Docyrus Print / PDF Template Design

Design a printable, data-bound report template with docyrus studio create-html-template, then validate its shape and test that it renders to HTML/PDF for a real record. An export template is a row in tenant_html_template: an HTML body (+ optional header/footer/CSS) with {{field}} Handlebars placeholders, bound to a data source, with page setup. Rendering is done via the app's render endpoints (reachable with docyrus curl).

Workflow

1. Confirm app + auth, and the source record shape. An export template must bind to a data source, and its placeholders must match real fields.

   docyrus auth who --json
   docyrus apps list --json
   docyrus studio list-data-sources --appSlug crm --json     # → the data source to bind (required)
   docyrus studio list-fields --appSlug crm --dataSourceSlug quotes --json   # the field slugs to interpolate
   

2. Design the document. Decide the layout (HTML body), repeating sections ({{#each}} over an own array field or a child.{from}__{using} child data source collection), header/footer HTML, CSS in styles, the page setup (orientation, format, margins), and the output filename pattern (filename_tmpl). See references/template-fields-and-rendering.md.

3. Create the template (create-html-template). --name and a data source (--dataSourceSlug/--dataSourceId) are required. Add body/header/footer/styles and page options. See Create.

4. Validate — read it back and confirm content, page options, and binding landed. See Validate.