How to Use Document Template Editor

Introduction

You can use the Document Template Editor to create a new template (either in the FieldFX Admin Tools or in ServiceMax DataGuide) or open an existing template.

To use the Document Template Editor in ServiceMax DataGuide, you must have the ServiceMax DataGuide package installed in your org.

In ServiceMax DataGuide, you must be an Admin to use the Document Template Editor.

You can use repeating headers/footers, pagination, and many other advanced formatting options. You can drag design elements to the design canvas and build your document template.

You can set up a custom button to convert a report HTML to a PDF.

For recent updates, see the Document Template Editor Admin Tool Release Notes.

With the Document Template Editor, you can:

How to Access

You can access the Document Template Editor from:

FieldFX AdminTools portal dashboard ServiceMAX DataGuide in FieldFX Back Office

  1. Access the Admin Portal from

  2. Click Document Template Editor under Miscellaneous.

    Admin Portal Misc category

    The Document Template Editor opens.

  1. Log into FieldFX Back Office.

  2. Switch to the Lightning Experience.

  3. Access ServiceMAX Dataguide package.

  4. Click ServiceMAX Document Template.

    If in ServiceMax DataGuide and you have existing report templates, they are stored as Attachments in Salesforce. Attachments are being deprecated and Files are preferred. ServiceMax DataGuide can automatically migrate the attachments to files if you choose. Your attachments aren’t deleted, but renamed as "archived."

You can either click Skip for now to continue to the editor or Migrate to start the migration process.

Import XML from an External Template

Follow the steps in import the XML from an External Template.

Create a Template

Follow the steps in Create a Template.

Design a Template

Follow the steps in Design a Template.

Preview a Report

Follow the steps in Preview a Report.

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