Setting Sections for Reporting

Ribbon

Publish > Tools > Document Templates > Sections

Publish > Tools > Document Templates > Content

Other

Resources window | Document Generation | User Templates : right-click on a template | Open > Sections

Resources window | Document Generation | User Templates : right-click on a template | Open > Content

1

Expand some or all of the hierarchy in the 'Sections' panel.

2

Select the checkbox next to the feature name; the feature name is then displayed as a pair of section tags in the 'Content' panel of the Document Template Designer.

element >

< element

For features in the lower levels of the hierarchy, selecting a child feature automatically selects the parent level(s) and adds the parent tags to the 'Content' panel.

3

If you want to change the sequence of sections, click on the appropriate feature name in the 'Sections' hierarchy and click on or to move the feature name up or down.

The position of the feature name within the 'Sections' hierarchy determines the position of the section documenting that feature in the 'Content' panel, and hence in the report. You can change the sequence either before or after you have selected the checkboxes, it makes no difference.

4

For each selected feature, click between the section tags in the 'Content' panel and add text, or right-click and select the 'Insert Fields' option to add fields.