How to Add Custom Fields to DevExpress Reports

Overview

In this tutorial, the process for adding Custom Fields to Certificate Reports (Certificate, Certificate Reissue, Statement of Attainment, Unaccredited Certificate), Letters of Offer, and Training Plans using the Internal Reference ID is explained. This ensures the reports are accurate, personalised, and display all relevant information for each student.

Before adding Custom Fields into the editor, ensure they are already created and available in the SMS. For a comprehensive guide on how to add Custom Fields in the SMS, please refer to this tutorial: How to Use Custom Fields.

Step Tutorial

1. Take note of the Internal Reference IDs of the Custom Fields to be added to the report. These can be found by navigating to Administration → Templates → Custom Fields → Custom Fields. For this example, three Custom Fields will be added, with reference IDs CF0001, CF0002, and CF0003, respectively.

2. Go to the Template Editor by navigating to Administration → Templates → Documents. Locate the specific template to be edited, then, under the Actions column, click Edit Report. A new tab will open where the template can be edited.

3. In the editor, drag a text field—this is where the reference IDs will be added.

4. Select the text field, then, under the Text box on the right, enter an opening curly brace ({), followed by the Internal Reference ID, and then a closing curly brace (}). For example: {CF0001}.

5. Repeat the process for all Custom Fields to be included in the report. For this example, the process will be completed three times to reflect all required fields.

6. Once satisfied with the added fields, click the hamburger icon in the upper-left corner of the editor, then select Save.

7. The edited document can now be issued to a student to confirm that the changes are reflected. For example, if a Certificate template was edited, issue a Certificate to a student; if a Statement of Attainment (SOA) was edited, issue an SOA.

These are the steps on how to add  custom fields to devexpress reports.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

• Related Articles

• How to Add Custom Fields to DevExpress Reports

  Overview This tutorial explains how to add your own custom fields to DevExpress reports, such as certificates, invoices, or Statements of Attainment. Adding custom fields allows you to include extra information that isn’t part of the standard ...

• How to Use Custom Fields

  OVERVIEW Custom fields allow you to capture specific information in your SMS that may not be included in the pre-defined forms. Using custom fields enable you to gather and store information that is unique to your organisation’s needs, allowing you ...

• How to Add Dynamic Fields, Custom Fields, and Signature Fields to your Digital Doc

  Overview Digital Docs works like a typical word processors used for creating, editing, formatting and printing text documents. Once created, SMS has the capability to send the digital documents directly to the selected entity via email, publish it ...

• How to Create Custom Page

  Overview A custom page is a blank page added to your store that you can personalize by adding content according to your preferences. It will become visible in this section (Site Navigation) when enabled. In this tutorial, we'll discuss how to create ...

• How to Add a Company in the SMS (Maximise)

  Overview This tutorial will show users how to provide third party clients their access to your SMS. In the Maximise version of the Company Portal, users can select the Company type which can be an employer, an agent and the like. A parent company can ...