Add a Document Template

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 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:

     

4. 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.

5. Click [Save]