Design and Upload Template

Overview

AutoTag is the design tool component of Arrow.

Designing a Report Template with AutoTag

AutoTag allows for easy template creation and is integrated as a ribbon menu item in Microsoft Office Applications.

NOTE: Arrow releases are less frequent than AutoTag releases. Your version of Arrow works with the latest version of AutoTag that was created when your Arrow version was released. For example, if you're using Arrow 3.x, it runs against the 9.x engine. You can therefore use AutoTag 9.x templates but not AutoTag 10.x templates.  

 To create a template from scratch, open a blank or previously created Microsoft Office file. Create the template to include almost anything you’d like. The template can include headers, footers, borders, bullet points and numbered outlines, page breaks, images, background colors, multiple fonts and font sizes, a table of contents, bookmarks and more.

At this point you have the basic outline for the template, but the template is lacking a way to call upon data to insert into the report. The next step is to create the placeholders for data, called tags. (Tags can also be viewed as commands to a database. How the tags are written determines what data will be inserted into a template.)

Now we'll connect to your data source(s) and use that information to create the tags. We'll show you this by walking through one of the samples that ship with AutoTag. Open Microsoft Word and click the Start Here icon on the AutoTag menu. Choose the sample Trucking Template 2 from the list. The sample already has been connected to an XML data source and had tags inserted; we will show you how this was done.

  1. From Word's AutoTag menu, select the Data Sources icon.
  2. Click Add. In the Data Sources Connection dialog box, select XML from the Vendor drop-down menu. Browse to selectthe XML file. In our example, the XML file containing the data is called Internet Marketing Data, stored in the AutoTag folder under My Documents. Click OK.
  3. In the Data Sources dialog, the left pane now shows available data groups from the XML file. The right pane shows the data groups that you can use in your template. (When you first connect to the XML data source, these two panes contain the same information.) Close the dialog box.
  4. To add a tag a template, select the Data Bin icon from the AutoTag menu. Then, select the desired data group from the Data Bin and drag and drop it into the desired location in your report template. Do this as many times as you'd like. (There are other, more powerful ways to add tags to templates, but we're keeping it simple in this introduction.)

After the template is created it must be uploaded into SharePoint.

  1. Open Arrow for SharePoint and click the Templates repository. By default, this is located under Documents in SharePoint's left pane.
  2. In the Upload drop-down menu, select Upload Document.
  3. Browse your hard drive for the template and click OK.
  4. Optional On the version control screen, click the Check In button.

For detailed info on designing a report template, please refer to the AutoTag User's Guide.

 

Uploading a Report Template to SharePoint

After the template is created it must be uploaded into SharePoint.

  1. Open Arrow for SharePoint and click the Templates repository. By default, this is located under Documents in SharePoint's left pane.
  2. In the Upload drop-down menu, select Upload Document.
  3. Browse your hard drive for the template and click OK.
  4. Optional On the version control screen, click the Check In button.

Last edited Jun 6, 2012 at 10:13 PM by allisonl, version 1

Comments

No comments yet.