Custom Templates (Custom Prints and Reports) Overview

To access Custom Prints and Reports sub-node: Open Unifier > Company Workspace tab > Admin mode > Configuration > Custom Templates.

Note: To run custom reports, access Reports node: Open Unifier > Company Workspace tab > User mode > Reports. Data views are required for creating custom reports.

The New option of the Custom Templates log window (or File > New) enables you to create the following:

Option	Description
Custom Print with Internal Data Model	When the user clicks New > Custom Print > Custom Print with Internal Data Model, the print template window displays the Data Model Type set as Internal Multiple. Any new custom print templates will be of data model Internal Multiple and can be used for bulk printing and single-record printing. Existing custom print templates of data model type Internal can still be used for single-record printing. The tags generated for the XML data in the Sample data tab are grouped differently for data model type of Internal Multiple, and the template designers must use the new XML data structure and create layout templates.
Custom Print with External Data Model	External data models can be created outside of the system. They can include links to multiple tables and pull data from multiple Business Processes. These data models can be used to create custom print templates. You can create a Custom Print template based on an external data model. The concept of creating a Custom Print template based on an external data model is similar to the concept of creating a Custom Print template based on an internal data model, except that the user creates, uploads, and maintains the data model needed for creating Custom Print template based on an external data model. When the user clicks New > Custom Print > Custom Print with External Data Model, the print template window displays the Data Model Type set as External Multiple. Any new custom print templates will be of data model External Multiple and can be used for bulk printing and single-record printing. Existing custom print templates of data model type External can still be used for single-record printing. The external data model must contain parameters that support printing of multiple records. The Record IDs pass as comma separated value.
Report with Internal Data Model	Create a new BI Publisher Custom Report based on the standard data model, which is generated and maintained internally by the system. When you save the BI Publisher Custom Report, the system saves changes applied to the following in the data model: Data views Data links Query parameters Additional parameters The Custom Report window contains the following tabs and fields: General Name Description Data Model Type The value for the Data Model Type field in the General tab is set to Internal (read-only). Report Level Main View Views Your selected values for the Report Level and Main View fields (General tab) determines the fields in the Views tab. Description Data Model Type The value for the Data Model Type field in the General tab is set to Internal (read-only). Report Level Main View - The Main View is not a mandatory field while creating the Report with External Data Model. - Users can add the Main View to a Report with External Data Model if they want to add query parameters for the report. Query Parameters
Report with External Data Model	Create a new BI Publisher Custom Report to upload the custom data model file created using BI Publisher. The system will not maintain the data model file. You can generate sample data for external model based report provided that the external model based report is published at least once. To do this, you have to externally modify the .XDM file either manually or by using the BI Publisher data model editor, then re-upload the report. This option has the same tabs as the Report with Internal Data Model option. The value for Data Model Type field in the General tab is set to External (read-only). The value for Main View depends on the following conditions: If an External Data Model was generated by converting an Internal Data Model report, then the value for Main View will be set according to the Internal Data Model report. The user will be allowed to deselect the value for Main View and save the report only if there are no Query parameters defined for the converted report. The user will be able to generate sample data as before. Generation of sample data will be possible after the report has been published at least once.
Custom Email with Internal Data Model	Customize the emails that are sent to bidders who are not a part of the system. You can include any of the business process data, and the email-related data, in the notification that you want sent to the bidder. This option is used to send email notifications for the Request for Bid (RFB) business processes. The Custom Email window contains the following tab and fields: General Name Description Data Source Lists the Request for Bid (RFB) business processes to enable you to create the custom email notification. Data Model Type The value for the Data Model Type field in the General tab is set to Internal (read-only). Email Type Login Information Bid Invitation Due Date Change After you are finished, click Apply to set the values for your template and sample data in the following tabs of the updated Custom Email window: Template File You can upload multiple Rich Text Format (RTF) templates. You can select any template as the default template and change the default when required. Click Add to upload a template file that you want to use to customize your email. The system uses the parameters set in the Add Template window to format the email, using the BI Publisher. Sample Data After you add a template, go to the Sample Data tab to select a sample data for the custom email. You can generate the sample data xml from the Sample Data tab and download the sample data xml in order to create the layout files. You can export the published Custom Emails using the Configuration Packages feature. All the fields available in the Custom Print version of a Request for Bid (RFB) business processes are available for the Custom Email version. In addition, the following email-specific fields are available as sample data: From Requestor: The user who has sent across the Bid invitation. Email: Email ID of the requestor. Phone: Phone number of the requestor. Sent for: This field signifies what is the invitation for and has a value of ‘Bid'. Username: The user name of the Bidder (Email ID of the Bidder) Password: The password that needs to be sent across to the Bidder. New Due: The changed value of the Due Date of the Bid. Bid URL: This is the URL which the bidder needs to use to login into the Bid portal. Contact First Name(`uuu_contact_first_name`): This is the First Name of the Vendor's Contact. Contact Last Name(`uuu_contact_last_name`): This is the last Name of the Vendor's Contact. After you have configured the design of the custom email, you can save your changes and publish your design to the BI Publisher server. The Notification tab of the Request for Bid (RFB) business processes will contain all your added options. You must select a notification (Custom Notifications) for: Bid Invitation Login Information Due Date Change Each notification has a list of templates that have been published at least once.

When BI Publisher Custom Print templates are created using external data model, the system does not generate any additional data models for use in the print template.

If a custom print template of Internal_Multiple has been converted, then the resulting data model will be External_Multiple and will be available for bulk printing.

Copying a template will copy the data model associated with the source template.

Use the options in Find to select the data models Internal_Multiple and External_Multiple.

See Also