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Receipt Template Fields

Object API name: dryad__Receipt_Template__c

A Receipt Template defines what a receipt .pdf looks like. Two sample templates (English and French) are created when the app is installed. Templates are edited in the template editor, and chosen in Receipt Settings, on Receipting Accounts, or on individual gifts. See Templates and Merge Fields.

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​

FieldData TypePurpose
Content
dryad__Content__c
Long Text AreaThe body of the template: formatted text with merge fields such as {!dryad__Receipt__c.dryad__Donor_Name__c}, which are replaced with the receipt's values.
Filename
dryad__Filename__c
TextThe name given to each .pdf file created from this template. It can include merge fields, for example the receipt # and issue date.
Page Size
dryad__Page_Size__c
PicklistThe paper size of the .pdf: "Letter", "Legal" or "A4". "Letter" is used if it's blank.
Page Margin (px)
dryad__Page_Margin__c
NumberThe blank margin around each page, in pixels. 50 is used if it's blank.

Management​

FieldData TypePurpose
Active
dryad__Active__c
CheckboxOnly templates with Active ticked can be picked in Receipt Settings and on Receipting Accounts.
Description
dryad__Description__c
Text AreaNotes about the template, such as when to use it.
Name and Description
dryad__Name_and_Description__c
Formula (Text)The template's name followed by its description. Shown in template pick lists so you can tell similar templates apart.