Use a 3-column table in the header and footer of your template to allow for a uniform adjustment of items such as titles, logos, and page numbers. Use Microsoft Help to learn how to add the first page to your document that does not include Header or Footer.
Note: Microsoft Word does not support form fields in the header and footer. If need to add an image to the header or footer of your Custom Report and you want the image to repeat on each page, see the "Adding BI Fields to the RTF Header or Footer" section.
To add an image (Examples: Company logo, Shell image, or image picker from a BP record: jpg, gif, or png) from Unifier into your Custom reports, use the Sample XML file (Sample Data) that you have created and exported into Unifier.
Note: Company logo cannot be displayed in Unifier interface. Create a company-level business process to place your Company logo.
The following shows the procedure by using an example:
<?xml version="1.0" encoding="UTF-8"?>
<DATA_DS>
<uuu_p_reportByF></uuu_p_reportByF>
<uuu_p_timeZoneF></uuu_p_timeZoneF>
<uuu_p_diffMinutesF>0</uuu_p_diffMinutesF>
<uuu_p_sysyTimeZoneID></uuu_p_sysyTimeZoneID>
<uuu_p_searchConditionF></uuu_p_searchConditionF>
<uuu_p_urlF></uuu_p_urlF>
<uuu_p_sessionIdF></uuu_p_sessionIdF>
<uuu_p_companyRegistryF></uuu_p_companyRegistryF>
<inv>
<PROJECT_ID>1012</PROJECT_ID>
<INV_ID>1</INV_ID>
<INV_RECORD_NO>INV-001</INV_RECORD_NO>
<INV_TITLE>Lumber Contract - Initial Invoice</INV_TITLE>
<INV_STATUS>Approved</INV_STATUS>
Note: At runtime, these blank elements are fully populated with information about the Unifier server base URL, the User’s session ID, and the Unifier company registry.
<uuu_p_urlF>CompanyRegistry=<uuu_p_companyRegistryF>&sessionId=<uuu_p_sessionIdF>&id=<image_ID>
Note: To build a similar URL in your BI Publisher report, ensure that you have the Image ID because the other three parameters have already been identified.
Note: If applicable, you can find the Company logo Image ID in the companylogo column of the table sys_company_info.
or
SELECT companylogo
FROM sys_company_info
WHERE companyregistry = 'unifier';
Once you have an Image ID, you must define the variables needed to build the image URL by hiding the variables in a Data Field:
<?variable@begin:uuu_p_urlF;(.//uuu_p_urlF)[1]?> <?variable@begin:uuu_p_companyRegistryF;(.//uuu_p_companyRegistryF)[1]?>
<?variable@begin:uuu_p_sessionIdF;(.//uuu_p_sessionIdF)[1]?>
<?variable@begin: image;(/DATA_DS/co/COMPANYLOGO)?>
Notes:
<?variable@begin:image;(SHELLIMAGE)[1]?>
To access the Project or Shell Image ID:
You can JOIN this table to your main report view based on the unifier_shell_info.pid column, which contains the project ID.
After you defined your variables, you can add an image. The BI Publisher leverages the Alternative Text of an image to dynamically set the image source. For more information, refer to the BI Publisher Report Designer’s Guide.
To add a dummy image:
url:{concat($uuu_p_urlF,'companyRegistry=',$uuu_p_companyRegistryF,'&sessionId=',$uuu_p_sessionIdF,'&id=',$image)}
Note: The last parameter ($image) was set as a variable to either the Company logo or the Project or Shell image. You must adjust the parameter if you want to include both images. Ensure that you use separate variable names for each.
To test an image:
The three parameters that you used to build your URL to the image are not downloaded as part of the sample data:
uuu_p_urlF
uuu_p_sessionIdF
uuu_p_companyRegistry
You must upload your RTF template to Unifier, publish the Custom Report, and then run the report to ensure that your image was inserted successfully.
Creating a Report with Line Items
Adding BI Fields to RTF File Header or Footer
Importing Template into Unifier
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Last Published Wednesday, March 28, 2018