Overview
This article will show you how to create a Catalog Export Template in CivicRec. Catalog exports can be used to create activity brochures in InDesign or other programs.
Instructions
- Select Configuration > Templates > Catalog Export Templates
- Click New Template
- Fill in Settings fields
- Label/Description: Name your template (Example: Summer 2019)
- Date Format: Choose how you want your session dates to display in your export. Valid formatting options are:
- Month: m or mm
- Date: d or dd
- Year: yy or yyyy
- Example: dd/mm/yyyy, mm/dd/yyyy, mm/dd/yy, dd/mm
- Time Format: Choose how you want your session times to display in your export. Valid formatting options are:
- Hours: h or hh
- Minute: mm
- AM/PM: A
- am/pm: a
- Repeat AM/PM on Time Range: Leaving this box checked will repeat the AM/PM formatting selected above
- Day of Week Formats: Choose how many characters you want your days of the week to display in your export
- Example: M, Mo, Mon, etc.
- Price Format: Select how you want your session prices to display in your export. Valid formatting options are:
- Full: $1.00
- Basic: $1
- Free Program Display: Type how you want your free sessions to display in your export
- Example: Free or $0
- Click Save New Catalog Export Template
- Navigate through the remaining tabs and customize as needed
- Header: The Header template is included at the top of the exported file.
- Tabs: The Tab template is included once for every catalog tab in the exported data.
- Categories: The Category template is included once for every category within each tab in the exported data.
- Activities: The Activity template is included once for every activity within each category in the exported data.
- Activity Locations: The Activity Location template is optional but can be used to break sessions apart by location within a given activity. It is included once for every different location within each activity in the exported data.
- Sessions: The Session template is included once for every session within each activity or location in the exported data.
- Session Schedule: The Session Schedule template is included once or more for every session within each activity or location in the exported data.
- Header: The Header template is included at the top of the exported file.
- Click Save Catalog Export Template
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