Document templates

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:

 

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

 

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:

 

or in the script interface:  

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:

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

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:  

 

Specifying file type

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

 

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

 

Useful tricks when creating templates

• Variables in document templates
• Tables in document templates
• Seals and signatures in document templates
• Access to document templates
• Display of subtask field data in a document
• Limitations when using document templates
• Fonts in document templates

Go To

• Files
• Feature Description