Testing Templates - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuring-Templates/Testing-Templates - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
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.

    • 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.