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Creating a DocumentAdding a New DocumentClick the Add button Setting Page SizeThe document page size is selected from the Page Size drop down and consists of standard document sizes as well as a custom size selection. To set a custom page size choose "custom" from the page size dropdown and enter the desired width and height in the input fields. Width and height should be entered in the same units as selected in the "Dimensions" dropdown. Setting the Document GroupThe Group dropdown displays the current user and the user's groups. A document saved under the user's name will be a private document that can only be accessed by the user. A document saved under a group will be available to all users in the group. The user that creates a document is considered the document owner. Only document owners and members of the administrator role can delete or modify a document. A user that has access to a document can load the document for editing and save it under another name. Base TableBase table selection is critical part of the document creation process. The Designer joins tables based on defined relationships. The base table should be the most granular data item desired for the document. For example, if an invoice document - complete with line items, customer etc. is desired - the base table selection would be the line item. The Designer will build a relationship tree similar to the example shown below: To select a base table click on the table icon After completing the Add New Document entries the Select Document Columns pane will display. For more information on the Select Document Columns pane go to Select Pane section of this document Editing A DocumentClick the Edit button Running a DocumentClick the Run button |
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