Document Engine & XSL

Adding Printer-Friendly XSL Views

1. Click Admin to go to the Admin Home Page.

2. Click Process Definition under Commerce and Documents.

   The Processes page opens.

3. For the Commerce process to which you want to add the Printer-Friendly XSL converter, select Printer Friendly/XSL Views in the Navigation column for the Quote/Transaction and click List.

   The Printer Friendly / History XSL Views page opens.

4. Click Add.

   The Add/Update XSL View page opens.

   

5. Enter a Name.

   When you leave the Name field, the Variable Name field automatically populates. You can change the Variable Name if you want to.

   The name you enter here is shown in this page and other administration pages, but is not shown to the end user.

6. Select an Output Type:. The options are:
   • XML
   • RTF
   • DOCX
   • PDF
   • XSL
   • HTML
   For a Document Engine document template, .RTF, .DOCX, and .PDF are the recommended outputs.
7. If you select PDF, the Is PDF Read-Only: option appears. Check the box to make the generated PDF read-only.
8. Select an Output Name:.
   1. Select Simple if you want the output document to always have the name Document.
   2. Select Advanced and then select an attribute whose value will dynamically name the output.

   This option is available on any user-created document that is generated through XSL Views. Administrators can only apply this feature on Quote-level Text Attributes.

   Example Use Case: Sales users can distinguish documents by their file name, if each file name has the Quote Number in it.

9. Select an Edit Mode:
   • Editor: Select this option if you are using the Document Engine. From the list of deployed documents, choose the one that you want to link to the XSL view.

   • Upload XSL: Select this option to upload a custom XSL file.

     Click Browse to select a file from your local system, using the File Upload dialog box.

     If you upload a custom XSL file, it must be written in the same XML version as the other XML files in Commerce.

10. Click Add or Update to save the XSL view.

Adding a document and a Printer-Friendly XSL view will NOT make your document available to an end user. Create a Print action and link it with the XSL View that you have created here.

Editing and Previewing Printer-Friendly XSL Views

"currencyValue" template

If applying currency formatting in Global XSL or in snippets, calls can be great simplified by wrapping a thin layer around the BMI_universalFormatPrice template. The following template's (currencyValue) only parameter is formatting the number. It applies the same conversion rate, currency code, and other formatting options every time; the parameters do not need to be passed/set every time a currency is formatted.

<xsl:template name="currencyValue">

<!-- takes number parameter and performs rounding, adds appropriate currency separators and symbols -->

<xsl:param name="value" />

<xsl:variable name="numValue" select="number($value)" /> <!--validate input is a number, and fix sci notation -->

<xsl:variable name="decimalNum">

<xsl:call-template name="convertSciToNumString">

<xsl:with-param name="inputVal" select="$numValue"/> <!-- supposedly not necessary with number(), but done for safety-->

</xsl:call-template>

</xsl:variable> <!--xsl:value-of select="round($decimalNum*100.0) div 100.0"/-->

<xsl:choose>

<xsl:when test="$numValue = 'NaN'"><xsl:value-of select="$value"/></xsl:when> <!-- echo back the value arg if it's not a number -->

<xsl:otherwise>

<xsl:call-template name="BMI_universalFormatPrice">

<xsl:with-param name="price" select="$decimalNum" />

<xsl:with-param name="currency" select="$currencyCode" />

<xsl:with-param name="multiplier" select="$conversionRate" />

<xsl:with-param name="showCurrencySymbol">true</xsl:with-param>

</xsl:call-template>

</xsl:otherwise>

</xsl:choose>

</xsl:template>

The following template incorporates a call to convertSciToNumString. Adding this template to the Global XSL snippet ensures that scientific notation will not affect documents adversely.

<xsl:template name="convertSciToNumString">

<xsl:param name="inputVal" select="0"/>

<xsl:variable name="numInput">

<xsl:value-of select="translate(string($inputVal),'e','E')"/>

</xsl:variable>

<xsl:variable name="maxExp">

<xsl:value-of select="'0000000000000000000000000000000000000000000000000000000000
000000000000000000000000000000000000000000'"/>

</xsl:variable>

<xsl:choose>

<xsl:when test="$inputVal = '0'">0</xsl:when>

<xsl:when test="$inputVal = '0.0'">0.0</xsl:when>

<xsl:when test="$inputVal = ''"></xsl:when>

<xsl:when test="number($numInput)">

<xsl:value-of select="$numInput"/>

</xsl:when>

<xsl:otherwise>

<!-- ==== Mantisa ==== -->

<xsl:variable name="numMantisa">

<xsl:value-of select="number(substring-before($numInput,'E'))"/>

</xsl:variable>

<!-- ==== Exponent ==== -->

<xsl:variable name="numExponent">

<xsl:choose>

<xsl:when test="contains($numInput,'E+')">

<xsl:value-of select="substring-after($numInput,'E+')"/>

</xsl:when>

<xsl:otherwise>

<xsl:value-of select="substring-after($numInput,'E')"/>

</xsl:otherwise>

</xsl:choose>

</xsl:variable>

<!-- ==== Coefficient ==== -->

<xsl:variable name="numCoefficient">

<xsl:choose>

<xsl:when test="$numExponent > 0">

<xsl:text>1</xsl:text>

<xsl:value-of select="substring($maxExp, 1, number($numExponent))"/>

</xsl:when>

<xsl:when test="$numExponent = 0">1</xsl:when>

<xsl:otherwise> <!-- when numExponent < 0 -->

<xsl:text>0.</xsl:text>

<xsl:value-of select="substring($maxExp, 1, -number($numExponent) - 1)"/>

<xsl:text>1</xsl:text>

</xsl:otherwise>

</xsl:choose>

</xsl:variable>

<xsl:value-of select="number($numCoefficient) * number($numMantisa)"/>

</xsl:otherwise>

</xsl:choose>

</xsl:template>