Launching the HTML/Document Wizard

How to:

The HTML/Document wizard allows you to create a new HTML Page, Guided Report Page, Document, and active Dashboard, and open a recent procedure.

To open the HTML/Document wizard:

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

HTML/Document Wizard

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


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Procedure: How to Create a Document Using the HTML/Document Wizard

After you have launched the HTML/Document wizard, you can begin to create your own Document.

  1. In the File Type area, select Document.
  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 document, a location is already selected.

  3. Click Finish.

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

    The Document canvas, Thumbnails panel, and Properties panel open. You can now add data to your Document and format the data using the tabs in the ribbon.

  4. Click the page layout to add objects to the page.
  5. To save your Document, click the Save button on the Quick Access Toolbar, or select Save from the Application menu.
  6. To run your Active Document, click Run on the Quick Access Toolbar, or click Run from the Application menu.

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Procedure: How to Create an Active Technologies Dashboard Using the HTML/Document Wizard

After you have launched the HTML/Document wizard, you can begin to create your own active dashboard.

  1. In the File Type area, select active dashboard.
  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 active dashboard, a location is already selected.

  3. Click Finish.

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

    The active dashboard canvas, Settings panel, Thumbnails, and Properties panel open. You can now add data to your active dashboard and format the data using the tabs in the ribbon.

  4. Click the page layout to add objects to the page.
  5. To save your active dashboard, click the Save button on the Quick Access Toolbar, or select Save from the Application menu.
  6. To run your active dashboard, click Run on the Quick Access Toolbar, or click Run from the Application Menu.

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