Parent topic: Word Parent topic: Windows

Word Configuration Window

This window enables you to configure a Word template conversion.

Note: For information about creating a Word template, see the online help for Microsoft Word regarding Word templates, Mail Merge fields, and bookmark fields.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the Miscellaneous stencil.
On the Miscellaneous stencil, drag the Word AgilePart, and drop it on the process template.
On the Configuration field, click the ElLipses button.

Field Definitions

Field Name	Definition
DesignTime Word Template	A Word template used by the Envision client at design time. Enter the location for a Word template file, or click the Ellipses to select a custom attribute.
Runtime Word Template	A Word template used by AgilePoint Server at runtime. Enter the location for a Word template file, or click the Ellipses to select a custom attribute.
Destination	The destination (folder and file path) for the file output. Click the Ellipses (...) to select a custom attribute.
Save as PDF	Specifies that the generated file will be saved as a PDF file, instead of a Word document.
SharePoint Credentials	Click this button to enter the SharePoint logon credentials required to create the file.
Load Word Fields	Click this button to load the list on the right with the dynamic fields from the Word document. Select field names. You can click one or more field names in the list, or click Select All to select all the names. Click the left arrow to add the selected fields to your document.
SelectAll	Selects all the fields in the Load Word Fields list.
Display Literal Boolean Value	When selected, specifies that the generated Word document should display the literal value of a Boolean field -- for example, display the words "Yes" or "No". By default, the Word AgilePart displays Boolean values as a selection box -- "X" for True, and empty for false.
Process value	For each field in the Word template, select this column, and click the Ellipses (...) button. In the pop-up, select the value you want for the selected Word field.

Parent topic: Word Parent topic: Windows