The Rich Text Editor is the main control used in UniPhi documents. The details of this are covered in the Document Management Manual but the use of this object in the template provides additional features that are not available during document preparation.
Source of Data
The initial source of the data is any text entered during the template preparation and the values of any Template Variables embedded in that text. Supplemental data source is the author during document preparation.
Template View
There are no specific options for the Rich Text box object but the controls in the toolbars in the template view are slightly different from the document edit view.
The variable icon provides for adding template variables to the document in the Rich Text box.
The available variables will depend on the other objects in the template. For example Contract related variables will only be available if a Contract selector object is also present as that object would determine the relevant contract to be used with the variables.
Document Edit View
The document edit view provides for all the standard controls.
The template variables added in the template default text are converted to the values found in the UniPhi database for the project context. The invalid template variable $project.naem (should have been spelt as $project.name) appears as black text indicating that it is being treated as plain text due to not be recognised.
The red text for the $Resource.Email indicates that the variable is valid but that the database does not have a value for the requested variable. A complete list of text box formatting controls is included in the Document Management Manual.
A complete list of template variables is included as an appendix to this manual.
Document Output View
The output of the document will display as text formatted by the organisation style sheet information.
Template Variables
The Template Variables are configured in the Configuration > Template Variables section of UniPhi.
The Scope option to the right provides for filtering on relevant context for the variables like Resources, or Contracts.
A variable can be added if the administrator has sufficient understanding of SQL and the UniPhi or related databases. Note that if any database on the same server can provide input for template variables. This should be discussed with UniPhi support for the specific installation before doing so.
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