Setting template instructions for layout rules

Template instructions allow products to be more dynamic, allowing them to perform actions during key events like a checkout. There are three types of template instructions controlled by file types: data frame rules, layout rules, and python scripts.

The Layout Rules properties enable a product map document's layout size and orientation and the relative placement of elements on that layout to react to changes that happen on dynamic cartographic products.

  1. Start ArcMap.
  2. If necessary, open the Product Library window by clicking Customize > Production > Product Library on the main menu.

    A tree view of the product library appears.

    Product library tree
  3. Navigate to and right-click an existing class, series, or product from the Product Library tree and click Properties.

    The properties dialog box for the class, series, or product appears.

  4. Click Template Instructions on the left-hand pane.
  5. Click the plus sign (+) next to Layout Rules.

    The Layout Rules properties appear.

  6. Click the cell next to File and click the ellipsis (...) that appears.

    The Browse For File dialog box appears.

  7. Click the Storage type drop-down arrow and choose an option:
    • File system—If the file is stored in a local or network computer
    • Database—If the file is stored in a database
  8. Click the ellipsis (…) next to the Location field.

    The Open dialog box appears.

  9. Navigate to the layout rules XML file you want to use.
  10. Click Open.

    The Browse For File dialog box appears with the path to the XML file in the Location field.

  11. Click OK.

    The properties dialog box for the class, series, or product appears.

  12. Click OK.

You can now apply layout rules when you check out a template or product by clicking Options and checking the box next to the instructions.