Working with templates

[malcmail]

I am hoping this is in the right place. AFter managing to get the community edition installed I've been spending some time setting it up. My set up is very simple. WHat I had hoped to do was sort something out for the following. I take and make a lot of calls during the day and want to be able to type up notes on them. Now I could open a word file for instance that already has a template (for instance spaces for who, where, phone number, date, etc), fill out the gaps and then upload it. What I had hoped to do instead was create a document that I could use over and over in OKM instead. I think templates may be the key here, at least I'm hoping it is. I've worked through the wiki on it but am still a little unclear. I've added the Bird Name template to the property groups.xml to get a feel for it. But I'm not sure what I do with the text file created in the creating text templates section. CAn anyone walk me through this please?

Also does it then store the details in a document that can be retrieved?

Many thanks in advance.

[malcmail]

Rather than the text file OO would seem like a better bet for me. Now that I've remembered how to get the tools menu up! Been a long day!

[jllort]

In this documentation section you will find samples with .odt, .pdf and html format. http://wiki.openkm.com/index.php/Creating_templates

If you have problems with large fields, another possibility is using html templates, and after creation transform to PDF format ( with your own automation task ).

[malcmail]

Thanks. That was the document I was using. I tried to create both templates in Text files and then in OO (well LibreOffice) and can upload and use as templates, but when I use it to "create from template" all I get is the exact document put in the folder I wanted. I am not given any opportunity to enter details.

At the moment I am trying the bird template so it is short. Will I have a problem with longer text fields?

Thanks for your continuing help.

[jllort]

Did you copyed the odt file under /okm:templates or subfolder and assigned metadata group ? I think you have missed to add metadata group to the document ( the metadata group causes showing fields to be filled from UI ).

[malcmail]

You were right! Right click on the template and add the property group. A follow up question. I see that adds a document that cannpt be previewed but adds a tab into the bottom half of the screen where the data is stored. Is it possible to use soemthing in the system to generate a document instead? Something I could print off or send to someone if need be?

[jllort]

Better if you add another post for this question and make some screenshot ( mockup ) because I'm not understanding what you have in mind.

[malcmail]

So I just wrote a massive post about what I wanted to do. And as I was finishing I realised that as well as the property group tab appearing there is indeed a preview - which is what I was after in the first place!

You mentioned if I wanted a greter amount of text I would have to use an html template and then convert it to pdf via automation. Could you give me some hints on how to do this please?

[malcmail]

Also, is it possible to not have all the fields in the property tab (so for instance only have a couple of keywords but the document itself still contain a greater amount of text?

[jllort]

for HTML templates take a look here http://wiki.openkm.com/index.php/Creati ... _templates

The text can containing a lot of text, but with a restriction, each metadata field must be mapped into the document.

[saleem55]

Did you copyed the odt file under /okm:templates or subfolder and assigned metadata group ? I think you have missed to add metadata group to the document ( the metadata group causes showing fields to be filled from UI ).

This solution worked fine with me
thanks