How To Create Templates


Overview

Templates help us type less and add pre-built content to our replies. They are triggered via workbooks.

You can create reports that use pre-defined templates in terms of look and feel. This way, you don’t have to edit or beautify the report every time you create a report. We are basically automating this task by creating a template.

Let’s see how we can create a template in our DNIF Console:

Procedure

1. Click on the “Management” tab on the top left corner of the console, as shown in the screenshot below:

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2. You should not see a sub-menu i.e. a dropdown, where we need to click on the option named “Repository”.

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3. Once you click on the “Repository” tab, you should be be taken to this view:

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4. Now, let’s create our first “Template” by clicking on the ‘+’ button an the top right corner. From the dropdown menu, select the option named “Template”, as shown in the screenshot below:

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5. Now, we are greeted with the “New Template” section, as shown in the screenshot below:

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6. Fill up the details in the visible sections, namely:

  • Name: Enter the name or identifier with which you would like to identify this workbook. For now, let’s name it “Sample Workbook”

  • Slug: The value for this field gets automatically created when we enter text in the “Name” field. This field basically acts as a label in order to uniquely identify the template.

  • Tags: Just like we do with web pages, we can enter relevant tags or words for easy categorization of the template. In our example we have entered “TEST”.

  • Description: In this section, we can enter text or sentences with beautiful formatting schemes, which we feel will help the end user to better understand its contents . For now, we have added a description “This is a sample template for demo purpose.”

7. Let’s have a look at the template with the fields filled in:

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8. You can either click on the “Save” button at the bottom of the page as shown in the screenshot above or click on the button “Add Optional Fields” to continue building your template.

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9. There are two optional fields, “Key Name” and “Value”. In the “Key Name” section, we can fill in parameters that we deem necessary to display as per our requirement. For the purpose of this example, we have entered the parameter “ID” with the value “01” in the corresponding section:

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10. It’s time to save your template, It can be accessed later from the “Repository” view as shown in point number ‘3’

And just like that, we have successfully learnt how to create a Template!