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| In order to add a new template, you must first learn how to create your first template. To do so, follow Exercise 1 - How to get Issue data printed on document. Once your template is created, on Templates, click the + Add New Template button button and a pop-over dialog will be displayed. On the File entry, navigate to your template file and select Open. Some advanced (file-level) configurations will be available now like Output formats, Default format, Break Pages and Include Attachments. The create button will be disable until we gave a name to our Template. The Scopes area will be filled with all the available contexts. Remove and add some of them again simply by selecting from the dropdown or the remove all with the clear button. The create button will be disabled until we gave a name to our Template. Name your template as you wish and click the Create button again, and you're done. Note that its entry will have the Installed from file upload tag as well as Everywhere under the Active Scopes column.
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If either the template name or file name is the same as an already installed template, an Error message will be displayed when clicking the Create button. Both of their names (template and file) should be unique. If you try to add a template file with an unsupported extension, an Error message will be displayed informing you of the supported extensions. |
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Editing a Template
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| On your newly created template entry, click the Edit button on the Operations column, and a pop-over dialog will be displayed. |
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Input a Description to your template and click Update. Now, your template entry will have its description exhibited as well. | Info |
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You can change the Name, Description, Scopes, File and |
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File advanced options of your template when editing it. This applies to both templates Installed from the store or Installed from a file upload. |
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Deleting a Template
On one of the template entries with the tag Installed from store next to them, click the Delete button on the Operations column. A prompt dialog will be displayed asking if you're sure you want to delete the template. Click Confirm, and that template entry will be removed.
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