If you want to modify document template attributes,
click on the Development section
in the main menu and navigate to your document template. Unfold your document
template and click Template Attributes.
The Template Attributes dialog appears.
In the left pane, titled Select Attribute, you can find all custom attributes defined for your document template. Using the arrows, you can move the selected attribute up and down which will change its order in the editing form.
The attributes are actually columns of the custom table that stores data of your document template.
Adding a New Attribute
To create a new attribute, click on the green plus button. The new attribute appears in the right pane. Enter attribute parameters and click OK to save it.
Editing an Existing Attribute
Simply click on the attribute in the left listing and it will appear in the right pane. Now you can modify its parameters and save it by clicking OK.
Deleting an Existing Attribute
To delete a new attribute, click on the red button with white cross and confirm deletion. Please note that you will also delete all data stored in this attribute and you won't be able to undo this operation!
Parameter |
Compulsory |
Description |
Attribute Name |
Yes |
Unique name of the attribute. The name cannot contain spaces and it cannot contain the following characters: .,;'`:/\*|?""&%$!-+=()[]{} Attribute name is the name of the column in the custom database table of your document template.
|
Attribute Type |
Yes |
Attribute type is the data type of the column in the database table. You can choose one of the following types:
Please note: You can change the type later but if the data conversion to the new type is not possible, you will get an error message.. |
Attribute Size |
Applicable to and compulsory only for attributes of text type. |
Attribute size is the maximum size of the text fields (of text type). You can use value between 1 and 4500. |
Allow Empty Value |
No |
Check this box to allow empty values. If you uncheck this box, the users will always have to enter or choose some value other. In the database table of your document template, the "Allow Empty Value" property is the same as "Allow NULL". |
Default Value |
No |
You can specify a default value. If used, the form field is automatically pre-filled with specified value. |
Display Attribute in the Editing Form |
No |
Check this box if you want to allow users to edit this attribute in the editing form. If you check this box, the field options section is enabled and you can modify form field parameters (see below). |
Field settings influence how the attribute is displayed in the editing form:
Parameter |
Compulsory |
Description |
Field Caption |
Yes |
Name of the field in the editing form. It cannot be empty.
|
Field Type |
Yes |
Indicates how the field will be displayed. According to the attribute type, you can choose one of the following types:
|
Field Description |
No |
Optional description of the field. The user will be able to see the description in the editing form when he/she moves the mouse over the field name. |