Recently was presented with this challenge which turned out to be good enough exercise and hence warranted this post. Request was to display appropriate logo in the report header based on data available in the source XML file.
For this exercise I am running PT 8.58.05 and BI Publisher 12.2.1.4.0 and rtf templates. My main report is called parent.rtf, sub-template is called headers.rtf and data source xml file is data.xml. The goal is to print or display the appropriate logo in the final report based on the data value provided in the XML file.
In the main report, under MS Word's heading section added the following code. This is in regular text and not in any form field. Instead of choose (which works like peoplecode evaluate) I could have also used "If - Then - Else", but I wanted to try how "choose" works in XMLP.
<?import:file:C:///temp/headers.rtf?>
<?choose:?>
<?when:logo='Oracle'?>
<?call:Oracle?>
<?end when?>
<?when:logo='Microsoft'?>
<?call:Microsoft?>
<?end when?>
<?when:logo='Apple'?>
<?call:Apple?>
<?end when?>
<?otherwise:?>
<?call:Default?>
<?end otherwise?>
<?end choose:?>
While testing this rtf locally or via Template Viewer the following import command will work, provided the headers.rtf file is available under c:\temp folder.
<?import:file:C:///temp/headers.rtf?>
But once we are ready to deploy and run this in the PIA environment, the line has to be changed as shown below. Here "STDHEADER" is the name provided while creating/uploading the headers rtf template in PIA under content library.
<?import:psxmlp://STDHEADER?>
In the headers.rtf I have defined the various headers as shown below. The XML tags are in regular text and not form fields.
<?template:Oracle?>
Oracle image was added here.
<?end template?>
<?template:Microsoft?>
Microsoft image was added here.
<?end template?>
<?template:Apple?>
Apple image was added here.
<?end template?>
<?template:Default?>
A default image was added here.
<?end template?>
My data source data.xml has the following structure where in I have the value for the logo to be used.
<?xml version="1.0" encoding="UTF-8"?>
<Start>
<Heading>
<logo>Apple</logo>
</Heading>
<ReportData>
...
</ReportData>
</Start>
If you are receiving errors while testing this solution locally then the following has to be done. Under your local workstation install of the BI Publisher plugin you will have to modify the xdo.cfg file and add the following line under the properties section.
if no xdo.cfg file exists then make a copy of xdo example.cfg as xdo.cfg and add the line. This property is available in Template Viewer, so you can just set it there if testing via template viewer.
<property name="xdk-secure-io-mode">false</property>
That's it works like a charm.
