Create reports
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.

Reports are created in the same way as Autogenerate documents. Read here how it works. Code snippet - Autogenerate documents.


Or look at our example for Create reports:


Let's look at the technical implementation in Idiligo.

Go to 'Manage Templates' and klick 'New' for a new template or edit an existing template. Each template has a unique code and description (Prefix). The code of the template (here: template1) is given automatically and can be modified manually. Fill in a logical description for the template (here: My first template). 

These are the field names for a report.

Company name
birth name
family name
amount of packages
Full Name of the User 
= Smith Ltd.
= Frank 
= Smith
= 10
= Idiligo

That´s how it looks in Idiligo.

Code
template1

Prefix
My first template
Text
Hello [flow:birth name] [flow:family name],

thank you for today´s online conversation.

You have ordered [flow:amount of packages] software packages. 

Sincerely yours

[user:Full Name]

Now check the script by running it...click 'Start new session'.

In Idiligo-Frontend it´s look like:

Hello Frank Smith,

thank you for today´s online conversation.

You have ordered 10 software packages. 

Sincerely yours

Idiligo