Content
View differences
Updated by Andrej Sandorf over 1 year 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 generate 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 a dropdown with label "Template".
* The list of options depends on which templates have been enabled for the present type in the admin settings.
* The first option is selected by default.
* Possible templates options (for the moment) are:
* 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)
* Each of these options also has an associated description to help users understand what they mean. These appear as the caption to the dropdown, depending on the selection.
* Additional options have changes in layout, name and guideline text compared to the current dialog (see [mockup](https://www.figma.com/design/E8rnFXuNGRJ4qrFOmbsr0J/Generate-PDF?node-id=0-1)):
* Hyphenation
* Language and hyphenation
* Additional header text
* Footer text
* Each template brings default for the above mentioned options, along with paper size.
* In Administration → Work packages → Types → _{Type}_
* There is a new tab called "Generate PDF"
* In this tab, there is a list of all available templates (in a dragabble box component)
* Each template has an enable/disable toggle to enable or disable that template for the present type
* The order can be rearranged by dragging the items up or down
* The first one is considered the default selection in the 'Generate PDF' dialog for that type
* This is explained in a short text at the top of the page
**Out of scope**
* Templates are defined as YAML files manually uploaded by administrators.
* [business letter](https://community.openproject.org/wp/60437) template
* 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 generate
*
* The footer of the modal has two options:
* Download (primary)
* Cancel (secondary)
* The first option is a dropdown with label "Template".
* The list of options depends on which templates have been enabled for the present type in the admin settings.
* The first option is selected by default.
* Possible templates options (for the moment) are:
* 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)
* Each of these options also has an associated description to help users understand what they mean. These appear as the caption to the dropdown, depending on the selection.
* Additional options have changes in layout, name and guideline text compared to the current dialog (see [mockup](https://www.figma.com/design/E8rnFXuNGRJ4qrFOmbsr0J/Generate-PDF?node-id=0-1)):
* Hyphenation
* Language and hyphenation
* Additional header text
* Footer text
* Each template brings default for the above mentioned options, along with paper size.
* In Administration → Work packages → Types → _{Type}_
* There is a new tab called "Generate PDF"
* In this tab, there is a list of all available templates (in a dragabble box component)
* Each template has an enable/disable toggle to enable or disable that template for the present type
* The order can be rearranged by dragging the items up or down
* The first one is considered the default selection in the 'Generate PDF' dialog for that type
* This is explained in a short text at the top of the page
**Out of scope**
* Templates are defined as YAML files manually uploaded by administrators.
* [business letter](https://community.openproject.org/wp/60437) template