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Difference between revisions of "Add a Document Template"

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To add a Print Template to a {{typenolink|}}:
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.
#Click '''Designer > Data > Objects > {object} > Print Templates'''
 
#Click the '''[New Template]''' button
'''To add a Document Template to an Object:'''
#If the template does not already exist, create it:
#Click the '''[New Template]''' button.<br>The ''New Template'' page appears.
#:* 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:
#:* 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 PowerPoint files. (In [[Pages]] stored in the platform, you use standard JSP programming techniques to access platform information, rather than template variables.)
#Provide the information in the Template Information section
#:
#;Template Title:The template name
# 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:
#;Description:Describe the purpose of the template or other information about it.
#:* [[Create an MS Word Document Template]]
#;Ready to Use:The default setting for the template is Yes.
#:* [[Create a PowerPoint Document Template]]
#;Type:Choose from:
#:* [[Create an HTML Document Template]]
#:;HTML Template File:This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file
#:* [[Create a JSP Page Document Template]]
#:;Page:This is a page-based print template; Choose one of the JSP files stored in the platform.  
#:* [[Create a Compound Document Template]], composed of multiple parts
#:
#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.  
#:
#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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