The Template File tab contains information about the print layout, along with the corresponding templates and XLIFF translations.
You can build a Rich Text Format (RTF) print template and upload the template to your Custom Print in Unifier.
To create a simple RTF template:
- Open Microsoft Word.
The application must have the Microsoft Word BI Publisher plug-in installed. See Download and Install BI Publisher Desktop for Microsoft Office.
- Click the Word BI Publisher ribbon.
- Click Sample XML to import your sample data and wait until the data is loaded successfully.
You can use the following option for each template:
- Add
- Modify
- Remove
- Download
Add
Use Add to upload the print layout and the translated XLIFF files. The XLIFF files are used for translation purposes. When you click Add, the "Add template and Files" window opens.
The "Add template and Files" window has two sections:
- Template
- Translated XLIFF files for the Template
Note: Required fields are marked with an asterisk (*), or a star.
Template
The Template section contains the following fields:
- Template Name: Enter a unique name for the template (use non-ASCII characters).
- Template Type: From the drop-down list, select a template type: RTF, PDF, Excel, or eText.
A Template Type can be changed as long as the template is in Creation stage. Once created, the Template Type cannot be modified, and the custom print designer must create a new template (of the desired type) and remove the one that is no longer required.
- Layout File: Browse to find and upload the layout files, based on the template type.
Translated XLIFF files for the Template
If you want to internationalize the product, then the translated XLIFF files can be uploaded, for the corresponding languages, in the Translated XLIFF filed for template section.
Note: The languages listed are the active languages selected in the Configuration - Internationalization log window, by the administrator.
Click Apply when finished.
When you open an existing Custom Print, the Template File tab lists all available templates. The first template is always marked as Default, but you can change the default template.
Modify
Use Modify to modify the existing print template and XLIFF files. You must select an existing file before your can proceed. When you click Modify, the "Modify Template and Files" window opens.
The "Modify Template and Files" window has two sections:
- Template
- Translated XLIFF files for the Template
Note: Required fields are marked with an asterisk (*), or a star.
Template
The Template section contains the following fields:
- Template Name: The unique name for the template.
- Template Type: This is pre-populated read-only field, based on the selected Template Type.
A Template Type can be changed as long as the template is in Creation stage. Once created, the Template Type cannot be modified, and the custom print designer must create a new template (of the desired type) and remove the one that is no longer required.
- Layout File: Browse to find and upload the layout files, based on the template type. The original custom print file is displayed.
Notes:
- You can modify a BI Publisher Custom Print template only if the status is set as "Draft."
- You cannot modify a Data Source of a Custom Print template after the Custom Print template has been created.
- You can modify the contents of the Description field at any time.
Translated XLIFF files for the Template
If you want to internationalize the product, then the translated XLIFF files can be uploaded, for the corresponding languages, in the Translated XLIFF filed for template section.
Click Apply when finished.
Remove
To remove a Custom Print template, click to select the template, and click Remove.
Note: To delete a Custom Print template, you can select the Custom Print template from the log and click Delete. You can delete a Custom Print template regardless of the Custom Print template status.
Download
The Download option allows you to download the template and the corresponding translated XLIFF files. You must select an existing file before your can proceed.
When you click Download, a zip file is generated. The zip file name format must be:
Template_<Numeric part of report key>_<File Type>.zip
Example
Template_483_PDF.zip
You can copy a Custom Print template to use as a base for a new Custom Print template.
Note: After copying a Custom Print template, the term, "Copy of" appears at the beginning of the name of the new Custom Print template.