Create record template

Create record template for timeline report

You will be able to create templates exclusively for print layouts.

To create record template:

  1. Navigate to the Design page.
  2. Hover on the preview of the report.
  3. Click Open Report Properties.
  4. Click Print section.
  5. Click Create button.
  6. Enter name of the template.
  7. Click Create.
  8. Drag and drop the required field in a suitable position.
  9. Repeat the same for all required fields.
  10. Introduce the following tags:
    • Heading
    • Paragraph
    • Image
    • Sections
    • Table
  11. Drag and drop the Heading tag.
  12. Enter the heading content and format it.
  13. Drag and drop the Paragraph tag.
  14. Enter the text and format it.
  15. Drag and drop the Image tag.
  16. Select File Manager, Web URL, or Link Image Field section.
  17. Upload image or enter URL or provide link.
  18. Click Ok button. The image will appear in the template.
  19. Drag and drop the Section tag.
  20. Enter the content and format it.
  21. Drag and drop the Table tag. The table properties window will appear.
  22. Define the properties of the table.
  23. Enter the content and format it.
  24. Introduce Hyperlink.
  25. Select the text and click the link icon.
  26. Provide URL, Mail Address, Anchor, or Link to file. 
  27. Specify target window.
  28. Click Ok. The item is linked.
  29. Click the Save icon to save the template.
  30. Click Close icon.

The template appears in the Record Templates section. You can edit, delete, and duplicate this template.

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