How to configure this action Fields for this action What will this output? Get help with a problem or question Was this page helpful? Use this action to dynamically create a customized Word document. This action can take a predefined template and create a document with new information each ...
Double-clickThis PC. Type a name for your template in theFile namebox. For a basic template, select the template item in theSave as typelist. In Word for example, selectWord Template. If your document contains macros, selectWord Macro-Enabled Template. Office automatically goes to the Custom...
With Word you can: Create a document from scratch or from atemplate. Add text, images, art, and videos. Research a topic and find credible sources. Access your documents from a computer, tablet, or phone via OneDrive. Share your documents and collaborate with others. ...
Uploading/Creating a DOCX If you are using a DOCX file as the template (you uploaded a DOCX file), then you will want to use the same formatting for the fields as you do in our Builder ( {$Fieldname}, {$AnotherField}, etc). Make sure to use unique names for each field name. Do...
Using INSERT as part of your clue is also a great way to make these fields easily searchable. Some apps even enable you to automate the process with variables. Use a standardized naming system. To make your templates easier to find, add Template to your file name. For example, Template_...
CreateDocumentFromTemplateUsingPath CreateDocumentWithDefaultName CreateMappedView DeleteObject GetBloomFilter GetBloomFilterWithCustomFields GetChanges GetCheckedOutFiles GetItemById GetItemByUniqueId GetItems GetListDataAsStream GetMappedApp GetMappedApps GetRelatedFields GetSpecialFolderUrl GetUserEffectivePermissio...
Select, position, and format the fields within the document. A document might resemble the following screenshot. When the template is ready to be used in the application, upload the saved version of the file. In the same model-driven app and view that you used in a previous step, select...
SCM_CS_DOC_MGMT.Controller.Doc_Controller.OnExecute Name:CreateWordDocument Scenario 2 : Uploaded template path (SERVER_PATH) is not saved in PV_ATTACHMENTS Record The issue can be reproduced at will with the following steps: 1. Create SFTP URL (PeopleTools > Utilities > Administration > URLs...
You can also save an existing free text invoice as a template. When you selectSave to templatefrom theInvoicetab, provide a name and a description for the template. If a template with the name already exists, you see a notification that a template with that name already exists. You ...
To create a template means that you have a set framework, wherein you can make the desired changes and create a new piece of work altogether. One can easily create a template keeping an existing document as a base. Also, you can easilydownload Word templatesfrom the internet and make them...