Webinar (DU): build your own checklist template

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This webinar (Dutch) shows you how to build a certain checklist template by using the Workbook & Cases category of the Community!

FF sessie: Leer zelf templates maken

Used cases in this webinar:

CASE: make header with additional info in a recon template

Within a recon template, you can make a beautiful header with contains some additional info that might come in handy for the user(s) that need to use the recon template. It could also be used to distinguish your custom templates from others as well. An example: [09] In order to achieve this, you need to create your table first (to make the code more readable, we’ll try to put the code between stripnewlines as much as possible - see more info here ). {% comment %} Below code gives a header…

CASE: use infotext and warningtext tags

There’s new functionality you can use in templates now : {::infotext} test info {:/infotext} {::warningtext} test warning {:/warningtext} This will give a nice looking text like this : [57] In export however, it will not look like that (only the text and color will be exported), but this is only meant for input-mode (so be sure to use {% ic %} ... {% endic %} If you wish to create an info text that displays through the whole width of the page, like this: [12] you can easily do by this c…

CASE: array of questions with checks

We might wanna create a whole list of questions or checks that an user needs to run by: [23] In our code however, we shouldn’t be using a separate code for each question, like this: {% stripnewlines %} | | Question | Extra {% newline %} |----5%---- |----45%--- |----------+ {% newline %} | {% input custom.checklist.check_1 as:boolean %} | {% t "Has every invoice been delivered by the customer?" %} | {% input custom.checklist.extra_info_1 as:text size:mini placeholder:"Extra info" %} {% newlin…

Complete case:

CASE: FastForward 2018 - how to build a checklist within a template

Everyone, This case was presented on our FastForward-event 2018 in Belgium, and as promised, we would provide the whole code to build something like this: [23] This is the code to generate this completely: {% comment %} Below code gives a header with an automatically check for an user to check-off, that will impact the reconciliation as well {% endcomment %} {% stripnewlines %} | | | | {% newline %} |----15%----: |----35%---- |----15%----: |----35%----+# {% newline %} | {% t "Name client…