Receipt Designer

   MaestroPreviously known as Transact Maestro.

In this topic, we're going to design a receipt using Maestro's Receipt Designer feature (available from v19.05). Creating a receipt in Maestro is very similar to creating a form, so only a basic understanding of form development is required.

1. Create a form

To begin, create a form with "First Name" and "Last Name" text fields.

To make the form submittable without any further configuration, select the Maguire - Default Form template when creating the form. This isn't strictly necessary though, as we can use a Receipt Test Harness to test the receipt without navigating and submitting the form.

2. Create a receipt

In the same project as the form:

1. Click Receipts.

   

2. Click Create Receipt.

   

3. Enter a name for the receipt in the Name field.

4. From the Template dropdown, choose the Core - Empty Receipt template. This is the simplest, most barebones receipt template.

   

5. Click Create.

After the receipt opens in a new window, drag two text fields into the receipt.

For the data from a form to appear in the receipt, the fields need to have the same XML path. To accomplish this, we suggest creating a domain model and sharing it between the receipt and form. In this topic though, we'll just manually ensure the component IDs are the same.

Change the ID of the first text field to "firstName" and the ID of the second text field to "lastName". Their labels should automatically regenerate.

So far we've recreated the form in the receipt, but typically, receipts will look different from their forms.

For one example of how to approach this:

1. Drag a Text Field component into the receipt.
2. Change the ID of the component to "fullName".
3. Click Create Rule.
4. Under the Calculation heading, click Script.

5. Copy and paste the following code into the code editor:

   return data.firstName + " " + data.lastName;

6. Click Save.

This code concatenates the first name and last name into a single line of text.

To see this, switch to the Preview tab and fill out the First Name and Last Name fields. The Name field will update with the combined result of these values.

Finally, click Build to make the receipt available to the form.

3. Download the Form Version Archive file

1. Return to the form and refresh the interface.
2. Click Build > Build and Download TM Form Version.

3. Enable Use Separate Receipt Design.

   

4. Select a receipt from the Receipt Version dropdown. (If the receipt isn't available, verify that you clicked the Build button in the previous step.)

   

5. Select a version number from the Receipt Verion dropdown.

6. Click Build.

7. Click Download TM Form Version to download the Form Version Archive file.

4. Deploy the form to Journey Manager

1. Login to Journey Manager.
2. Navigate to Forms > Forms.
3. Click Import Form.
4. Click Browse.
5. Select the Form Version Archive file downloaded in the previous step.
6. Click Upload.
7. Select Create a Form.
8. Click Proceed to Import.
9. Click Import.

5. Test the receipt

Rather than testing the receipt by repeatedly submitting the form, use Manager's Receipt Test Harness feature:

1. Navigate to the Form Dashboard for the imported form.

2. Click Receipt Test Harness.

   

3. Inside the XML Receipt Data field, change the values of the "FirstName" and "LastName" fields.

   

4. Click Test PDF Receipt or Test HTML Receipt.

   

The receipt, as we'll see, contains the data from the form:

This is a simple receipt, but it does demonstrate:

• How a receipt can be designed in Maestro.
• How data flows from a form and into a receipt.
• How form rules can affect the display of data.

With these fundamentals, it's possible to create more complex receipts.