Adding a snippet-
prefix tag to your Publishing Document
Builder template
creates a snippet element in the Palette view of Document Studio.
Procedure
-
Open the Publishing Document
Builder in a browser
at http://server:port/rpeng
-
Specify the user name and password to authenticate into the Publishing Document
Builder.
Remember: The user name and password depends on the user credentials configured and
mapped to the
pub_report_designer
or
pub_admin
user
roles. See the links on configuring
users and
authentication for the
Publishing Document
Builder.
-
Select the template that you want to create a snippet, click on
Add Tags icon. In the Tag Template pop-up window, type
snippet-<snippet_name> and click Save
tags. Start the tag with a snippet- prefix followed by a name for
your snippet. Any uppercase letters specified in the name of your snippet
(<snippet_name>) default to lowercase letters. For
example, the tag snippet-Demo defaults to a snippet name:
demo
.
-
In Document Studio, create a document template (or open an existing template).
-
The template that you previously tagged in Publishing Document
Builder, is listed
as an element in the Snippets drawer in the Palette view:
-
From the Palette view, select and drag a snippet into the template content editor.
-
If there is conflicting information between the snippet and the template, the Insert
Snippet wizard opens.
- Select the importing type:
- Physical embedding: Inserts the template
elements into the current template.
- Dynamic referencing: Template elements
are linked and loaded during document generation into the output.
Important: Use physical embedding instead of dynamic referencing
when:
- A template or snippet is designed to extract information from
a data source.
- A template or snippet contains a dynamic reference in it.
-
Edit the conflicting information:
- To use the information from the template, click Use Existing Item For Conflicts
As Allowed.
- To edit the conflicting information, click Edit, modify the value,
and then click OK.
-
After you resolve the conflicts, click Finish.