1. Template Capabilities

• Printing supports Word templates (independent of the template designer). You can upload a Word document directly as a print template.
• Use the Variable Generator to create variable codes. Insert these variables into the document to more easily and quickly control table layouts.
• Support configuring the print data scope (gray-release feature; gray-release item: offline Word/Excel templates support configuring the print scope for related-list data).
• Signature fields, header and footer design, and page numbers are all supported for printing. We also extended related-object functionality to support Image fields and Signature fields. Users can customize their width and height using <lable> </lable> tags. Default settings: width = 50 pixels; height = 0 pixels.
• Downloaded print templates can use custom file names.

2. Create a New Word Template

• New Template: Click the left-side New Word Template to start creating a template.
  Figure 1 New Template

• Set Basic Template Information: (Figure 2)
  • Template Name: Set a name for the template.
  • Related Object: Choose the related object for the template. You can download a preset Word template for that object; if you don’t use the preset, you can author the Word file yourself.
  • Scope: Define which employees may use this template.
  • Download File Name: You may set a custom file name for the printed template.
    • Custom file names can combine values from fields on the current object and free text, for example: (Account Name)2022(Gender).
    • Adding fields from the current object does not support: Images, Files, large attachments, Signature fields, Payment components, Check-in components, or Geolocation.
    • File name is optional. If left blank, the system uses the default naming: ObjectName-PrimaryAttribute.
    • If the user supplies only one variable and it evaluates to empty, the system falls back to the default name.

    • File name cannot include these characters: / : * ? “ < >

  • How to create the Word file: View the authoring guide to build the Word template.
    Figure 2 Set Basic Template Information
    Figure 3 How to Create a Word File
• Edit Word Template (use the Variable Generator to produce variables and paste them into the Word template)
  • Generate Variables: Click View Variables or How to Create Word to generate the variables required for offline templates. Click Copy to copy a variable into your document (ensure variables are complete; incomplete variables will not work).
  • Variable Categories: Variables include Related-Object List Variables and Field Variables. (Related-Object List Variables are variables for objects related to the current object.)
  • Configure Related-Object List Variables (Figure 4)
    • Choose Related Object: Select the related object for the template.
    • Choose Record Type: If you select a related object without picking a Record Type, the default is all record types. If you choose a Record Type, you must distinguish the Record Type in the loop code.
    • Set Sorting: Choose ascending/descending. Default is descending, and the default sort field is the current object’s Last Modified Time. You can change the field used for sorting.
    • Add Conditions to control data scope: Click +Add Condition to open the filter component (up to 5 conditions). Use this component to filter on any field of the selected object. The system will automatically determine whether to enable OR relationships based on available resource packs.
    • Pseudocode links dynamically: After setting filters, the pseudocode updates accordingly (note: this is a gray-release feature; offline Word/Excel templates support configuring the print scope for related-list data and require gray-release access).
    • After configuring the related-object list variables, copy the generated code and paste it into the Word template.
      Figure 4 Configure Related-Object List Variables
      Figure 5 Copy the Related-Object List Variable Code into the Word Template
  • Configure Field Variables (Figure 6–Figure 7)
    • Copy the generated field-variable code and paste it into the Word template.
      Figure 6 Select Required Field Variables
      Figure 7 Copy Field Variable Code into the Word Template
  • Upload Template (Figure 8)
    • After editing, upload the template and complete its basic information. Only .doc and .docx formats are accepted; file size must be ≤ 10 MB.
      Figure 8 Upload Template

3. Template Actions

• Edit (Figure 9)
  Same as creating a new template.

• Set as Default (Figure 9)
  Templates marked Default in the template list become the system default. Set a template as default so the system uses it automatically for previewing and printing.

• Delete (Figure 9)
  If you no longer need a print template, you can delete it. (Note: system-provided preset templates cannot be deleted.)
  Figure 9 Template Actions