Creating a Text File from a Process

Instructional Goals

• Demonstrate how to create and store a text file using theText File Writer AgileShape.

Example Process: Simple Budget Request

Problem Statement

Submit and approve a budget request.

Business Requirements

• The process is initiated when an employee submits a budget request form.
• The request goes to the CFO for approval.
• If the CFO approves the request, the following data from the Submit Budget Request form is recorded in a text file, and saved on a local file system:
  • Submitter Name
  • Department
  • Submission Date
  • Budget Amount

Navigation

1. In AgilePoint Envision, open a process template.
2. Navigate to the Miscellaneous stencil.
3. On the Miscellaneous stencil, drag the Text File Writer AgileShape, and drop it on the process template.
4. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
5. In the LocationType field, click UNC.
6. On the Configure field, click the Ellipses button.

Instructions

1. On the UNC tab, complete the following fields:

   Field Name	Value
   UNC Address	\\DEMO3\C:\Windows\system32

2. To verify the UNC address, click Check Address.
3. Click the File Content tab.
4. On the File Content tab, complete the following fields:

   Field Name	Value
   File Content	Expense Report submitted by: ${/pd:myFields/pd:SubmitterName} Department: ${/pd:myFields/pd:Department} Submission Date: ${/pd:myFields/pd:BudgetSubmitDate} Budget Amount: ${/pd:myFields/pd:BudgetAmount}
   Folder Format	${/pd:myFields/pd:UNCFolderPath}
   File Format	${/pd:myFields/pd:UNCFileName}.txt