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Concept: Managing Document Layouts in Docs for Layouts
This table summarizes some of the actions that you can take when managing document layouts.
Action | Notes |
|---|---|
Create a document layout | Access the Create Document Layout task and select a custom report to use as the source of data. Insert text, tables, and images and click Publish to make the content active.
The source report defines the data fields and condition rules available in the document layout, and the data included in the generated document. Once you create a document layout you can't change the report selected for the Source . Docs for Layouts only supports advanced reports. |
Edit a document layout | Access the Edit Document Layout task, select the layout, and make edits as needed.
Changes aren't applied to the layout or used in associated print actions until you click Publish again. |
Copy a document layout | Access the Copy Document Layout task and select the layout to copy.
The new layout will use the same custom report as the original layout. All language instances are copied as well. |
Delete a document layout | You can’t delete a document layout once you’ve created it. However, if the document layout is associated with a custom business form layout, you can deactivate the business form layout. |
Migrate a document layout | You can migrate a document layout between tenants using Object Transporter (OX) and the Implementation Type of Document Layouts . |
Make a document layout available for report printing | Access the Create Business Form Layout task and from the Source field, select a Docs for Layouts document layout. Select the same custom report for both the document layout and the business form layout. |
Manage document layouts in different languages | To add a language instance, select Language > Manage Languages and search for the language you want to add. Then customize the instance by manually replacing the original content with text translated in the new language. |
Download document layout support files | Click File > About > Download Files for Support to download a document layout to assist with troubleshooting issues. Downloaded support files should not be used to back up data. |