Template Folders and Template Paths

 

The Template Folders and Paths options have been designed in particular for use when exporting data to Microsoft Word and Excel. These packages have a number of features which facilitate the creation of documents with a standard format. Global provides a number of sample templates which you can use when exporting data from Global 3000 to Word 97. You can tailor these templates to your own requirements, or you can set up your own customised templates.

Further information

See the Sample Mailings section of the Installation and Setup manual.

 

The Template Folders and Paths options enable you to specify details of templates to be used by a program you invoke when exporting data from Global 3000.

Template folders

You use template folders to group template path information; for example you might create a template folder called 'Word templates' to group all your word template paths, and a template folder called 'Excel templates' to group your Excel template paths.

 

There is no limit to the number of template folders you can set up. However we recommend you define at least one if you are going to use templates when exporting data.

 

There are two types of template folders:

§   Fixed path. For this type of template folder, only one template path can be specified. This is used by all operators; for example when the templates reside on a central server.

 

§   Personalised. For this type of template folder, you can set up a separate template path for each operator; for example, when the templates are on the operators' PC's.

 

If several operators use a standard template path, you can set up a template path with a blank operator id; for example when several operators on a network have their templates in the standard Microsoft Office templates folder.

Template paths

Template paths hold path information for the templates.

 

You need to set up one template path for each fixed path template folder. These template paths can be used by all operators.

 

For each personalised template folder, you need to set up a template path for each operator who wants to use it. Alternatively, operators who keep their templates in a standard folder can share a program path with a blank operator id.

Export

To use a template when invoking a program in the host system, you need to specify the following details on the controlling scenario:

§   The template name in the 'Parameters' prompt.

 

§   The template folder in the 'Template Folder' prompt.

 

Then when the export program invokes the program, it searches the template folder for the appropriate template path.

 

If the template folder is personalised, the program first searches for a template path containing the operator's id. If this does not exist, the program searches for a template path with a blank operator id. If neither exist, the program displays an error message.

 

If a fixed template folder has been specified on the scenario, the single multi-purpose template path is used. If there is no template path for the template folder, an error message is displayed.

More:

Maintain Template Folders Window

Maintain Template Paths Window