Launching the HTML/Document Wizard

 

The HTML/Document Wizard allows you to create a new HTML Page, Guided Report Page, or Document, andor open a recent procedure.

To open the HTML/Document Wizard:

  • On the Home tab, in the Content group, click HTML/Document.
  • In the Environments Tree panel, right-click an application folder, point to New, and click HTML/DocumentHTML File.

    Note: If you choose to create a new HTML page using the shortcut menu in the Environments Tree panel, your screen will not include a Navigator panel since the location for your HTML page is already selected.

The HTML/Document Wizard opens, as shown in the following image.

HTML Wizard

From the HTML/Document Wizard, you can open a recent HTML Page/Document or create a new one.

Create an HTML Page Using the HTML/Document Wizard

After you have launched the HTML/Document Wizard, you can begin to create your HTML Page.

    Procedure
  1. In the File Type area, select HTML Page.
  2. Navigate to where you want to create the new procedure or select a recent procedure and click Next.

    Note:

    • The Next button is available after you select a valid path.
    • If you used the shortcut menu in the Environments Tree panel to create your HTML page, a location is already selected.

  3. Optionally, you can add themes and settings to your HTML page.
  4. Click Finish.

    The HTML canvas, File/Folder Properties panel, Properties panel, Settings panel, Requests & Data sources panel, and Tasks & Animations panel open. You can now add data to your HTML page and format the data using the tabs in the ribbon.

  5. To save your HTML page, click the Save button on the Quick Access Toolbar or select Save from the Hamburger menu.
  6. To run your HTML page, click Run on the Quick Access Toolbar or click Run from the Hamburger menu.

Create a Guided Report Page Using the HTML/Document Wizard

After you have launched the HTML/Document Wizard, you can begin to create your own Guided Report page.

    Procedure
  1. In the File Type area, select Guided Report Page.
  2. Navigate to where you want to create the new procedure or select a recent procedure.

    Note: If you used the shortcut menu in the Environments Tree panel to create your Guided Report page, a location is already selected.

  3. Optionally, click Next if you want to add themes and settings to your Guided Report page.
  4. Click Finish.

    Note: The Finish button is unavailable until you select a valid path.

    The HTML canvas, File/Folder Properties panel, Properties panel, Settings panel, Requests & Data sources panel, and Tasks & Animations panel open. You can now add data to your HTML page and format the data using the tabs in the ribbon.

  5. To save your Guided Report page, click the Save button on the Quick Access Toolbar or select Save from the Hamburger menu.
  6. To run your Guided Report page, click Run on the Quick Access Toolbar or click Run from the Hamburger menu.