Section 3 - Advanced Workflow & Customisation

1. Data Entry Templates (DETs)

• Conditionally Show or Hide Fields on a DET
• What is a Data Entry Template (DET)
• Additional Field Customisation Options
• Adding Fields
• Adding SubObjects to your DET
• DET Formulas

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2. Report Templates (RTs)

• List of VPDel Conditions
• Report Template Data Sources
• Supported Fonts in ValuePRO
• What is a Report Template
• Report Template Versions and Rollback
• Editing an Existing RT

3. Word Templates

• List of VPDel conditions
• Desiging a New Word Report Template
• Merge Fields in Word Templates
• Conditionals - Show and hide sections of a Report Template
• Repeated Sections - Sales Evidence and SubObjects
• Additional Examples of Sales Evidence in Report Templates

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4. Excel Templates

• Excel Templates - General Approach
• Excel Name Ranges
• Excel Conditions
• Merge fields in an Excel Report Template
• The Writeback Function

5. Invoice Templates

• What is an Invoice Template?
• Creating an Invoice Template

6. Email Templates

• What is an Email Template?
• Creating an Email Template

7. Custom Reports

• What are Custom Reports?
• Viewing a Custom Report
• Creating a Custom Report