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

1. Select Configuration > Templates > Catalog Export Templates
   
   
   
2. Click New Template 
   
3. 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
4. Click Save New Catalog Export Template 
   
5. 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. 
     
6. Click Save Catalog Export Template
   
   

Resources

• InDesign Import Assistance
• Catalog Export