General Admin is an area of the system that allows you to upload a set of templates that will enable the generation of files and reports off your system. The information you want to pull out from the database, such as in a CSV, XML or PDF, will be laid out as specified in the templates you uploade. This process begins first by generating ONIX in long format and then passing the info to the XSLT template. The relevant data is then filtered and formatted by the template.
When you click General > XSTL Admin from the main menu, this screen will show, with the list of templates already created listed:
Those in blue (clickable) are created by you and are editable by you. Those that aren’t blue can be only downloaded as they are shared files created by other organisations.
To download one of the templates, click on this icon at the right of the Name column. A new tab in your browser will open up with the template. You should save the file and manipulate it from an application such as notepad++, a code editor or an xml editor if necessary and save a new file that you can upload to your system for use at a later date.
To delete a template just tick a circle in front of the template you wish to remove and click on Remove Selected.
To upload a template, click on Create New and fill in the following fields:
Check the box Multiple-part Template? If the template has few parts, like a PPT or Word document for example.
Select your XSLT File by clicking on Choose file and then browse and select a file to upload on the system. Enter XSLT Name and Description. The name will default to the file name selected.
Type in Output File Name pattern that should be used to save the file. Select Paper Size & Orientation from the drop down menus if generating PDF direct from the template.
Show In: Check a correct box Title Management or Pre-Production depending where you want the template to be shown, also select a correct tab from the drop down menu. Options are AIs, order forms, or catalogue.
Include in AI generation check this box if you want it to Include in AI generation.
Related Titles check this box if you want to include related titles when generating AI. If generating a stock form then you won't need related titles, whereas on AI generation you may want related titles to be sent to the report.
Report check this box if you want this to show in the reports menu?
Multiple Products check this box if you wish to present multiple products per page in your template.
Allow download to: Finally check all the boxes depending in which format you wish your template to be downloadable.
- Editor is an online editing tool, so the user can edit before saving to pdf.
- html is non-editable but provides a view of the resultant output without saving to PDF.
- PDF to send direct to PDF output, no editing.
- Excel, word & PPT are for reports designed to output these formats & should only be used with those options enabled if the output is expected to be in one of those formats.
Click Create button when finished.
To edit already created template just click on a template from the main list and you will be taken to the screen where you can edit all the info.
Generally you will need to download the template and then edit locally, & re-upload. The system will take a copy of the file with each edit so we can roll back any changes if there are issues with the new file.
When finished click on Update.