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Modifying Document Templates

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform.

Introduction

The Requirements Management (RM) solution provides the ability to associate a document template with a task for users when creating a requirements package. This enables users to generate documents in a consistent format. The solution also auto-populates the document with data entered into Appian.

For example, in building a requirement package a user has to create a 508 Determination document. The template for the 508 Determination form is provided to the user in the task. They can click a link to generate and populate the requirement document based on the template.

Task UI: Auto-populate and download document from template.

This page describes how to add your templates to the solution and how to auto-populate the document.

Add new document templates

To add templates to be used for the Create Document from Template task type:

  1. Go to Appian Designer > AS RM Full Application.
  2. Search for and open AS RM Document Template Folder.

  3. Upload a document template to the AS RM Document Template Folder. See instructions for creating documents.

    Select 'Document' from 'NEW' menu to add a template.

  4. Go to Cloud Database > Appian > Tables.
  5. Search for and open the AS_RM_R_DOCUMENT_TEMPLATE table.

  6. Add an entry to the AS_RM_R_DOCUMENT_TEMPLATE table for each document you added to the AS RM Document Template Folder. See the Document Template Reference data table section.

    Note:  For each document added to the AS RM Document Template Folder, its name must exactly match the value in the DOCUMENT_NAME column.

    AS RM Document Template Folder properties, ID highlighted.

Auto-populate new document templates

To auto-populate the template with the data entered:

  1. Go to Appian Designer > AS RM Full Application.
  2. Search for and open the AS RM Create Word Doc from Template process model.

  3. Add a MS Word 2007 Doc from Template Smart service document node for each template added to AS_RM_R_DOCUMENT_TEMPLATE table.

    Appian process model with new 'MS Word 2007 Doc from Template' smart service node.

  4. In the Setup tab of the added node:

    1. Add Template Configuration values and save the document to the AS RM Temporary Document Template Folder.

      Setup tab for configuring a Word document template, showing template name, destination, and save folder.

    2. Add the fields to find in the template and the values to replace them with. You can use the sample template Capabilities Template as a guide.

      Template auto-population setup: fields to find and their replacement values.

  5. In the XOR gateway Decision tab, add a new condition for each template.

    Adding a new condition to an XOR gateway decision tab for template auto-population.

  6. In the Process Modeler, link the new node to the end node.

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