How Do I Sort the Fields in a Microsoft Word Document?

Examples

• (Example) Create a Word Document and PDF File with Data from an App
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

• An access token for your source and target data source to store the Microsoft Word template file and the output Word or PDF file.

  For more information, refer to Access Tokens.

• How Do I Create Repeating Tables in a Document I Can Use with the Microsoft Word Activity?.
• A repeatable field in a Microsoft Word template.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. Open Process Builder.

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

   
   
   

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

   
   
   

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

   
   
   

Procedure

1. Complete the fields on the General Configuration screen.
2. Click Source Configuration .
3. On the Source Repository screen, select the source location of your Microsoft Word template file.
4. Click Target Configuration .
5. On the Target Repository screen, select the target location for your output Microsoft Word file.
6. Click Microsoft Word Configuration .
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 your repeatable Microsoft Word fields to the Word Field list.
     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. Click the Schema Mapping button to open the Schema Mapper.
     2. On the Schema Mapper, connect the AgilePoint process schema to the repeatable Microsoft Word field.
10. Click Sort Configuration.
11. Complete these fields.

    Field Name	Definition
    Word Field	Function: Specifies the word field to sort in the Microsoft Word document or PDF document, generated as output. Accepted Values: The repeating fields from the Repeatable Word Fields box. You can drag only 1 field from the Repeatable Word Fields box to sort the rows of a table. If the Word document has 2 or more tables with repeating rows, you can drag a field from each table to sort the field. Default Value: None Example: Refer to: (Example) Create a Word Document and PDF File with Data from an App
    Sort by	Function: Specifies whether to sort the fields in ascending or descending order. Accepted Values: Ascending - Sorts the fields in ascending order. Descending - Sorts the fields in descending order. You can sort based on 1 field from each table. If the Word document has 2 or more tables with the repeating rows, you can sort a field from each table. Tables are identified by TableStart and TableEnd mail merge fields in Word. Default Value: Ascending. Example: Refer to: (Example) Create a Word Document and PDF File with Data from an App