Configure templates for Document Designer

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

    • Configure the template to specify the fields from which data must be obtained and displayed on the audit report.

    Vorbereitungen

    Role required: sn_grc_doc_design.admin and sn_audit.admin

    Prozedur

    1. Navigate to All > Audit > Audit Report > Template Configurations.
    2. Select New.
    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. In this example, it is set to Audit.
      Table Table on which the report is generated.
      Fields Fields from which data must be displayed on the report. Move the required fields from the Available list to the Selected list.
    4. Select Submit.

    Nächste Maßnahme

    Create a data relationship path from the template configuration to go to any table that you require. For more information, see Create data relationships.