Templates

Basic Settings

The template’s detail view provides access to its Basic Settings, where you can modify the template’s Name, Description, and associated Data sets.

Field	Description
Name	Displays the name of the template.
Description	Displays the description of the template.
Type	Displays the type of template.
Data sets	Displays the selected data set used for designing the template.
Created by	Displays the name of the user who created the template.
Modified by	Displays the name of the user who modified the template.

Composing Templates

Use the Composition Builder to create a composition. It includes two main components:

• A list of templates

• Four boxes representing the document zones. A sample screenshot is shared below:

Adding a Template to a Zone

Drag and drop the templates from the List view into the preferred zone. You can add the same template to multiple zones or repeat it within a single zone. See Document Zones for more information.

Settings

Settings let you configure a template as needed. You can define the appearance of each zone using the 'Occurrence' and 'Break Behavior' options, which vary by zone.

• Break Behavior - Break behavior defines how you can insert your template into the composition.

Type	Description
None	Add it after the previous template without making a new section.
Continuous	Add it after the previous template and make a new section.
New page	Add it to a new page.
Odd page	Add it on the first odd page after the previous template.
Even page	Add it on the first even page after the previous template.
New Column	Add it on the column break in Word.

• Occurrence - Occurrence defines places to insert the header/footer.

Type	Description
Every page	Insert on every page.
First page	Insert only on the first page.
Even page	Insert only on even pages.

Conditional Templates

1.

Select the Condition button to include a template only if it meets a specific condition.

The Edit condition dialog displays.

2.

Select the +Create button.

3.

Add Descriptions and select Field, Field type, Operator, and Value.

4.

Select the Save button.

If there is no condition, the Edit condition button is grey.

If at least one condition is set on a template, the Edit condition button is blue.

For more details, please refer to The Condition Builder.

History

Publishing a template from the Word add-in creates a new version. The 'History' tab lists version details such as number, author, comments, size, date, and design.

Dependencies

Dependencies are of two types:

Inbound Dependencies: Items that depend on the active item. If you delete the active item, it automatically deletes its inbound dependencies.

Outbound Dependencies: Items that the active item depend on. If you delete an outbound dependent item, it deletes the active item.

Document Zones

While designing a template, you must organize the template into four document zones in Smart Flows. The table below provides details for each zone.

Document Zone	Description
Header	The header zone is the space at the top of each page. The content in the header zone repeats on every page of the generated document, which makes it ideal for the company name and logo. In Microsoft Word, make sure only the first page displays a header. Do not enable the options for ‘Different First Page’ or ‘Different Odd & Even Pages.
Body	The body zone features the main content of the template. If the content added to the body template exceeds the available space in the body zone, additional pages are created in the resulting document.
Insert	The insert zone is at the back of the generated document. This zone is useful for adding complete documents to your template, such as the terms and conditions of a sale.
Footer	The footer zone is the space at the bottom of each page. The content is repeated on every page of the generated document, making it ideal for adding contact details or page numbers. In Microsoft Word, make sure only the first page displays a header. Do not enable the options for ‘Different First Page’ or ‘Different Odd & Even Pages.

Design

You can manage templates using The List View. Follow the below steps for designing your templates.

Designing Templates

1.

In the Project Console, select the Template button.

The Template window displays.

2.

Select the Create button.

The Create template window displays.

3.

Create the template.

3.1.

In the Name field, input the name of the template.

3.2.

(Optional) In the Description field, input a description for the template.

3.3.

(Optional) In the Data sets dropdown menu, select the Data sets you want to use for your template.

Decision Point

There are three types of templates - Standard, Compositions, and ExperlogixProject Console. See Template Types to determine the correct template type for your application.

3.4.

Select your desired Type of template.

4.

Select the Create button.

The Create template window no longer displays.

The List view refreshes to display your new template.

The system redirects you to the Template Builder, which allows you to design the layout of your template in Microsoft Word.

5.

In the left navigation panel, select the Design button.

The Design template window displays.

6.

In the Select language variant dropdown menu, select the language variant of the templates you want to open.

7.

Select the Design button.

It downloads a .docx file containing all the information the Word add-in needs to open it as a Smart Flows template.

8.

Open the downloaded file to design your template.

The Connection dialog displays the connection URL, connection name, and list of authentication methods.

9.

Select the Authentication method you want to log in with.

10.

Select the Test connection button.

When the testing process completes, a success message displays stating, "The test succeeded!"

11.

Select the OK button.

You can start designing your template and mapping your data set. For more details, refer to Mapping Fields.

Preview

1.

In the Template detail view, select the Preview button.

The preview document dialog displays.

2.

In the Template language variant dropdown menu, select the language.

3.

In the Output format dropdown menu, select the format you want to preview your document.

4.

In the Sample from data set dropdown menu, select the sample you want to preview.

5.

Select the Preview document button.

It generates a PDF file using the data from the samples you selected.

Template preview PDF/UA compliance test

Integration of a PDF/UA compliance in the Preview section of the Project Console, users can quickly verify whether their templates meet accessibility requirements. This feature provides a detailed compliance report, highlights issues that need correction, and offers guidance on optimizing accessibility. If the compliance test passes successfully, the template is automatically downloaded into your system. If the compliance test fails, a detailed report is provided.

1.

Select Preview.

2.

In the Preview Document, select Accessible PDF-document for Output Format.

3.

Check the option below for PDF/UA compliance.

4.

Select Preview Document.

If the compliance test passes successfully, the template is automatically downloaded into your system.

If the compliance test fails, a detailed report is displayed.