Templates

The following table describes the buttons in the Templates tab on the ribbon.

Button Function
Save button Saves the template.
New button Creates a new template (see Create a new template).
Check Out button Checks the template out (see Check templates in and out).
Check In button Checks the template in (see Check templates in and out).
Discard Changes button Discards changes made to the template.
list of available templates Contains the list of available templates. To edit a template, select it from the list.
Rename button Renames the selected template.
Node Types button Opens the Node Type Template Assignment dialog. Templates can be set as default templates for the Dataflow Node Types (see Node Type template assignment).
History button Opens the History window where you can view the history of changes made to the template, including who made the change and when (see History of changes).
Paste button Inserts the copied item into the template.
Cut button Cuts the selected item and stores it in the clipboard.
Copy button Makes a copy of the selected item and stores it in the clipboard.
Add button Adds a new element to the template (see Content elements).
Delete button Deletes the selected item.
Import button

Imports a template from a local XML file.

Note: Import and export can only be performed on databases with the same set of variables as the imported file does not contain any information about variables.
Export button Exports a template into a local XML file.
Move Up button Moves the selected item up.
Move Down button Moves the selected item down.
Refresh button Refreshes the preview panel after items have been edited.
Expressions button Opens the Expression Editor where you can specify a formula to be calculated (see Expression Editor).
Expand button Shows all content elements below the selected one.
Collapse button Hides all content elements below the selected one.
Access Control button Opens the window where you can assign permissions: allow or forbid users and user groups to perform operations on the selected node.
Defaults button

Defaults: Opens a dialog where you can specify default settings for variable data in documents created from the template.

  • Unit System: Specifies the unit system used in the template (Imperial, Metric, Continental)
  • Unit Scale: Specifies the unit scale used in the template (Small, Medium, Large)
  • Currency: Specifies the currency used in the template. The list of currencies is built-in and cannot be changed; some currencies are included that are withdrawn or no longer exist (these currency names are prefixed with 'X-'), to allow for the handling of historical data.
  • Real/Nominal: Specify whether currency values will be shown as real or nominal

The Currency and Real/Nominal template defaults can be over-ridden by default settings for individual variables.

For version 16.5 Update 1 and later: the Unit System and Unit Scale settings can also be specified as defaults for individual variables.

Periodicity Shows the periodicity of the template. You can use a standard periodicity (Annually, Semi-Annual, Quarterly, Monthly) or a custom combination of periodicities (Mixed). If you select the Mixed option, enter the number of years to be displayed in each periodicity in the Monthly, Quarterly and Semi-Annually fields; the remaining years will be shown on the annual basis. The order of periodicities cannot be changed: it always starts with Monthly and ends with Annually.
Workflows button Opens a window where you can associate workflows with the selected document template (see Associate workflows with document templates).
Economics Configuration button Open the Economics Configuration window.
Categories button Opens a window where you can select which variable categories will be available in document scenarios.