Learn about: Formatting as HTML

The Format as HTML Tool can be used to format information as one or more HTML documents in TaskCentre. The tool is dragged onto the task planner from the task browser.


On the general tab of the tool the step is given a recognisable name and a description can be added for future reference.


The output of the format as HTML tool is one or more documents. There are three document generation options that determine how the recordset input is processed.

One document – All the rows of data from the recordset are included in a single output document.

New document when column changes – Multiple recordset rows are included in a document. A new document is started when a change in the contents of a column are detected. For example, below, if the column selected in the recordset is Company Name, each time a change of company name is detected a new document is started.

Company NameInvoice NoTotal
Acme LtdAB000456£1047.53Document
Acme LtdAB000687£2489.87
Growers LtdAB000211£2678.99Document
Growers LtdAB000535£2318.65
Growers LtdAB000737£3288.88

In order for the document grouping to work in this way the recordset must be sorted by the column selected to create a new document. This sorting occurs before this step typically in a database query.

New document for each row – For each row in the recordset a new document is created.

The layout of the document can be created by manually entering text and dragging and dropping columns, properties and variables from the browser into the header, detail and footer of the document.


Text formatting can be applied adding Bold, Underline and Italics by highlighting text and pressing the relevant button.

If you wish to prepare a template for your HTML document in another HTML design product then the ‘Import’ button can be used to import an HTML document from disk.This can then be edited as above.

If you wish to directly edit the HTML code then the ‘Edit’ button launches the current HTML in your default HTML editing product.

Tables of data can be included in the HTML document, see related articles below.

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Learn about: Formatting as HTML with Tables of Data

In the TaskCentre Format as HTML tool it is possible to include tables of data in the output documents. To read more about the Format as HTML tool see Learn about: Formatting as HTML If One document or New Document is selected when column…

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