Module : Document Templates

Issue	Type	TrialGrid Version	Description
3896	Bug	69	If the definition for a document template was deleted then documents generated from that template in the user list of documents could no longer be downloaded. This was corrected.
3754	Feature	65	Code changes to matrix code since version 61 breaks some document templates. This was corrected.
3732	Bug	65	When an undefined variable is referenced in a document template and the template saved, the user will see an error marker on the template tab but no error message. This was corrected.
3540	Feature	58	In the document template testing page it is now possible to validate the result of generating an Excel document in SpreadSheetML format against the schema for that format.
3489	Feature	57	In Project and Draft scoped document templates the role for a user in the current Project can now be accessed via the project_role_for_user(user_object) function. See documentation on Document Templates for more detail.
3447	Bug	55	When saving an existing Document Template definition, if the settings names were not all lowercase then a server error would result. This was corrected.
3422	Feature	54	Document templates now have a Lock/Unlock option which stops changes being made accidentally.
3408	Feature	54	The Document Template editor has options to select editor highlighting mode including Text, XML, Jinja2, JavaScript and JSON formats.
3409	Feature	54	Tool buttons for Search and replace are now available in the Document Template editor.
3410	Feature	54	Undo and redo buttons now appear in the Document Template editor.
3411	Feature	54	Indent and un-indent buttons now appear in the Document Template editor.
3421	Bug	53	On making changes to document template text, document settings were being lost. This was corrected.
3417	Bug	53	The objects "chunk" and "now" were changed in Document Templates causing some document generation to fail. This was corrected.
3383	Feature	53	Document Templates can now be created to appear at the project level as well as the Draft level.
3388	Feature	53	Document Templates can now be created to appear at the project ticket level.
3385	Feature	53	Document Templates now include a constant USER_TIMEZONE_NAME which reflects the timezone name the user has their system set to (e.g. Europe/London). This can be used in conjunction with the timezone(name) filter to format dates/times to the requesting users timezone.
3363	Bug	51	Document template fingerprints were not being correctly set on import from another url. All document template fingerprints were updated and this issue was addressed.
3266	Feature	51	Document Templates can now set their download filenames from within the template through the use of {% do SET_FILE_NAME(...) %}.
3145	Feature	47	Document Templates can now refer to the Activity Records for a Project.
3146	Feature	47	Document Templates can now refer to the CRF Drafts in a Project.
3062	Bug	43.1	When generated documents referenced custom properties on objects the system could pick up custom properties for other objects. This was corrected.
2597	Bug	34	Some document templates cannot be saved or edited without encountering an error stating that "The following variables are undefined ..". A solution for this issue was documented in the tips and tricks section of the document template help.
2427	Bug	30	Users with Manager permission at the URL level could not view document templates unless they were assigned the separate Document Templates URL permission. This was corrected.
2402	Bug	28	Text setting values were not passed to document templates. This was corrected.
2324	Feature	26	Excel 2003/2004 Spreadsheet is now a Document generation option.
2297	Feature	26	Document Template definitions now have an Active flag so that they can be retired or worked on in development before being published.
2300	Feature	26	Document Templates definitions can now be of type "text". This allows a variety of text formats to be generated (plain text, html, Excel 2003 format etc).
2301	Feature	26	Generated Documents now include additional information in the users documents list.
2304	Feature	26	Document Templates link and listing are now only visible to users with the URL Level Document Template Manager permission. Retired. Listings are now visible to users with the ability to view the URL. See issue #2427.
2308	Feature	26	Users with the URL-level Manage Document Template permission can now create new Document Templates.
2312	Feature	26	Users with the URL-level Manage Document Template permission can now edit existing Document Templates.
2309	Feature	26	When a new Document Template is created it is automatically inactive so making a Document Template active (ready for use by users) is a deliberate action.
2311	Feature	26	Document Templates include a "fingerprint" generated from their configuration so that validated versions of document templates can be identified.
2319	Feature	26	When creating a Document Template, the system should warn if variables are undefined and the template cannot be saved.
2048	Feature	21	The document generation system (for annotates etc) is now capable of creating PDF documents in addition to Word documents. Contact TrialGrid if you require document generation from Draft information (e.g. annotates, checklists etc).
1899	Bug	17	Document generation would sometimes fail because the background generation task was not always in sync with the request to generate the document. This was corrected.
1462	Feature	16	On the Draft Home Page there is now an option to generate documents in Microsoft Word format.
1463	Feature	16	When generating a document you can select the document type you want from the list of those available and adjust settings.
1464	Feature	16	A count of documents generated appears on the users home page.
1465	Feature	16	A listing to manage documents generated (e.g. to download or delete documents) is available from the user home page.
1466	Feature	16	A count of document templates defined for a URL now appears on the URL home page.
1467	Feature	16	A new URL-level permission was added for the management of Document Templates in the URL.
1468	Feature	16	Users who do not have the Manage Document Template URL-level permission cannot import Document Templates from other URLs.
1469	Feature	16	The Document Import dialog allows a user to select Document Templates from other URLs but only lists URLs where Document Templates have been defined.
1477	Feature	16	On import of an Document Template that has the same name as an existing one, the newly imported Template gets a _n suffix (e.g. Document_1)
1478	Feature	16	URLs now have a page that lists all the available Document Templates.
1479	Feature	16	Users with Manage Document Template permission can delete Document Templates from the system.
1480	Feature	16	Users are able to view the source and settings of Document templates in their URLs.
1562	Feature	16	The Draft "Documents" button does not show if there are no Document Templates defined for the URL.