Overview


In this section, the list of templates can be viewed and new templates can be added. When Templates are created, they can be added to a trigger. For more information on triggers, see the Triggers section.



TABLE OF CONTENTS



Template List


Click the SETUP tab (see #1) and open SYSTEM > Templates (see #2). 
A full list of your templates appears, listed in alphabetical order.



Template Options

Template view options are available in the top-right portion of the screen.



Click on the dropdown to show view options. 

Select Active or Inactive to filter through the available templates.



Click the Refresh icon to reload the page to show any changes to the Template List



Click the Toggle columns icon to choose to display or hide the Name, Type, and/or Actions columns of the template list table.



We are strengthening the HTML template security. The HTML code needs to be properly formatted. Scripts, iframes, and functions in styles are no longer allowed in new templates. Templates that do not meet these requirements are marked in red and read-only. You can still open these templates to copy and paste the code. Click here to learn more.



Click Duplicate to create another copy of your template.



Enter the new template name and click Duplicate. 
Please note that it should be different than the original template name. 


Back to Top



Add Template


Click Add New to create a new custom template.



The Add Template page is displayed.



Turn on/off the Active switch to activate/de-activate your template. 


Enter or change the Template Name.

Enter the Extension (optional) which is amended to the template Name.



Select the format of the trigger from the Type options: HTML, XML, SVG, JSON, or ZPL.

Enter or change the template MIME Content-Type. 
The content type can be application/json, text/xml, text/plain, or text/html. 



Enter the template into the first box on the left. 


Copy the sample payload corresponding to the template type from the Handlebar document (attached below) in the Test Data box.



Click Save And Run to view the template in the Preview box.



Edit the HTML and CSS code of the custom Template to change its appearance viewed in the Preview box.
For example, you can change the border color of the Greensheet from blue to red, as shown below.



Add or edit handlebar fields in HTML code to add or remove fields from your Template.

In the below example, an additional row is added to show the live status of the product using the handlebar field: {{status}}.



Please assure that your HTML code is properly formatted (e.g. no unnecessary spaces, all tags must be closed properly). It is no longer supported to use scripts (<script></script>). The use of iFrames and functions in styles are prohibited as well. Any usage of these prohibited elements in your HTML template will be sanitized when saving the template and will cause your template to be rendered incorrectly. Click here to learn more. 



Search for a specific Order, Shipment, Job, Batch, or Main Batch by typing your search query or job ID in the search box under Test Data.




Click Save when done to save all your changes.



Back to Top




Edit Template


Open SYSTEM > Templates, and select the template you wish to edit from your list. 
Infotech, Greensheet, Greensheet manifest, JDF, shipping invoice templates are available to choose from.



The template details page view appears. Follow the same process as outlined above when adding a new template. 


Back to Top