Create Template configurations

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Template Configurations module to set up the template relationship registry. This module displays document design template configurations for action tasks. It enables you to configure data relationships, content, and scripted variables via the Document designer application so that required data is displayed in your reports.

    Vorbereitungen

    Role required: sn_oper_res.admin

    Warum und wann dieser Vorgang ausgeführt wird

    From the Administration menu, the Template Configurations module displays document design template details for DIR action tasks. The Word Templates module, on the other hand, provides DIR Word templates necessary for generating Microsoft Word reports.

    Prozedur

    1. Navigate to All > Digital resilience incident reporting > Template Configurations.

      Predefined Microsoft Word templates, available with the base version, are displayed in the Template Configurations module. The example shows a predefined DRI template.

      Configuration.
    2. To create a template, select New in the Template Configurations module.

      You can either use the predefined templates or create your own templates in the Template Configurations module.

    3. On the form, fill in the fields.
      Tabelle : 1. Template configuration form
      Field Description
      Name Name of the template configuration. For example, you can specify Engagement template configuration.
      Business domain Domain from which the template is being configured. (Refers Microsoft 365 business domain table)
      Table Source table on which the word template would be built.
      Fields Fields from which data must be displayed on the report. Move the required fields from the Available list to the Selected list.

      The example shows how the fields are used in a Microsoft Word document.

      Data column.
    4. Select Submit.
    5. To edit an existing template, select it from the list, edit the data relationships, content configurations, and scripted variables, then select Update.
      You can update the data relationships, content configurations, and scripted variables for the predefined templates.