Decide which data source to use and review the
integration documentation for that data source. |
☐ |
 |
Decide which output types to design the template
for and review the reference information for that output. |
☐ |
 |
In Document Studio, create a template. |
☐ |
 |
Decide if the configuration layer can be used
in your template. |
☐ |
 |
If your organization has the Central Management
component configured, decide if there are artifacts stored in it that
you can include. |
☐ |
 |
Add a data source schema. |
☐ |
 |
Add elements. |
☐ |
 |
Add queries to the elements. |
☐ |
 |
Add attributes to the elements. |
☐ |
 |
Create variables. |
☐ |
 |
Create filters so that a subset of data is accessed
rather than an entire data set. |
☐ |
 |
Create sorts to organize the data in the output. |
☐ |
 |
Create a header and footer in the master page. |
☐ |
 |
Add formatting to the output. |
☐ |
 |
Check for template errors. |
☐ |
 |