Page 19 - Unanet CRM: Using Publisher with Microsoft Word

List Data Formatting

List Data Formatting allows you to format and arrange variables included in a list of
information, such as project experience, on a Resume. Use Lists for all groups of data
to include in the template. The following groups of data within Unanet CRM require a
List Data Format for a Resume:

• Project Experience
• Awards
• Education
• Registrations
• Previous Project Experience
• Other Registrations
• Training
• Skills
• Memberships
• Presentations
• Publications
• Project Publications
• Personnel Awards
• References

Activity 2.3 – Creating List Data Formatting
In this activity, you will create list data formatting for your Resume.

Activity Steps

Part 1: Create a List Data Format for Project Experience
1. Select the Publisher 4.0 module.
2. Select Template Administration > Resume. The Resume Administration
page opens.
3. Select the List Data Formatting link.
4. Select the Create Format link in the List Data Formatting – Project
Experience section. The Project Experience List Format window opens. The
Format Definition field is prepopulated with common variables.
5. Type Standard_Word_XX in the Format Name field.
6. Replace the comma + space between %ProjectName%, %ProjectClient% with
space | space.
7. Remove the – after %ProjectClient%.
8. Place your cursor after %ProjectClient%.
9. Press Return.
10. Select %ProjectName% | %ProjectClient%.

LESSON 2: RESUMES ©2023 Unanet. All rights reserved. 19