Document templates: Difference between revisions
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*Document templates are created in external editors that support Microsoft Excel or Word files. | *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: | * 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''': | ||
Revision as of 05:28, 11 October 2019
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: