaam: {{company.name}} 
* Vennootschapsvorm: {{company.company_form}}
* Adres: {{company.street}}, {{company.city}}
* O.N. nummer: {{company.vat_identifier}}
* RPR: {% input company.custom.rpr.name %}

---

|Naam | {% if director_type == 'bestuurders' %}Bestuurder{% else %}Zaakvoerder{% endif %} | Aandeelhouder | {% if director_type == 'bestuurders' %}Gedelegeerd{% else %}Statutair{% endif %} | Aantal aandelen | Aantal stemmen
|----|----:|----:|----:|----:|----:+{% fori person in period.people %}
|{% input person.name %}    |{% nic %}{% if person.director == true %}x{% endif %}{% endnic %}{% input person.director as:boolean %} |{% nic %}{% if person.shareholder == true %}x{% endif %}{% endnic %}{% input person.shareholder as:boolean %} | {% nic %}{% if person.statutory == true %}x{% endif %}{% endnic %}{% input person.statutory as:boolean %} | {% input person.amount_of_shares as:integer %}  | {% input person.amount_of_votes as:integer %}    
|{% input person.address_1 %}
|{% input person.address_2 %}| {% endfori %}

---

# Algemene Vergadering
* Datum jaarvergadering: {% input period.custom.av.datum as:date %}
* Uur: {% input period.custom.av.uur as:select options:'7|8|9|10|11|12|13|14|15|16|17|18|19|20|21|22|23' %}:{% input period.custom.av.minuten as:select options:'00|15|30|45' %}
* Plaats: {% input period.custom.av.plaats default:'de maatschappelijke zetel' %}
9

Hello @Fiduciaire.Eulaers,

Regarding the variables of hour AV for instance:
in the old template it is attached to the drop companyand in the new one to period.

This is probably causing the issues; can you check and see if you get a better understanding by my explanation?

10

I’ve changed this settings. It seems to work (quick look).
I’ll test it asap @ work

11

I got the picture & solved it! Thanks!