Generate Documents Using Document Templates

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Description

This section describes how to generate a document with a microflow using a previously designed document template.

Instructions

Create the document template you intend to use. If you do not know how to do this, please refer to this article.

Open the microflow, or if necessary create a new one. If you do not know how to add documents to your project, please refer to this article.

Make sure that the object which is connected to the document template you intend to use is passed to the microflow.

Use a ‘Create object’ activity to create a new object of the System.FileDocument entity or a specialization of it. If you do not know how to use the ‘Create object’ activity, please refer to this article.

This object will be used to store the document in.

Add a ‘Generate document’ activity to the microflow and double-click on it.

Use the drop-down menu at ‘File’ to select the file object which is created in the microflow.

At ‘Language’ you can use the radio buttons to select the language the form should be generated in.

You can choose either the language of the current user, the default project language, or a language stored in a variable.

Use the drop-down at ‘Document type’ to select which of the available formats should be used for the generated document.

Press the ‘Select’ button next to ‘Template’ to bring up a new menu allowing you to choose the document template you want to use.

The parameter area will now be filled with the parameters needed for the document template. Select one of these parameters and click on the ‘Edit parameter value’.

In the new window you can specify the variable you want to pass to the document template with the use of a microflow expression.

The microflow should now be fully configured to generate a document when it is executed.

To enable viewing of the generated document, add a download form with file manager, or add a ‘Download’ activity to the microflow that generated the document.

If the document is not intended to be kept after the initial download, you can add a ‘Change’ activity to the microflow that generated the document to set the ‘DeleteAfterDownload’ flag of the document to ‘true’.