Manually Fixing Tables
Advanced mail merge tables allow users to pick which fields they want to show, in whatever order they want and also allow for totals to be optionally written into the table. A lot of templates have very similar tables, so if you have already upgraded another template, it is best to just copy the whole table from the other template and then modify the fields as required.
IF YOU ARE STARTING FROM SCRATCH DO THE FOLLOWING
Step One - Setting Up The Table Range
The new tables are defined within RangeStart and RangeEnd fields. At the start of the table (row the data starts on and column 1), you must enter the RangeStart field. E.g. «RangeStart:ItemsExTax». Note, the :ItemsExTax comes from the Get fields list screen as shown below.
At the end of the table (row the data starts on and the last column), you must enter the RangeEnd field. E.g. «RangeEnd:ItemsExTax». Please note, the syntax must be exactly like it is defined here. It is case sensitive.
Once you have added these fields, the table should now look like below:
Important tip – to preserve table column formatting, please right click on the table and select table properties – click Options and ensure the setting “Automatically resize to fit contents” is unticked.
Step Two - Inserting Table Fields
Table fields are defined in the In the reports and templates area in Buildlogic. Highlight a report and select the other functions menu to get the fields available list, see below.
To insert these fields into the table, copy an existing field to get the mail merge formatting and edit it. E.g. I copied the Comments field in the example below.
Now, right click on the field and edit the field name. Pick from the names on the field list as per above. the E.g. I used the Description field below
Now complete the other fields and your grid can look something like this.
Step Three - Inserting Table Totals
With the new table formats, we can choose to optionally insert totals into our tables. Totals are just like any other normal field and can be added to the table in additional rows, after the RangeEnd field.
e.g. the table below adds in the total ex tax amount, GST and total incl tax amount.
