OFS Pro User Guide

An  XLS template is a file that serves as a starting point for a new Excel document and can be edited retroactively.

The template is formatted to make it easy to add to any existing work order.

XLS Templates List

XLS Template Form

There are  3 types of templates:

• Form Only: Users can preview templates but cannot print.

• Report Only:  The preview of the template is unavailable, but it can be printed.

• Form and Report:  Users can both preview the template in the work order and print.

Create a new Template

1. Click on the Config> Setup>XLS Templates.
2. Right click and select NEW.
3. Select the Template Type: Form and Report, Form Only or Report Only.
4. Write a description for the template in the description field.
5. Click on the Assign Template button.
6. Search your  XLS  template files and select the desired one.
7. Click on the Open button.
8. Go to  XLS Template Associations right click and select New.
9. Select a Service Type.
10. Select a Job Type.
11. Click on the OK button.

The template will be available for all work orders in the Service Type and Job Type categories selected.

Work Order with associated XLS Template

Metadata

Remark: XLS Does not allow cell names duplication. So if we need the same attribute several times, we should add numeric postfix or different words after the period (the number or the words itself is not important).

Example 1:

Example 2: