Notepad templates

Notepad templates serve as a blueprint for generating new documents from existing content based on new inputs.

Templates accept inputs such as strings, objects, or object sets. Widgets in the template can be configured to use these parameters. When creating a new template copy based on inputs, content is adjusted dynamically.

Some Notepad widgets are designed for use in templates.

notepad_template_concept

In the example above, the Airplane Information Template takes two input parameters, an Aircraft object and an object set of Flights to generate new aircraft-specific documents.

Generate documents from templates

Templates must be published before they can be used to generate documents. The methods for generating documents from templates are described below.

From the Notepad home page

You can generate a document from a template on the Notepad home page by selecting the New from template option, or by selecting the New from this template icon on an existing template.

The Notepad home page with options for generating documents from templates.

Note: This will generate a document from the latest published version of the template.

From the Notepad application header

You can generate a document from a template in the Notepad application header by opening the File menu and selecting the New from this template option.

The Notepad header File menu with the New from this template option.

Note: This will generate a document from the latest published version of the template.

From Workshop

To generate new template copies, embed your template in Workshop with the Notepad: Template Button widget. This connects Workshop variables with the template inputs needed to drive the generation process.

The Notepad template button widget in Workshop.