Admin Use of the Document Template Editor

Introduction

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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

Follow the steps in Import XML from a previous report.

Create a Template

Follow the steps in Create a Template.

Design a Template

Follow the steps in Design a Template.

Open an Existing Template

Click to expand

  1. Open the Document Template Editor.

  2. Find the template to edit by clicking Edit Icon.
    The template opens in the Document Template Editor Canvas.

  3. You can edit the template using the processes in Create a New Template and Design the Template.

Preview a Report

Follow the steps in to preview a report.

Recommended Reading

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation