Configure formatted Word reports - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
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HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

To configure Word reports you must do the following in the Desktop Client:

  • Create a Word template with a control file that links fields from the base report to text or date fields in the Word document.

  • Create a command to run this report on the object.

For more information, see Generate OpenXML Word report for an object.

When creating a report definition in the Desktop Client, you can select the Context object required option to ensure that the report can be run only from a contextual object, such as a method configured on the Actions menu.

SHARED Tip You can set this option so that the report will not appear in the Reports feature set in the Web Client. For more information, see Create a new report.