Creating Header/Footer Displays

You can configure a display to print with designated headers and footers. The headers and footers must first be created as new displays, and then assigned to the displays that you want them printed on. Headers and footers are assigned to displays on the Edit Current Display Settings dialog box of each display.

NOTE: The display must be printed in Run mode for the header/footer to appear.

You can use any Proficy Portal objects in your header/footer display; however, keep in mind that if the objects are too large to fit in the header/footer area, defined by the page size, margins, and header/footer maximum height), the objects will be scaled. Also, if dynamic objects such as grids or charts are used in the header/footer display, they cannot retrieve data from data sources.

To add the page number, total number of pages, the current user's name, and/or the current display's name to the header/footer, use the Text object. When you insert a Text object into a display, the Insert Printing Function drop-down list allows you to select any or all of these options. The Display Description option that is also available in the Insert Printing Function drop-down list, is used to insert the text that was entered in the Display Description box of the Edit Current Display Settings dialog box (Printing tab) for the display that will print with the header/footer. For more information on inserting text objects, see To configure text objects.

To add the current date to a header/footer, insert a Time and Date Link object into the header or footer display. For more information, see To configure a Time and Date Link.

The header/footer display is created in the same way you would create any display. However, it is recommended that you alter the display width (Edit Current Display Settings) so that it matches the approximate width of your printed page. For example a typical printed page is 6.5 inches (Portrait) with 1 inch margins on either side. The display width that would accommodate this size is approximately 468 (pixels). When the width of your display matches the width of the printed page, it is easier to place objects and text so that they appear where you want them to, and also to avoid unwanted scaling. For information on changing the width of your display, see To configure general preferences for the current display.