Template designer

A template consists of a traditional Designer publication design, along with interactive data definitions. Templates describe the front office user interactions required to complete a document from the template. The interactive data model is defined and exposed using the W3C XForm standard. The XForm can be used by the system integrator to push system data into the interactive document. For more detailed information about XForms, see the EngageOne Programmer’s Reference Guide.

Template designer can allow the front-office user to edit or enter free form text, as required in an EngageOne document design, by selecting a section of text in a paragraph object and defining this as editable. Text not marked as editable will be protected, and text that is marked as editable can be manipulated by the front-office user.

In addition to the basic template, the template designer can create optional content. Property values are defined enabling them to be conditionally placed within an Active Content Group. When Active Content is marked as interactive, the front-office user is dynamically presented with choices of content to help complete their document.

Once the EngageOne template has been designed and data fields defined, it is named and published for EngageOne. The XForm files that define the document's data model are included in the zip file that makes up the template.

Template deployment is the process of importing these files into the EngageOne content repository, using the EngageOne Administration client. The same process is used when the template is imported.