Module : Document Templates

Issue	Type	TrialGrid Version	Description
5660	Feature	93	Document templates can call fail(message) to stop generation, and the generation fails showing that message.
5666	Feature	93	Document template settings can be marked Required. Generate stays disabled until every Required setting has a value, and the API refuses a generation request that leaves one empty.
5667	Feature	93	The Generate Document dialog shows a document template's description, and its settings' names and descriptions, exactly as typed, including their line breaks.
5670	Feature	93	Import Scripts and Document Templates can compare two objects, or an object with its Library Standard, and report the differences, rules and explanations.
5578	Feature	93	Import Scripts and Document Templates can read a Project's Wiki pages, including the code blocks a page holds, and can list the images a Ticket, comment or Wiki page holds.
5620	Bug	93	The help now lists every query method, filter and built-in function an Import Script or Document Template can use, each with a worked example. An attribute or query field that does not exist is reported with the names you probably meant, an Import Script can now format a date with strftime, and an Import Script can read the objects a ticket is about.
5552	Feature	93	Import Scripts and Document Templates can now list the URLs of an Organization that the user has permission to view and the object types defined in a URL, and read the properties of an object type without needing an object of that type. An object type also gives the name it is known by in files that go in and out of TrialGrid, so a script can tell which object type a sheet of a Draft download holds, and the properties that make up an object's identifier in the order they are joined, so a script can work out the identifier of each object listed on that sheet. Custom Properties of an object in another URL are now read from that URL. A Document Template can no longer list every object in a URL that uses a Label, a Custom Property, a Project Role or an object type. Read these from the Draft, Test Case or Ticket instead.
2336	Feature	92	Images can be pasted from the clipboard, or dragged, into Ticket descriptions, comments and Wiki pages. A Wiki page added to a Word document keeps these images.
5484	Bug	92	Page borders in Word documents generated from templates show as designed when edited in Word for the web: a page border that is switched off no longer draws a box, and page, cell and table-style borders without a stated width are visible.
5512	Bug	92	Table borders, paragraph borders and other table, cell and paragraph formatting in Word documents generated from templates show when the document is edited in Word for the web.
5469	Feature	92	Wiki pages, Tickets and comments can mark a note or warning as a highlighted box with a title, set apart from the surrounding text. When a Wiki page is added to a Word document the box is kept, with a thick colored left border.
5478	Bug	92	Word documents generated from templates with page borders can now be edited in Word for the web.
5479	Bug	92	Tables in Word documents generated from templates fit within the page margins when edited in Word for the web.
5427	Feature	92	Document Templates can now have Draft settings, which let the user choose one Draft, or several, from the Project when generating a document.
5436	Feature	92	Word document templates can add a text watermark, such as "Standards" or "Draft", behind every page of a section using the new watermark element.
5411	Feature	92	Wiki pages, Tickets and comments now support quotes, horizontal lines, smaller headings, merged table cells and image descriptions, and a Wiki page's headings can be linked to. Merged table cells are kept when a Wiki page is added to a Word document, and Word Document Templates can merge table cells with colspan and rowspan.
5431	Bug	92	Lists in a Wiki page included in a Word Document Template no longer show extra blank lines between or within items.
5410	Feature	92	Code blocks in Wiki pages, Tickets and Comments now display as formatted code, with syntax highlighting when a language is named after the opening fence. Indented blocks that previously showed stray HTML tags now display correctly. A Wiki page included in a Word Document Template keeps its code blocks' line breaks and highlighting, and a page that mixes text with tables or code blocks can now be included.
5257	Bug	91	The Display Name of a Document Template setting can now be changed after the setting has been created. Setting names within a template must now differ by more than capitalisation, and a name that differs only in case is refused with an error rather than being silently ignored.
5200	Bug	90	Document Templates and Test Case scripts can now only access the objects and attributes listed in the TrialGrid Object Model Reference.
5033	Feature	90	The Document Template AI tag now supports effort levels, reports truncated output instead of silently clipping it, and new ai_json_list and ai_json_object functions return structured data for the template to lay out.
5001	Feature	90	Document Template reports can now be run from Draft object listings such as Forms, Fields and Custom Objects. The report receives the objects selected on the page and those matching the active search and filters.
4758	Bug	87	Inline formatting (e.g. bold) inside HTML list items is now preserved when document templates use the convert_html filter for Word and Excel output.
4759	Bug	87	Newlines between formatted runs of text in Excel document template output are no longer dropped during rendering.
4676	Feature	87	TrialGrid Ltd staff can now export and re-apply customer-authored diagnostics and document templates between URLs via app-script YAML files.
4653	Feature	87	Document templates now support an {% ai instruction="..." %}...{% endai %} tag that transforms block content using an AI call, making it easier to summarise or rewrite template sections at generation time.
4650	Feature	87	The URL Document Templates list can now be filtered by scope, format and active state.
4647	Feature	86	AI Summary document templates allow customers to create templates that render context data into an LLM prompt. The rendered prompt is sent to the AI for summarization, with the response saved as a text document.
4625	Feature	86	Document Templates can now include information about changes to Custom Object properties.
4627	Feature	86	Document templates can only access documented Draft attributes.
4610	Bug	86	Custom diagnostic and document template listing pages now properly escape HTML in user-provided fields, preventing cross-site scripting (XSS) attacks.
4359	Feature	83	Users can now clone Document Templates from the dropdown menu, creating a copy with all settings preserved.
4326	Bug	83	When converting a spreadsheetml document to xlsx format named colors would cause the conversion process to fail. This was corrected.
4213	Feature	81	Users with URL 'Manage Documents' permission can now copy Document Templates from one URL to other URLs.
4211	Feature	81	In document templates, conversion of Excel 2003/2004 XML format to Excel 2007-365 (.xlsx) format now supports many formatting and print layout features preserved as part of the conversion.
4169	Feature	80	Excel files can now be generated in Excel 2007-365 (.xlsx) format as well as Excel 2003/2004 XML.
4143	Feature	79	A convert_html filter has been added to Document Templates which allow some html content to be converted to the subset of html which Excel supports inside cells.
3896	Bug	69	If the definition for a document template was deleted then documents generated from that template in the user list of documents could no longer be downloaded. This was corrected.
3754	Feature	65	Code changes to matrix code since version 61 breaks some document templates. This was corrected.
3732	Bug	65	When an undefined variable is referenced in a document template and the template saved, the user will see an error marker on the template tab but no error message. This was corrected.
3540	Feature	58	In the document template testing page it is now possible to validate the result of generating an Excel document in SpreadSheetML format against the schema for that format.
3489	Feature	57	In Project and Draft scoped document templates the role for a user in the current Project can now be accessed via the project_role_for_user(user_object) function. See documentation on Document Templates for more detail.
3447	Bug	55	When saving an existing Document Template definition, if the settings names were not all lowercase then a server error would result. This was corrected.
3422	Feature	54	Document templates now have a Lock/Unlock option which stops changes being made accidentally.
3408	Feature	54	The Document Template editor has options to select editor highlighting mode including Text, XML, Jinja2, JavaScript and JSON formats.
3409	Feature	54	Tool buttons for Search and replace are now available in the Document Template editor.
3410	Feature	54	Undo and redo buttons now appear in the Document Template editor.
3411	Feature	54	Indent and un-indent buttons now appear in the Document Template editor.
3421	Bug	53	On making changes to document template text, document settings were being lost. This was corrected.
3417	Bug	53	The objects "chunk" and "now" were changed in Document Templates causing some document generation to fail. This was corrected.
3383	Feature	53	Document Templates can now be created to appear at the project level as well as the Draft level.
3385	Feature	53	Document Templates now include a constant USER_TIMEZONE_NAME which reflects the timezone name the user has their system set to (e.g. Europe/London). This can be used in conjunction with the timezone(name) filter to format dates/times to the requesting users timezone.
3388	Feature	53	Document Templates can now be created to appear at the project ticket level.
3363	Bug	51	Document template fingerprints were not being correctly set on import from another url. All document template fingerprints were updated and this issue was addressed.
3266	Feature	51	Document Templates can now set their download filenames from within the template through the use of {% do SET_FILE_NAME(...) %}.
3145	Feature	47	Document Templates can now refer to the Activity Records for a Project.
3146	Feature	47	Document Templates can now refer to the CRF Drafts in a Project.
3062	Bug	43.1	When generated documents referenced custom properties on objects the system could pick up custom properties for other objects. This was corrected.
2597	Bug	34	Some document templates cannot be saved or edited without encountering an error stating that "The following variables are undefined ..". A solution for this issue was documented in the tips and tricks section of the document template help.
2427	Bug	30	Users with Manager permission at the URL level could not view document templates unless they were assigned the separate Document Templates URL permission. This was corrected.
2402	Bug	28	Text setting values were not passed to document templates. This was corrected.
2324	Feature	26	Excel 2003/2004 Spreadsheet is now a Document generation option.
2297	Feature	26	Document Template definitions now have an Active flag so that they can be retired or worked on in development before being published.
2300	Feature	26	Document Templates definitions can now be of type "text". This allows a variety of text formats to be generated (plain text, html, Excel 2003 format etc).
2301	Feature	26	Generated Documents now include additional information in the users documents list.
2304	Feature	26	Document Templates link and listing are now only visible to users with the URL Level Document Template Manager permission. Retired. Listings are now visible to users with the ability to view the URL. See issue #2427.
2308	Feature	26	Users with the URL-level Manage Document Template permission can now create new Document Templates.
2309	Feature	26	When a new Document Template is created it is automatically inactive so making a Document Template active (ready for use by users) is a deliberate action.
2311	Feature	26	Document Templates include a "fingerprint" generated from their configuration so that validated versions of document templates can be identified.
2312	Feature	26	Users with the URL-level Manage Document Template permission can now edit existing Document Templates.
2319	Feature	26	When creating a Document Template, the system should warn if variables are undefined and the template cannot be saved.
2048	Feature	21	The document generation system (for annotates etc) is now capable of creating PDF documents in addition to Word documents. Contact TrialGrid if you require document generation from Draft information (e.g. annotates, checklists etc).
1899	Bug	17	Document generation would sometimes fail because the background generation task was not always in sync with the request to generate the document. This was corrected.
1462	Feature	16	On the Draft Home Page there is now an option to generate documents in Microsoft Word format.
1463	Feature	16	When generating a document you can select the document type you want from the list of those available and adjust settings.
1464	Feature	16	A count of documents generated appears on the users home page.
1465	Feature	16	A listing to manage documents generated (e.g. to download or delete documents) is available from the user home page.
1466	Feature	16	A count of document templates defined for a URL now appears on the URL home page.
1467	Feature	16	A new URL-level permission was added for the management of Document Templates in the URL.
1468	Feature	16	Users who do not have the Manage Document Template URL-level permission cannot import Document Templates from other URLs.
1469	Feature	16	The Document Import dialog allows a user to select Document Templates from other URLs but only lists URLs where Document Templates have been defined.
1477	Feature	16	On import of an Document Template that has the same name as an existing one, the newly imported Template gets a _n suffix (e.g. Document_1)
1478	Feature	16	URLs now have a page that lists all the available Document Templates.
1479	Feature	16	Users with Manage Document Template permission can delete Document Templates from the system.
1480	Feature	16	Users are able to view the source and settings of Document templates in their URLs.
1562	Feature	16	The Draft "Documents" button does not show if there are no Document Templates defined for the URL.