Add Text to Document

This chapter describes how to add one or more texts to a document. These texts can be printed in the report depending on the setup of BEYOND Reports.

Note

Set Print Settings
The available settings for printing the texts can be found under the associated report card under BEYOND Reports Setup. For more information about the print settings, see the Document Header HTML Text and Document Line HTML Text sections.

Note

Placeholders
You can use placeholders in document texts. Placeholders allow you to reference values of fields in header and footer texts. For line-level pre-text (2) and line-level post-text (3) no placeholders are supported. For more information about placeholders, see the Use Placeholders section.

In BEYOND Reports, a distinction is made between document-level pre-text (1), line-level pre-text (2), line-level post-text (3) and document-level post-text (4). Templates (for specific business areas, reports, etc.) can also be defined for these texts. For more information, see the Create HTML Text Templates section.

Create Document-Level Pre-Text

This section describes how to create a document-level pre-text (1) (see Figure: Explanation text type) with an optional placeholder.

For the following description we assume that you have already created a placeholder for the document number as described in the section Create placeholders (Figure: Defined placeholders: Placeholder %2).

To add a document-level pre-text (in this description for a sales quote), proceed as follows:

Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for Sales Quotes and click on the corresponding search result. You can use pre- and post-texts for each report type supported by BEYOND Reports.
Click on the corresponding document. The document is displayed.
Click Process > HTML Editor in the menu bar.
The HTML Editor is displayed.

HTML Editor
Using the drop-down menu you can determine whether you want to enter a pre-text (Pre-Text option) or a post-text (Post-Text option) for the document. You can enter both types of texts. We enter only a pre-text in this description.

Enter the text (with the placeholders) in the input field. The following options are available for styling the text:

Button	Description
	This option allows you to undo changes to the formatting of the entered text.
	This option allows you to repeat changes to the formatting of the entered text after previously undoing them.
	This option allows you to format a headline in the text. You have 6 predefined heading levels to choose from.
	This option allows you delete a formatting for a text. Select the text for which you want to delete the formatting and click on this button.
	With this option you can format text in bold. Select the text for which you want to use bold formatting and click on this button.
	With this option you can format text in italic. Select the text for which you want to use italic formatting and click on this button.
	With this option you can underline text. Select the text for which you want to use underlined formatting and click on this button.
	With this option you can cross out text. Select the text which you want to cross out and click on this button.
	With this option you can color text. Select the text which you want to color, click on this icon and choose a color.
	With this option you can left-justify text. Select the text which you want to left-justify and click on this button.
	With this option you can center-justify text. Select the text which you want to center-justify and click on this button.
	With this option you can right-justify text. Select the text which you want to right-justify and click on this button.
	This button allows you to format text with a numbering. Select the text you want to format with a numbering and click this button.
	This button allows you to format text as enumeration. Select the text you want to format as a bulleted list and click this button.
	This button allows you to format text as a link. Markieren Sie den Text, den Sie als Link formatieren möchten und klicken Sie auf diese Schaltfläche. Note that you can only format text as a link if it begins with http://, https://, or www. and ends with a top-level domain (e.g. .de, .com, etc.).
	This button is used to save any changes to the text.

In our example we have entered the following text in the editor window:
Thank you for your inquiry.
We are pleased to present you the quote %2.
The placeholder %2 references the document number (only in sales quotes). For more information about placeholders see Use Placeholders chapter.

Add Document-Level Pre-Text
To save your text click the Save icon in the menu bar.
To close the HTML editor and to return to the document card, click Close.

You have created a document-specific pre-text with a placeholder. This text will be used exclusively for this particular report. For more information on how to create texts that will be used for all documents of a document type, see the Create HTML Text Template chapter. The text templates can be loaded into the HTML editor window using the Get HTML Text Template button.

Create Document-Level Post-Text

This section describes how to create a Document-Level Post-Text (4) (see Figure: Explanation Text Type).

To add a document-level post-text to a document (in this description for a sales quote), proceed as follows:

Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for Sales Quotes and click on the corresponding search result. You can use pre- and post-texts for each report type supported by BEYOND Reports.
Click on the corresponding document. The document is displayed.
Click Process > HTML Editor in the menu bar.
The HTML Editor is displayed.

HTML Editor
Using the dropdown menu you can determine whether you want to enter a pre-text (Pre-Text option) or a post-text (Post-Text option) for the document. You can enter both types of texts. We will only enter a post-text in this description. The Get HTML Text Template button allows you to select from available text templates. For more information about HTML Text Templates, see the Create HTML text templates section.

Enter the text in the input field. Placeholders can be used in post-texts. The following options are available for designing the text:

Button	Description
	This option allows you to undo changes to the formatting of the entered text.
	This option allows you to repeat changes to the formatting of the entered text after previously undoing them.
	This option allows you to format a headline in the text. You have 6 predefined heading levels to choose from.
	This option allows you delete a formatting for a text. Select the text for which you want to delete the formatting and click on this button.
	With this option you can format text in bold. Select the text for which you want to use bold formatting and click on this button.
	With this option you can format text in italic. Select the text for which you want to use italic formatting and click on this button.
	With this option you can underline text. Select the text for which you want to use underlined formatting and click on this button.
	With this option you can cross out text. Select the text which you want to cross out and click on this button.
	With this option you can color text. Select the text which you want to color, click on this icon and choose a color.
	With this option you can left-justify text. Select the text which you want to left-justify and click on this button.
	With this option you can center-justify text. Select the text which you want to center-justify and click on this button.
	With this option you can right-justify text. Select the text which you want to right-justify and click on this button.
	This button allows you to format text with a numbering. Select the text you want to format with a numbering and click this button.
	This button allows you to format text as enumeration. Select the text you want to format as a bulleted list and click this button.
	This button allows you to format text as a link. Markieren Sie den Text, den Sie als Link formatieren möchten und klicken Sie auf diese Schaltfläche. Note that you can only format text as a link if it begins with http://, https://, or www. and ends with a top-level domain (e.g. .de, .com, etc.).
	This button is used to save any changes to the text.

To save your text click the Save icon in the menu bar.
To close the HTML editor and to return to the document card, click Close.

You have created a document-level post-text. This text will be used exclusively for this particular report. For more information on how to create texts that are used for all documents of a document type, see the Create HTML Text Templates chapter.

Create Line-Level Pre-Text

This section describes how to create a line-level pre-text (2) (see Figure: Explanation Text Type).

To add a line-level pre-text (to a sales quote), proceed as follows:

Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for Sales Quotes and click on the corresponding search result. You can use pre- and post-texts for each report type supported by BEYOND Reports.
Click on the corresponding document. The document is displayed.

Sales Quote
In the Lines tab the column HTML Text exists is displayed. In this column, symbols indicate whether no, one or more HTML text(s) are stored for a line:
: If no symbol is displayed in the column, neither a pre-text nor a post-text is stored for the line.
: If the icon with the green area at the top is displayed, a pre-text is stored for the line.
: If the icon with the green area at the top is displayed, a post-text is stored for the line.
: If both symbols are displayed, a pre-text and a post-text are stored for the line.
Click the displayed icon in the column.
The HTML editor is displayed.

HTML Editor
Using the dropdown menu you can determine whether you want to enter a pre-text (Pre-Text option) or a post-text (Post-Text option) for the document. You can enter both types of texts. We will enter only a pre-text in this description. You can select from available text templates using the Get HTML Text Template button. For more information about HTML text templates, see the Create HTML text templates section.

Enter the text in the input field. You can use the following options to format the text:

Button	Description
	This option allows you to undo changes to the formatting of the entered text.
	This option allows you to repeat changes to the formatting of the entered text after previously undoing them.
	This option allows you to format a headline in the text. You have 6 predefined heading levels to choose from.
	This option allows you delete a formatting for a text. Select the text for which you want to delete the formatting and click on this button.
	With this option you can format text in bold. Select the text for which you want to use bold formatting and click on this button.
	With this option you can format text in italic. Select the text for which you want to use italic formatting and click on this button.
	With this option you can underline text. Select the text for which you want to use underlined formatting and click on this button.
	With this option you can cross out text. Select the text which you want to cross out and click on this button.
	With this option you can color text. Select the text which you want to color, click on this icon and choose a color.
	With this option you can left-justify text. Select the text which you want to left-justify and click on this button.
	With this option you can center-justify text. Select the text which you want to center-justify and click on this button.
	With this option you can right-justify text. Select the text which you want to right-justify and click on this button.
	This button allows you to format text with a numbering. Select the text you want to format with a numbering and click this button.
	This button allows you to format text as enumeration. Select the text you want to format as a bulleted list and click this button.
	This button allows you to format text as a link. Markieren Sie den Text, den Sie als Link formatieren möchten und klicken Sie auf diese Schaltfläche. Note that you can only format text as a link if it begins with http://, https://, or www. and ends with a top-level domain (e.g. .de, .com, etc.).
	This button is used to save any changes to the text.

To save your text click the Save icon in the menu bar.
To close the HTML editor and to return to the document card, click Close.

You have added a line-level pre-text to a document.

Create Line-Level Post-Text

This section describes how to create a line-level post-text (3) (see Figure: Explanation text type).

To add a line-level post-text (in this description for a sales quote), proceed as follows:

Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for Sales Quotes and click on the corresponding search result. You can use pre- and post-texts for each report type supported by BEYOND Reports.
Click on the corresponding document. The document is displayed.

Sales Quote
In the Lines tab the column HTML Text exists is displayed. In this column, symbols indicate whether no, one or more HTML text(s) are stored for a line:
: If no symbol is displayed in the column, neither a pre-text nor a post-text is stored for the line.
: If the icon with the green area at the top is displayed, a pre-text is stored for the line.
: If the icon with the green area at the top is displayed, a post-text is stored for the line.
: If both symbols are displayed, a pre-text and a post-text are stored for the line.
Click the displayed icon in the column.
The HTML editor is displayed.

HTML Editor
Using the dropdown menu you can determine whether you want to enter a pre-text (Pre-Text option) or a post-text (Post-Text option) for the document. You can enter both types of texts. We will enter only a post-text in this description. You can select from available text templates using the Get HTML Text Template button. For more information about HTML text templates, see the Create HTML text templates section.

Enter the text in the input field. You can use the following options to format the text:

Button	Description
	This option allows you to undo changes to the formatting of the entered text.
	This option allows you to repeat changes to the formatting of the entered text after previously undoing them.
	This option allows you to format a headline in the text. You have 6 predefined heading levels to choose from.
	This option allows you delete a formatting for a text. Select the text for which you want to delete the formatting and click on this button.
	With this option you can format text in bold. Select the text for which you want to use bold formatting and click on this button.
	With this option you can format text in italic. Select the text for which you want to use italic formatting and click on this button.
	With this option you can underline text. Select the text for which you want to use underlined formatting and click on this button.
	With this option you can cross out text. Select the text which you want to cross out and click on this button.
	With this option you can color text. Select the text which you want to color, click on this icon and choose a color.
	With this option you can left-justify text. Select the text which you want to left-justify and click on this button.
	With this option you can center-justify text. Select the text which you want to center-justify and click on this button.
	With this option you can right-justify text. Select the text which you want to right-justify and click on this button.
	This button allows you to format text with a numbering. Select the text you want to format with a numbering and click this button.
	This button allows you to format text as enumeration. Select the text you want to format as a bulleted list and click this button.
	This button allows you to format text as a link. Markieren Sie den Text, den Sie als Link formatieren möchten und klicken Sie auf diese Schaltfläche. Note that you can only format text as a link if it begins with http://, https://, or www. and ends with a top-level domain (e.g. .de, .com, etc.).
	This button is used to save any changes to the text.

To save your text click the Save icon in the menu bar.
To close the HTML editor and to return to the document card, click Close.

You have added a line-level post-text to a document.

Create HTML Text Template

This section describes how to create an HTML text template. You can use BEYOND Reports to create HTML text templates that are automatically used for supported reports of the defined business areas, specific vendors/customers/items or a combination of these elements. It is also possible to define a date from or until which a text template will be used automatically by specifying a start and end date.

To create an HTML text template, proceed as follows:

Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for HTML Text Templates and click on the corresponding search result.
The HTML Text Templates page is displayed.

HTML Text Templates
To create a new HTML Text Template, click New from the menun bar.
The HTML Text Template card is displayed.

Create HTML Text Template

Define the scope of the HTML text template using the options in the General area:

Field	Description
Area	From the dropdown list choose the value for the Area field: Purchase: The text template is used for purchase documents. Sales:The text template is used for sales documents. Service: The text template is used for service documents.
Type	In addition to setting the (business) area, you can additionally define that the HTML text template should be used when a specific vendor, customer or item is used in the report.
No.	Enter the corresponding vendor, customer or item number in this input field (if you have further limited the use of the HTML text template under the General area in the Type field).
Text No.	In this field you enter the ID number for the text.
Sorting No.	In this field you specify the sorting number for the sequence in case of multiple texts/HTML text templates. Here, the value 1 corresponds to the first position in the sequence.
Description	In this field you enter a description for the HTML text template.

Define the other parameters for the usage of the HTML text template:

Field	Description
Language Code	In this field you define the language for the HTML text template.
Valid from	In this field you define the start date for the usage of the HTML text template.
Valid to	In this field you define the end date for the usage of the HTML text template.
Deactivate Deafult Template	Use this slider to specify whether to disable default report templates.
Automatic Insert	This slider allows you to define whether the HTML text template should be used automatically.

Use the sliders under the Document settings area to define for which document types the HTML text template should be used.
Under the HTML Editor area you can define a pre-text as well as a post-text for the HTML text template.

HTML Text Template
Using the dropdown list you can determine whether you want to enter a pre-text (Pre-Text option) or a post-text (Post-Text option) for the document. You can enter both types of texts.

Enter the text in the input field. You can use the following options to format the text:

Button	Description
	This option allows you to undo changes to the formatting of the entered text.
	This option allows you to repeat changes to the formatting of the entered text after previously undoing them.
	This option allows you to format a headline in the text. You have 6 predefined heading levels to choose from.
	This option allows you delete a formatting for a text. Select the text for which you want to delete the formatting and click on this button.
	With this option you can format text in bold. Select the text for which you want to use bold formatting and click on this button.
	With this option you can format text in italic. Select the text for which you want to use italic formatting and click on this button.
	With this option you can underline text. Select the text for which you want to use underlined formatting and click on this button.
	With this option you can cross out text. Select the text which you want to cross out and click on this button.
	With this option you can color text. Select the text which you want to color, click on this icon and choose a color.
	With this option you can left-justify text. Select the text which you want to left-justify and click on this button.
	With this option you can center-justify text. Select the text which you want to center-justify and click on this button.
	With this option you can right-justify text. Select the text which you want to right-justify and click on this button.
	This button allows you to format text with a numbering. Select the text you want to format with a numbering and click this button.
	This button allows you to format text as enumeration. Select the text you want to format as a bulleted list and click this button.
	This button allows you to format text as a link. Markieren Sie den Text, den Sie als Link formatieren möchten und klicken Sie auf diese Schaltfläche. Note that you can only format text as a link if it begins with http://, https://, or www. and ends with a top-level domain (e.g. .de, .com, etc.).
	This button is used to save any changes to the text.

To save your text click the Save icon in the menu bar.

You have created an HTML text template. This can be loaded into the HTML editor for documents (if the template settings on the HTML text template card are set correctly) via the Get HTML Text Template button.

Use Text Designer

This section describes how to use the text designer. The text designer allows you to manage the texts used in the document (document-level pre-texts and post-texts for documents, line-level pre-texts and post-texts, and the available HTML text templates) quickly and easily.

Follow these steps to manage texts for a document using the text designer:

Open your Business Central.
From the Role Center, open the search (ALT+Q) .
Search for the Sale Quotes page (or any other corresponding document page) and click the search result. You can use the text designer for any report type supported by BEYOND Reports.
Click on the corresponding document. The document card is displayed.
Click Process > Text Designer in the menu bar.
The Text Designer window is displayed.

Text Designer
The available HTML text templates are displayed on the left edge of the window. You can drag and drop (click and drag) the HTML text templates into the document.
HTML text templates already present in the document (right side of the window) can be edited, deleted or their order changed.

Note

HTML formatting possible
You can use HTML elements to format field captions, free text, placeholders and/or words. How to use these HTML elements and format texts/words with them is described under the corresponding sections under the chapter Use HTML Elements to Format Texts.

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