Create a Microsoft Word or PDF File

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

Figure: Microsoft Word Configuration screen

Microsoft Word Configuration screen

Video: Create a Document in Microsoft Word or PDF Format

Examples

Prerequisites

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • To create a Word template, refer to the online help for Word templates, Mail Merge fields, and bookmark fields in Microsoft Word
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Document tab.

    Document tab
  3. On the Document tab, drag the Microsoft Word activity onto your process.

    Microsoft Word 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 process 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
        Example:
        Refer to:
        Limitations:

        Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

  10. (Optional) Click Save as PDF to save the file in .pdf format.
  11. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

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