Adding elements to a template

You can add elements such as paragraphs, lists, images, footnotes, or a table of contents to your template. There are multiple ways to insert elements and you can select the one that allows you to work most efficiently.

Before you begin

Consider the outputs that you plan to generate the document-style report into as you design the template. Some elements and their formatting properties display might not display the same way across all output formats. As you work on your template, consult the Element properties reference by output format and preview the output periodically as you work.

About this task

There are multiple places in the user interface from which you can insert elements into a template. You can review the benefits of each and choose the method that you prefer.
Table 1. Methods for inserting elements
Insert from Benefit
The Outline view The available elements that display are only those elements that can be put in the location you selected in the template.
The Palette view All elements are visible in the Palette view as you are working in the Template Content editor.
The Template Content editor The available elements that display are only those elements that can be put in the location you selected in the template. You can also work in the Template Content editor without having the Outline or Palette view open.

If you do not see the Palette view in Document Studio, you can add it by clicking Window > Show View > Palette. If you do not see the Outline view in Document Studio, you can add it by clicking Window > Show View > Outline.

You can insert elements into a template from the Outline view, the Palette view, or the Template Content editor.

Procedure

  • From the Outline view:
    1. In the Outline view, right-click Content or another existing element that is a child of Content.
    2. Select Insert.
      A context-sensitive list of available elements displays.
    3. Select an element to add to the template.
  • From the Palette view:
    • You can drag the element.
      1. In the Palette view, click and hold an element. When you move the cursor into the Template Content editor, the cursor changes from an arrow to an arrow with a plus sign. Insert element cursor image
      2. Drag your cursor to the Template Content editor and release the element in the location to place the element.
    • You can select and place the element.
      1. In the Palette view, select an element. When you move the cursor into the Template Content editor, the cursor changes from an arrow to an arrow with a plus sign. Insert element cursor image
      2. Click the location in the Template Content editor to place the element. You can click multiple locations to place the same element into multiple places in the template.
      3. To remove an element from your cursor, click the Select element in the Palette view.
    For some elements, you can place the element inside another element. For example, you can place a Row element inside a Table element to add a row to a table. Not all elements can be put inside of others. When the cursor changes to an icon indicating that you cannot insert the element Cannot insert element cursor image, you cannot insert the element into the location you selected. For example, you cannot add a Row element to a Container element.
    Tip: Because IBM Engineering Lifecycle Optimization - Publishing is an Eclipse application, you can use the auto-scroll feature to place elements into locations in the template that are not visible in the Template Content editor.
    1. Select an element and move your cursor or drag an element into the Template Content editor.
    2. Move the cursor on the template content editor, depending on which direction you want to scroll.
    3. Pause at the edge of the Template Content editor. The editor begins to scroll.
    4. Move your cursor back into the Template Content editor when the location you want to place the element is visible.
    5. Place or release the element in the template.
  • From the Template Content editor:
    1. In the Template Content editor, right-click the template area or an existing element.
    2. Select Insert.
      A context-sensitive list of available elements displays.
    3. Select an element to add to the template.
    Tip: As you add more elements to your template, your template might become crowded. You can zoom in and out of the template editor by pressing the Ctrl + keys to zoom in and Ctrl - to zoom out. Alternatively, you can use the mouse wheel and the Ctrl key to zoom in or out. To reset the zoom back to 100%, press Ctrl 0 .

What to do next

In the Properties view, enter values to customize the properties for each element you inserted. To open the Properties view, click Window > Show View > Properties.

If you place an element in the wrong place, in the Template Content editor, you can select the element and drag it to the correct place. To remove an element from the template, select it and press the Delete key.