TaskCentre v4.5 Format As HTML Tool White Paper

TaskCentre v4.5 Format As HTML Tool White Paper

Document Number: PD500-03-11-1_0-WP Orbis Software Limited © 2010 TaskCentre® v4.5 Format As HTML Tool White Paper

Table of Contents i COPYRIGHT 1 TRADEMARKS 1 INTRODUCTION 2 Overview 2 Features 2 TECHNICAL SUMMARY 3 Working with other Steps 3 Objects Consumed 4 Objects Exposed 4 CONFIGURATION 4 General 5 Formatting 5 HTML Table Designer 8 Options 29

Copyright & Trademarks 1 Copyright The copyright in this document is owned by Orbis Software 2010. All rights reserved. This publication may not, in whole or part, be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language in any form or by any means without the prior written consent of Orbis Software Limited.

Head Office: Orbis Software Limited (UK) 2 Nuffield Road Nuffield Industrial Estate Poole, Dorset BH17 0RB United Kingdom Tel: +44 (0) 1202 241124 Fax: +44 (0) 1202 241125 Email: enquiries@orbis-software.com Trademarks Orbis Software Ltd owns the registered Trademark ‘TaskCentre’. All other Trademarks used within this documentation are acknowledged as the property of their respective owners.

The information provided in this publication may contain errors, omissions, or typographical errors or may be out of date. Orbis Software may change, delete, or update any published information at any time and without prior notice. The information published in this document is provided for informational purposes only and is not binding on Orbis Software in any way except to the extent that it is specifically indicated to be so.

Format As HTML Tool 2 Introduction Overview The ‘Format As HTML’ is a Format Tool which is used to create a Task Step that produces single or multiple HTML documents, primarily utilising information provided by Input Steps such as the Database Query (ODBC).

You may create new HTML pages within the interface or import pages that have already been created elsewhere. The Step uses merge fields to merge data objects into the document and/or insert tabulated data from a source to produce dynamic documents such as order acknowledgements, statements, intranet or web site content or summary reports. These HTML documents can then be delivered using many of the Output Steps such as Send Message (SMTP), File Transfer (FTP) and Save to File.

The HTML Table functionality is extremely flexible allowing presentation of the data in exactly the form required. Tables support grouping, sub totals, grand totals, data formatting and ultimately flexible hyperlink support for common hyperlink types to enable drill-down/through to other content or custom protocols to automate applications. Use your default third-party HTML editor such as Microsoft Expression Studio or Adobe Dreamweaver in conjunction with TaskCentre by simply using the ‘Edit’ button. Features o Drag-drop table builder o Flexible Data formatting o Flexible Hyperlink Support o Auto Hyperlink detection for dynamic data o Flexible formatting of fonts, borders, colours, backgrounds o Sub totals & Grand total o Flexible total labelling & positioning

Format As HTML Tool 3 Technical Summary Working with other Steps The other Steps that the Format As HTML Step will interact directly with, whether by exposing information to it or consuming information from it are listed below. Step Icon Name Step Type Schedule Event Step MS SQL Server Trigger Event Step Oracle Trigger Event Step SMTP Event Step Workflow Job Submission Event Step Database Query (ODBC) Input Step Database Query (OLEDB) Input Step Call Procedure (OLEDB) Input Step Data Filter General Step Text Parser General Step Decision General Step Create Workflow Job Format Step XML to Recordset Format Step Send Message (SMTP) Output Step Save as File Output Step File Transfer (FTP) Output Step Send Fax (M:Science) Output Step Call Procedure Output Step Call COM Object Execute Step Call Procedure Execute Step

Format As HTML Tool 4 Objects Consumed Objects that the Format As HTML Step consumes that are exposed by other Steps are listed below. Objects Exposed Objects that the Format As HTML Step exposes, that can be utilised by other Steps are listed below. Configuration A Format As HTML Step for a Task is configured through the Format As HTML dialog which is displayed through the following methods: To create a new Step: To open an existing Step: The dialog contains the three tabbed panes described below through which a Format As HTML Step may be created and configured.

Format As HTML Tool 5 General Figure 1.

Format As HTML – General tab. The contents of the ‘General’ tab (Ref: Figure 1) are as follows: Formatting The ‘Formatting’ tab (Ref: Figure 2) provides features for creating an HTML document, incorporating the data from a recordset created by a Database Query (ODBC), Call Procedure (OLEDB), Database Query (OLEDB) or Data Filter Step if selected. The main workspace provides a blank 'what you see is what you get' (WYSIWYG) HTML document in which text may be manually entered and data columns added from a pop up dialog by dragging and dropping them into the required position.

Also, pre-configured HTML documents may be imported into the document, the document opened and edited in your default HTML editor and the document previewed to ensure that it is displayed correctly.

Format As HTML Tool 6 Figure 2. Format As HTML – Formatting tab and Task Browser dialog. When the ‘Formatting’ tab is opened, the ‘Task Browser’ dialog (Ref: Error! Reference source not found.) is also opened. This exposes all Task Data, including the columns used in the recordset. It is used to select any of the columns for inclusion in the final output, if the HTML Table Designer is not being used, by dragging and dropping them into the required position.

The tab contains the following: o One document – Only one document is generated. o New document when column changes - Multiple documents will be generated from the recordset. The records included in each document will be determined by the column name selected, e.g. column name ‘companyname’ will group all the records where companyname = Orbis Software into one document and each subsequent company into a new document. Note: In order for the grouping to work in this manner the column selected must be included as a primary sort key in the Database Query (ODBC), Database Query (OLEDB) or Call Procedure (OLEDB) Step.

o New document for each row – A new document is generated for each row contained in the recordset. This option does not allow a table to be used and is most appropriate for generating singular documents where the columns from the query are used as merge fields. E.g. an automated mail shot. o ‘Design…’ (button):

Format As HTML Tool 7  Used purely for the Table Design work.  Invokes the ‘HTML Table Designer’ dialog (Ref: Figure 4). o ‘Insert’ (button) – Used to place the newly created & formatted recordset, from the HTML Table Designer dialog, into the Design Layout Pane:  This is the final worksheet and is the area in which the table may be embedded into the final document.

 In order to give the best presentation, the final document may then have accompanying Header Fields, Backgrounds, Fonts and Logos etc.

o ‘Bold’ (button) – Will embolden the selected text o ‘Underline’ (button) – Will underline the selected text. o ‘Italics’ (button) – Will italicise the selected text. o Used to check the final output prior to sending. o Invokes the ‘Document Preview’ dialog (Ref: Figure 3) o Invokes the Users current default HTML editor. o This HTML Editor may be ‘Notepad’, ‘Word’ or preferably ‘FrontPage’. o This gives the Designer the functionality of a webpage editor to further embellish the design and will be necessary for adding backgrounds, specialised fonts, logos etc. o Used to navigate to and select a previously created HTML document.

o Invokes the standard Windows Browse dialog.

Document Preview dialog The ‘Document Preview’ dialog (Ref: Figure 3Error! Reference source not found.) contains only a main viewing pane and a ‘Close’ button. The main viewing pane shows the recordset in its currently chosen format, including all relevant text and Table content. This is how the recordset will appear in the final output. The ‘Close’ button will close the dialog and return to the ‘Format As HTML’ dialog, where the User may decide to make further changes or save the existing changes as they stand

Format As HTML Tool 8 - Figure 3 Document Preview dialog.

HTML Table Designer The HTML Table Designer is displayed when the Design button is selected in the Formatting tab of the Format As HTML dialog and is used to create an HTML table incorporating data from a selected recordset produced as a result of a Database Query (ODBC), Call Procedure (OLEDB) or Data Filter Step previously created for the Task. The dialog contains the two tabbed panes which are described below. Columns The Columns tab (Ref: Figure 4) of the HTML Table Designer is used to add the columns to be included in the table and then to configure options for the data and for the table itself.

Figure 4. HTML Table Designer – Columns tab.

Columns are added to the table by dragging and dropping them into the blank table area from the Task Browser and may be ordered by dragging and dropping them to the left or right of another column.

Format As HTML Tool 9 Once a column has been added to the table the following options, displayed to the left of each row, may be configured for each column: o ‘Text’ data format - For 'Text' data formats the Column Format dialog provides the following options:  Alignment - 'Default', 'Left' (default), 'Right' or 'Centre' alignments may be selected.  Trim Training Spaces - Selecting this option removes any spaces after the data.

Figure 5. Column Format - Text.

Format As HTML Tool 10 Figure 6. Column Format - Numeric. o ‘Numeric’ data format - For 'Numeric' data formats the Column Format dialog provides the following options:  Format - The 'Numeric' data format is selected but the 'Text', 'Date/Time' and 'Currency' data formats are also displayed and may be selected.  Alignment - 'Default', 'Left' (default), 'Right' or 'Centre' alignments may be selected.  Use System Defaults - Selecting this option used the default settings for numeric columns.

 Select Region - Different countries use different methods for displaying numbers. Selecting this option provides the following: Region - A drop down list of countries is provided for selection.

Selecting a country then automatically configures the default settings for that country. These settings are displayed below and may be manually edited if required. Decimal Symbol - The symbol to be used as the decimal separator may be manually entered. Decimal Places - The number of decimal places to be displayed may be either manually entered or by using the up and down arrows to the right of the field. Digit Grouping Symbol - The symbol or character to be used as the separator for large whole numbers may be manually entered.

Digit Grouping - A drop down list provides options for displaying large whole numbers. Negative Symbol - The symbol to be used to indicate a negative number may be manually entered. Negative Format - A drop down list provides options for displaying negative numbers.

Format As HTML Tool 11 Leading Zeroes - A drop down list provides options for selecting whether a leading zero is displayed for displaying digital numbers smaller than one. Sample - A sample number using the selected settings is displayed. o ‘Date / Time’ data format - For 'Date/Time' data formats the Column Format dialog provides the following options:  Format - The 'Date / Time' data format is selected but the 'Text' and 'Numeric' data formats are also displayed and may be selected.

 Alignment - 'Default', 'Left' (default), 'Right' or 'Centre' alignments may be selected.  Date Format - A drop down list provides options of '(Default ' ( None)', '29-05-2003', '29- 5-2003', '29.5.03', '2003-05-29', '29 May 2003' (default), 'May 29 03' and '29/05/2003' for selection.  Time Format - A drop down list provides options of '(Default ' ( None)', '02:38:09', '14:38:09' (default) and '02:38:09PM' for selection Figure 7. Column Format – Date / Time.

o ‘Currency’ data format - For 'Currency' data formats the Column Format dialog provides the following options:  Format - The 'Currency' data format is selected but the 'Text', 'Numeric' and 'Date/Time' data formats are also displayed and may be selected.

 Alignment - 'Default', 'Left' (default), 'Right' or 'Centre' alignments may be selected.  Use System Defaults - Selecting this option used the default settings for currency columns.

 Select Region - Different countries use different methods for displaying currency. Selecting this option provides the following:

Format As HTML Tool 12 Region - A drop down list of countries is provided for selection. Selecting a country then automatically configures the default settings for that country. These settings are displayed below and may be manually edited if required. Symbol - The currency symbol to be used may be manually entered. Positive Format - A drop down list displays format options for displaying positive amounts. Negative Format - A drop down list provides format options for displaying negative amounts.

Decimal Point - The symbol or character to be used as the decimal separator may be manually entered.

Decimal Places - The number of decimal places to be displayed may be either manually entered or by using the up and down arrows to the right of the field. Grouping Symbol - The symbol or character to be used as the separator for large amounts may be manually entered. Digit Grouping - A drop down list provides options for displaying large whole amounts. Sample - A sample number using the selected settings is displayed Figure 8. Column Format – Currency.

Format As HTML Tool 13 Figure 9. Hyperlink dialog. o Type (Protocol) - A drop down list allows selection of the hyperlink type to be used.

The list contains the following selection:  (None) - The data is not displayed as a hyperlink  (Auto) default - The hyperlink type is interpreted by the software and a suitable hyperlink type used.  http - Links to a web page.  file - Links to a file.  ftp - Links to a file on an ftp server.  mailto: - Opens a new mail message. o Hyperlink – Displays the column name. o Open in New Window - When checked allows the width and height of the new window in pixels to be specified through fields located at the bottom of the screen. A value for each field may be manually entered or the up and down arrows to the right of each field used to select a value.

Format As HTML Tool 14 Formatting Figure 10. HTML Table Designer – Formatting tab. The Formatting tab (Ref: Figure 10) of the HTML Table Designer is used to format all table attributes through the following: o Layout tab – Selecting this tab provides the following options:  Horizontal Alignment - A drop down list provides options of 'Default', 'Left' (default), 'Right' and 'Centre' for selection to set the table position in the document.  Vertical Alignment - A drop down list provides options of 'Default', 'Top', ''Middle', 'Baseline' and 'Bottom' for selection to set the table position in the document.

 Float - A drop down list provides options of 'Default', 'Left' (default), 'Right' and 'Centre' for selection to set the table position in the document.

 Cell Padding - A field is provided in which a value in pixels may be added for the cell padding. Up and down arrows are also provided to the right of the field to input a value.  Cell Spacing - A field is provided in which a value in pixels may be added for the cell spacing. Up and down arrows are also provided to the right of the field to input a value.  Specify width - When checked a value may be manually entered into a field to specify how much of the screen the table will occupy when displayed. 'In pixels' and 'In percent' option radio buttons to the right of the field define how the value is interpreted.

 Specify height - When checked a value may be manually entered into a field to specify how much of the screen the table will occupy when displayed. 'In pixels' and 'In percent' option radio buttons to the right of the field define how the value is interpreted.  No wrap - When checked the text in the title cell will not wrap and the cell width will be automatically set to display the title text on one line

Format As HTML Tool 15 Figure 11. Table – Layout tab. o Borders tab – Selecting this tab provides the following options:  Size - A value in pixels may be manually entered into the field to specify the table border size. Up and down arrows are also provided to the right of the field to input a value.  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the table border. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.

 Light Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the table's light borders which are the top and left borders of the table and each cell.  Dark Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the table's dark borders which are the bottom and right borders of the table and each cell.

 Show both cells and table borders - When checked both cell and table borders are displayed.

Figure 12. Table – Borders tab. o Background tab – Selecting this tab provides the following options:

Format As HTML Tool 16  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the table and cell backgrounds. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.  Use background picture - Checking this option allows the selection of a background picture to be displayed behind the data cells in the table.

The file path and name may be either entered manually into the field or the 'Browse' button used to locate the file. The following options are also provided: Import File - Selecting this option imports a copy of the file into TaskCentre. Historical information for the file is displayed at the bottom of the screen. If the 'Last Modified' date is later than the 'Last Updated' date, then the 'Update' button may be selected to overwrite the TaskCentre copy of the file with the latest version.

Link to File on Disk - Selecting this option sets up a link to a file rather than importing it into TaskCentre. As the link will always be to the current file version, historical file information is not displayed and the 'Update' button is inactive. Figure 13. Table – Background tab. o Font tab – Selecting this tab provides the following options:  Font - A scrolling list of available fonts is provided to select the font to be used in the table cells.  Size - A list of available font sizes is provided to select the font size to be used in the table cells.

 Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the font to be used in the table cells.

Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.  Styles - 'Bold', 'Underline' and 'Italic' check boxes are provided to select the styles to be used for the font used in the table cells.

Format As HTML Tool 17 - Figure 14. Table – Font tab. o Layout tab – Selecting this tab provides the following options:  Vertical Alignment - A drop down list provides options of 'Default', 'Top', ''Middle', 'Baseline' and 'Bottom' for selection to set the table position in the document.  Specify height - When checked a value may be manually entered into a field to specify the height of the title cells in the table. 'In pixels' and 'In percent' option radio buttons to the right of the field define how the value is interpreted.

 No wrap - When checked the text in the title cell will not wrap and the cell width will be automatically set to display the title text on one line.

 Visible - When checked the title text will be displayed in the table. Figure 15. Title – Layout tab. o Borders tab – Selecting this tab provides the following options:  Size - A value in pixels may be manually entered into the field to specify the size of the title cell borders. Up and down arrows are also provided to the right of the field to input a value.

 Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the title cell borders. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.

Format As HTML Tool 18  Light Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the title cell's light borders which are the top and left borders of each cell.

 Dark Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the title cell's dark borders which are the bottom and right borders of each cell.

 Show both cells and table borders - When checked both cell and table borders are displayed. Figure 16. Title – Borders tab. o Background tab – Selecting this tab provides the following options:  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the title cell backgrounds. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.

 Use background picture - Checking this option allows the selection of a background picture to be displayed behind the title cells in the table. The file path and name may be either entered manually into the field or the 'Browse' button used to locate the file. The following options are also provided: Import File - Selecting this option imports a copy of the file into TaskCentre. Historical information for the file is displayed at the bottom of the screen. If the 'Last Modified' date is later than the 'Last Updated' date, then the 'Update' button may be selected to overwrite the TaskCentre copy of the file with the latest version.

Link to File on Disk - Selecting this option sets up a link to a file rather than importing it into TaskCentre. As the link will always be to the current file version, historical file information is not displayed and the 'Update' button is inactive.

Format As HTML Tool 19 Figure 17. Title – Background tab. o Font tab – Selecting this tab provides the following options:  Font - A scrolling list of available fonts is provided to select the font to be used in the title cells.  Size - A list of available font sizes is provided to select the font size to be used in the title cells.

 Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the font to be used in the title cells. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.  Styles - 'Bold', 'Underline' and 'Italic' check boxes are provided to select the styles to be used for the font used in the title cells.

- Figure 18. Title – Font tab. o Layout tab – Selecting this tab provides the following options:  Vertical Alignment - A drop down list provides options of 'Default', 'Top', 'Middle' (default), 'Baseline' and 'Bottom' for selection to set the vertical alignment of the data contained in the sub total row inserted into the table.

Format As HTML Tool 20  Specify height - When checked a value may be manually entered into a field to specify the height of the sub total cells in the table. 'In pixels' and 'In percent' option radio buttons to the right of the field define how the value is interpreted.

 No wrap - When checked the data in the sub total cells will not wrap and the cell width will be automatically set to display the data on one line.  Total Label - Text may be manually entered for the label.  Position - A drop down list displays the name of each column included in the table. Selecting a column name then inserts the Total Label into that columns cell within the sub total row. The 'Default' selection is the first table in the column. Figure 19. Sub Total – Layout tab.

o Borders tab – Selecting this tab provides the following options:  Size - A value in pixels may be manually entered into the field to specify the size of the cell borders in the sub total row. Up and down arrows are also provided to the right of the field to input a value.  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the cell borders in the sub total row. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours dialog which provides a comprehensive range of colours, including the option to define custom colours.

 Light Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the cell border's light borders which are the top and left borders of each cell in the sub total row.  Dark Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the cell border's dark borders which are the bottom and right borders of each cell in the sub total row.  Show both cells and table borders - When checked both cell and table borders are displayed.

Format As HTML Tool 21 Figure 20. Sub Total – Borders tab. o Background tab – Selecting this tab provides the following options:  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a background colour for the cells in the sub total row. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.  Use background picture - Checking this option allows the selection of a background picture to be displayed behind the cells in the sub total row.

The file path and name may be either entered manually into the field or the 'Browse' button used to locate the file. The following options are also provided: Import File - Selecting this option imports a copy of the file into TaskCentre. Historical information for the file is displayed at the bottom of the screen. If the 'Last Modified' date is later than the 'Last Updated' date, then the 'Update' button may be selected to overwrite the TaskCentre copy of the file with the latest version.

Link to File on Disk - Selecting this option sets up a link to a file rather than importing it into TaskCentre. As the link will always be to the current file version, historical file information is not displayed and the 'Update' button is inactive. Figure 21. Sub Total – Background tab. o Font tab – Selecting this tab provides the following options:

Format As HTML Tool 22  Font - A scrolling list of available fonts is provided to select the font to be used for the cells in the sub total row.  Size - A list of available font sizes is provided to select the font size to be used for the cells in the sub total row.

 Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the font to be used for the cells in the sub total row. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.  Styles - 'Bold', 'Underline' and 'Italic' check boxes are provided to select the styles to be used for the font used cells contained in the sub total row.

- Figure 22. Sub Total – Font tab. o Layout tab – Selecting this tab provides the following options:  Vertical Alignment - A drop down list provides options of 'Default', 'Top', 'Middle' (default), 'Baseline' and 'Bottom' for selection to set the vertical alignment of the title text in the table.  Specify height - When checked a value may be manually entered into a field to specify the height of the section title cells in the table. 'In pixels' and 'In percent' option radio buttons to the right of the field define how the value is interpreted.

 No wrap - When checked the text in the section title cell will not wrap and the cell width will be automatically set to display the section title text on one line.

Format As HTML Tool 23 Figure 23. Section Title – Layout tab. o Borders tab – Selecting this tab provides the following options:  Size - A value in pixels may be manually entered into the field to specify the size of the section title cell borders. Up and down arrows are also provided to the right of the field to input a value.  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the section title cell borders. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.

 Light Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the section title cell border's light borders which are the top and left borders of each cell.  Dark Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the section title cell border's dark borders which are the bottom and right borders of each cell.  Show both cells and table borders - When checked both cell and table borders are displayed.

Figure 24. Section Title – Borders tab.

Format As HTML Tool 24 o Background tab – Selecting this tab provides the following options:  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a background colour for the section title cells. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.

 Use background picture - Checking this option allows the selection of a background picture to be displayed behind the section title cells in the table. The file path and name may be either entered manually into the field or the 'Browse' button used to locate the file. The following options are also provided: Import File - Selecting this option imports a copy of the file into TaskCentre. Historical information for the file is displayed at the bottom of the screen. If the 'Last Modified' date is later than the 'Last Updated' date, then the 'Update' button may be selected to overwrite the TaskCentre copy of the file with the latest version.

Link to File on Disk - Selecting this option sets up a link to a file rather than importing it into TaskCentre. As the link will always be to the current file version, historical file information is not displayed and the 'Update' button is inactive. Figure 25. Section Title – Background tab. o Font tab – Selecting this tab provides the following options:  Font - A scrolling list of available fonts is provided to select the font to be used in the table section title cells.  Size - A list of available font sizes is provided to select the font size to be used in the table section title cells.

 Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the font to be used in the table section title cells.

Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.

Format As HTML Tool 25  Styles - 'Bold', 'Underline' and 'Italic' check boxes are provided to select the styles to be used for the font used in the section title cells. - Figure 26. Section Title – Font tab. o Layout tab – Selecting this tab provides the following options:  Vertical Alignment - A drop down list provides options of 'Default', 'Top', 'Middle' (default), 'Baseline' and 'Bottom' for selection to set the vertical alignment of the data contained in the grand total row inserted into the table.

 Specify height - When checked a value may be manually entered into a field to specify the height of the grand total cells in the table.

'In pixels' and 'In percent' option radio buttons to the right of the field define how the value is interpreted.  No wrap - When checked the data in the grand total cells will not wrap and the cell width will be automatically set to display the data on one line.  Total Label - Text may be manually entered for the label.  Position - A drop down list displays the name of each column included in the table. Selecting a column name then inserts the Total Label into that columns cell within the sub total row. The 'Default' selection is the first table in the column. Figure 27. Grand Total – Layout tab.

o Borders tab – Selecting this tab provides the following options:

Format As HTML Tool 26  Size - A value in pixels may be manually entered into the field to specify the size of the cell borders in the grand total row. Up and down arrows are also provided to the right of the field to input a value.  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the cell borders in the grand total row. Selecting automatic allows the colour set by the default cascading style sheet to be used.

Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.  Light Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the cell border's light borders which are the top and left borders of each cell in the grand total row.  Dark Border - As for the Colour option above, clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the cell border's dark borders which are the bottom and right borders of each cell in the grand total row.

 Show both cells and table borders - When checked both cell and table borders are displayed.

Figure 28. Grand Total – Borders tab. o Background tab – Selecting this tab provides the following options:  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a background colour for the cells in the grand total row. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.  Use background picture - Checking this option allows the selection of a background picture to be displayed behind the cells in the grand total row.

The file path and name may be either entered manually into the field or the 'Browse' button used to locate the file. The following options are also provided: Import File - Selecting this option imports a copy of the file into TaskCentre. Historical information for the file is displayed at the bottom of the screen. If the 'Last Modified' date is

Format As HTML Tool 27 later than the 'Last Updated' date, then the 'Update' button may be selected to overwrite the TaskCentre copy of the file with the latest version. Link to File on Disk - Selecting this option sets up a link to a file rather than importing it into TaskCentre. As the link will always be to the current file version, historical file information is not displayed and the 'Update' button is inactive. Figure 29. Grand Total – Background tab. - Figure 30. Grand Total – Font tab. o Font tab – Selecting this tab provides the following options:  Font - A scrolling list of available fonts is provided to select the font to be used for the cells in the grand total row.

 Size - A list of available font sizes is provided to select the font size to be used for the cells in the grand total r.  Colour - Clicking the down arrow to the right of the field displays a colour palette to allow the selection of a colour for the font to be used for the cells in the grand total row. Selecting automatic allows the colour set by the default cascading style sheet to be used. Selecting the 'More Colours' option at the bottom of the palette pops up the Colours Screen which provides a comprehensive range of colours, including the option to define custom colours.

 Styles - 'Bold', 'Underline' and 'Italic' check boxes are provided to select the styles to be used for the font used for the cells in the grand total row.

Format As HTML Tool 28 - Figure 31. Save Profile dialog. - Figure 32. Select Profile dialog.

Format As HTML Tool 29 Options The ‘Options’ tab (Ref: Figure 33) is used to configure the Step behaviour if an error occurs when the Step is being processed. Figure 33. Format As HTML – Options tab. The following options are provided for selection: o HTML - This option is selected if the source data being used is already in HTML format. Any HTML tags, such as for 'Bold', contained within the source data will be treated as HTML tags and displayed accordingly. o Text - This option is selected if the source data being used is in plain text format.

All of the source data will therefore be displayed as plain text, including any HTML tags that the data may contain.

o Abort Task - If an error occurs then the Task is aborted. o Continue - If an error occurs then the Task will continue.