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Public FilterCollectionNode appendHeaderEntityFilters(FilterCollectionNode _headerFilter, ExportToExcelFilterTreeBuilder _headerFilterBuilder) / The original filter with new filter(s) appended Otherwise, the original filter / Append additional filter to the default filtering behavior. / The field name for the line data area. Public FieldName lineJournalBatchNumberFieldName() / The field name for the line journal batch number. Public FieldName headerDataAreaFieldName() / The field name for the header data area. Public FieldName headerJournalBatchNumberFieldName() / The field name for the header journal batch number. / The resource name of the line entity. / The resource name of the header entity. Return LedgerJournalExcelTemplate::validateJournalForTemplate(_ledgerJournalTable, this) Public boolean validateJournalForTemplate(LedgerJournalTable _ledgerJournalTable) / True if the journal is valid for the template otherwise, false. / Validates the journal is valid for the template. OffsetAccountTypeSet.add(LedgerJournalACType::Ledger) Set offsetAccountTypeSet = new Set(Types::Integer) / Gets a collection of the supported offset account types for the entity. Set accountTypeSet = new Set(Types::Integer) ĪccountTypeSet.add(LedgerJournalACType::Ledger) / A collection of LedgerJournalACType values. / Gets a collection of the supported account types for the entity. Public DocuTemplateName documentTemplateName() Return _ledgerJournalType = LedgerJournalType::Daily Public boolean isJournalTypeSupported(LedgerJournalType _ledgerJournalType) / True if the journal type is supported otherwise, false. / A boolean value which indicates whether the journal type is supported for the Excel template.
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Private const FieldName HeaderEntityDataAreaId = fieldStr(LedgerJournalHeaderEntity, dataAreaId) Private const FieldName HeaderEntityJournalNum = fieldStr(LedgerJournalHeaderEntity, JournalBatchNumber) Private const FieldName HeaderEntityName = tableStr(LedgerJournalHeaderEntity) Private const FieldName LineEntityDataAreaId = fieldStr(LedgerJournalLineEntity, dataAreaId) Private const FieldName LineEntityJournalNum = fieldStr(LedgerJournalLineEntity, JournalBatchNumber) Private const EntityName LineEntityName = tableStr(LedgerJournalLineEntity) Private const DocuTemplateName ExcelTemplateName = resourceStr(TestNewTemplate) Public class TestNewTemplate extends DocuTemplateRegistrationBase implements LedgerIJournalExcelTemplate
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Here is an example from the LedgerDailyJournalExcelTemplate class. You can define your own entities, as long as they follow the journal header/line entity pattern. This example uses LedgerJournalHeaderEntity and LedgerJournalLineEntity, but you aren't limited to these entities.
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Your implementation (supported journal type, and so on) defines the context that your template will be available as an option for in the Open in Excel experience. In Microsoft Visual Studio, create a new project for a model that has a reference to the ApplicationSuite model.Ĭreate a new class, implement the LedgerIJournalExcelTemplate interface, and extend DocuTemplateRegistrationBase. For more information, see Create Open in Excel experiences. To promote a new template, follow these steps.Ĭreate a Microsoft Excel template, and save it locally. However, when you add a new template to the system, it must be promoted so that it's available on both the Open in Office menu and the Open lines in Excel menu. Some of these journal templates have been promoted so that they appear on the Open lines in Excel menu by default. Some of the most frequently used templates are the journal templates. This topic describes how you can promote a template to the Open lines in the Excel menu that is available on journal pages.