Document Generate

Layout Set is a collection of record type screens. In TopTeam, you can define screens or layouts by specifying fields, their order, etc. for a record type. You can then assign them to users based on their user type, such as author, collaborator, etc. For more information about record type screens, see Configuring Record Type […]

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Overview Reports can be generated in TopTeam to share artifacts and their specific details. Reports are generated in PDF or Microsoft Word format, depending on your selection. TopTeam provides template flexibility, allowing you to tailor report content to your specific needs. Methods for Generating Reports TopTeam offers two different methods for generating reports: Standard Report […]

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Overview In this article, you will learn how to generate a document using variables. If your template has variables created using the Declare_Variable command of type such as Text, True/False, Filter, Record Id, etc., you can specify variables for these while generating the document. Text This variable type allows you to enter text values. You […]

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