Microsoft Word activity
An activity that creates or changes Microsoft Word document files (.doc or .docx) or PDF files from Microsoft Word templates (.dot or .dotx files).
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Configure the Microsoft Word activity
To configure the Microsoft Word activity, do the procedure in this topic.
Examples
Prerequisites
- How Do I Create Repeating Tables in a Document I Can Use with the Microsoft Word Activity?.
- If you use date-time variables in your Microsoft Word template file (.dot or .dotx), they must use syntax \@"[date-time format]".
Example:
\@"M/d/yyyy"
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?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Document tab.
- On the Document
tab,
drag the Microsoft Word
activity onto your process.
Procedure
- Complete the fields on the General Configuration screen.
- Click Source Configuration
.
- On the Source Repository screen, select the source location of your Microsoft Word template file.
- Click Target Configuration
.
- On the Target Repository screen, select the target location for your output Microsoft Word file.
- Click Microsoft Word Configuration
.
- Complete the fields on the Microsoft Word Configuration screen.
- (Optional) Click Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
General Configuration
Specifies the basic settings for the Microsoft Word activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the source location of your Microsoft Word template file.
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Fields
Field Name | Definition |
---|---|
Source Repository |
|
Target Repository
Specifies the target location for your output Microsoft Word or PDF file.
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Fields
Field Name | Definition |
---|---|
Target Repository |
|
Microsoft Word Configuration
Specifies your settings for making a Microsoft Word document or PDF file from a Microsoft Word template.
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Good to Know
- To create a Word template, refer to the online help for Word templates, Mail Merge fields, and bookmark fields in Microsoft Word.
Fields
Field Name | Definition |
---|---|
Word Template Name |
|
Destination File Name |
|
Save as PDF |
|
Display Literal Boolean Value |
|
Sort Configuration |
|
Click to Load Word Fields |
|
Move All |
|
Word Field |
|
Process Value |
|
Map Word Fields |
|
Sort Configuration
Specifies a repeatable word field to sort the data in ascending or descending order in the Microsoft Word document or PDF document, generated as output.
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Prerequisites
- A repeatable field in a Microsoft Word template.
Good to Know
- To create a Word template, refer to the online help for Word templates, Mail Merge fields, and bookmark fields in Microsoft Word.
- You can use only 1 field to sort the rows of a table. If Sales Invoice.docx had 2 or more tables with repeating rows, each table could have 1 sort field. NX uses the IDs for the TableStart and TableEnd mege fields to associate a field with a table row..
Fields
Field Name | Definition |
---|---|
Repeatable Word Fields |
|
Word Field |
|
Sort by |
|