1. Implementing Applications
  2. Preview Changes and Upload Layout Templates for Workflow Notifications

Preview Changes and Upload Layout Templates for Workflow Notifications

Before uploading .rtf files for report layout templates to the BI catalog, preview the output with your changes in Microsoft Word. You can avoid uploading a broken report that displays an error in the notifications sent to users.

Note: The exact steps can vary depending on your version of Microsoft Word.

Before You Start

  • Generate sample report data from the data model used for the report, and save the .xml file to your computer.

  • Download a local copy of the subtemplate that applies to your own report layout template:

    1. In the BI catalog, expand Shared Folders > Custom > Common Content > Templates if you're using a modified subtemplate, or Shared Folders > Common Content > Templates for the predefined subtemplate.

    2. Click Edit for Workflow Notification Subtemplate.

    3. In the Templates section, click the link in the Locale column.

    4. Save the subtemplate .rtf file to your computer.

Preview Output

To generate sample output from a local layout template:

  1. Open your .rtf report layout template in Microsoft Word and make your edits.

  2. On the ribbon, open the Analytics Publisher tab and click Sample XML within the Load Data group.

  3. Select the .xml file you downloaded to import sample data from the data model.

  4. At the beginning of your .rtf document, replace the path with the location of the downloaded subtemplate file on your computer. For example, change <?import:xdoxsl:///Common Content/Templates/Workflow Notification Subtemplate.xsb?> to <?import:file:///C:/Template_Directory/FinFunWorkflowNotificationSub.rtf?>.

  5. From the Analytics Publisher tab on the ribbon, click HTML in the Preview group.

  6. If the preview reflects your changes as expected, then change the path back to the original location.

  7. From the Analytics Publisher tab on the ribbon, click Validate Template in the Tools group.

  8. Also in the Tools group, click Check Accessibility.

  9. Save your changes in Word.

Upload the Modified Layout Template

Here's how you upload your layout template to the BI catalog after previewing the changes:

  1. Back in the catalog, click Edit for the report within the Custom folder, if that page isn't still open.

  2. Click the View a list link.

  3. Click the Create icon on the table toolbar.

  4. In the Upload or Generate Layout section, click Upload.

  5. Upload your edited .rtf file with a unique layout name.

  6. Back on the page for editing the report, go back to the list view.

  7. Select the Default Layout check box for your layout template. If you ever want to go back to the predefined layout, you can select it as default later.

  8. Click the Save Report icon.

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