Template & Document Builder Flashcards
7 cards from real CCP practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Template & Document Builder flashcards as text
In CargoWise, which template engine is primarily used for generating printable PDF documents such as invoices and customs declarations?
Answer: Crystal Reports
Crystal Reports is the primary engine used in CargoWise for generating PDF output documents like invoices and customs declarations.
When configuring a document template in CargoWise Document Builder, what is the purpose of the 'Print Profile'?
Answer: It controls which printer or output method is used when a document is generated
A Print Profile in CargoWise determines the output destination and method (e.g., specific printer, email, or file) when a document is generated.
In the CargoWise Template Builder, which feature allows a field value to display differently based on a logical condition, such as showing 'PREPAID' when the freight term matches a specific code?
Answer: Conditional Formula
Conditional Formulas in the Template Builder evaluate logical conditions and return different display values based on the result.
Which CargoWise module is typically used to manage and assign document templates to specific organisations or branches?
Answer: Enterprise Setup
Enterprise Setup in CargoWise is where administrators assign document templates to specific organisations, branches, or configurations.
In CargoWise Document Builder, what is the function of a 'Subreport' within a Crystal Reports template?
Answer: It embeds a separate report within the main report to display related data sets
A Subreport is an embedded Crystal Reports object that pulls and displays a related but separate dataset within the parent document.
What does the 'Document Category' setting on a template in CargoWise primarily determine?
Answer: Which area of CargoWise the template is available in, such as Shipment or Customs
Document Category determines which functional area (e.g., Shipment, Customs, Accounting) the template belongs to and is selectable from.
When using the CargoWise Template Builder, what is the role of 'Data Fields' sourced from the Document Data Dictionary?
Answer: They map database values to template placeholders so live data populates the document
Data Fields from the Document Data Dictionary map specific database columns to template placeholders, ensuring live transaction data populates the document at generation time.