Changes to Global Document Templates

Modified on Wed, 13 Nov, 2024 at 12:02 PM

Changes to global document templates are different from most other updates in compass. 

This is because we need to create an implement the update in the alpha environment, then once it's ready for release get everything pushed to production. The best way to achieve this is literally to copy paste between document template systems.

When a template has been updated and is approved, generally ticket should be raised in JIRA for release to production and either someone from design or development can handle copy pasting the HTML across.

Significant attention should be paid to the backwards compatibility requirements of any changes to avoid taking away from a franchisee.

Within any template, it is common to need to only show certain rows if a value exists (such as when showing a 'PO #' line, which is no PO has been entered, should not appear. This can be achieved by adding a class on the row called hideIfValueEmpty. An example of where this is used is on the Default Invoice, when looking at the Terms and Work Order spans. 

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