Update Your HTML Inventory Templates for PDF Generator Upgrade
Starting March 2026, an optimized PDF generator will be available in your CRM organization. This requires you to update the existing inventory templates' HTML tags. Hence, to avoid breakages or misalignment in the generated PDF and ensure compatibility with the optimized PDF generator, complete this update by February 28, 2026.All you need to do is review and update the header, footer, and page number tags in the HTML of inventory templates.
The example provided illustrates the use of header tags. You can apply the same approach to other tags using the detailed guidance that follows.
To update your HTML tags for all your inventory templates that were created using HTML, follow the alignment steps below.
- Navigate to Setup → Customization → Templates → Inventory.
- Click the edit icon of the template created with HTML.
- Click on the Edit HTML icon.
- Edit your HTML code for header, footer, and page break tags as given in the table below.
Elements | Unsupported tags | Supported tags |
General | Template content inside <table>...</table> |
<style> html { margin: 0px; padding: 0px; }Header </style> |
Header | Content enclosed within <thead>...</thead> inside table body. | Content should be enclosed within <section id="header-container"class=""> <div id="pdfgen-header"> ... </div> </section> CSS required for header content should be provided as follows: <style> #pdfgen-header { } </style> |
Footer | Content enclosed within <tfoot>...</tfoot> inside table body. | Content should be enclosed within <section id="footer-container"class=""> <div id="pdfgen-footer"> ... </div> </section> CSS required for header content should be provided as follows: <style> #pdfgen-footer { } </style> |
Page number | Content enclosed within <span class="pagenum">..</span> <style> *.pagenum:after { counter-increment: page; content: "" counter(page); } </style> | Content should be enclosed within <span class="pageNumber">..</span> To get total page number count use <span class="totalPage">...</span> |
Once you've updated the tags, save your template and generate a PDF of it to check the alignment.
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