If you want to create a new custom document template, you can use the New Document Template Wizard that will guide you through the process of creating the document template. It will also generate all necessary settings, queries and the default transformation.
the Document section, unfold Document Templates and choose the required application where you want to create your new document template. In the toolbar click New.
The New Document Template Wizard appears.
In the first step, you need to enter the display name and code name of the document template. The display name is used in the user interface, while the code name is used by developers in code. Please note that the code name cannot contain spaces.
Example:
Display Name: Car
Code Name: ProductCatalog.Car
In step 2, you can choose on of two document templates types:
Template with custom attributes
This type allows you to define your own attributes (fields). You will use this type of template in most cases.
If you choose this type, you also need to
supply the name of the new table
that will be contain data for this template and the name of its primary key. Please note that these
names can only contain characters that are allowed by the SQL Server and
they cannot contain spaces.
Example:
Table Name: ProductCatalog_Car
Primary Key Name: CarID
Template without custom attributes (container)
This type can be used for document templates that are used only as folders. Such a document template cannot have any custom attributes. You will typically use this type only in special cases when you need to create a container for some other document templates.
You will see this step only if you chose "Template with custom attributes" type in step 2. In this step, you can define custom attributes. For instance, if you have a document template for a catalog of cars, you can create custom attributes Car Name, Body, Color and Photo. To see more details on particular columns, please see chapter Edit Template Attributes.
In this step, you can specify if you want to allow users edit the document name in a separate field or if the document name should be automatically filled in using a value from the given custom field.
You can also choose if the document should use versioning and workflow.
In this step, you can choose which under which document types can the new template be placed. For example, you may specify that the document template for cars can only be placed under documents of type "Root", "Folder" and "MenuItem", but not under "MobilePhone".
In step 6, the wizard completes the creation of the new document template and displays the summary of all completed steps:
Now you can create a new document based on this custom document template. Go to the Content section, click Root (or other node according to chosen Parent Document Templates and click New. Choose the new template and click OK. You will be redirected to the editing form.