Group Templates allow you to combine multiple templates into one and when you print the Group Template, it prints all those templates, one by one - as one single printout with continuous page numbers across all templates.
You can e.g create a Print Designer report containing a cover sheet with a summary followed by a second Print Designer report with the detailed breakdown. This is useful for example when sending off quotes to customers so you can print the two reports designs into one PDF.
Or it can be used to have a Quote and as last / separate page print the conditions.
This is how you activate it:
- Open any Print Designer.
- In the pop-up menu at the top of the Templates list(top-left), activate the option Show GroupTemplates.
- The Templates list will now contain a section for Group Templates, followed by a plus icon. Click it and enter a name for the new Group Template and press OK.
- Next to your new Group Template, there is a button labeled "Add". Click it to add other templates into your Group Template.
- You can only view (and edit) one template at a time in the Print Designer.
- You cannot select the Group Template for editing.
- Group Templates can not be exported or imported; only the individual templates themselves.
- To move OUT a template from a group template drag it above or below another template.
Using Group Templates has the following benefits over just manually printing the separate templates:
- You don't have to remember which ones to print in order to get a complete printout.
- Page numbering covers the whole printout instead of starting from one with each separate template.
- You can select the Group Template as the default template for Invoices and then batch print multiple Invoices where each Invoice printout consists of multiple templates.
Note: It's crucial for all templates within a group to have consistent settings, as differing settings can lead to unexpected results. For example, if the templates use different project views as their information source, this will influence the data shown in the report. To ensure consistency, you can adjust the settings on the group template itself in the Financial Report Designer window, and these settings will then be inherited by all individual templates in the group when printing.
New from 7.1 - you can now re-order Group Templates from within the Template Selector!
To re-order, click and drag the Group Template around in the order. You will get the the blue up & down arrows to place the template in the new order.
