Create record template for timeline report
You will be able to create templates exclusively for print layouts.
To create record template:
- Navigate to the Design page.
- Hover on the preview of the report.
- Click Open Report Properties.
- Click Print section.
- Click Create button.
- Enter name of the template.
- Click Create.
- Drag and drop the required field in a suitable position.
- Repeat the same for all required fields.
- Introduce the following tags:
- Heading
- Paragraph
- Image
- Sections
- Table
- Heading
- Drag and drop the Heading tag.
- Enter the heading content and format it.
- Drag and drop the Paragraph tag.
- Enter the text and format it.
- Drag and drop the Image tag.
- Select File Manager, Web URL, or Link Image Field section.
- Upload image or enter URL or provide link.
- Click Ok button. The image will appear in the template.
- Drag and drop the Section tag.
- Enter the content and format it.
- Drag and drop the Table tag. The table properties window will appear.
- Define the properties of the table.
- Enter the content and format it.
- Introduce Hyperlink.
- Select the text and click the link icon.
- Provide URL, Mail Address, Anchor, or Link to file.
- Specify target window.
- Click Ok. The item is linked.
- Click the Save icon to save the template.
- Click Close icon.
The template appears in the Record Templates section. You can edit, delete, and duplicate this template.