Receipt Template Fields
Object API name: dryad__Receipt_Template__c
A Receipt Template defines what a receipt .pdf looks like. Sample English and French templates are created when the app is installed. You can have separate templates for donations, acknowledgments and giving summaries, in each language. Templates are edited in the template editor, and chosen in Receipt Settings, on Receipting Accounts, or on individual gifts. See Templates and Merge Fields, and the Receipt Templates article.
How to read the field tables: the Field column shows the label you see on screen, with the field's API name (the name used by admins, reports and integrations) underneath it. The Data Type column uses Salesforce's own terms. A type that starts with "Formula" is calculated automatically and can't be edited.
Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.
Content and Layout
| Field | Data Type | Purpose |
|---|---|---|
| Content dryad__Content__c | Long Text Area | The body of the template: formatted text (HTML) with merge fields such as {!dryad__Receipt__c.dryad__Donor_Name__c}, which are replaced with the receipt's values. |
| Filename dryad__Filename__c | Text | The name given to each .pdf file created from this template (without ".pdf"). It can include merge fields, for example the receipt # and issue date. |
| Page Size dryad__Page_Size__c | Picklist | The paper size of the .pdf: "Letter", "Legal" or "A4". |
| Page Margin (px) dryad__Page_Margin__c | Number | The blank margin around each page, in pixels. The default is 50. |
Management
| Field | Data Type | Purpose |
|---|---|---|
| Receipt Template # Name | Auto Number | The template's reference number (for example RT-00012), assigned automatically. Use Description to give the template a meaningful name. |
| Active dryad__Active__c | Checkbox | Only active templates can be used. |
| Description dryad__Description__c | Text | Notes about the template, such as when to use it. |
| Name and Description dryad__Name_and_Description__c | Formula (Text) | The template's number followed by its description. Shown in template pick lists so you can tell similar templates apart. |
| Last Record Id Used dryad__Last_Record_Id_Used__c | Text | For the app's use: the last record used to preview the template, so the next preview opens with it. |