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4. Sending HTML Files

When you create an EDI Form you can select HTML as the "Output Format". This makes the results easy to read in a web browser and many email readers. When the EDI message for the selected Document Type is created, the message will contain the results of running one or more queries, with the data in HTML tables. The output will contain one table for each query. The main restrictions are simple:

  • All of the data will go into the same output file, regardless of how many queries you run

  • You must be able to build each individual query using either the basic EDI tokens or tokens you define in the EDI Form's "Query" field

  • EDI files are built one document at a time, so be careful to write your queries to retrieve information about just the one document

As with CSV files, you can add a header line as part of the HTML output. Click on the "Include Header Lines" field next to the "Output Format" field on the EDI Form screen. When you do this, the column names for each query in the query set will be written at the top of each table in the HTML output.

Here is an Invoice in HTML format with header lines:

Sample HTML Invoice with Header Lines