The Template Editor

Use the Template Editor to define a data extraction template. The template editor has the following elements:

 

 

Element

Description

[ 1 ] Action Bar

Displays all the tools you need to define a template. Refer to The Template Action Bar for details.

[ 2 ] Trap Line

Allows you to define your trap. Position your cursor over a character in the sample line and then specify a trap to capture this character. Right-clicking anywhere on this line displays a menu that allows you to cut, copy, or paste text, delete the selection, or reset the trap.

[ 3 ] Sample Box

Displays a sample line from the report. This sample line is used as the basis for defining the trap. Select a sample that best represents the particular line type (e.g., report detail or report header) of the report. Right-clicking anywhere on this line displays a menu that allows you to pull/push field boundaries left/right or delete/clear fields.  

[ 4 ] Line Selection Area

Allows you to select specific lines from an open report for use in defining templates. Right-clicking anywhere on this area displays a menu that allows you to create a template, replace the sample text, or copy text.

[ 5 ] Report Sample

Displays the pages of the current report. Use the scroll bar to view other report pages. Right-clicking anywhere on this panel displays a menu that allows you to create a template, replace the sample text, or copy text.

 

To display this editor:

  • Open a PDF or PRN report in the Report Design window.

  • Edit the model of a PDF or PRN report.

 

 

 

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