TaskCentre v4.5 Format As HTML Tool White Paper

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1 TaskCentre v4.5 Frmat As HTML Tl White Paper Dcument Number: PD _0-WP Orbis Sftware Limited 2010

2 Table f Cntents COPYRIGHT 1 TRADEMARKS 1 INTRODUCTION 2 Overview 2 Features 2 TECHNICAL SUMMARY 3 Wrking with ther Steps 3 Objects Cnsumed 4 Objects Expsed 4 CONFIGURATION 4 General 5 Frmatting 5 HTML Table Designer 8 Optins 29 i

3 Cpyright & Trademarks Cpyright The cpyright in this dcument is wned by Orbis Sftware All rights reserved. This publicatin may nt, in whle r part, be reprduced, transmitted, transcribed, stred in a retrieval system r translated int any language in any frm r by any means withut the prir written cnsent f Orbis Sftware Limited. Head Office: Orbis Sftware Limited (UK) 2 Nuffield Rad Nuffield Industrial Estate Ple, Drset BH17 0RB United Kingdm Tel: +44 (0) Fax: +44 (0) Trademarks Orbis Sftware Ltd wns the registered Trademark TaskCentre. All ther Trademarks used within this dcumentatin are acknwledged as the prperty f their respective wners. The infrmatin prvided in this publicatin may cntain errrs, missins, r typgraphical errrs r may be ut f date. Orbis Sftware may change, delete, r update any published infrmatin at any time and withut prir ntice. The infrmatin published in this dcument is prvided fr infrmatinal purpses nly and is nt binding n Orbis Sftware in any way except t the extent that it is specifically indicated t be s. 1

4 Frmat As HTML Tl Intrductin Overview The Frmat As HTML is a Frmat Tl which is used t create a Task Step that prduces single r multiple HTML dcuments, primarily utilising infrmatin prvided by Input Steps such as the Database Query (ODBC). Yu may create new HTML pages within the interface r imprt pages that have already been created elsewhere. The Step uses merge fields t merge data bjects int the dcument and/r insert tabulated data frm a surce t prduce dynamic dcuments such as rder acknwledgements, statements, intranet r web site cntent r summary reprts. These HTML dcuments can then be delivered using many f the Output Steps such as Send Message (SMTP), File Transfer (FTP) and Save t File. The HTML Table functinality is extremely flexible allwing presentatin f the data in exactly the frm required. Tables supprt gruping, sub ttals, grand ttals, data frmatting and ultimately flexible hyperlink supprt fr cmmn hyperlink types t enable drill-dwn/thrugh t ther cntent r custm prtcls t autmate applicatins. Use yur default third-party HTML editr such as Micrsft Expressin Studi r Adbe Dreamweaver in cnjunctin with TaskCentre by simply using the Edit buttn. Features Drag-drp table builder Flexible Data frmatting Flexible Hyperlink Supprt Aut Hyperlink detectin fr dynamic data Flexible frmatting f fnts, brders, clurs, backgrunds Sub ttals & Grand ttal Flexible ttal labelling & psitining 2

5 Frmat As HTML Tl Technical Summary Wrking with ther Steps The ther Steps that the Frmat As HTML Step will interact directly with, whether by expsing infrmatin t it r cnsuming infrmatin frm it are listed belw. Step Icn Name Step Type Schedule Event Step MS SQL Server Trigger Oracle Trigger SMTP Wrkflw Jb Submissin Database Query (ODBC) Database Query (OLEDB) Call Prcedure (OLEDB) Data Filter Text Parser Decisin Create Wrkflw Jb XML t Recrdset Event Step Event Step Event Step Event Step Input Step Input Step Input Step General Step General Step General Step Frmat Step Frmat Step Send Message (SMTP) Save as File File Transfer (FTP) Send Fax (M:Science) Output Step Output Step Output Step Output Step Call Prcedure Call COM Object Call Prcedure Output Step Execute Step Execute Step 3

6 Frmat As HTML Tl Objects Cnsumed Objects that the Frmat As HTML Step cnsumes that are expsed by ther Steps are listed belw. Objects Expsed Objects that the Frmat As HTML Step expses, that can be utilised by ther Steps are listed belw. Cnfiguratin A Frmat As HTML Step fr a Task is cnfigured thrugh the Frmat As HTML dialg which is displayed thrugh the fllwing methds: T create a new Step: T pen an existing Step: The dialg cntains the three tabbed panes described belw thrugh which a Frmat As HTML Step may be created and cnfigured. 4

7 Frmat As HTML Tl General Figure 1. Frmat As HTML General tab. The cntents f the General tab (Ref: Figure 1) are as fllws: Frmatting The Frmatting tab (Ref: Figure 2) prvides features fr creating an HTML dcument, incrprating the data frm a recrdset created by a Database Query (ODBC), Call Prcedure (OLEDB), Database Query (OLEDB) r Data Filter Step if selected. The main wrkspace prvides a blank 'what yu see is what yu get' (WYSIWYG) HTML dcument in which text may be manually entered and data clumns added frm a pp up dialg by dragging and drpping them int the required psitin. Als, pre-cnfigured HTML dcuments may be imprted int the dcument, the dcument pened and edited in yur default HTML editr and the dcument previewed t ensure that it is displayed crrectly. 5

8 Frmat As HTML Tl Figure 2. Frmat As HTML Frmatting tab and Task Brwser dialg. When the Frmatting tab is pened, the Task Brwser dialg (Ref: Errr! Reference surce nt fund.) is als pened. This expses all Task Data, including the clumns used in the recrdset. It is used t select any f the clumns fr inclusin in the final utput, if the HTML Table Designer is nt being used, by dragging and drpping them int the required psitin. The tab cntains the fllwing: One dcument Only ne dcument is generated. New dcument when clumn changes - Multiple dcuments will be generated frm the recrdset. The recrds included in each dcument will be determined by the clumn name selected, e.g. clumn name cmpanyname will grup all the recrds where cmpanyname = Orbis Sftware int ne dcument and each subsequent cmpany int a new dcument. Nte: In rder fr the gruping t wrk in this manner the clumn selected must be included as a primary srt key in the Database Query (ODBC), Database Query (OLEDB) r Call Prcedure (OLEDB) Step. New dcument fr each rw A new dcument is generated fr each rw cntained in the recrdset. This ptin des nt allw a table t be used and is mst apprpriate fr generating singular dcuments where the clumns frm the query are used as merge fields. E.g. an autmated mail sht. Design (buttn): 6

9 Frmat As HTML Tl Used purely fr the Table Design wrk. Invkes the HTML Table Designer dialg (Ref: Figure 4). Insert (buttn) Used t place the newly created & frmatted recrdset, frm the HTML Table Designer dialg, int the Design Layut Pane: This is the final wrksheet and is the area in which the table may be embedded int the final dcument. In rder t give the best presentatin, the final dcument may then have accmpanying Header Fields, Backgrunds, Fnts and Lgs etc. Bld (buttn) Will emblden the selected text Underline (buttn) Will underline the selected text. Italics (buttn) Will italicise the selected text. Used t check the final utput prir t sending. Invkes the Dcument Preview dialg (Ref: Figure 3) Invkes the Users current default HTML editr. This HTML Editr may be Ntepad, Wrd r preferably FrntPage. This gives the Designer the functinality f a webpage editr t further embellish the design and will be necessary fr adding backgrunds, specialised fnts, lgs etc. Used t navigate t and select a previusly created HTML dcument. Invkes the standard Windws Brwse dialg. Dcument Preview dialg The Dcument Preview dialg (Ref: Figure 3Errr! Reference surce nt fund.) cntains nly a main viewing pane and a Clse buttn. The main viewing pane shws the recrdset in its currently chsen frmat, including all relevant text and Table cntent. This is hw the recrdset will appear in the final utput. The Clse buttn will clse the dialg and return t the Frmat As HTML dialg, where the User may decide t make further changes r save the existing changes as they stand 7

10 Frmat As HTML Tl Figure 3 Dcument Preview dialg. - HTML Table Designer The HTML Table Designer is displayed when the Design buttn is selected in the Frmatting tab f the Frmat As HTML dialg and is used t create an HTML table incrprating data frm a selected recrdset prduced as a result f a Database Query (ODBC), Call Prcedure (OLEDB) r Data Filter Step previusly created fr the Task. The dialg cntains the tw tabbed panes which are described belw. Clumns The Clumns tab (Ref: Figure 4) f the HTML Table Designer is used t add the clumns t be included in the table and then t cnfigure ptins fr the data and fr the table itself. Figure 4. HTML Table Designer Clumns tab. Clumns are added t the table by dragging and drpping them int the blank table area frm the Task Brwser and may be rdered by dragging and drpping them t the left r right f anther clumn. 8

11 Frmat As HTML Tl Once a clumn has been added t the table the fllwing ptins, displayed t the left f each rw, may be cnfigured fr each clumn: Text data frmat - Fr 'Text' data frmats the Clumn Frmat dialg prvides the fllwing ptins: Alignment - 'Default', 'Left' (default), 'Right' r 'Centre' alignments may be selected. Trim Training Spaces - Selecting this ptin remves any spaces after the data. Figure 5. Clumn Frmat - Text. 9

12 Frmat As HTML Tl Figure 6. Clumn Frmat - Numeric. Numeric data frmat - Fr 'Numeric' data frmats the Clumn Frmat dialg prvides the fllwing ptins: Frmat - The 'Numeric' data frmat is selected but the 'Text', 'Date/Time' and 'Currency' data frmats are als displayed and may be selected. Alignment - 'Default', 'Left' (default), 'Right' r 'Centre' alignments may be selected. Use System Defaults - Selecting this ptin used the default settings fr numeric clumns. Select Regin - Different cuntries use different methds fr displaying numbers. Selecting this ptin prvides the fllwing: Regin - A drp dwn list f cuntries is prvided fr selectin. Selecting a cuntry then autmatically cnfigures the default settings fr that cuntry. These settings are displayed belw and may be manually edited if required. Decimal Symbl - The symbl t be used as the decimal separatr may be manually entered. Decimal Places - The number f decimal places t be displayed may be either manually entered r by using the up and dwn arrws t the right f the field. Digit Gruping Symbl - The symbl r character t be used as the separatr fr large whle numbers may be manually entered. Digit Gruping - A drp dwn list prvides ptins fr displaying large whle numbers. Negative Symbl - The symbl t be used t indicate a negative number may be manually entered. Negative Frmat - A drp dwn list prvides ptins fr displaying negative numbers. 10

13 Frmat As HTML Tl Leading Zeres - A drp dwn list prvides ptins fr selecting whether a leading zer is displayed fr displaying digital numbers smaller than ne. Sample - A sample number using the selected settings is displayed. Date / Time data frmat - Fr 'Date/Time' data frmats the Clumn Frmat dialg prvides the fllwing ptins: Frmat - The 'Date / Time' data frmat is selected but the 'Text' and 'Numeric' data frmats are als displayed and may be selected. Alignment - 'Default', 'Left' (default), 'Right' r 'Centre' alignments may be selected. Date Frmat - A drp dwn list prvides ptins f '(Default)', '(Nne)', ' ', ' ', ' ', ' ', '29 May 2003' (default), 'May 29 03' and '29/05/2003' fr selectin. Time Frmat - A drp dwn list prvides ptins f '(Default)', '(Nne)', '02:38:09', '14:38:09' (default) and '02:38:09PM' fr selectin Figure 7. Clumn Frmat Date / Time. Currency data frmat - Fr 'Currency' data frmats the Clumn Frmat dialg prvides the fllwing ptins: Frmat - The 'Currency' data frmat is selected but the 'Text', 'Numeric' and 'Date/Time' data frmats are als displayed and may be selected. Alignment - 'Default', 'Left' (default), 'Right' r 'Centre' alignments may be selected. Use System Defaults - Selecting this ptin used the default settings fr currency clumns. Select Regin - Different cuntries use different methds fr displaying currency. Selecting this ptin prvides the fllwing: 11

14 Frmat As HTML Tl Regin - A drp dwn list f cuntries is prvided fr selectin. Selecting a cuntry then autmatically cnfigures the default settings fr that cuntry. These settings are displayed belw and may be manually edited if required. Symbl - The currency symbl t be used may be manually entered. Psitive Frmat - A drp dwn list displays frmat ptins fr displaying psitive amunts. Negative Frmat - A drp dwn list prvides frmat ptins fr displaying negative amunts. Decimal Pint - The symbl r character t be used as the decimal separatr may be manually entered. Decimal Places - The number f decimal places t be displayed may be either manually entered r by using the up and dwn arrws t the right f the field. Gruping Symbl - The symbl r character t be used as the separatr fr large amunts may be manually entered. Digit Gruping - A drp dwn list prvides ptins fr displaying large whle amunts. Sample - A sample number using the selected settings is displayed Figure 8. Clumn Frmat Currency. 12

15 Frmat As HTML Tl Figure 9. Hyperlink dialg. Type (Prtcl) - A drp dwn list allws selectin f the hyperlink type t be used. The list cntains the fllwing selectin: (Nne) - The data is nt displayed as a hyperlink (Aut) default - The hyperlink type is interpreted by the sftware and a suitable hyperlink type used. - Links t a web page. file:/// - Links t a file. ftp:// - Links t a file n an ftp server. mailt: - Opens a new mail message. Hyperlink Displays the clumn name. Open in New Windw - When checked allws the width and height f the new windw in pixels t be specified thrugh fields lcated at the bttm f the screen. A value fr each field may be manually entered r the up and dwn arrws t the right f each field used t select a value. 13

16 Frmat As HTML Tl Frmatting Figure 10. HTML Table Designer Frmatting tab. The Frmatting tab (Ref: Figure 10) f the HTML Table Designer is used t frmat all table attributes thrugh the fllwing: Layut tab Selecting this tab prvides the fllwing ptins: Hrizntal Alignment - A drp dwn list prvides ptins f 'Default', 'Left' (default), 'Right' and 'Centre' fr selectin t set the table psitin in the dcument. Vertical Alignment - A drp dwn list prvides ptins f 'Default', 'Tp', ''Middle', 'Baseline' and 'Bttm' fr selectin t set the table psitin in the dcument. Flat - A drp dwn list prvides ptins f 'Default', 'Left' (default), 'Right' and 'Centre' fr selectin t set the table psitin in the dcument. Cell Padding - A field is prvided in which a value in pixels may be added fr the cell padding. Up and dwn arrws are als prvided t the right f the field t input a value. Cell Spacing - A field is prvided in which a value in pixels may be added fr the cell spacing. Up and dwn arrws are als prvided t the right f the field t input a value. Specify width - When checked a value may be manually entered int a field t specify hw much f the screen the table will ccupy when displayed. 'In pixels' and 'In percent' ptin radi buttns t the right f the field define hw the value is interpreted. Specify height - When checked a value may be manually entered int a field t specify hw much f the screen the table will ccupy when displayed. 'In pixels' and 'In percent' ptin radi buttns t the right f the field define hw the value is interpreted. N wrap - When checked the text in the title cell will nt wrap and the cell width will be autmatically set t display the title text n ne line 14

17 Frmat As HTML Tl Figure 11. Table Layut tab. Brders tab Selecting this tab prvides the fllwing ptins: Size - A value in pixels may be manually entered int the field t specify the table brder size. Up and dwn arrws are als prvided t the right f the field t input a value. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the table brder. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Light Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the table's light brders which are the tp and left brders f the table and each cell. Dark Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the table's dark brders which are the bttm and right brders f the table and each cell. Shw bth cells and table brders - When checked bth cell and table brders are displayed. Figure 12. Table Brders tab. Backgrund tab Selecting this tab prvides the fllwing ptins: 15

18 Frmat As HTML Tl Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the table and cell backgrunds. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Use backgrund picture - Checking this ptin allws the selectin f a backgrund picture t be displayed behind the data cells in the table. The file path and name may be either entered manually int the field r the 'Brwse' buttn used t lcate the file. The fllwing ptins are als prvided: Imprt File - Selecting this ptin imprts a cpy f the file int TaskCentre. Histrical infrmatin fr the file is displayed at the bttm f the screen. If the 'Last Mdified' date is later than the 'Last Updated' date, then the 'Update' buttn may be selected t verwrite the TaskCentre cpy f the file with the latest versin. Link t File n Disk - Selecting this ptin sets up a link t a file rather than imprting it int TaskCentre. As the link will always be t the current file versin, histrical file infrmatin is nt displayed and the 'Update' buttn is inactive. Figure 13. Table Backgrund tab. Fnt tab Selecting this tab prvides the fllwing ptins: Fnt - A scrlling list f available fnts is prvided t select the fnt t be used in the table cells. Size - A list f available fnt sizes is prvided t select the fnt size t be used in the table cells. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the fnt t be used in the table cells. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Styles - 'Bld', 'Underline' and 'Italic' check bxes are prvided t select the styles t be used fr the fnt used in the table cells. 16

19 Frmat As HTML Tl Figure 14. Table Fnt tab. - Layut tab Selecting this tab prvides the fllwing ptins: Vertical Alignment - A drp dwn list prvides ptins f 'Default', 'Tp', ''Middle', 'Baseline' and 'Bttm' fr selectin t set the table psitin in the dcument. Specify height - When checked a value may be manually entered int a field t specify the height f the title cells in the table. 'In pixels' and 'In percent' ptin radi buttns t the right f the field define hw the value is interpreted. N wrap - When checked the text in the title cell will nt wrap and the cell width will be autmatically set t display the title text n ne line. Visible - When checked the title text will be displayed in the table. Figure 15. Title Layut tab. Brders tab Selecting this tab prvides the fllwing ptins: Size - A value in pixels may be manually entered int the field t specify the size f the title cell brders. Up and dwn arrws are als prvided t the right f the field t input a value. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the title cell brders. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. 17

20 Frmat As HTML Tl Light Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the title cell's light brders which are the tp and left brders f each cell. Dark Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the title cell's dark brders which are the bttm and right brders f each cell. Shw bth cells and table brders - When checked bth cell and table brders are displayed. Figure 16. Title Brders tab. Backgrund tab Selecting this tab prvides the fllwing ptins: Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the title cell backgrunds. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Use backgrund picture - Checking this ptin allws the selectin f a backgrund picture t be displayed behind the title cells in the table. The file path and name may be either entered manually int the field r the 'Brwse' buttn used t lcate the file. The fllwing ptins are als prvided: Imprt File - Selecting this ptin imprts a cpy f the file int TaskCentre. Histrical infrmatin fr the file is displayed at the bttm f the screen. If the 'Last Mdified' date is later than the 'Last Updated' date, then the 'Update' buttn may be selected t verwrite the TaskCentre cpy f the file with the latest versin. Link t File n Disk - Selecting this ptin sets up a link t a file rather than imprting it int TaskCentre. As the link will always be t the current file versin, histrical file infrmatin is nt displayed and the 'Update' buttn is inactive. 18

21 Frmat As HTML Tl Figure 17. Title Backgrund tab. Fnt tab Selecting this tab prvides the fllwing ptins: Fnt - A scrlling list f available fnts is prvided t select the fnt t be used in the title cells. Size - A list f available fnt sizes is prvided t select the fnt size t be used in the title cells. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the fnt t be used in the title cells. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Styles - 'Bld', 'Underline' and 'Italic' check bxes are prvided t select the styles t be used fr the fnt used in the title cells. Figure 18. Title Fnt tab. - Layut tab Selecting this tab prvides the fllwing ptins: Vertical Alignment - A drp dwn list prvides ptins f 'Default', 'Tp', 'Middle' (default), 'Baseline' and 'Bttm' fr selectin t set the vertical alignment f the data cntained in the sub ttal rw inserted int the table. 19

22 Frmat As HTML Tl Specify height - When checked a value may be manually entered int a field t specify the height f the sub ttal cells in the table. 'In pixels' and 'In percent' ptin radi buttns t the right f the field define hw the value is interpreted. N wrap - When checked the data in the sub ttal cells will nt wrap and the cell width will be autmatically set t display the data n ne line. Ttal Label - Text may be manually entered fr the label. Psitin - A drp dwn list displays the name f each clumn included in the table. Selecting a clumn name then inserts the Ttal Label int that clumns cell within the sub ttal rw. The 'Default' selectin is the first table in the clumn. Figure 19. Sub Ttal Layut tab. Brders tab Selecting this tab prvides the fllwing ptins: Size - A value in pixels may be manually entered int the field t specify the size f the cell brders in the sub ttal rw. Up and dwn arrws are als prvided t the right f the field t input a value. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the cell brders in the sub ttal rw. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs dialg which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Light Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the cell brder's light brders which are the tp and left brders f each cell in the sub ttal rw. Dark Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the cell brder's dark brders which are the bttm and right brders f each cell in the sub ttal rw. Shw bth cells and table brders - When checked bth cell and table brders are displayed. 20

23 Frmat As HTML Tl Figure 20. Sub Ttal Brders tab. Backgrund tab Selecting this tab prvides the fllwing ptins: Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a backgrund clur fr the cells in the sub ttal rw. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Use backgrund picture - Checking this ptin allws the selectin f a backgrund picture t be displayed behind the cells in the sub ttal rw. The file path and name may be either entered manually int the field r the 'Brwse' buttn used t lcate the file. The fllwing ptins are als prvided: Imprt File - Selecting this ptin imprts a cpy f the file int TaskCentre. Histrical infrmatin fr the file is displayed at the bttm f the screen. If the 'Last Mdified' date is later than the 'Last Updated' date, then the 'Update' buttn may be selected t verwrite the TaskCentre cpy f the file with the latest versin. Link t File n Disk - Selecting this ptin sets up a link t a file rather than imprting it int TaskCentre. As the link will always be t the current file versin, histrical file infrmatin is nt displayed and the 'Update' buttn is inactive. Figure 21. Sub Ttal Backgrund tab. Fnt tab Selecting this tab prvides the fllwing ptins: 21

24 Frmat As HTML Tl Fnt - A scrlling list f available fnts is prvided t select the fnt t be used fr the cells in the sub ttal rw. Size - A list f available fnt sizes is prvided t select the fnt size t be used fr the cells in the sub ttal rw. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the fnt t be used fr the cells in the sub ttal rw. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Styles - 'Bld', 'Underline' and 'Italic' check bxes are prvided t select the styles t be used fr the fnt used cells cntained in the sub ttal rw. Figure 22. Sub Ttal Fnt tab. - Layut tab Selecting this tab prvides the fllwing ptins: Vertical Alignment - A drp dwn list prvides ptins f 'Default', 'Tp', 'Middle' (default), 'Baseline' and 'Bttm' fr selectin t set the vertical alignment f the title text in the table. Specify height - When checked a value may be manually entered int a field t specify the height f the sectin title cells in the table. 'In pixels' and 'In percent' ptin radi buttns t the right f the field define hw the value is interpreted. N wrap - When checked the text in the sectin title cell will nt wrap and the cell width will be autmatically set t display the sectin title text n ne line. 22

25 Frmat As HTML Tl Figure 23. Sectin Title Layut tab. Brders tab Selecting this tab prvides the fllwing ptins: Size - A value in pixels may be manually entered int the field t specify the size f the sectin title cell brders. Up and dwn arrws are als prvided t the right f the field t input a value. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the sectin title cell brders. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Light Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the sectin title cell brder's light brders which are the tp and left brders f each cell. Dark Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the sectin title cell brder's dark brders which are the bttm and right brders f each cell. Shw bth cells and table brders - When checked bth cell and table brders are displayed. Figure 24. Sectin Title Brders tab. 23

26 Frmat As HTML Tl Backgrund tab Selecting this tab prvides the fllwing ptins: Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a backgrund clur fr the sectin title cells. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Use backgrund picture - Checking this ptin allws the selectin f a backgrund picture t be displayed behind the sectin title cells in the table. The file path and name may be either entered manually int the field r the 'Brwse' buttn used t lcate the file. The fllwing ptins are als prvided: Imprt File - Selecting this ptin imprts a cpy f the file int TaskCentre. Histrical infrmatin fr the file is displayed at the bttm f the screen. If the 'Last Mdified' date is later than the 'Last Updated' date, then the 'Update' buttn may be selected t verwrite the TaskCentre cpy f the file with the latest versin. Link t File n Disk - Selecting this ptin sets up a link t a file rather than imprting it int TaskCentre. As the link will always be t the current file versin, histrical file infrmatin is nt displayed and the 'Update' buttn is inactive. Figure 25. Sectin Title Backgrund tab. Fnt tab Selecting this tab prvides the fllwing ptins: Fnt - A scrlling list f available fnts is prvided t select the fnt t be used in the table sectin title cells. Size - A list f available fnt sizes is prvided t select the fnt size t be used in the table sectin title cells. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the fnt t be used in the table sectin title cells. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. 24

27 Frmat As HTML Tl Styles - 'Bld', 'Underline' and 'Italic' check bxes are prvided t select the styles t be used fr the fnt used in the sectin title cells. Figure 26. Sectin Title Fnt tab. - Layut tab Selecting this tab prvides the fllwing ptins: Vertical Alignment - A drp dwn list prvides ptins f 'Default', 'Tp', 'Middle' (default), 'Baseline' and 'Bttm' fr selectin t set the vertical alignment f the data cntained in the grand ttal rw inserted int the table. Specify height - When checked a value may be manually entered int a field t specify the height f the grand ttal cells in the table. 'In pixels' and 'In percent' ptin radi buttns t the right f the field define hw the value is interpreted. N wrap - When checked the data in the grand ttal cells will nt wrap and the cell width will be autmatically set t display the data n ne line. Ttal Label - Text may be manually entered fr the label. Psitin - A drp dwn list displays the name f each clumn included in the table. Selecting a clumn name then inserts the Ttal Label int that clumns cell within the sub ttal rw. The 'Default' selectin is the first table in the clumn. Figure 27. Grand Ttal Layut tab. Brders tab Selecting this tab prvides the fllwing ptins: 25

28 Frmat As HTML Tl Size - A value in pixels may be manually entered int the field t specify the size f the cell brders in the grand ttal rw. Up and dwn arrws are als prvided t the right f the field t input a value. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the cell brders in the grand ttal rw. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Light Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the cell brder's light brders which are the tp and left brders f each cell in the grand ttal rw. Dark Brder - As fr the Clur ptin abve, clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the cell brder's dark brders which are the bttm and right brders f each cell in the grand ttal rw. Shw bth cells and table brders - When checked bth cell and table brders are displayed. Figure 28. Grand Ttal Brders tab. Backgrund tab Selecting this tab prvides the fllwing ptins: Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a backgrund clur fr the cells in the grand ttal rw. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Use backgrund picture - Checking this ptin allws the selectin f a backgrund picture t be displayed behind the cells in the grand ttal rw. The file path and name may be either entered manually int the field r the 'Brwse' buttn used t lcate the file. The fllwing ptins are als prvided: Imprt File - Selecting this ptin imprts a cpy f the file int TaskCentre. Histrical infrmatin fr the file is displayed at the bttm f the screen. If the 'Last Mdified' date is 26

29 Frmat As HTML Tl later than the 'Last Updated' date, then the 'Update' buttn may be selected t verwrite the TaskCentre cpy f the file with the latest versin. Link t File n Disk - Selecting this ptin sets up a link t a file rather than imprting it int TaskCentre. As the link will always be t the current file versin, histrical file infrmatin is nt displayed and the 'Update' buttn is inactive. Figure 29. Grand Ttal Backgrund tab. Figure 30. Grand Ttal Fnt tab. - Fnt tab Selecting this tab prvides the fllwing ptins: Fnt - A scrlling list f available fnts is prvided t select the fnt t be used fr the cells in the grand ttal rw. Size - A list f available fnt sizes is prvided t select the fnt size t be used fr the cells in the grand ttal r. Clur - Clicking the dwn arrw t the right f the field displays a clur palette t allw the selectin f a clur fr the fnt t be used fr the cells in the grand ttal rw. Selecting autmatic allws the clur set by the default cascading style sheet t be used. Selecting the 'Mre Clurs' ptin at the bttm f the palette pps up the Clurs Screen which prvides a cmprehensive range f clurs, including the ptin t define custm clurs. Styles - 'Bld', 'Underline' and 'Italic' check bxes are prvided t select the styles t be used fr the fnt used fr the cells in the grand ttal rw. 27

30 Frmat As HTML Tl Figure 31. Save Prfile dialg. - Figure 32. Select Prfile dialg. - 28

31 Frmat As HTML Tl Optins The Optins tab (Ref: Figure 33) is used t cnfigure the Step behaviur if an errr ccurs when the Step is being prcessed. The fllwing ptins are prvided fr selectin: Figure 33. Frmat As HTML Optins tab. HTML - This ptin is selected if the surce data being used is already in HTML frmat. Any HTML tags, such as <B> fr 'Bld', cntained within the surce data will be treated as HTML tags and displayed accrdingly. Text - This ptin is selected if the surce data being used is in plain text frmat. All f the surce data will therefre be displayed as plain text, including any HTML tags that the data may cntain. Abrt Task - If an errr ccurs then the Task is abrted. Cntinue - If an errr ccurs then the Task will cntinue. 29

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