Add a Document Template

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.

To add a Print Template to an Object:

1. Click Designer > Data > Objects > {object} > Print Templates
2. Click the [New Template] button.
   The New Template page appears.

3. Use the Template Variable Tool to get the names of variables you can use in the template:

   

   Note:
   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.)

4. If it does not already exist, create the template:
   • Create a JSP Page-based Print Template
   • Create an HTML Print Template
   • Create a Word-based Print Template
   • Create an Excel-based Print Template

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

   HTML

   To upload an HTML, Word, or Excel file to use as a template.

   • The [Browse] button appears.
   • Click it to locate the file to upload.

   Page

   JSP Page;

   • A list of platform Pages is displayed.

   (The list does not include pages that have the Include Headers option.)

   • Choose one of the JSP files stored in the platform.

6. Click [Save]