Output Document for Admin
Output Document Designer allows you to configure Output Documents. Output Documents are reports built as SFM transactions to generate an Output Document for a header record with or without its child records. An Output Document is delivered as an HTML page and can be converted and saved as a PDF file. It includes ServiceMax and Salesforce data and is designed using the Template Designer in the Output Document Designer.
For example, data included in an Output Document for a Work Order Report can be a company name, company logo, Work Order details such as Work Performed, Billing Type, and Total Billable Amount, Work Detail information such as Parts and Labor consumed, and so on.
The Template Designer tab in the Output Document Designer enables you to:
• Design the UI aspects of the report such as placement of fields, their labels, fonts, logos, and Terms and Conditions.
• Bind Salesforce and ServiceMax data with the report's UI elements.
• Embed pre-defined functions for dynamic conditions, formatting, and calculations.
For more information, see the following sections: