Introduction to templates and rules
Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.
Now that you have installed JungleDocs and have activated the features, you can start using the app. There are two main elements that you will use in JungleDocs: document templates and JungleDocs rules. In this tutorial, you will learn more about these elements and will be given a quick example on how to use them.
Document templates form the foundation for the documents you create using JungleDocs. Document templates are only partly filled with content, with some spaces left blank. You can then use JungleDocs to fill the blank spaces in your templates with data from your SharePoint and other documents.
When these blocks that you fill your template with contain a lot of information and come from different documents, we call them Small Parts. When they are simple things such a name of a person you are addressing in a letter (e.g., Dear [First name]), we call them placeholders. These help you quickly create new and unique documents.
JungleDocs Rules are used to create items and fill document templates. In other words, a JungleDocs rule is a command to create a specific document or list item.
There are three types of rules:
- Base rules
- From Existing rules
- Reports rules.
Base rules let you create documents or list items. They are also the foundation for all other rules.
From Existing rules
From Existing rules let you use the metadata of a selected list item to create a new document or list item.
Report rules let you export multiple list items into a document. This rule is especially useful for report creation.
Using rules and templates to create documents
There are three types of document creation available in JungleDocs.
- Fill and merge (Base rule)
- Reuse data (From Existing rule)
- Export (Reports rule)
To use any of these rules, simply navigate to the list or library that contains the documents or items you are working with, and open JungleDocs from the ribbon. If you are reusing data from the list or library, select those items before opening JungleDocs. Run the rule and your new document will be created.
Example: creating a quotation
To exemplify what is discussed above, we will now move on to put the knowledge to use. In this example, we will create a quotation for a new client.
1. First, we navigate to the SharePoint list where we store companies.
2. Now we select the company for which we are going to create a quotation (Contoso). Then we open JungleDocs from the ribbon.
3. We can now select the JungleDocs rule we need. We have already configured the rule for creating quotations, so we will select it here.
4. This rule is pre-configured to use Small Parts. Therefore, once we click on it, JungleDocs will open a menu where we can select the parts we want to be included in the quotation.
5. Once we have selected the parts, we click OK and a new window opens. This window contains the information for the document, its name, and any additional notes. Most of the fields will have been filled in by JungleDocs already, as pre-configured us in the rule.
6. Now we click Save and the new quotation is generated and stored in the selected SharePoint library.