Content
Updated by Niels Lindenthal 4 months ago
**Current situation**
* Currently we have two menu items:
* Generate PDF
* Download PDF
* The difference between both features is difficult to explain and to understand.
**Acceptance criteria**
* The "Download PDF" menu item is removed.
* We support multiple templates to generates PDF, e.g. contract, [business letter](https://community.openproject.org/wp/60437).
* Templates are defined as YAML files manually uploaded by administrators.
* The Generate PDF option is retained. It triggers a modal with different export options.
* The footer of the modal has two options:
* Download (primary)
* Cancel (secondary)
* The first option is "Template", the user gets to select from these options by default:
* Attributes and description (the template which is currently used by the "Download PDF" action)
* Contract
* [Business letter](https://community.openproject.org/wp/60437) <mention class="mention" data-id="60437" data-type="work_package" data-text="#60437">#60437</mention> (the development of this templates is out of scope for this feature)
* _\[open\] Each of these options also has an associated description to help users understand what they mean_
* _(This is open because descriptions might not be available in a standard drop-down, need to see if we can use an Action list instead)._
* Additional options remain as they are today, but have changes in layout, name and guideline text (see [mockup](https://www.figma.com/design/E8rnFXuNGRJ4qrFOmbsr0J/Generate-PDF?node-id=0-1)) ie.:
* Hyphenation
* Paper size
* Language
* Additional header text
* Footer text
* The "Attributes and description" template is default
* Hyphenation is on by default in this template
* The new "Attributes and description" template also get export options:
* Hyphenation
* Paper size
* Header right
* Footer center
* Each template brings default for the above mentioned options
* For each work package type a default template can be defined.
* This is global setting in the Administration → Work packages → Types → {Type}
* For each work package type indiviual templates can be activated and deactivated (it does not really make sense to create a contract from a bug report) {Type}
<br>
* Currently we have two menu items:
* Generate PDF
* Download PDF
* The difference between both features is difficult to explain and to understand.
**Acceptance criteria**
* The "Download PDF" menu item is removed.
* We support multiple templates to generates PDF, e.g. contract, [business letter](https://community.openproject.org/wp/60437).
* Templates are defined as YAML files manually uploaded by administrators.
* The Generate PDF option is retained. It triggers a modal with different export options.
* The footer of the modal has two options:
* Download (primary)
* Cancel (secondary)
* The first option is "Template", the user gets to select from these options by default:
* Attributes and description (the template which is currently used by the "Download PDF" action)
* Contract
* [Business letter](https://community.openproject.org/wp/60437) <mention class="mention" data-id="60437" data-type="work_package" data-text="#60437">#60437</mention> (the development of this templates is out of scope for this feature)
* _\[open\] Each of these options also has an associated description to help users understand what they mean_
* _(This is open because descriptions might not be available in a standard drop-down, need to see if we can use an Action list instead)._
* Additional options remain as they are today, but have changes in layout, name and guideline text (see [mockup](https://www.figma.com/design/E8rnFXuNGRJ4qrFOmbsr0J/Generate-PDF?node-id=0-1)) ie.:
* Hyphenation
* Paper size
* Language
* Additional header text
* Footer text
* The "Attributes and description" template is default
* Hyphenation is on by default in this template
* The new "Attributes and description" template also get export options:
* Hyphenation
* Paper size
* Header right
* Footer center
* Each template brings default for the above mentioned options
* For each work package type a default template can be defined.
* This is global setting in the Administration → Work packages → Types → {Type}
* For each work package type indiviual templates can be activated and deactivated (it does not really make sense to create a contract from a bug report)
<br>