Creating a Custom COA Template
By default, the system uses the standard template COA Template for COA report generation. To customize a COA layout that best suits your organization’s needs, create a custom COA template in the Advanced PDF/HTML Templates page.
You must assign your custom saved search for COA to your custom COA template.
Before you begin this procedure, complete Defining a COA Active Saved Search.
Watch the following help video for information about customizing a COA template:
To create a custom COA template:
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Go to Customization > Forms > Advanced PDF/HTML Templates.
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Click New Template.
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In the Primary Information section, enter the template Title.
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Enter the Script ID.
Script ID is the template internal ID number.
The system automatically adds the prefix custtmpl to the ID. For example, a custom script ID called _qm_my_coa_report appears as CUSTTMPL_QM_MY_COA_REPORT after the template saves.
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From the Saved Search list, select your custom saved search for COA.
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If you do not want this template to appear in search lists and forms, check the Inactive box.
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Enter a template Description.
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To customize your template layout, complete the Layout Setup section:
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Select a preferred Page Orientation.
The default selection is Portrait.
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Select a preferred Page Size.
The default selection is Letter.
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Enter a Margin for the Top, Right, Bottom, and Left fields.
The default values are 0.5.
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Select the preferred Units for your margins.
The default unit is in.
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Click Save.
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Customize your template as required.
For more information, see Advanced Templates Customization in the Template Editor.
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Click Save.
Your custom COA template appears on the Advanced PDF/HTML Templates page.
Next, complete the procedure in Adding a COA Template.
Related Topics
- Custom Certificate of Analysis (COA) Template
- Defining a Certificate of Analysis (COA) Field
- Defining a Customer Certificate of Analysis (COA) Attribute
- Defining a Certificate of Analysis (COA) Report Path
- Defining an Item Fulfillment Status Parameter
- Viewing a Generated Certificate of Analysis (COA) Report
- Certificate of Analysis (COA)
- Quality Management Overview