PandaDoc Template Configuration

This screen builds a connection between PandaDoc templates and the data set used in byondpro.

Screen Title

This is the screen/feature title: PandaDoc Template Configuration

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PandaDoc Template

This is the document template name configured directly within PandaDoc.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text		1. Document name, as entered in PandaDoc	Y		Y

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byondpro Data Set

This is the byondpro data set containing field values to be passed in to the PandaDoc template.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Selection list	The data set (SQL view) can only be used with 1 entity, ie. attached to "Generate PandaDoc Document" on a single screen in byondpro, e.g. Sales & Booking summary	1. List of SQL views configured specifically for use with PandaDoc. 1a. Selection list code = SQL view name per database Example might be: Code: v_PDSales Translation: Sales & Booking Transactions	Y		Y

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byondpro Data Key

This is the primary key field name that must be present within the PandaDoc template, and which defines to which entity/record the document PDFs will be attached.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text		1. Field name in format entity_FIELDNAME Example: tran_OPSSaleID	Y		Y

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CHANGE button

This is an action button to put an existing summary record into edit mode.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in VIEW mode. 2. Selection places the screen into edit mode	N				-

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SAVE button

This is an action button to save the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in ADD or EDIT mode. 2. New entries are inserted to the database. 3. Edited entries are updated in the database.	N				-

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DELETE button

This is an action button to delete the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in EDIT mode. 2. When selected, the user is prompted with standard CRM warning, and options to proceed or cancel. 3. The record is soft-deleted in the database.	N				-

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CANCEL button

This is an action button to return the user to the list of Discount entries, without committing any record changes to the database.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1. This button is visible when the screen is in EDIT mode. 2. When selected, returns the user to the list of Template Configuration entries.	N				-

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PandaDoc Template GUID

This is the GUID provided by the PandaDoc API for the document template.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text		1. This field is populated by the Retrieve PandaDoc Templates function	Y		Y

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Status

This indicates that the template configuration entry is available for use.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Selection List		1. This is a selection list: Active Inactive	Y		Y		Active

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