To create a template:Creating a template file consists of two basic steps:
Design your template layout - Use the formatting features of a word processing application and save the file as RTF.
Mark up your template layout - Insert the Business Intelligence Publisher simplified tags.
To create a template, you need to create or use any of the existing seeded data definitions and associate or assign the template file with the corresponding data definition file. For example, if you have a Change Order template file, associate it to a Change Order data definition file.
When you create a template, you need to assign it a data definition and upload the RTF. There are several seeded "Summary" templates available in the system. These cannot be updated. Initially, upload one template file for a specific language and territory combination. This file will become the Default Template File. To upload additional template files or to change the Default Template File, use the View Template page.
To create a template:Using the XML Publisher Administrator responsibility, navigate to the Templates page.
Select the Create Template button.
Provide the following information:
Name
Enter a user-friendly name for your template.
Code
Assign a template code using the product short name and a descriptive ending.
Application
While creating templates, select the correct application from the LOV. This application should be the same as the application of the Data definition. For Change Templates, the supported application is "Engineering".
Data Definition
Select the product's data definition from the LOV. Oracle Engineering (Application Short Name = ENG) and Oracle Product Hub (Application Short Name = EGO) come seeded with many different data definitions for changes and items. For example, for an Issue Report Template, select the seeded Oracle Engineering Data Definition for Issues. This will result in the Template being available for Issue Reports. Select the input template type (RTF, PDF, or XSL-FO) from the LOV.
Start Date
Enter the date from which the template will be active.
End Date
To make the template inactive, enter an end date.
Subtemplate
If this is a subtemplate, select the check box.
Additional Information: A subtemplate is referenced by other templates, but cannot run on its own.
File
Use the Browse button to upload your RTF or PDF template layout file.
Language
Select the template language from the LOV. Add more language template files to your template definition from the View Template page.
Territory
Select the language territory from the LOV.
Attention: After the template definition is created, the following fields cannot be updated: Application, Code, and Type. You can update the template from the View Template page.
In the template file, you can include simplified XML tags to refer to the Item information you want Business Intelligence Publisher to print while generating the report.
For further information, see: Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher.
Associating Report Templates to Item Catalog Categories:Associating a Report Template with an item catalog category makes these templates available for all items in the item catalog category. Report Templates are inherited throughout the item catalog category hierarchy - child categories inherit the report templates from the parent category.
To associate a report template to an item catalog category
On the Search: Item Catalog Categories page, locate the item catalog category to which you wish to associate a report template.
On the Basic Information page of the item catalog category, click the Report Templates link.
In the Report Templates page, click Add Report Templates.
In the Add Report Templates page, search for templates to add using the Name or Description field.
Enter a search term in either or both fields. Use the percent (%) sign before and/or after a search term as needed to perform a Wildcard search.
Select all report templates that you want to add to the item catalog category.
Click Apply.
