Export Document Templates

Learn about managing export document Templates

Overview

Within Operate you can create templates That Can be used to Export data from packs or tags. There are three types of document templates.

Packs Template

  • Purpose: Export pack-level information.
  • Includes: Matrix reports for tags.
  • Formats Supported:
    • PDF (with form fields)
    • Excel (with tables)

Tag Template

  • Purpose: Export individual tag information.
  • Formats Supported:
    • PDF (with form fields)

Pack Tags Template

  • Purpose: Export all tag information within a pack.
  • Structure:
    • A cover sheet for the pack
    • A new page for each tag
  • Formats Supported:
    • PDF (with form fields)

Creating an Excel Document Template

This Section describes the process for creating an Excel table template for use on a Pack template. The Table template allows two groups of data to be added: Pack data and Pack Tag data. To define a template, once an Excel template has been created, we need to decorate – or name – the cells with the attribute names as appropriate.

Pack Data

For pack attributes, simply supply the pack attribute name in the cell name. In the example below, cells D3:J3 have been merged and given the name “Pack_Name.”

Tag Data

On matrix reports, or reports where pack tag data is required, we can define area of the template that may hold data for each tag in the pack. Here, we would define the collection of cells to be copied and repeated for each tag in the pack.

To do this, first identify the collection of cells related to an individual tag. Highlight the cells and supply the name “TagRowTemplate.” This is a predefined name which must be used for the collection of cells. In the example below, the range A6:W9 has been identified as holding tag data. All named cells within this range will match to tag attributes.

Once this has been done, simply supply a name for each cell in the collection that should be filled with tag data. In the example below, the merged cell G8:G9 has been given the name “Valve_Class” which corresponds to the “Valve Class” attribute on a tag.

Cell Name Rules

Note Cell names can only have letters, numbers, and underscores. As such the following rules should be followed:

  1. Replace spaces with underscores: “Tag ID” becomes “TagID”, “Pack Name” becomes “PackName”.
  2. Remove any special characters from attribute names: “P&ID” should be “PID”, “Nut A/F” should be “Nut_AF”.
  3. If an attribute has a name with an underscore in it, use a double underscore in Excel: “SubSystem” becomes “Sub_System”.

Example

For the below report:

We name the cells as follows (where the tile in Excel is the tag attribute in Operate):