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Tacton Doc Gen Tutorial
Introduction
Introduction
Lesson 1: The basics of Document Generation
Goals
Definitions
The first template
Simple template explained
Tag examples
Tags without a tag name
Finding the attributes
Template vs. Master template
Lesson 2: Create a ticket
Goals
Definition
Create a ticket
Lesson 3: Installing the desktop connector
Goals
Definition
Installing the Desktop Connector
Set up permissions
Lesson 4: Trying out simple tags
Goals
Definition
Add tags to the simple template
Add some new tags
Preview
Additional attributes
Add more tags
One more thing…
Lesson 5: Null-values
Goals
Definition
When do we get a null value
Getting a null value (and how to avoid it)
Add pendingApproval
Avoid getting a warning for null-values
Lesson 6: Conditionals
Goals
Definition
Syntax
Add some expressions
Include text based on conditionals
If-else
Test for null value
How to write comments in the template
Lesson 7: Variables
Goals
Definition
Define a variable
The bad example
Variables for prefix and suffix
Rounding (bonus)
Where to define variables
Lesson 8: Loops
Goals
Definition
Print a list of configured products
Syntax
Exercise
Lesson 9: Group – printing the BoM
Goals
Definition
Nested loops
The nested loop explained
Exercise
Spanning more than one row
Lesson 10: Rowgroups – Printing the BoM II
Goals
Definition
The rowgroup tag
Rowgroup explained
Exercise
Lesson 11: Integration attributes
Goals
Definition
Why integration attributes
Finding attributes in the model
Defining the integration attributes in Tacton CPQ
Use integration attributes in the template
Exercise
Lesson 12: User choices
Goals
Definition
Code
The user choices explained
Exercise
Lesson 13: Fragments
Goals
Definition
Define a fragment
Use a fragment
Exercise
Lesson 14: Master template
Goals
Definition
The master template
Styles in MS Word
Lesson 15: Debug with Postman
Download and istall
Admin user
Test Postman
If it doesn’t work…
Lesson 16: Using Postman to access objects in CPQ
Access the configured product
The End
The End
Spanning more than one row
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