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Configuring Template Details

Template details are a means to override specific fields of a template in order to cover specific use cases. By default, JustOn ships template details for credits, cancellations and dunning reminders. These template details overwrite certain fields of the default template depending on the object (Invoice or Dunning) and the object type (Credit or Cancellation in case of invoices).

Template Detail Concepts

Template Detail objects are in a master-detail relationship to a Template object. That is, a template detail is always associated to a template.

By default, template details include the following fields and, hence, can overwrite the corresponding template fields:

Field Type
Balance Columns Text (255)
Balance Types Long Text Area (32768)
Counter Text (255)
Custom CSS Long Text Area (32768)
Display Type Text (255)
Email Body Long Text Area (32768)
Email Subject Text (255)
Info Left Long Text Area (32768)
Info Right Long Text Area (32768)
Override Labels Long Text Area (16384)
PDF Name Text (255)
Table Columns Text (255)
Text 1 Long Text Area (32768)
Text 2 Long Text Area (32768)
Text 3 Long Text Area (32768)

Info

You can add new custom fields to the template detail. When doing so, make sure to add the ON_ prefix to the name of the new field (Template__c.FieldName__c becomes TemplateDetail__c.ON_FieldName__c).

If the field in the template detail is empty, JustOn uses the value as defined with the parent template. The value n/a in a template detail field is considered empty, and JustOn uses the default value instead of the template value as a fallback.

For details about the template fields (its building blocks and the corresponding contents) see Default Template.

JustOn choses the template detail to apply based on its name and the following criteria:

Object Criteria Type (example) Class (example)
Invoice The detail is chosen based on the Type field of the invoice. If the type is empty, JustOn tries to use the Class field. Cancellation Invoice
Credit
Dunning The detail is chosen based on the Type field of the dunning. The type is directly linked to the dunning level and uses the same name. Level 1
Reminder 1
Account Statement If this detail is present, it is always applied when creating account statements.

Note

The template detail name must correspond to an existing invoice type or invoice class or, respectively, to an existing dunning level.

Note

If there is no specific template detail available for a certain use case, like dunning, for example, JustOn uses the information as defined in the corresponding invoice template, including the defined text blocks, the counter, etc.

Creating New Template Detail

Generally, JustOn recommends to use template details to customize specific template parts for different purposes, for example, invoice, credit, cancellation. To create a new template detail:

  1. Open the template to be edited.
  2. In the Template Details section, click New Template Detail.
  3. Specify at least the template detail name and the parent template assignment.

    You can edit the other information later as required.

  4. Click Save.

Note

The template detail name must correspond to an existing invoice type or invoice class or, respectively, to an existing dunning type.

Info

Alternatively, you can also clone an existing template detail. This creates a new template detail, copying the contents of the original template detail.

Modifying Template Detail

Modifying template details involves editing the fields that are intended to overwrite template fields.

Note

You cannot change the parent template assignment. To assign a template detail to another parent template, clone it and save the copy with the new template assignment.

To edit template details:

  1. Open the template to be edited.
  2. In the Template Details section, click Edit in the row of the template detail to be modified.
  3. Edit the template detail information as necessary.

    For details about available fields, see Template Detail Concepts.

  4. Click Save.