Create a Microsoft Word or PDF File

To create a Microsoft Word or PDF file, do the procedure in this topic.

Video: Create a Document in Microsoft Word or PDF Format

Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the Microsoft Word Microsoft Word icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location of your Microsoft Word template file.
  4. Click Target Configuration Target Configuration icon.
  5. On the Target Repository screen, select the target location for your output Microsoft Word file.
  6. Click Microsoft Word Configuration Microsoft Word Configuration icon.
  7. On the Microsoft Word Configuration screen, in the Word Template Name field, shows the name of the Word template file that is selected in the source repository.
  8. In the Destination File Name field, enter the file name of the output file.

    You can use Process Data screen to specify a process data variable.

  9. To connect the process value to the Microsoft Word fields, do one of these:
    • Click Basic Mapping.

      A warning message shows that you will lose all the mappings in Advanced Mapping.

      1. To load all the Mail Merge fields, click Click to Load Word Fields.
      2. Drag and drop the necessary Mail Merge fields to the Word Field list.

        To move all the Mail Merge fields to the Word Field list, click Move All.

      3. In the Process Value column, enter the value to complete in the Word template.

        You can use Process Data screen to specify a process data variable.

    • Click Advanced Mapping.

      A warning message shows that you will lose all the mappings in Basic Mapping.

      1. Complete this field.
        Field Name Definition

        Map Word Fields

        Function:
        Connects the AgilePoint schema to the Microsoft Word field.
        To Open this Field:
        1. On the Microsoft Word Configuration screen, select Advanced Mapping.
        Accepted Values:
        Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

        Use this screen to connect the response to the data model for your process.

        Default Value:
        None
  10. (Optional) Click Save as PDF to save the file in .pdf format.
  11. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

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