Overview
When creating custom PDF formats, you will need to know the API name for the following items:
- Visualforce Page (defines the PDF layout and content)
- Sort Field (defines the line item sort order)
- Default Email Template (defines the email sent with the PDF)
Locate the API Name
Locate the API name for a Visualforce page:
- Navigate to Setup | Develop | Pages.
- On the Visualforce Pages page, locate the appropriate PDF Name.
- Then, copy the text in the Name column.
Locate the API name for the appropriate Sort Field:
- Navigate to Setup | Create | Objects | Billing Line (or Purchase Order Line if a P.O. PDF etc…).
- Copy the text from the API Name column of the appropriate Field.
Locate the API name for a Default Email Template:
- Navigate to Setup | Administer | Communication Templates | Email Templates.
- From the Folder drop-down list, choose Accounting Seed Email Templates.
- Copy the text from the Email Template Name column for the appropriate template.
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