+++ /dev/null
-<?xml version="1.0" encoding="utf-8"?>\r
-<chapter xml:id="create-template" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
- xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
-\r
- <info>\r
- <title>Creating Templates</title>\r
- </info>\r
-\r
- <para>Once you have created a folder, the next step in building a report is to create or clone a\r
- template. Templates allow you to run a report more than once without building it anew every\r
- time, by changing definitions to suit current requirements. For example, you can create a\r
- shared template that reports on circulation at a given library. Then, other libraries can\r
- use your template and simply select their own library when they run the report.</para>\r
-\r
- <para>It may take several tries to refine a report to give the output that you want. It can be\r
- useful to plan out your report on paper before getting started with the reporting tool.\r
- Group together related fields and try to identify the key fields that will help you select\r
- the correct <emphasis>source</emphasis>. </para>\r
-\r
- <para>It may be useful to create complex queries in several steps. For example, first add all\r
- fields from the table at the highest source level. Run a report and check to see that you\r
- get results that seem reasonable. Then clone the report, add any filters on fields at that\r
- level and run another report. Then drill down to the next table and add any required fields.\r
- Run another report. Add any filters at that level. Run another report. Continue until you’ve\r
- drilled down to all the fields you need and added all the filters. This might seem time\r
- consuming and you will end up cloning your initial report several times. However, it will\r
- help you to check the correctness of your results, and will help to debug if you run into\r
- problems because you will know exactly what changes caused the problem. Also consider adding\r
- extra fields in the intermediate steps to help you check your results for correctness. </para>\r
-\r
- <para>This example illustrates creating a template for circulation statistics. This is an\r
- example of the most basic template that you can create. The steps required to create a\r
- template are the same every time, but the tables chosen, how the data is transformed and\r
- displayed, and the filters used will vary depending on your needs. </para>\r
-\r
- <section xml:id="create-template-choosing">\r
- <info>\r
- <title>Choosing Report Fields</title>\r
- </info>\r
-\r
-\r
- <procedure>\r
- <step>\r
-\r
-\r
- <informalfigure>\r
- <para>Click on the <guilabel>My Folder</guilabel> template folder where you want\r
- the template to be saved.</para>\r
- <para>\r
- <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-1.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
-\r
- <informalfigure>\r
- <para>Click on <guilabel>Create a new Template for this\r
- folder</guilabel>.</para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-2.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
-\r
- <informalfigure>\r
- <para>You can now see the template creating interface. The upper half of the\r
- screen is the <guilabel>Database Source Browser</guilabel>. The top left\r
- hand pane contains the database <guilabel>Sources</guilabel> drop-down list.\r
- This is the list of tables available as a starting point for your report.\r
- Commonly used sources are <guimenuitem>Circulation</guimenuitem> (for circ\r
- stats and overdue reports), <guimenuitem>ILS User</guimenuitem> (for patron\r
- reports), and <guimenuitem>Item</guimenuitem> (for reports on a library's\r
- holdings).</para>\r
- <para>\r
- <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-3.png"/>\r
- </imageobject>\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- <para>The <guilabel>Enable source nullability</guilabel> checkbox below the sources\r
- list is for advanced reporting and should be left unchecked by default.</para>\r
-\r
- </step>\r
-\r
-\r
- <step>\r
-\r
- <informalfigure>\r
- <para>Select <guimenuitem>Circulation</guimenuitem> in the <guimenu>Sources\r
- </guimenu> dropdown menu. Note that the <guimenuitem>Core\r
- Sources</guimenuitem> for reporting are listed first, however it is\r
- possible to access all available sources at the bottom of this dropdown\r
- menu. You may only specify one source per template.</para>\r
- <para>\r
- <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-4.png"/>\r
- </imageobject>\r
-\r
- </mediaobject>\r
- </para>\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
-\r
-\r
- <informalfigure>\r
- <para>Click on <guilabel>Circulation</guilabel> to retrieve all the field names\r
- in the <guilabel>Field Name</guilabel> pane. Note that the <guilabel>Source\r
- Specifier</guilabel> (above the middle and right panes) shows the path\r
- that you took to get to the specific field. </para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-5.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
-\r
-\r
-\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Select <guimenuitem>Circ ID</guimenuitem> in the middle <guilabel>Field\r
- Name</guilabel> pane, and <guimenuitem>Count Distinct</guimenuitem> from\r
- the right <guilabel>Field Transform</guilabel> pane. The <guilabel>Field\r
- Transform</guilabel> pane is where you choose how to manipulate the data\r
- from the selected fields. You are counting the number of\r
- circulations.</para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-6.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- <para><guilabel>Field Transforms</guilabel> have either an\r
- <guilabel>Aggregate</guilabel> or <guilabel>Non-Aggregate</guilabel> output\r
- type. See <xref linkend="create-template-transforms"/> for more about\r
- <guilabel>Count, Count Distinct,</guilabel> and other transform\r
- options.</para>\r
-\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Click <guibutton>Add Selected Fields</guibutton> underneath the\r
- <guilabel>Field Transform</guilabel> pane to add this field to your\r
- report output. Note that <guimenuitem>Circ ID</guimenuitem> now shows up in\r
- the bottom left hand pane under the <guilabel>Displayed Fields</guilabel>\r
- tab. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-7.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
-\r
-\r
- </step>\r
- <step xml:id="create-template-step8" xreflabel="Create Templates Step 8">\r
-\r
- <informalfigure>\r
- <para><guimenuitem>Circ ID</guimenuitem> will be the column header in the report\r
- output. You can rename default display names to something more meaningful.\r
- To do so in this example, select the <guimenuitem>Circ ID</guimenuitem> row\r
- and click <guibutton>Alter Display Header</guibutton>. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-8.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
-\r
- <para>Double-clicking on the displayed field name is a shortcut to altering the\r
- display header.</para>\r
- </step>\r
- <step>\r
-\r
- <informalfigure>\r
- <para>Type in the new column header name, for example <emphasis>Circ\r
- count</emphasis> and click <guibutton>OK</guibutton>. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-9.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
-\r
- </step>\r
- <step xml:id="create-template-add-field" xreflabel="Step">\r
- <para> Add other data to your report by going back to the\r
- <guilabel>Sources</guilabel> pane and selecting the desired fields. In this\r
- example, we are going to add <menuchoice>\r
- <guimenu>Circulating Item</guimenu>\r
- <guimenuitem>Shelving Location</guimenuitem>\r
- </menuchoice> to further refine the circulation report. </para>\r
- <informalfigure>\r
- <para>In the top left hand <guilabel>Sources</guilabel> pane, expand\r
- <guimenuitem>Circulation</guimenuitem>. Depending on your computer you\r
- will either click on the + sign or on an arrow to expand the tree. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-10.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
- </step>\r
- <step>\r
-\r
- <informalfigure>\r
- <para>Click on the + or arrow to expand <guimenuitem>Circulating\r
- Item</guimenuitem>. Select <guimenuitem>Shelving Location</guimenuitem>. </para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-11.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- <para>When you are creating a template take the shortest path to the field you need\r
- in the left hand <guilabel>Sources</guilabel> pane. Sometimes it is possible to\r
- find the same field name further in the file structure, but the shortest path is\r
- the most efficient. </para>\r
-\r
- </step>\r
-\r
- <step>\r
-\r
- <informalfigure>\r
- <para> In the <guilabel>Field Name</guilabel> pane select\r
- <guimenuitem>Name</guimenuitem>. </para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-12.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
-\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para>In the upper right <guilabel>Field Transform</guilabel> pane, select\r
- <guimenuitem>Raw Data</guimenuitem> and click <guibutton>Add Selected\r
- Fields</guibutton>. Use <guilabel>Raw Data</guilabel> when you do not\r
- wish to transform field data in any manner. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-13.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
-\r
-\r
- <step xml:id="create-template-step15" xreflabel="Create Templates Step 15">\r
- <informalfigure>\r
- <para>\r
- <guilabel>Name</guilabel> will appear in the bottom left pane. Select the\r
- <guilabel>Name</guilabel> row and click <guibutton>Alter Display\r
- Header</guibutton>. </para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-15.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para> Enter a new, more descriptive column header, for example,\r
- <emphasis>Shelving location</emphasis>. Click <guibutton>OK</guibutton>. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-16.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para> Note that the order of rows (top to bottom) will correspond to the order\r
- of columns (left to right) on the final report. Select <guimenuitem>Shelving\r
- location</guimenuitem> and click on <guibutton>Move Up</guibutton> to\r
- move <guimenuitem>Shelving location</guimenuitem> before <guimenuitem>Circ\r
- count</guimenuitem>.</para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-17.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Return to the <guilabel>Sources</guilabel> pane to add more fields to your\r
- template. Under <guilabel>Sources</guilabel> click\r
- <guilabel>Circulation</guilabel>, then select <guilabel>Check Out\r
- Date/Time</guilabel> from the middle <guilabel>Field Name</guilabel>\r
- pane.</para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1" fileref="../media/create-template-19.png"/>\r
- </imageobject>\r
- </mediaobject>\r
-</para>\r
-\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Select <guimenuitem>Year + Month</guimenuitem> in the right hand\r
- <guilabel>Field Transform</guilabel> pane and click <guibutton>Add\r
- Selected Fields</guibutton></para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1"\r
- fileref="../media/create-template-20.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
-\r
- </informalfigure>\r
-\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para>\r
- <guimenuitem>Check Out Date/Time</guimenuitem> will appear in the\r
- <guilabel>Displayed Fields</guilabel> pane. In the report it will appear\r
- as a year and month (YYYY-MM) corresponding to the selected tranform.</para>\r
- <para><mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-21.png"/>\r
- </imageobject>\r
- </mediaobject></para>\r
- </informalfigure>\r
- </step>\r
-\r
- <step xml:id="create-template-step22" xreflabel="Create Templates Step 22">\r
- <informalfigure>\r
- <para>Select the <guimenuitem>Check Out Date/Time</guimenuitem> row. Click\r
- <guibutton>Alter Display Header</guibutton> and change the column header\r
- to <emphasis>Check out month</emphasis>.</para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-22.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Move <guimenuitem>Check out month</guimenuitem> to the top of the list\r
- using the <guibutton>Move Up</guibutton> button, so that it will be the\r
- first column in an MS Excel spreadsheet or in a chart. Report output will\r
- sort by the first column.</para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-23.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
- </step>\r
-\r
- </procedure>\r
- <tip>\r
-\r
- <informalfigure>\r
-\r
- <para> Note the <guibutton>Change Transform</guibutton> button in the bottom left\r
- hand pane. It has the same function as the upper right <guilabel>Field\r
- Transform</guilabel> pane for fields that have already been added. </para>\r
-\r
-\r
-\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-24.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
-\r
-\r
-\r
- </tip>\r
- </section>\r
-\r
- <section xml:id="create-template-filters">\r
- <info>\r
- <title>Applying Filters</title>\r
- </info>\r
-\r
- <para>Evergreen reports access the entire database, so to limit report output to a single\r
- library or library system you need to apply filters. </para>\r
-\r
- <para>After following the steps in the previous section you will see\r
- three fields in the bottom left hand <guilabel>Template Configuration</guilabel> pane.\r
- There are three tabs in this pane: <guilabel>Displayed Fields</guilabel> (covered in the\r
- previous section), <guilabel>Base Filters</guilabel> and <guilabel>Aggregate\r
- Filters</guilabel>. A filter allows you to return only the results that meet the\r
- criteria you set. </para>\r
-\r
- <para><guilabel>Base Filters</guilabel> apply to non-aggregate output types, while \r
- <guilabel>Aggregate Filters</guilabel> are used for aggregate types. In most reports you will be using the\r
- <guilabel>Base Filters</guilabel> tab. For more information on\r
- aggregate and non-aggregate types see\r
- <xref linkend="create-template-transforms"/>. </para>\r
-\r
-\r
- \r
- \r
- <para>There are many available <guilabel>operators</guilabel> when using filters. Some\r
- examples are <emphasis>Equals</emphasis>, <emphasis>In list</emphasis>, <emphasis>is\r
- NULL</emphasis>, <emphasis>Betwee</emphasis>, <emphasis>Greater than or equal\r
- to</emphasis>, and so on. <emphasis>In list</emphasis> is the most flexible\r
- operator, and in this case will allow you flexibility when running a report from this\r
- template. For example, it would be possible to run a report on a list of timestamps (in\r
- this case will be trimmed to year and month only), run a report on a single month, or\r
- run a report comparing two months. It is also possible to set up recurring reports to\r
- run at the end of each month.</para>\r
- <para>In this example we are going to use a <emphasis>Base Filter</emphasis> to filter out\r
- one library’s circulations for a specified time frame. The time frame in the template\r
- will be configured so that you can change it each time you run the report.</para>\r
-\r
- <procedure>\r
- <info>\r
- <title>Using Base Filters</title>\r
- </info>\r
-\r
- <step>\r
- <para>Select the <guilabel>Base Filters</guilabel> tab in the bottom\r
- <guilabel>Template Configuration</guilabel> pane. </para>\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para> For this circulation statistics example, select <menuchoice>\r
- <guimenu>Circulation </guimenu>\r
- <guisubmenu>Check Out Date/Time</guisubmenu>\r
- <guimenuitem>Year + Month</guimenuitem>\r
- </menuchoice> and click on <guibutton>Add Selected Fields</guibutton>. You\r
- are going to filter on the time period. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1" fileref="../media/create-template-25.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para>Select <guimenuitem>Check Out Date/Time</guimenuitem>. Click on\r
- <guibutton>Change Operator</guibutton> and select <guimenuitem>In\r
- list</guimenuitem> from the dropdown menu. </para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-26.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
- <step xml:id="create-template-filter-step" xreflabel="above">\r
- <informalfigure>\r
- <para>To filter on the location of the circulation select <menuchoice>\r
- <guisubmenu>Circulation</guisubmenu>\r
- <guisubmenu> Circulating library</guisubmenu>\r
- <guimenuitem> Raw Data</guimenuitem>\r
- </menuchoice> and click on <guibutton>Add Selected Fields</guibutton>. </para>\r
- <para> <mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata width="100%" scalefit="1" fileref="../media/create-template-27.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para>Select <guilabel>Circulating Library</guilabel> and click on\r
- <guibutton>Change Operator</guibutton> and select\r
- <guimenuitem>Equals</guimenuitem>. Note that this is a template, so the\r
- value for <emphasis>Equals</emphasis> will be filled out when you run the\r
- report </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-28.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- <para> For multi-branch libraries, you would select <emphasis>Circulating\r
- Library</emphasis> with <emphasis>In list</emphasis> as the operator, so you\r
- could specify the branch(es) when you run the report. This leaves the template\r
- configurable to current requirements. In comparison, sometimes you will want to\r
- hardcode true/false values into a template. For example, deleted bibliographic\r
- records remain in the database, so perhaps you want to hardcode deleted=false,\r
- so that deleted records don’t show up in the results. You might want to use\r
- deleted=true, for a template for a report on deleted items in the last month.\r
- </para>\r
- </step>\r
-\r
- <step>\r
- <informalfigure>\r
- <para>Once you have configured your template, you must name and save it. Name\r
- this template <emphasis>Circulations by month for one library</emphasis>.\r
- You can also add a description. In this example, the title is descriptive\r
- enough, so a description is not necessary. Click\r
- <guibutton>Save</guibutton>. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-29.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para> Click <guibutton>OK</guibutton>. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-30.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
- <step>\r
- <informalfigure>\r
- <para> You will get a confirmation dialogue box that the template was\r
- successfully saved. Click <guibutton>OK</guibutton>. </para>\r
- <para><mediaobject>\r
- <alt>Screenshot of staff client report interface</alt>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-31.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
-\r
- </informalfigure>\r
- </step>\r
- </procedure>\r
-\r
- <para> After saving it is not possible to edit a template. To make changes you will need to\r
- clone it and edit the clone</para>\r
- <tip>\r
-\r
-\r
-\r
- <informalfigure>\r
- <para> The bottom right hand pane is also a source specifier. By selecting one of\r
- these rows you will limit the fields that are visible to the sources you have\r
- specified. This may be helpful when reviewing templates with many fields. Use <keycombo>\r
- <keycap>Ctrl</keycap>\r
- <mousebutton>Click</mousebutton>\r
- </keycombo> to select or deselect items. </para>\r
-\r
- <para> <mediaobject>\r
- <imageobject>\r
- <imagedata scalefit="0" fileref="../media/create-template-32.png"/>\r
- </imageobject>\r
-\r
- </mediaobject></para>\r
- </informalfigure>\r
-\r
-\r
- </tip>\r
- </section>\r
-\r
- \r
-\r
-</chapter>\r
projects / Evergreen-DocBook.git / blobdiff