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Difference between revisions of "Add a Print Template"

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A Print Template can be added to any object, except for the built-in [[Documents]] and [[Users]] objects.
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 created using an external HTML, Word, or PowerPoint file. This section outlines the process.


To add a Print Template to a {{typenolink|}}:
'''To add a Print Template to an Object:'''
#Click '''Designer > Data > Objects > {object} > Print Templates'''
#Click '''Designer > Objects > {object} > Print Templates'''
#Click the '''[New Template]''' button
#Click the '''[New Template]''' button.<br>The ''New Template'' page appears.
#If the template does not already exist, create it:
#:
#:* Create a JSP [[Page]] in the platform
#Use the [[Template Variable Tool]] to get the names of variables you can use in the template:
#:: -or-
#:[[File:TemplateVariableTool.jpg]]
#:* Create an HTML page on your local system
#:'''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.)
#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]]
# If it does not already exist, create the template:
#:*: ''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.)
#* [[Create a JSP Page Print Template]]
#Provide the information in the Template Information section
#* [[Create an HTML Print Template]]
#;Template Title:The template name
#* [[Create an MS Word Print Template]]
#;Description:Describe the purpose of the template or other information about it.
#* [[Create a PowerPoint Print Template]]
#;Ready to Use:The default setting for the template is Yes.
#:
#;Type:Choose from:
#Provide the information in the Template Information section:
#:;HTML Template File:This is an HTML file that provides the template structure. Click the [Browse] button to locate the HTML file
#:;Template Title:The template name
#:;Page:This is a page-based print template; Choose one of the JSP files stored in the platform.  
#:;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.  
#:
#Click '''[Save]'''
#Click '''[Save]'''

Latest revision as of 23:14, 22 June 2012

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 created using an external HTML, Word, or PowerPoint file. This section outlines the process.

To add a Print Template to an Object:

  1. Click Designer > 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:
    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.)
  4. If it does not already exist, create the 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 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.
  6. Click [Save]
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