In the fourth part of our blog series Step by Step to a Ticket System, you saw how to configure a button with which you can create a new ticket in the view group of the tickets. Today you will learn which opportunities there are to display a ticket in MS Word and how a template to display tickets can be created. Off we go.
Open the organizational unit of the ticket system and open the view All Tickets. If you have not yet created a ticket, do so using the button Create Ticket.
Tabular issue of a ticket in Word
To export a tabular analysis of a ticket to MS Word, open the context menu of the ticket, select Display in MS Word and then the command Tabular Analysis.
Now the dialog will open to select the product properties to be issued.
Because our form hasn’t had any tabs until now, all the properties will be listed under General. Select the properties that should be issued with the checkboxes. The designation of the property for the print can be determined in the form editor. The property PrintCaption has to be set to the corresponding field.
If nothing is entered in the PrintCaption, the name of the property will be used. Now the selection dialog looks like this:
The results after pressing OK will look like this:
Formatted issue of a ticket in Word
As well as the tabular display, tickets can also be exported as self-defined templates. First you need a .dot or .dotx file that specifies the issue’s layout. Then, under the product type for tickets, set that the template should be used.
Now the process, step by step:
Generate a Word template for tickets
Create a .dot or .dotx document on your hard drive with Word and name it Ticket.dotx. Change into the view Templates in the view group Administration and drag the file into the folder German using drag and drop. Change the state to In Progress and the category to DOCUMENT TEMPLATE in the add dialog:
Create the product with the condition In Progress. The result should look like this:
Open the document now to edit in MS Word:
Design the templates in Word as you wish. In the places where the properties of the tickets should be displayed, define the text marks according to the scheme isp_<Eigenschaftenname>.
When you’re finished with the design of your template, then save the template and check it back in to in-STEP BLUE.
Connect the template with the product type Ticket
Now change into the view Product types and open the properties dialog of the product type Ticket.
Change in to the dialog in the tab Further Settings and allocate the property DefaultWordTemplate to the template Ticket.dotx.
Output in MS Word
Because of the allocation of the template to the product type, there is now another entry under Display in MS Word to output the selected ticket defined as in your template.
Your results then look like this:
That’s all for today. How will we continue next week? The next entry explains how to document your ticket list in Word. Just follow along to come step by step to your own ticket system. And if you have ideas or wishes, just get in touch with us at email@example.com or 030/467086-20.