Template Editor Description

A report template is an assembly of structure and data elements.

A template is created in the Template Editor.



Table 1. Description


Top bar
Enables to access the following actions:
Save: Stores the template in the database even if it contains errors.
Undo: Reverses the last action done on an element. Actions can be a creation, a deletion, a move, and a renaming.
Redo: Recovers an undone action, if no change has been performed since the reversion.


Preview tab
To visualize the future report.
See Previewing a Report.


OTScript tab
To define OTScript code.
See Defining OTScript Methods in Templates.


Data tab error
Lists available data.
See About Data.


Template tab
A Graphical area which contains the structure of the template.
You can drag data and structure elements into this area to build your template.
The following icons can be added as context in the top of concerned areas:
  • : Indicates that a condition is associated with the element. You can enter the condition in the Condition box.
  • : Indicates that a comment is associated with the element. You can enter the comment in the Comments box. The comment details are displayed in the element tooltip.
  • : Indicates that the Loop when empty option is associated with the data element.
  • : Indicates that an element is in error. The details of the error are displayed in the element tooltip. An error can be:
    • A missing or incompatible receiver
    • A missing method

    In boxes of the Properties tab, you can only find suitable values to correct elements in error.



Structures tab
Lists available structure elements.
See About Structure Elements.


Properties tab
  • Used to create parameters, see Adding Parameters to a Template.
  • Used to visualize and modify the properties of the element selected in the Graphical area.
Note: Available input types are listed in Type when you click anywhere in the background of the Templates Editor graphical area.