2022.1

To create a custom template report, you need two files: A template design with the desired
layout and variable data. This .OL-template file has to be made in the Designer. A data
mapping configuration provides the variable data. You could use the data mapping
configuration made for the standard template report, or create another one in the DataMapper
module, using the standard XML template report as data sample.The DataMapper is included
only in PlanetPress Connect and PReS Connect. Data mapping configurations have the
extension .OL-datamapper. The following zip file contains both the template and data mapping
configuration that are used to generate the standard template report:
http://help.objectiflune.com/en/archive/report-template.zip.
Creating a Word-Based Print template with mail merge
If your Word document does not include mail merge fields, see "Creating a Print template with a
Wizard" on page507.
There are three general steps required when you want to import a Word file that includes mail
merge fields:
l "Create a Word document that includes mail merge fields" below
l "Import the Word Mail Merge document as a template " on the next page
l "Add the data source to create the data model" on the next page
Create a Word document that includes mail merge fields
If you do not already have a mail merge document and data file, you will need to create one in
Word. Also, you need to have your data file in a format supported by Word.
1. Create or open a Word document.
2. Enter the content for the document, including placeholders for the data you want to use.
3. If you already know what your data fields are called you can enter them directly. You can
also derive them from the data source by selecting Mailings, then Select Recipients >
Use an Existing List .
4. Select the data file that you want to use. Word will attempt to automatically determine the
file type and select appropriate options, but you can adjust the parameters if needed.
5. As you create your Word document, you insert the fields using Insert Merge Fields.
6. Save the file.
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