Adding a snippet- prefix tag to your web app template creates a snippet
element in the Palette view of Document Studio.
Procedure
- Open the web app in a browser at
http://server:port/rpeng
- Specify the user name and password to authenticate into the web app.
Remember: The user name and password depends on the user credentials configured and
mapped to the
rpe_report_designer or
rpe_admin
web app
user roles. See the links on configuring
users and
authentication for the web app.
- In the left pane of the web app, click Design.
- In the Design reports page, verify that you are on the
Templates page.
- Click the
Add Tags icon next to the template that you want to create a snippet. In the
Tag Template pop-up window, type
snippet-<snippet_name> and click Save
tags. Start the tag with a snippet- prefix followed by a name for
your snippet. Any uppercase letters specified in the name of your snippet
(<snippet_name>) default to lowercase letters. For
example, the tag snippet-Demo defaults to a snippet name:
demo.
- In Document Studio, create a document template (or open an existing template).
- The template that you previously tagged in the web app, is listed as an element in the
Snippets drawer in the Palette view:
- From the Palette view, select and drag a snippet into the template content editor.
- If there is conflicting information between the snippet and the template, the Insert
Snippet wizard opens.
- Select the importing type:
- Physical embedding: Inserts the template
elements into the current template.
- Dynamic referencing: Template elements
are linked and loaded during document generation into the output.
Important: Use physical embedding instead of dynamic referencing
when:
- A template or snippet is designed to extract information from
a data source.
- A template or snippet contains a dynamic reference in it.
- Edit the conflicting information:
- To use the information from the template, click Use Existing Item For Conflicts
As Allowed.
- To edit the conflicting information, click Edit, modify the value,
and then click OK.
- After you resolve the conflicts, click Finish.