Preconfigured

On the Layout Builder record, you can view the list of available preconfigured datasets under the Settings subtab in the field Features. Apart from the preconfigured datasets that can be activated / inactivated depending on your selection this field also includes some Reporter features to enhance the performance of your layouts. These optimizations are described in a separate chapter.


To allow the best performance, make sure to inactivate the datasets that you do not intend to use in your layout.

Layout Builder

When selected, the below listed fields on the current Layout Builder record are available and can be accessed and used in the code. If you e.g. want to define your colors using hex codes in fields directly on the layout builder instead of hard-coding the colors in the CSS this can be a good alternative to use. The FreeMarker tag for color 1 for example is ${LAYOUT_BUILDER.custrecord_scled_i_color1}. Make sure to have something registered in the below fields if they are being referenced in the code. If empty, the entre code may malfunction.

  • Internal ID

  • Color 1

  • Color 2

  • Color 3

  • Color 4

  • Color 5

  • Color 6

  • Password


The above fields are also accessed on the Settings subtab.

Company Information

This dataset makes the information that otherwise can be accessed via Setup > Company > Setup Tasks > Company Information available in your layout. Could be useful if you want to include the company name or company logo for example. If you have a multi-subsidiary account, the usage of this dataset becomes more limited though.

Currency Symbol

Includes a full list of currency symbols. Can be used if you for instance want to convert the ISO currency code into symbol. Examples:


${CURRENCY_SYMBOL.JPY} = ¥

${CURRENCY_SYMBOL.USD} = $


Etc.


You can also dynamically fetch the currency symbol if your layout is based on a transaction for example. If you have a transaction base record (e.g. invoice) and the dataset is named "INVOICE", then the currency symbol could be printed using this FreeMarker tag: ${CURRENCY_SYMBOL[INVOICE.currency]}

Current User

Can be used if you want to dynamically fetch data from the current user (employee) that runs the report. Could be e.g. name or email.


Example FreeMarker tag: ${CURRENT_USER.name}

Features in Effect

If you want to include some logic in your PDF depending on the features activated in your account, this dataset can help you to accomplish that logic. This is particularly useful for us at SuiteCorner when creating standard templates. If we want the layout to behave according to the settings made in your account, we can use this dataset type. We know for example that some fields on the standard project record may or may not exist depending on the features enabled. One such feature is "Planned Work". If we want to check for that feature in the code we could do something like this:


<#if FEATURE_IN_EFFECT.PLANNEDWORK.value?boolean>

<!-- Do something -->

<#else>

<!-- Do something else -->

</#if>