Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Word Templates Screen

Use the fields and options to configure the Manage Word Templates screen.

Manage Word Templates

Use this table window to specify the application, company, and result set that make up the field definition file used in the Word template.

Field Description
Create Definition File Click to generate the CPMetadata.xml or CPMetadata.json field definition file for the template. The field definition file compiles the result set data by domain, module, and application screen. Extensibility fields are also included in the file.
Note: Costpoint will generate a CPMetadata.json file if you are using Office 365.
Note: You may want to create a new definition file to reflect new and updated fields.
Note: Use the File Download (SYMDLMGR) application to save the definition file to your computer. This file is used in Word to create the template.
Company ID / Company Name Enter, or use to select, the company you want to include in the template. If you select the company in the Company ID field, the Company Name field populates with the associated name.
Application Name / Application ID Enter, or use to select, the application screen where you want the template to be available for reporting. If you select the application in the Application ID field, the Application Name field populates with the associated name.
Result Set Name / Result Set ID Enter, or use to select, the result set. If you select the result set in the Result Set ID field, the Result Set Name field populates with the associated name. The result set you select must match the result set selected in the Word template.

Word Template Files

Use this table window to add one or more Word templates to the application/result set selected in the Manage Word Templates section.

Field Description
File Location Enter, or use to select, the location to save the template. If necessary, use the File Upload Manager to create a new location.
Template Name Enter, or use to select, the name of the template.
Template Description Enter a short description that will be visible when selecting the template to process.
Sequence Enter a number that represents the order the template will display in the Print Menu.