Difference between revisions of "Using SmartField View Template to Create PDFs and Printable Pages"

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1. On the [[Configuration Menu]], click '''Tracking Applications'''.
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1. Go to the desired '''[[UTA]]'''.
  
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[[Image:TrackingApplications.png|link=|450px]]
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2. Select the relevant '''[[Level 1 Entity|Level 1]]''', '''[[Level 2 Entity|Level 2]]''', or '''[[Level 3 Entity|Level 3]]''' tab
  
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2. Click the '''Edit''' button for the relevant application.
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3. Click on the '''[[Custom Fields]]''' hyperlink.
  
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3. Click on the relevant '''Level 1''' or '''Level 2''' tab.
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[[Image:Custom-fields.png|link=|551px]]<br />
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''The Custom Fields list is displayed.''
  
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4. Click on the hyperlink for '''Custom Fields'''.
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4. Click the '''Edit''' button for the appropriate “Display Only - Web Page View” field
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[[Image:Custom-fields.png|link=|551px]]
 
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The Custom Fields list is displayed.
 
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5. Click the '''Edit''' button for the appropriate “Display Only - Web Page View” field
 
  
 
In the HTML Template section, located under the text “HTML Template” is displayed a hyperlink '''SmartField Sample Template'''.  
 
In the HTML Template section, located under the text “HTML Template” is displayed a hyperlink '''SmartField Sample Template'''.  
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6. Click the hyperlink SmartField Sample Template.
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5. Click the hyperlink SmartField Sample Template.
  
  

Revision as of 15:31, 1 February 2016

How.png This article will explain how you can implement this feature for use on your SmartSimple system.

SmartField Sample Template View

This article discusses how to convert a HTML Template to a PDF compatible version using the SmartField Sample Template.


1. Go to the desired UTA.

2. Select the relevant Level 1, Level 2, or Level 3 tab

3. Click on the Custom Fields hyperlink.

Custom-fields.png
The Custom Fields list is displayed.

4. Click the Edit button for the appropriate “Display Only - Web Page View” field

In the HTML Template section, located under the text “HTML Template” is displayed a hyperlink SmartField Sample Template.


Smartfield-sample-template-before.png
The above image shows the contents of the HTML Template form before clicking the SmartField Sample Template hyperlink.


5. Click the hyperlink SmartField Sample Template.


The text within the HTML Template field will change from the HTML Template to a SmartField Sample Template.
The SmartField Sample Template includes PDF markup.

Smartfield-sample-template-after.png
The above image shows the contents of the HTML Template form after clicking the SmartField Sample Template hyperlink.


SmartField Sample Template animated2.gif
An animated illustration of the process.

Why.jpeg Click here to learn why this feature is a benefit to your organization.
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