Difference between revisions of "Add a Document Template"

Revision as of 20:24, 19 July 2011

To add a Print Template to a Custom Object:

Click Designer > Data > Objects > {object} > Print Templates
Click the [New Template] button
If the template does not already exist, create it:
- Create an HTML page on your local system
- Create a JSP Page in the platform
- Use the Template Variable Tool to get the names of variables you can use in the template:
Specify information under the Template Information section
Template Title

The template name

Description

Text that describes the purpose or other information about the template

Ready to Use

The default setting for the template is Yes, and ready to use

Type

Choose from:
HTML Template File

This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file

Page

This is a page-based print template; Choose one of the JSP files stored in the platform.
Click [Save]

@@ Line 2: / Line 2: @@
 #;Click '''Designer > Data > Objects > {object} > Print Templates'''
 #Click the '''[New Template]''' button
+#If the template does not already exist, create it:
+#:* Create an HTML page on your local system
+#:* Create a JSP [[Page]] in the platform
+#:* Use the Template Variable Tool to get the names of variables you can use in the template:
+#:*:[[File:TemplateVariableTool.jpg]]
 #Specify information under the Template Information section
 #;Template Title:The template name
@@ Line 8: / Line 13: @@
 #;Type:Choose from:
 #:;HTML Template File:This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file
-#:;Page:This is a page-based print template; Choose one of the JSP files stored on the platform. <br>Learn more: [[Pages]]
+#:;Page:This is a page-based print template; Choose one of the JSP files stored in the platform.
 #Click '''[Save]'''