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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.


;A. Get the names of variables you'll be using in the template:
'''To add a Document Template to an Object:'''
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.)
#Click the '''[New Template]''' button.<br>The ''New Template'' page appears.
#Click '''Designer > Data > Objects > {object} > Print Templates'''
#:
#Click the '''[New Template]''' button
#Use the [[Template Variable Tool]] to get the names of variables you can use in the template:
#In the ''New Template'' page, 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.)
;B. Create the template:
#:
#Create a JSP/HTML [[Page]] in the platform
# 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:
#* Turn off the ''Include Headers'' option for that page.<br>(Those headers contain platform-specific Javascript that interfere with template processing.)<br>&nbsp;'''-or-'''
#:* [[Create an MS Word Document Template]]
# Create an HTML page on your local system.<br>&nbsp;'''-or-'''
#:* [[Create a PowerPoint Document Template]]
# Create a Word document on your local system, saved in <tt>.docx</tt> format.<br>&nbsp;'''-or-'''
#:* [[Create an HTML Document Template]]
# Create an Excel spreadsheet document on your local system, saved in <tt>.pptx</tt> format.<br>&nbsp;'''-or-'''
#:* [[Create a JSP Page Document Template]]
# Add "boilerplate" text and graphics to the template,
#:* [[Create a Compound Document Template]], composed of multiple parts
{{Note|The <tt>.docx</tt> and <tt>.pptx</tt> files are stored in an XML format the platform can parse and work with. The <tt>.doc</tt> and <tt>.ppt</tt> formats are binary formats that won't work.}}
#:
 
;C. Add the Print Template to an Object:
Continuing from where you left off in the '''[New Template]''' process:
#Provide the information in the Template Information section:
#Provide the information in the Template Information section:
#:;Template Title:The template name
#:;Template Title:The template name
#:;Description:Describe the purpose of the template or other information about it.
#:;Description:Describe the purpose of the template or other information about it.
#:;Ready to Use:The default setting for the template is Yes.
#:;Ready to Use:The default setting for the template is Yes.
#:;Type:Choose from:
#:;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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