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Difference between revisions of "Add a Document Template"

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A Print Template can be added to any object, except for the built-in [[Documents]] and [[Users]] objects. It can use a [[Page]] stored in the platform, or it can be creating using an external HTML, Word, or Excel file. This section outlines the process.
A Document Template can be added to any object, except for the built-in [[Users]] object. It can use a [[Page]] stored in the platform, or it can be created using an external HTML, Word, or PowerPoint file. This section outlines the process.


'''To add a Print Template to an Object:'''
'''To add a Document Template to an Object:'''
#Click '''Designer > Data > Objects > {object} > Print Templates'''
#Click the '''[New Template]''' button.<br>The ''New Template'' page appears.
#Click the '''[New Template]''' button.<br>The ''New Template'' page appears.
#:
#:
#Use the [[Template Variable Tool]] to get the names of variables you can use in the template:
#Use the [[Template Variable Tool]] to get the names of variables you can use in the template:
#:[[File:TemplateVariableTool.jpg]]
#:[[File:TemplateVariableTool.jpg]]
#:'''Note:'''<br>Template variables can be used in HTML, Word, and Excel files. (In [[Pages]] stored in the platform, you use standard JSP programming techniques to access platform information, rather than template variables.)
#:'''Note:'''<br>Template variables can be used in HTML, Word, and PowerPoint files. (In [[Pages]] stored in the platform, you use standard JSP programming techniques to access platform information, rather than template variables.)
#:
#:
# If it does not already exist, create the template:
# If it does not already exist, create the template.<br>Follow the instructions below to add images and template variables, depending on the type of template you need to create:
#* [[Create a JSP Page-based Print Template]]
#:* [[Create an MS Word Document Template]]
#* [[Create an HTML Print Template]]
#:* [[Create a PowerPoint Document Template]]
#* [[Create a Word-based Print Template]]
#:* [[Create an HTML Document Template]]
#* [[Create an Excel-based Print Template]]
#:* [[Create a JSP Page Document Template]]
#:* [[Create a Compound Document Template]], composed of multiple parts
#:
#:
#Provide the information in the Template Information section:
#Provide the information in the Template Information section:
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#:;Ready to Use:The default setting for the template is Yes.
#:;Ready to Use:The default setting for the template is Yes.
#:;Type:
#:;Type:
#::;HTML:To upload an HTML, Word, or Excel file to use as a template.
#::'''HTML -''' To upload an HTML, Word, or PowerPoint file stored on your local system.
#:::* The '''[Browse]''' button appears.  
#:::* The '''[Browse]''' button appears.  
#:::* Click it to locate the file to upload.
#:::* Click it to locate the file to upload.
#::;Page:JSP Page;
#::'''Page -''' To use a JSP/HTML [[Page]] stored in the platform.
#:::* A list of platform [[Pages]] is displayed.
#:::* A list of platform [[Pages]] is displayed.
#:::: (The list does not include pages that have the ''Include Headers'' option.)
#:::: (The list does not include pages that have the ''Include Headers'' option.)
#:::* Choose one of the JSP files stored in the platform.  
#:::* Choose one of the listed pages.  
#:
#:
#Click '''[Save]'''
#Click '''[Save]'''

Latest revision as of 00:51, 21 March 2014

A Document Template can be added to any object, except for the built-in Users object. It can use a Page stored in the platform, or it can be created using an external HTML, Word, or PowerPoint file. This section outlines the process.

To add a Document Template to an Object:

  1. Click the [New Template] button.
    The New Template page appears.
  2. Use the Template Variable Tool to get the names of variables you can use in the template:
    TemplateVariableTool.jpg
    Note:
    Template variables can be used in HTML, Word, and PowerPoint files. (In Pages stored in the platform, you use standard JSP programming techniques to access platform information, rather than template variables.)
  3. If it does not already exist, create the template.
    Follow the instructions below to add images and template variables, depending on the type of template you need to create:
  4. Provide the information in the Template Information section:
    Template Title
    The template name
    Description
    Describe the purpose of the template or other information about it.
    Ready to Use
    The default setting for the template is Yes.
    Type
    HTML - To upload an HTML, Word, or PowerPoint file stored on your local system.
    • The [Browse] button appears.
    • Click it to locate the file to upload.
    Page - To use a JSP/HTML Page stored in the platform.
    • A list of platform Pages is displayed.
    (The list does not include pages that have the Include Headers option.)
    • Choose one of the listed pages.
  5. Click [Save]
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