Templates
  • 22 Aug 2024
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Templates

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Article summary

General

Every template of a CSV Report is a text file that contains constant text and references to Elements which will be replaced by the content of the element during the creation of the report document.

Properties

Every template has the following properties:

Name

Description
NameThe name of the template.

Managing Templates

Templates can me modified by opening the report in the Report Designer: To create a new template or import an existing CSV file as a template, right-click the Templates folder in the content explorer and choose New Template or Import Template. To edit the contents of a template, double-click the template item in the content explorer. To delete an existing template, right-click the template item in the content explorer and click Delete Template.

Single-Template Operation

If the CSV Report has only one template, that template will always be used when a report document is created from the report. In that case, the Template Name(s) property of the report can be left empty.

Multi-Template Operation

Mail & Deploy supports multiple templates per CSV Report and can merge templates to one large template at runtime.

Examples

The following Expression returns a single template name from which to create the report document:

Mail & Deploy Expression

"Template1"

When using the following Expression, the templates Template1 and Template2 will be merged and the report document will be created from the merged templates:

Mail & Deploy Expression

CreateList("Template1", "Template2")


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