Template

A template for formatted documents in Inistate allows user to design and generate professional PDFs for reports, invoices, or summaries from each entry in the module.

Type of Template mode

Template Feature in Inistate, which includes options like Simple and Code modes for creating and customizing templates. Here's a detailed explanation of these modes:

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.

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).

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.

Code Mode in the template feature require basic programming skills, e.g. HTML,CSS

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

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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.