In the Business Process Configuration window, the Custom Print tab allows you to customize the layout of a document, using either MS Word® (leveraging the XML style design ) or PDF format (using Adobe® LiveCycle® Design View.)
You can use the custom print templates to print one record at a time. The document shows all the values of the record that are available. This feature is similar to Print Preview for HTML or PDF. The only difference is that you can custom design the format for the selected record.
Primavera Unifier automatically generates the XML schema, which is used to define the custom layout in Word or in LiveCycle. For a given business process, you can export the schema and use it to develop your own customized template. You then save the template and upload it to PrimaveraUnifier.
To create a custom XML template in MS Word
| 1 | In the Business Process Configuration log, open the desired business process form. |
| 2 | Click the Custom Print tab. |
| 3 | Click the Export Schema drop-down and select Schema for Word 2003. The File Download window opens, prompting you to save the file. |
| 4 | Click Save. |
| 5 | Open a new Microsoft Word document. |
| 6 | Import the XSD file into Word by selecting Tools > Templates and Add-ins. |
| 7 | Click the XML Schema tab and click Add Schema. |
| 8 | Navigate to the bp_schema.xsd file and click Open. |
| 9 | In the Schema Settings window, type a unique name for the schema in the URI and Alias field (for example, “Submittal”). |
The name you enter for the alias appears in the list of available schemas in the Templates and Add-ins window.
Note: Do not select the Schema validate options checkbox.
| 10 | Click OK. An MS Word document opens with a list of available Primavera Unifier BP tags under “XML Structure” on the right side of the window. |
| 11 | To add XML tags to the Word document, enter text (e.g., xxx_project_name to print Project Name) and click the project_name tag that is available as part of the XML structure. |
Note: For custom print to work properly, do not add XML tags to the header and footer.
The text will be surrounded with project_name tag. You can follow this process for any element.
| 12 | To print line item information, select the text for all the line item elements and select the appropriate XML tags. Then select all the elements that are part of the line items and click the _bp_lineitems tag. |
By doing this you are enclosing all line item elements within the _bp_lineitems XML tag. At runtime, Primavera Unifier will know that the elements that are part of _bp_lineitems should be printed for each line item of the business process. Elements that are part of the upper form are prefixed with “form_”, and detail form elements are prefixed with “lineitem_”.
| 13 | Turn off the XML tags before saving. |
| 14 | Click File > Save As. Name the document, and select XML format for the save option. The document must be saved in XML format. Now you are ready to upload the completed document through the Business Process Configuration window. |
| 15 | In the Business Process Configuration window, on the Custom Print tab, click Upload. The File Upload window opens. |
| 16 | Browse and select the Word file you created. You can enter the document title, rev. no., and issue date. |
| 17 | Click OK to save and close the window. |
Create a custom XML template in PDF format
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