Document templates

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Document templates are Microsoft Excel or Word files in which you can use fields from Planfix tasks and data tags. When a document is created from a template, the corresponding values from the current task are automatically substituted in these fields. As a result, you get a completed document with the data you need, which you can easily attach to the task you're working on.

 

Creating document templates

  • Document templates are created in external editors that support Microsoft Excel or Word files.
  • Variables can contain data from tasks, data tags, or other Planfix entities. A list of variables that can be used in templates is available in Documents / Document templates:


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  • To start using document templates, upload a template to Planfix. You can do this in Documents / Document templates:


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Using document templates

  • You can use templates to create documents that contain data from a task and easily attach the documents to the task. Documents are created from templates in the interface for adding files to tasks:

 

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or in the script interface:  

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When creating a document from a template, you can:

  • select the format of the final file that will be attached to the task;
  • change the document number (it automatically increases by 1 with each new document, but you may want to skip to a different number);
  • change the document date (if necessary)

 

Naming documents created with templates

A variety of variables can be used in the name of a document created using a template. Click this icon to open a list of variables that can be used:


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These variables can be used to give files names with any level of complexity:


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When the document is created, the actual values of the specified variables will be substituted in place of the variables in the name of the file:


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Specifying file type

A default file type can be set for files created from a template:

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Once a default has been set, the documents created will be the specified type, as long as another type isn't manually specified:

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Useful tricks when creating templates



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