As a Salesforce admin at a large, enterprise energy company, I would like to be able to create new and modify existing PDF Report Templates using the FieldFX Report Editor in Back Office so that I do not need to rely on LiquidFrameworks Services’ (and so that LiquidFrameworks can scale implementations more easily).
TMP: I’d like to see this editor taken to new heights. I’m thinking things like drag-and-drop, WYSIWIG style editing, etc. I would like to take the opportunity to build on what we have an make it even better. The feedback document can be found in Google Docs here. This doc lists various ideas from people involved in using this editor.
DP: There are two options with this. We could one or both, or do them in stages.
Option 1: Template Wizard
A wizard pattern would require less training for out customers to use. It would constrain the user more, since it would be preprogrammed for select set of template arrangements. I would require less coding effort to accomplish. The wizard could be written to remember previous choices allowing users to “re-run” the wizard making small changes and improvements to their templates. Edits outside the wizard will be overwritten next time the editor runs.
Option 2: WYSIWIG Editor
A full blown editor would be useful to our implementors and advanced users. It would not totally eliminate the code editor because it will always be constrained by what we can do visually. Editing a report outside of the WYSIWIG editor will produce unpredictable behavior as the editor tries to parse what was done manually.
{{ table query: SELECT Number, Name, Owner, Status, 'Story Points' WHERE Type = Story and Feature = THIS CARD ORDER BY Status }}
Mingle Card: 5859
Test Plan
Stories
As a Salesforce admin at a large, enterprise energy company, I would like to be able to create new and modify existing PDF Report Templates using the FieldFX Report Editor in Back Office so that I do not need to rely on LiquidFrameworks Services’ (and so that LiquidFrameworks can scale implementations more easily).
TMP: I’d like to see this editor taken to new heights. I’m thinking things like drag-and-drop, WYSIWIG style editing, etc. I would like to take the opportunity to build on what we have an make it even better. The feedback document can be found in Google Docs here. This doc lists various ideas from people involved in using this editor.
DP: There are two options with this. We could one or both, or do them in stages.
Option 1: Template Wizard
A wizard pattern would require less training for out customers to use. It would constrain the user more, since it would be preprogrammed for select set of template arrangements. I would require less coding effort to accomplish. The wizard could be written to remember previous choices allowing users to “re-run” the wizard making small changes and improvements to their templates. Edits outside the wizard will be overwritten next time the editor runs.
Option 2: WYSIWIG Editor
A full blown editor would be useful to our implementors and advanced users. It would not totally eliminate the code editor because it will always be constrained by what we can do visually. Editing a report outside of the WYSIWIG editor will produce unpredictable behavior as the editor tries to parse what was done manually.
{{ table query: SELECT Number, Name, Owner, Status, 'Story Points' WHERE Type = Story and Feature = THIS CARD ORDER BY Status }}