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How to preview configuration changes to an Alma letter without actually sending it

Introduction:
It often happens that a user makes changes to the xsl configuration of a letter and then needs to check how these changes actually appear in the letter. It is desired to see these changes, to know if they appear as desired, without actually sending the letter by email. For example if changing the fields and appearance of an order letter to a vendor it would not be efficient to keep needing to send this letter just to see how the changes appear.
This article explains how the changes may be viewed and tested without actually sending the letter.

 

ONE
In order to review the letter, you need its XML raw data.
You can use the letter xml samples, or create your own xml sample.
If you use the samples provided in the blog, skip to step 4.In order to receive the raw xml go to ‘general configuration menu > general configuration > XML to letter admin’. Put your user on top and select the desired letter.

 

TWO
Perform the relevant scenario, print the letter and get the raw xml:
 

THREE
Take the text of the letter and copy and paste it to an xml file and save anywhere on your PC

 

FOUR
Make whatever changes you want to the xsl of the letter at ‘general configuration menu > general configuration > customize letters’

 

FIVE
Now you can view the letter in your browser or send the letter to yourself via email.
Go to ‘general configuration menu > general configuration > notification template’, and Upload the xml file from your PC saved above

 

 

If you wish to send the email to you or someone else then check “send by email”, fill in your email and then click “Run XSL”. To have the letter open in a new browser click “Run XSL” without filling in “send by email” or an email address.
Above we did not fill in an email and the checkbox “Send by email”. Therefore it opens in a new browser tab. Note that in order for this to work in the browser the browser must be defined to enable pop-ups or new tabs/windows.
Here we can see the changes made to the xsl of the letter without actually sending it by email.
Once all is set up as desired the user can then send “as normal” directly to the vendor.

 

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