Phase Table Fields Reference

Phase fields allow you to display phase information from Quotes, Projects and Invoices in WorkGuru document templates. There are two phase table types available:

• Phase Summary Table Fields - Displays a summary of each phase and its value
• Phase Details Table Fields- Displays the details of each phase, via a nested Product, Task and Purchase table.
  • Phase Details Nested Tables

Document Compatibility

The Phase Table fields are supported on the documents that support phase line items:

• Quotes - see Quote Document Templates
  

• Projects (Phase Summary Table Only) - see Project Document Templates

• Invoices - see Invoice Document Templates

Phase fields are table fields, meaning they must be placed inside a correctly configured table in your Word document template. Merge fields and table Alt Text are case sensitive and must be entered exactly as shown below. 

Setting Up Phase Tables

Phase fields are table fields and must be placed inside a correctly configured table in your Word document template.

The table requires:

• A header row
• A repetition line row containing your merge fields, including nested tables for Phase Details.
• The correct Alt Text Description:
  • For a Phase Summary table, set the table Alt Text Description to:
    • PhaseSummary
  • For a Phase Details table, set the table Alt Text Description to:
    • PhaseDetails
  • When using Phase Details with supported nested Products, Tasks or Purchases, each nested table must also have its corresponding Alt Text configured:
    • Nested product table - Products
    • Nested task table - Tasks
    • Nested purchase table - Purchases

Phase fields must be placed inside a table in your document template. WorkGuru uses the table to automatically repeat the row for each applicable product line on the transaction. For detailed instructions, see Table Field Setup in WorkGuru Document Templates.

Phase Summary Table Fields

The Phase Summary table provides a simple overview of the phases associated with a Quote, Project or Project Invoice.

Phase Details Table Fields

The Phase Details table provides more detailed phase information and supports nested tables for displaying the Products, Tasks and Purchases associated with each phase on Quotes and Project Invoice Document Templates. Note: You MUST have nested table present for Phase Details to display.

When using the Phase Details table, there are three fields available for displaying the value of a phase. This allows you to choose whether your document displays the complete phase value, the base value or the value of optional items separately.

Phase Details Nested TablesThe PhaseDetails table supports nested tables. A nested table is a table placed inside the Phase Details table so that line items can be grouped and displayed underneath their relevant phase. The supported nested table types are:

• Products - see Product Table Field Reference
• Tasks - see Task Table Field Reference
• Purchases -see Purchase Table Field Reference

When using Phase Details with nested Products, Tasks or Purchases, each nested table must also have its corresponding Alt Text configured.

For example:

• Outer phase table – PhaseDetails
• Nested product table – Products
• Nested task table – Tasks
• Nested purchase table – Purchases

Because PhaseDetails can contain nested tables, complex templates may not always convert cleanly to PDF.

If a Phase Details table is formatted incorrectly when printed directly to PDF, try:

• Printing the document from WorkGuru as a DOCX file.
• Opening the document in Microsoft Word.
• Converting or saving the document as a PDF from Word.

This can provide better results for complex nested table layouts.

Troubleshooting

Table Does Not Populate

Check that:

• The Alt Text Description is correct.
• Capitalisation matches the required table name - alt text descriptions are case sensitive.
• There is only one table of the same type on the document.
• The table is supported by the document type.
• There is applicable data to display.
• The table has a header
• Phase Details table has a nested table present.

Merge Fields Appear in the Generated Document

If fields such as [ToDoName] appear instead of actual values, check:

• The spelling of the merge field. 
• Check capitalisation - merge fields are case sensitive.
• Confirm the field belongs to the table type being used.
• Confirm the field is supported by the document type.

Table Formatting Is Incorrect

Check that:

• Header and repetition row columns align.
• Cells have not been incorrectly merged.
• Nested tables are configured correctly.
• Each table has the correct Alt Text Description.