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Classic Template Concepts

A classic template produces its PDF with Salesforce's built-in Visualforce PDF rendering. The template record itself defines the document: pre-defined containers hold text blocks, which you fill and arrange using template fields. No web development skills are required.

JustOn provides a default template and a number of template details, based on which you can define your own templates.

Classic templates remain fully supported. For information on the difference to standard templates and a feature comparison, see Working With Templates.

Related information:
Basic Setup
Advanced Options
Configuring Template Details

Template Structure

The template is composed of a number of pre-defined containers that represent specific areas of the page – the header, footer, the invoice line item table, etc. Each container comprises text blocks that define the actual content displayed in the final document. For example, the header container contains text blocks for including addresses for sender and recipient, a company logo, and other invoice details.

Text blocks can include placeholders. These are symbols for fields of Salesforce or JustOn objects (like address fields or payment data), which are to be replaced with actual values upon PDF rendering.

When creating a PDF copy of an invoice, JustOn executes the following internal steps:

  • JustOn produces an intermediate HTML document based on the invoice template and using the data provided by the actual invoice.
  • The HTML document is then converted into a PDF using standard Salesforce functionality.

The template defines the structure and layout of the intermediary HTML document. That is, when customizing the template, you actually edit an HTML document.

For details about the template structure, building blocks, etc., see Classic Default Template.

Template Variation

Multiple templates for different targets, and template details to override fields per use case – both work the same way as for standard templates. For details, see Template Variation.

Template Assignment

Templates are assigned the same way for both kinds of template. For details, see Template Assignment.