Title: Adding Content to a Report Footer
Objective:
This document outlines the procedure for incorporating content into the footer of a report when it is exported as a PDF. This is achieved by modifying a .cshtml template within Agent Nancy. An example of a customised footer may resemble the following:
Procedure:
Step 1:
Begin by converting the content provided by the customer into HTML format. They may specify particular font sizes, types, colors, and content. It is advisable to utilize a text-to-HTML converter (ENSURE NO SENSITIVE INFORMATION IS ENTERED INTO THE CONVERTER). Additionally, tools such as ChatGPT may assist in generating the necessary HTML code.
Step 2:
After obtaining the HTML block of content, update the ~\ZedLink\Agent.Nancy\Views\Report\footer.cshtml file on a test instance with the new content initially. Refer to RFC 2472 for detailed instructions on updating the footer.cshtml file.
Step 3:
Once the footer has been updated on the test instance, you will be able to preview its appearance. Frequently, the PdfMarginBottom appsetting located in Zed Doctor > Admin > Settings will also require adjustment. The default value is 0, but depending on the content length, it may be necessary to increase this value to 20 or more to prevent content truncation.
This underscores the importance of deploying changes to a test site first, as you will likely need to adjust the margin spacing until it is appropriately formatted on the page. You can refer to RFC 2472 for guidance on updating the margin.
Step 4:
Once the content and alignment are satisfactory in the test instance, proceed with the Change Request Process to deploy the updated template to the customer. Refer to RFC 2472 for further details.
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By following these steps, you can effectively incorporate custom content into the footer of a PDF report using the Agent Nancy templates. If you are unsure of any steps within this process, reach out to one of your team members for assistance.