Creating the template

To create the template for an IDM document output report, you must first download and install the Infor Output Management add-in for Microsoft Word. See the Infor Document Management Output Management User Guide for instructions, and for instructions on using the add-in.

Note: The Infor Document Management Output Management User Guide includes instructions for entering server settings to connect to Infor Document Management, but this isn't necessary when you're creating a template for IDM document output reports. The template will be uploaded to Infor Document Management, and the connection is established through Infor Public Sector.

The first step is to import the XML file that you previously generated. Click the Content Source button in the Word add-in, then click Import and browse to the location of the file. The Data File tab in the IDM Content Source panel shows the parameters in your XML file in a tree.

You can now add content controls for the different properties that you want to include in your report. To add a content control, right-click a property in the Parameters tree and select the format that you want to use, such as Insert as Plain Text. You can use the features in Word to edit and format the template as you would any other Word document.

Use repeating sections to add collections to a template, such as the log entries for a work order. A repeating section can be placed in a table or list, which will expand in the report output to include as many rows or items as are required.

The property that you select for a repeating section should be a collection. You can then add individual properties as plain text or rich text within the repeating section. For example, you might want your report to show the AddedBy, AddedDateTime, and Comments properties for each log entry. To do this you would add a repeating section for WorkOrder.Logs.SearchItem, then add the individual properties within the repeating section.

Save your document as a DOCX file. Although it's called a template, this is not actually a Microsoft Word template. It is a template for generating reports in Infor Document Management.