# Template

## Type of Template mode

Template Feature in Inistate, which includes options like [**Simple**](#simple-mode-1) and **Code** modes for creating and customizing templates. Here's a detailed explanation of these modes:

{% tabs %}
{% tab title="Simple Mode" %}

* **What It Is**: A **user-friendly, drag-and-drop interface** for designing templates without requiring technical skills.
* **Who It’s For**: Ideal for users who prefer a quick and intuitive way to set up templates.
* **Features**:
  * Drag-and-drop elements like text, tables, images, or placeholders.
  * Customize colours visually.
  * Select from predefined layouts or styles.
  * Preview the design in real-time.
    {% endtab %}

{% tab title="Code Mode" %}

* **What It Is**: An **advanced mode** that allows users to write custom HTML, CSS, and dynamic placeholders to create highly customized templates.
* **Who It’s For**: Geared toward users with technical knowledge who want full control over the template design.
* **Features**:
  * Write HTML for layout customization.
  * Use CSS for styling (e.g., custom fonts, colors, spacing).
  * Embed placeholders (e.g., `{{Task Name}}`, `{{Due Date}}`) to pull dynamic data.
  * Add conditional logic (e.g., highlighting overdue tasks in red).
    {% endtab %}
    {% endtabs %}

### **How to Choose Between Modes**

* **Simple Mode**: If you need a quick, functional template with minimal customization.
* **Code Mode**: If you require advanced designs, branding, or dynamic features.

{% hint style="info" %}
**Code Mode** in the template feature require **basic programming skills, e.g. HTML,CSS**
{% endhint %}

## Simple Mode

### Element of Template (Simple Mode)

When designing a template in Inistate, several essential elements and options allow you to customize and design the formatted document for printing or exporting as a PDF. Here’s a breakdown:

### **Test Locus**

* This feature allows the user to select the **module** or **data source** they want to display in the document.
* Example: You can choose the **Tasks module**, **Bug Tracker**, or **Sales Pipeline** depending on what data you need to generate.

### **Design**

* Decide what items to include in the template. This is where you define the **fields, sections, and data points** to be displayed.
* Example:
  * Fields: Task Name, Status, Due Date, Assigned To.
  * Sections: Summary Table, Detailed Notes, or Comments.

### **Preview**

* Before finalizing the template, users can see a **live preview** of how the document will look with actual data.
* This step ensures that:
  * The layout is correct.
  * All fields are pulling the correct data.
  * Styling aligns with expectations.

### **Template Style**

* Users can select a **predefined style** for the document’s appearance. Different styles provide variety in formatting, such as:
  * Basic
  * Style 01
  * Style 02
  * Style 03

### **Dual-Tone Colour Style**

* Users can customize the document's **visual identity** by selecting:
  * **Primary Colour**: Often used for headers, titles, or key elements.
  * **Secondary Colour**: Used for highlights, separators, or background accents.
* Example:
  * Primary: Blue
  * Secondary: Gray

***

## **Summary of Key Features**

| Feature                    | Description                                                               |
| -------------------------- | ------------------------------------------------------------------------- |
| **Test Locus**             | Select the module or dataset to display in the document.                  |
| **Design**                 | Decide what fields and items to include in the template.                  |
| **Preview**                | View how the document will look before saving or finalizing the template. |
| **Template Style**         | Choose from predefined document styles for a professional appearance.     |
| **Dual-Tone Colour Style** | Customize the primary and secondary colours to match your branding.       |

## Usage

After designing a template, it is assigned as an Activity.

This allows you to perform the activity on any entry, enabling each entry to generate a PDF document by simply clicking the template activity you created.

The finalized PDF document can then be,

* **Downloaded**
* **Printed**

## **Example Use Cases**

1. **Task Summary**: Export a project update to share with stakeholders.
2. **Invoice**: Generate a detailed invoice with dynamic data for clients.
3. **Bug Report**: Print a formatted list of open issues for a team meeting.


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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://inistate.gitbook.io/home/advanced/template.md?ask=<question>
```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.