Expressions

Basics

Expressions insert data on FX Reports.

You use expressions when creating templates to build FX Reports.

The following explains how to use expressions.

Inserting Field Data

Example: HTML Report

Use the following code to insert a table on a HTML report.

<table class="rpt-header">
  <tr>
    <th>{{labels.FX5__Job__r.FX5__CustomerAccount__c}}</th>
    <td>{{FX5__Job__r.FX5__CustomerAccount__r.Name}}</td>
    <th>{{labels.FX5__Job__c}}</th>
    <td>{{FX5__Job__r.Name}}</td>
  <tr/>
  <tr>
    <th>Job Number</th>
    <td>{{FX5__Job__r.FX5__Tracking_Number__c}}</td>
    <th>Ticket Number</th>
    <td>{{FX5__Tracking_Number__c}}</td>
  </tr>
  <tr>
    <th>Work Start</th>
    <td>{{formatDateTime FX5__Work_Start_Date__c format="MM/DD/YY h:mm A"}}</td>
    <th>Work End</th>
    <td>{{formatDateTime FX5__Work_End_Date__c format="MM/DD/YY h:mm A"}}</td>
  </tr>
</table>

  • To insert field data, add a Handlebars expression inside double curly brackets {{ }}.

  • To insert data from lookups, add __r.Name after the lookup’s name in the expression.

  • To insert data from fields on a parent object, reference the parent object in the expression.

Example: PDF Report

Use the following code to insert a table on a PDF report.

<table style="text" margin="36 40 36 40" columnWidths="* * * * * *" layout="noBorders">
  <tableBody>
    <row>
      <cell bold="true">TICKET</cell>
      <cell bold="true">JOB</cell>
      <cell bold="true">CUSTOMER</cell>
      <cell bold="true">LOCATION</cell>
      <cell bold="true">WORK START</cell>
      <cell bold="true">WORK END</cell>
    </row>
    <row>
      <cell>{{FX5__Tracking_Number__c}}</cell>
      <cell>{{FX5__Job__r.Name}}</cell>
      <cell>{{FX5__Job__r.FX5__CustomerAccount__r.Name}}</cell>
      <cell>{{FX5__Job__r.FX5__Office__r.Name}}</cell>
      <cell>{{formatDateTime FX5__Work_Start_Date__c format="MM/DD/YY h:mm A"}}</cell>
      <cell>{{formatDateTime FX5__Work_End_Date__c format="MM/DD/YY h:mm A"}}</cell>
    </row>
  </tableBody>
</table>

  • To insert field data, add a Handlebars expression inside double curly brackets {{ }}.

  • To insert data from lookups, add __r.Name after the lookup’s name in the expression.

  • To insert data from fields on a parent object, reference the parent object in the expression.

  • To insert data from a rich text area field, add a Handlebars expression inside triple curly brackets {{{ }}}.

Inserting Images

Example: HTML Report

Use the following code to insert an image on a HTML report.

<div class="rpt-logo">
<img alt="" src="data:image/jpeg;base64,ENTERBASE64STRINGHERE"/>

You must encode the image to a base64 string and enter the string in the src= field. Replace ENTERBASE64STRINGHERE with the base64 string for your image.

When you insert a corporate logo on a HTML report, you also need to add CSS code to specify the logo’s position.

.rpt-logo {
  float: left;
  margin: 0 .25in .25in 0;
}

Example: PDF Report

Use the following code to insert an image on a PDF report.

<header>
  <image width="150">data:image/png;base64,ENTERBASE64STRINGHERE<image>
</header>

You must encode the image to a base64 string and enter the string in the <image> element. Replace ENTERBASE64STRINGHERE with the base64 string for your image.

Report Helpers

You can also use expressions inside report helpers.

Refer to the Report Helpers article for examples.

Online Resources