This guide covers template builder overview in Gutenburg. This is where you name your template.

This is where you name your template.
This is where you name your template.

Workflow

  1. Template NameThis is where you name your template.
  2. Template ThemeYou can change the builder theme if desired.
  3. Template ToolbarThe toolbar allows styles to be customized.
  4. Template CanvasThis is where template content is put together, ranging from static text to dynamic elements.
  5. Dynamic ElementsThis is where dynamic behavior is defined, including source objects, fields, data tables, and more.
  6. Dynamic ElementsThis shows a real-time preview of the template, showing a PDF that updates as changes are made.

Controls and settings

  • Template NameThis is where you name your template.
  • Template ThemeSelecting a different theme changes the aesthetics of the template builder.
  • Template ToolbarThe toolbar allows styles to be customized.
  • Template CanvasThis is where template content is put together, ranging from static text to dynamic elements.
  • Dynamic ElementsThis is where dynamic behavior is defined, including source objects, fields, data tables, and more.
  • Preview PaneThis shows a real-time preview of the template, showing a PDF that updates as changes are made.