How Can I Put an Image in a Microsoft Word or PDF File?

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

• AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.
• Your image must be stored on the AgilePoint Server machine.
• 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.

• A Microsoft Word template file with the .dot or .dotx file name extension.
• A Mail Merge field in your Word template file with the syntax image:[FieldName]

  Example:

  image:logo

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

How to Start

1. Open Process Builder.

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

2. Do one of these:
   • Add an activity:
     1. In Process Builder, in the Activity Library, open the Document tab.

        
        
        

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

        
        
        

   • Change an activity:
     1. In your process, double-click your activity.
3. Complete the fields on the General Configuration screen.
4. Click Source Configuration .
5. On the Source Repository screen, select the source location of your Microsoft Word template file.
6. Click Target Configuration .
7. On the Target Repository screen, select the target location for your output Microsoft Word file.
8. Click Microsoft Word Configuration .
9. 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.
10. In the Destination File Name field, enter the file name of the output file.

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

Procedure

1. 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 show your image Mail Merge fields (for example, image:logo), click Click to Load Word Fields.
     2. Drag and drop the image Mail Merge field to the Word Field list.
     3. In the Process Value column, enter the absolute path of your image on the AgilePoint Server machine.

        You can use App 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. Connect an element in your process schema to an image Mail Merge field from Microsoft Word—for example, image:logo.
2. (Optional) Click Save as PDF to save the file in .pdf format.