Editing Templates

Location: Input and Report Templates (task ID: SheetMnt)

The Clausion installation includes a set of default BW templates and example templates. It is not recommended that you modify these templates, as your modified versions will be replaced by the default templates in the next version update. However, you can copy a default template as the basis of your own template.

The XML structure of the template is shown as a tree structure in the left hand side pane of the window, and the workbook view on the right.

Starting from Clausion version 22.06, editing of the workbook is no longer possible in the Desktop Client. The workbook must be edited in Excel and attached to the template as instructed in Managing and Editing Templates in Clausion Administrator's Online Help.

To edit a template:

1. In the template and folder hierarchy tree, select the template you want to edit.

2. Click Edit Template.

3. A new window opens showing the XML structure of the template in the left-hand pane and the workbook in the right-hand pane.

Editing XML Definitions

Location: Input and Report Templates (task ID: SheetMnt)

This topic describes editing of XML definitions in Clausion. If you choose to modify the XML definitions in an editor outside Clausion, remember to attach the definitions file to the template after modification.

In the input and report template editor, you can change and save only the XML definitions. Modifications to the workbook Excel file must be made in Excel. If you make changes only to the XML definitions file, the save function saves also the workbook (.xlsx). This may result in undesired changes to the workbook file. If the workbook file has been maintained in Excel, saving in the application can change, for example, area names.

Constructing of the XML file is made easy with a list of built-in actions (Delete, Copy, Insert) as well as of eligible sub-elements, attributes and values available in the XML editor. Select an element in the tree, click the element with the right mouse button and select the desired action from the pop-up menu. See the following figure.

Adding new elements

1. Select the position where you want to add an element.

   1. Click the element with the right mouse button and select Insert from the pop-up menu.

   2. Click Insert on the Tools tab and select an element from the pop-up menu.

2. The pop-up menu contains the elements that can be added to the next level of the currently selected element.

When you add an element, the mandatory elements under it are added automatically.

You can also copy elements:

Select the position where you want to copy an element.

1. Click the element with the right mouse button and select Copy from the pop-up menu.

2. Click Copy on the Tools tab.

3. Select the datacolumns where you want to paste the element to. Click Paste on the Tools tab.

   You can paste the element also to a different area or sheet.

The system includes some predefined example settings (for area and datacolumn). Click with the right mouse button where you want to add the settings, select Add Example from the pop-up menu and select the settings you want to use (alternatively: click Add Example on the Tools tab). Adding example definitions and editing them to suit your needs is often a practical way to get correct definitions made quickly.

If the XML schema allows, you can move elements to different locations. When an element that can be moved is selected, the (Move up) or (Move down) button appears in the upper right corner above the element tree.

Editing element and attribute values

The values of the elements and attributes are shown in brackets after the element or attribute name in the tree. When you select an element or attribute in the tree, the value is shown in the lower pane under the tree where you can edit it.

Type the desired value in the value text field. If you try to enter an invalid value for an attribute, the warning icon is shown next to the field. Move the mouse cursor on the icon to view the error message.

If an attribute has fixed options, select an option from the drop-down list.

Deleting an element

Select the element that you want to delete from the tree.

1. Click the element with the right mouse button and select Delete from the pop-up menu.

2. Click Delete on the Tools tab.

The element has been removed from the tree.

Find

Location: Edit Template >Home

You can search for text in the workbook using the Find function:

1. Click (Find).

2. In the Find what field, type a search term.

3. Select the search options you want to use:

   • Match case: lower and upper case characters to be taken into account in the search.

   • Match exactly: the search must be an exact match to your search text.

   • Alternate search (down then across): the search is run by columns. If this option is not selected, the search is run by rows.

   • Use wildcards: You can use wildcards (for example *) in the search.

4. Click Find. The first cell that matches your search is selected. To move to the next match, click Find again.

Name Manager

Location: Edit Template >Home

You can view the names for cell ranges, functions, constants, or tables in the workbook in Name Manager. Click Name Manager.

Starting from Clausion version 22.06, editing of the definitions in Name Manager is no longer possible. For example, you can view the ACCCODE and AREA definitions in the input and report templates, but you cannot edit them.