Testing Templates - Document Composition - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Document-Composition/Foundation-24.1/Document-Composition/Configuration/Testing-Templates - 2024-03-25

Document Composition
Platform
OnBase
Product
Document Composition
Release
Foundation 24.1
License

Once a template has been created, configured, and saved, you can test it to verify that document creation functions correctly. When you test a template, all configuration settings, including User Prompts, are tested.

To test a template:

  1. Open the template.
  2. Click Composition Preview.

    The Test this Template dialog box is displayed.

  3. Select one of the following:

    • No Source- Allows you to test the template as-is with no source document or XML.

    • Document- Allows you to test the template against a source document, which in turn can populate Placeholders that reference Keyword Types from the document. For more information on retrieving a source document, see Testing a Template with a Source Document. Testing a Template with a Source Document

    • XML- Allows you to test the template against source XML, which in turn can populate External Source Placeholders that reference XML. For more information on using source XML, see Testing a Template with Source XML.

  4. Click Finish.

    The composed document is displayed. Configuration settings for populated Placeholders are automatically displayed as comments.

    Note:

    Placeholders located in Headers and Footers will not display configuration settings, as comments cannot be added to Headers and Footers in Microsoft Word.

    Note:

    Comments are not displayed for Nested Placeholders or for Placeholders composed within a Fragment or Repeating Placeholder.

    Inspect the document to ensure the configured elements are displaying as expected.