Register Legacy Office Reports

With many different reports, the Print menu for a particular entry can quickly become cluttered. To remedy this, reports can be grouped and sorted during registration. This way, several reports can be combined into a group, which can then be separated from the other reports by a separator.

Grouping is activated by entering a group number in the Grouping field on the report. All reports with the same group number are grouped in the menu. The different groups are displayed in the order of their group number.

Specify for which objects the report is registered in Vertec (e.g. projects or addresses). The report will then appear in the Print menu.

You can specify a display condition, when the report should be shown in the Print menu and when not.
This is done via OCL expression. Clicking on the button with the three dots opens the OCL expression editor.

The result of this expression must return a Yes/No (Boolean) value. If the condition is met, the report will be shown in the Print menu, otherwise it will not. For list reports, the report will only be shown if the condition is met for all items in the list.

If it is a Word report, you can select whether they should be generated by Office or by Vertec.

If this setting is set to Vertec the output format can also be selected: Word or PDF.

Vertec-generated Word reports are generated by Vertec on the server side and the resulting documents are delivered to the apps in Word or PDF formats. They are high-performance and cloud-ready, so they are available in all apps.

Vertec-generated Word reports run much faster than Office-generated reports, and no Office installation is required.

We therefore recommend that you always use Vertec-generated Word reports. For more information, see Legacy Word Reports .

For Excel reports, it is not possible to select the output format. This is automatically Excel and are always Office-generated.

Specifies whether the report can be run on a single object or on a list of objects of the specified data type (class).

Automatic saving

Path to save the report document. The value %dokpfad% uses the document path of the object on which the report is run. Alternatively, an OCL expression (enclosed in %) can be specified.

The save path consists of the autosave path and Document Templates specified below for document templates.

For Vertec-generated Word reports, consider the following:

The save path must exist on the server. Reports are saved on the server. If a report with the same name already exists or the path is unavailable, a query is displayed. If no save path is specified, the documents are temporarily saved and submitted.

If the Restrict Filesystem Access option is activated in the Vertec.ini configuration file (default for cloud subscription customers), the reports behave as follows:

• The reports are stored on the client side (analogous to Office-generated reports)
• No storage of reports in the web app (not even on the server), only download
• Error message when running a report with a configured save path via web app. In this case, no document can be saved and no activity can be created.

If Ja, a print dialog is displayed before running the report, in which the save path, remarks and other options can still be changed. Starting with version 6.1.0.14 the display of messages such as “overwrite existing file” and “create new path” is also linked to this setting.

• Link to main object: the activity is linked to the object from which it is started.
• Link to address: the activity is linked to the address to which the document is sent.
• Activity type: Here you can assign an activity type to the generated activity.

Document templates

Under Document Templates, you can find the list of report templates for this report registration:

Selects the appropriate template document. For Word reports, it is a Word document with the file extension .dotx, for Excel reports, it is an Excel document with the file extension .xltx.

A separate template can be specified for each Language defined in the system. When printing, the language is automatically selected according to the following criteria:

1. The language of the associated project
2. Special case Activity: If no project is assigned, the language of the assigned address entry is taken into account.
3. For entries to which no project can be assigned, an attempt is made to use the member Sprache .
4. If no language could be found with all these variants, the language of the interface is used.

If no template is defined for a language, the first template in the list is taken.

Project, case, all.

Here you can specify for which Jargon (case and project language) the template was registered. Select All, then the jargon will not be taken into account, only the language (see above).

The save name for a newly created document can be stored here.

In addition to fixed texts, OCL expressions (included with %) can be used to print the report. Within the placeholders, any OCL expression can be used, starting from the up-to-date object of the report (in the example of the project letter, the project).

The save path consists of the path (see above) and the autosave name.

The OCL variable %betreff% can be used in the name, which contains the up-to-date value of the subject (see above).

Further examples of OCL expressions:

• On an invoice the invoice number: %nummer%.
• The date in YYYYMMDD format: %date.formatdatetime('yymmdd')%_%nummer%.

Upload allows you to load a customized or new template into Vertec. The font in the list will then appear in green:

The Delete button appears if there is no default Vertec template for this registration:

The Reset button appears if there is a default Vertec template for this registration: