Update the XML model and the templates

You can update the embedded XML model in the Word or Excel templates after it has been used to create Content Controls in Word or as an XML Source file in Excel, for example, if new fields have been introduced or existing fields have been deleted.

To update the XML model, proceed with the following steps:

  1. Update the OData query in the Report JSON with the new fields you want included in the report templates and test the OData query.
  2. Place the report template files (.docx or.xlsx) to be updated in the same folder as the Report JSON file.
  3. Run the GET action of the Report API, defining the URI of the Report JSON. The XML model will be updated and the report templates will be updated with the new XML model.

Tip: Remember to save the report templates and reinstall the PDF Engine from the WorkZone Content Server to distribute the updated report, and update the Reports table with any updated or new field properties, such as JSON parameters.

See Also

Create the Word template

Create the Excel template

Create the HTML template.