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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| docs:2500_config_apps:1300_add_edit_doctemp [2024/11/07 00:16] – [Type] sean | docs:2500_config_apps:1300_add_edit_doctemp [2025/06/12 03:58] (current) – Change to AwareIM aware_support3 | ||
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| ===== Type ===== | ===== Type ===== | ||
| | | ||
| - | Select the type of the document template from the " | + | Select the type of the document template from the " |
| - | - //Report// – the document template represents a report. This type is different from other types of the document templates in the way //**Aware IM**// handles it when it creates a document from a document template – see [[docs: | + | - //Report// – the document template represents a report. This type is different from other types of the document templates in the way //**AwareIM**// handles it when it creates a document from a document template – see [[docs: |
| - //Text document //– the document template represents an ASCII text. | - //Text document //– the document template represents an ASCII text. | ||
| - //MS Excel document //– the document template represents a Microsoft Excel file (.XLS). | - //MS Excel document //– the document template represents a Microsoft Excel file (.XLS). | ||
| - //MS Word document //– the document template represents a Microsoft Word file (.doc) – this document type is not available under Linux and Mac OS X operating systems. | - //MS Word document //– the document template represents a Microsoft Word file (.doc) – this document type is not available under Linux and Mac OS X operating systems. | ||
| - //MS Word document (XML format)// | - //MS Word document (XML format)// | ||
| - | - this document type represents an MS Word document saved in the XML format. It can be used as a replacement for MS Word documents on Linux and Mac OS X operating systems if an Aware IM server is running on the above platform and the client browsers are running on the Windows platform. In this case the XML file will be displayed in the browser properly using MS Word. | + | - this document type represents an MS Word document saved in the XML format. It can be used as a replacement for MS Word documents on Linux and Mac OS X operating systems if an AwareIM |
| - //HTML document //– the document template represents an HTML file. | - //HTML document //– the document template represents an HTML file. | ||
| In addition to the pre-defined types it is possible to plug-in custom types – see [[docs: | In addition to the pre-defined types it is possible to plug-in custom types – see [[docs: | ||
| - | <callout type=" | + | <callout type=" |
| ===== Data shown in the document template ===== | ===== Data shown in the document template ===== | ||
| | | ||
| - | The options of this property determine the source of data that //**Aware IM**// should use when generating documents from document templates. This data is used to replace the contents of tags used in the document template (if any) with the appropriate attribute values (see [[docs: | + | The options of this property determine the source of data that //**AwareIM**// should use when generating documents from document templates. This data is used to replace the contents of tags used in the document template (if any) with the appropriate attribute values (see [[docs: |
| ==== Determined at run time ==== | ==== Determined at run time ==== | ||
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| ==== Run query ==== | ==== Run query ==== | ||
| - | This option indicates that //**Aware IM**// should always run the specified query and use the instances of the business objects that it finds as the data source for the document generation. If you select this option you must also specify whether //**Aware IM**// should run one of the queries already defined in the business space version (select the “Existing query” radio button and select the query from the combo box) or it should run the query specifically created for this purpose (select the “Custom query” radio button and press the Edit button to define the query – see [[docs: | + | This option indicates that //**AwareIM**// should always run the specified query and use the instances of the business objects that it finds as the data source for the document generation. If you select this option you must also specify whether //**AwareIM**// should run one of the queries already defined in the business space version (select the “Existing query” radio button and select the query from the combo box) or it should run the query specifically created for this purpose (select the “Custom query” radio button and press the Edit button to define the query – see [[docs: |
| ===== End user access ==== | ===== End user access ==== | ||
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| ==== Design of the document==== | ==== Design of the document==== | ||
| - | If you select the " | + | If you select the " |
| For all other types of document templates you should create the design of the document using the appropriate software (for example, create Word document using Microsoft Word software) and import this document into the editor (see below). | For all other types of document templates you should create the design of the document using the appropriate software (for example, create Word document using Microsoft Word software) and import this document into the editor (see below). | ||