Modifying Document Templates

Introduction

When managing their awards, Award Management allows users to associate a document template with a checklist item and auto-populate the document with data entered into Appian. This allows users to generate documents in a consistent format.

For example, to manage an award a user has to create a COR appointment document. The COR Appointment Letter template is provided to the user in the checklist item. The user can click a link to generate and populate the letter based on the template.

Adding new document templates

To add a template to a checklist item type:

1. Add a document template to AS AM Document Template folder. See instructions for creating documents.
2. In the folder properties for AS AM Document Template folder, note the folder ID.
3. In the document properties for each template that you added to the folder, note the document ID.
4. Using the folder ID and document IDs that you noted in the previous step, add an entry to the AS_AM_R_DOCUMENT_TEMPLATE table for each document you added to the folder. See the Document Template Reference Data Table section.

Auto-populating new document templates

If you want the template to automatically populate with the data that is entered, update the AS AM Create Word Doc from Template process model.

To auto-populate the template with data:

1. Open the AS AM Create Word Doc from Template process model.
2. From the Template Smart Service Document node, add an MS Word 2007 doc for each template added to AS_AM_R_DOCUMENT_TEMPLATE table.
3. In the Setup tab of the added node, add Template Configuration values and save the document to the AS AM Temporary Document Template folder.
4. In the added node's Setup tab, add the fields you want to search in the template and the values you want to replace them with. You can use the sample template Capabilities Template as a guide.
5. In the XOR gateway Decision tab, add a new condition for each template.
6. In the Process Modeler, link the new node to the end node.

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