Overview

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Document Template module lists all available templates that can be used for document generation. The module allows you to add, modify, or delete templates.

Create a new template

To create a new template, click the Create New button and enter valid values to the following fields.

Field Description

Template Name

Field	Description
Template Name	Name of the template. Mandatory: Yes
Template Code	Code of the template. Excel template Mon, 01 Jan 0001 00:00:00 +0000 Overview The Excel Template editor is used to create and manage templates for Excel document generation. Templates define the workbook structure, worksheet content, formatting, and data mappings used to produce the final Excel output. The template designer provides tools for editing worksheet layouts, mapping data fields, previewing generated documents, and managing template designs. Templates can be saved, updated, exported, and imported for reuse. Create an Excel template Follow Create a new template steps with an `Excel` value chosen from the Document Type dropdown. CXML template Mon, 01 Jan 0001 00:00:00 +0000 Overview The CXML Template editor is used to create and manage templates for cXML document generation. A cXML template defines the structure and content of the generated cXML document using XSL transformations and data mappings. During document generation, the template transforms source data into the required cXML format. The module provides tools for managing template details, editing XSL content, previewing generated output, and maintaining template versions. Templates can be created, updated, and reused. CSV template Mon, 01 Jan 0001 00:00:00 +0000 Overview The CSV Template editor is used to configure CSV output files by defining column mappings, file formatting options, and data sources. Create an excel template Follow Create a new template steps with an `CSV` value chosen from the Document Type dropdown. Verify that the design page for a CSV file is displayed. Configure the Delimiter. Possible values are `Comma (,)`, `Pipe (\|)`, `Tab`, and `Semicolon (;)`. DOCX template Mon, 01 Jan 0001 00:00:00 +0000 Overview The DOCX Template editor is used to create and manage document templates for generating dynamic Word documents. It allows you to define layout structure, map data fields, and apply formatting rules using XSL. Create a DOCX template Follow Create a new template steps with an `DOCX` value chosen from the Document Type dropdown. Verify that the design page for a DOCX file is displayed. Click the Upload XSL button to upload the source file. Click the Preview button.

Name of the template.

Mandatory: Yes

Template Code

Code of the template.

Excel template

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Excel Template editor is used to create and manage templates for Excel document generation. Templates define the workbook structure, worksheet content, formatting, and data mappings used to produce the final Excel output.

The template designer provides tools for editing worksheet layouts, mapping data fields, previewing generated documents, and managing template designs. Templates can be saved, updated, exported, and imported for reuse.

Create an Excel template

Follow Create a new template steps with an Excel value chosen from the Document Type dropdown.

CXML template

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The CXML Template editor is used to create and manage templates for cXML document generation. A cXML template defines the structure and content of the generated cXML document using XSL transformations and data mappings. During document generation, the template transforms source data into the required cXML format.

The module provides tools for managing template details, editing XSL content, previewing generated output, and maintaining template versions. Templates can be created, updated, and reused.

CSV template

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The CSV Template editor is used to configure CSV output files by defining column mappings, file formatting options, and data sources.

Create an excel template

Follow Create a new template steps with an CSV value chosen from the Document Type dropdown.
Verify that the design page for a CSV file is displayed.

Configure the Delimiter. Possible values are Comma (,), Pipe (|), Tab, and Semicolon (;).

DOCX template

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The DOCX Template editor is used to create and manage document templates for generating dynamic Word documents. It allows you to define layout structure, map data fields, and apply formatting rules using XSL.

Create a DOCX template

Follow Create a new template steps with an DOCX value chosen from the Document Type dropdown.
Verify that the design page for a DOCX file is displayed.

Click the Upload XSL button to upload the source file.

Click the Preview button.

Document template on RIA Docs

Overview

Overview

Create a new template

Excel template

Overview

Create an Excel template

CXML template

Overview

CSV template

Overview

Create an excel template

DOCX template

Overview

Create a DOCX template