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Creating Multiple Templates in a Single RTF File

Develop multiple templates within a single RTF file to customize content for various countries by adjusting headers and footers. This method streamlines document creation, reduces redundancy, and ensures consistent branding across diverse regions.

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Creating Multiple Templates in a Single RTF File
February 26, 2025

Creating Multiple Templates in a Single RTF File

 

Overview

Utilizing this approach enables us to develop a variety of templates within a single RTF (Rich Text Format) file. This flexibility is particularly beneficial as it allows us to tailor the content to meet the unique requirements of different countries. By adjusting the header and footer for each specific country, we can ensure that the templates aren’t only adhering to local standards and regulations but also resonate with the cultural nuances and preferences of the target audience. This method streamlines the document creation process, reduces redundancy, and enhances efficiency, as we can manage multiple templates in one centralized file rather than creating separate documents for each country. Ultimately, this approach fosters consistency in branding and messaging while accommodating the diverse needs of our global clientele.

 

Implementing Conditional Templates in RTF Documents for Employee Correspondence

Implementing conditional templates in RTF documents allows for dynamic content generation tailored to specific criteria, such as employee roles or locations. This approach enhances document personalization and ensures that recipients receive information pertinent to their context.

 

Step 1: Access the Report and Analytics Page

  • Choose the type of report you want to create. Choose the appropriate data source that contains employee information. This could be a database table or a data view.
  • Start with a basic SELECT statement to retrieve the employee addresses.
  • For example: “`sql SELECT employee_id, first_name, last_name, address FROM employees;
  • If necessary, add WHERE clauses to filter the results based on specific criteria (e.g., department, location).
  • Run the query to ensure it retrieves the desired data. Review the results to confirm that the addresses are included.

 

Step 2: Utilize XML Data

  • Export the query results in XML format. This will facilitate mapping the data to the RTF file.

 

Correspondence Address:

DISPLAY_NAME

ADDRESS

IfADDRESS_LINE_2end-if

IfADDRESS_LINE_3end-if

TOWN_OR_CITY

COUNTRY

POSTAL_CODE

 

Step 3: Inserting a Subtemplate Call in the Word Document Header

Open word file in the Header mention: <?call-template:FirstPage?>

 

Creating Multiple Templates in a Single RTF File - Fig_1 Letter Template

Fig 1: Letter Template

 

Step 4: Defining Conditional Headers in the Word Template

Following the content in the Word template, please include the rule stated below.

<?template: FirstPage?>

<?if: LEGAL_EMPLOYER = ‘Legal Employer1’ ?>

 

Creating Multiple Templates in a Single RTF File -- Fig_2 Header Template1

Fig 2: Header Template 1

 

Step 5: Configuring Conditional Headers for Multiple Legal Employers in the Word Template

<?end if?>

<?if: LEGAL_EMPLOYER = ‘Legal Employer 2?>

 

Creating Multiple Templates in a Single RTF File -- Fig_3 Header Template2

Fig 3: Header Template2

 

Step 6: Saving the Word Document as an RTF File and Integrating It into the Report

Save the Word file in the RTF format and include it in the report.

 

Creating Multiple Templates in a Single RTF File -- Fig_4 Report Page

Fig 4: Report Page

 

Step 7: Creating a Page Entry in the Sandbox Environment

Navigate to Sandbox and create a page entry.

 

Creating Multiple Templates in a Single RTF File -- Fig_5 Navigation Page

Fig 5: Navigation Page

 

Step 8: Updating Report Path and Publishing the Sandbox Configuration

Paste the report path in the destination section. Save and publish the sandbox.

 

Creating Multiple Templates in a Single RTF File -- Fig_6 Sandbox Page

Fig 6: Sandbox Page

 

Step 9: Accessing the Address Template from the Employee Dashboard

Login as an employee. Select the Address template in the tile.

 

Creating Multiple Templates in a Single RTF File -- Fig_7 Home Page

Fig 7: Home Page

 

Step 10: Dynamic RTF Template Rendering Based on Legal Employer

Based on the legal employer the RTF template will work.

 

Creating Multiple Templates in a Single RTF File - Fig_8 Letter Page

Fig 8: Letter Page

 

Business Benefits

Implementing conditional templates in RTF documents offers several advantages:

  • Enhanced Personalization: Tailoring content to specific employee roles or locations ensures that communications are relevant and engaging.
  • Operational Efficiency: Centralizing multiple templates within a single RTF file streamlines document creation, reducing redundancy and minimizing the need for separate documents for each scenario.
  • Consistency and Compliance: By adjusting headers and footers to meet local standards and regulations, organizations can maintain consistent branding and messaging across diverse regions.
  • Cost Savings: Reducing the time and resources spent on creating and managing multiple documents leads to significant cost savings.

 

Bottom Line

Adopting conditional RTF templates empowers organizations to efficiently produce personalized, compliant, and consistent communications. This approach not only enhances operational efficiency but also contributes to cost savings and improved employee engagement.

 

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Author: Gopinath. U, HCM Techno-Functional Consultant

Oracle HCM Cloud Solution

Connect with us for End-to-End Implementation, Enhancement, Updates, and Support for Oracle HCM.

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