Add a Document Template

From AgileApps Support Wiki
Revision as of 22:28, 25 July 2011 by imported>Aeric

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
    JSP Page; From the list that is displayed, choose one of the JSP files stored in the platform.
  6. Click [Save]