Chart views embedded into documents

Say you use chart views as related details, so you can embed them into generated TeamDesk documents.

When chart view is used to display details, the following merge field code is generated:

{ MERGEFIELD Detail_Name/* }

This will act as an instruction for TeamDesk to generate the chart in native Microsoft Word format.

By default, the chart will have size corresponding to view’s settings. To control this size, you can add #ps suffix after the slash-star in MERGEFIELD code to specify chart’s desired size. The suffix accepts either one number to specify square bounding box or two numbers separated by “x” to specify rectangular bounding box and the unit of measurement – either in, cm, mm, pt or px.

Since charts are generated on the fly, the system will fit the chart to dimensions you have specified exactly. There is one special case, however: if you specify 1 as height this will act as a signal to “fit width and calculate height” according to view’s aspect ratio. Same technique works for another dimension as well.

Next: Multi-record documents generation