Helix DMS allows you to export data represented on a form to print-ready formatted document. These documents can either be rendered as Word Docs (.doc), HTML, or Adobe .PDF documents.
The standard template that comes with every form you construct in Helix is basically a formatted to match the order of the field on the form. This may work in many cases where you are simply storing data and need to save, email, or print information on a record. However, there are times when a custom formatted document is needed to really be able to use your data. This is where Export Templates come in.
Export Templates allow you to inject variables into html and store them with the entity. When the record is exported, the user has an option of what export template they would like to use.
Here is an example of HTML that could be used as an export template:
<p>
Dear <%first_name%> <%last_name%>.</p>
<p>
<%first_name%><%last_name%>
</p>
Here are your charges for the month for your account <%fk_table_account.accountname%>:</p>
<%Table_Charge.Grid%>
As you can see in the example above, not only do you have the ability to export values on the form using the template, but you have the ability to export related lookup values and related grids as well.
To work with Export Templates go under 'Administration' -> 'Entities' -> Select the entity you want to work with -> Export Templates will be on the left.
*PDF exports do not have the ability to render image tags from HTML. To allow you to insert a logo into your form, each Export Template has a 'logo url' field that lets you insert an image at the top of your document for PDF exports.