Difference between revisions of "Add a Document Template"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 5: Line 5:
#Click the '''[New Template]''' button
#Click the '''[New Template]''' button
#If the template does not already exist, create it:
#If the template does not already exist, create it:
#:* Create a JSP or HTML [[Page]] in the platform
#:* Create a JSP/HTML [[Page]] in the platform
#:* Turn off the ''Include Headers'' option for that page (explanation below)
#:: -or-
#:: -or-
#:* Create an HTML page on your local system
#:* Create an HTML page on your local system
Line 17: Line 18:
#:;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:JSP Page; From the list that is displayed, choose one of the JSP files stored in the platform.  
#::;Page:JSP Page;
#:::*A list of platform [[Pages]] is displayed.
#::::(The list does not include pages that have the ''Include Headers'' option. Those headers contain platform-specific Javascript that interfere with template processing.)
#:::*Choose one of the JSP files stored in the platform.  
#Click '''[Save]'''
#Click '''[Save]'''

Revision as of 18:58, 25 August 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/HTML Page in the platform
    • Turn off the Include Headers option for that page (explanation below)
    -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;
    • A list of platform Pages is displayed.
    (The list does not include pages that have the Include Headers option. Those headers contain platform-specific Javascript that interfere with template processing.)
    • Choose one of the JSP files stored in the platform.
  6. Click [Save]