Difference between revisions of "Add a Document Template"

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imported>Aeric
imported>Aeric
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#:* Create an HTML page on your local system
#:* Create an HTML page on your local system
#In the ''New Template'' page, 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:'' Template variables work only in HTML pages. They do not work in JSP pages.<br>(In those pages, use standard JSP programming techniques to access platform information.)
#:''Note:'' Template variables work only in HTML pages. They do not work in JSP pages.<br>(In those pages, use standard JSP programming techniques to access platform information.)
#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:Choose from:
#:;HTML Template File:This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file
#::;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.  
#::;Page:This is a page-based print template; Choose one of the JSP files stored in the platform.  
#Click '''[Save]'''
#Click '''[Save]'''

Revision as of 22:27, 25 July 2011

A Print Template can be added to any object, except for the built-in Documents and Users objects.

To add a Print Template to a Custom Object:

  1. Click Designer > Data > Objects > {object} > Print Templates
  2. Click the [New Template] button
  3. If the template does not already exist, create it:
    • Create a JSP Page in the platform
    -or-
    • Create an HTML page on your local system
  4. In the New Template page, use the Template Variable Tool to get the names of variables you can use in the template:
    TemplateVariableTool.jpg
    Note: Template variables work only in HTML pages. They do not work in JSP pages.
    (In those pages, use standard JSP programming techniques to access platform information.)
  5. 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
    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.
  6. Click [Save]