Output Templates

An output template is the specification of a report that Certinia Output Builder generates on an object based on the criteria that you specify. Output templates contain one or more output template bodies, which contain XML or HTML that determines the data to be displayed in the report and the way in which it is to be formatted.

Clicking the Output Templates tab displays the Output Templates home page. .
  • In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
  • In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
  • From the list, you can click any Output Template Name to go directly to its detail.
  • Click New Output Template to create a output template.
Output Templates List Views
Recent Choice   Description
Recently Viewed   The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created   The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified   The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.