• Formatting
  • Formatting dialog
    • Template Builder styles
    • Creating a new Template Builder style.
    • Quick apply a style to a Template
    • Reset to default

Formatting

Formatting a field means that you change the way it is displayed. You can turn a field into a number, date, time, an image, a bar code, a hyperlink, an e-signature, and so on.

Formatting dialog

The mapping window is where you apply formatting to the selected mapping. Double-click a mapping in the Mapping tab of the Smart Flows pane (or select a mapping and select Settings) to bring it up.

Here's the Formatting part of that window:

Template Builder styles

To configure your style use the tabs explained below, and then save it by doing the following:

Creating a new Template Builder style.

1.

In Template Builder, open your template.

2.

On the toolbar, select the Template Builder Mapping tab.

3.

Configure your formatting as desired.

4.

Select Save formatting button.

The Settings dialog opens.

5.

In the Name field, enter a name.

6.

Select OK.

All the tabs to the left are explained on the following pages:

Quick apply a style to a Template

1.

Open your template.

2.

Right-click the field to modify, and select Assign Template Builder Style.

3.

From the Select Style dialog, select a style.

4.

Select OK.

Reset to default

If you want to reset your mapping's settings to the default values, you can select the Reset all formatting to default button: