MS Word 2007 Doc from Template Smart Service

Overview

The MS Word 2007 Doc from Template Smart Service generates a Microsoft Office 2007 (or Office 2010) Word document populated with process data.

This activity uses a Microsoft Word Document template in .docx format. To create the merge template, edit a Microsoft Word 2007/2010 document. Identify each merge field by enclosing the field with three pound symbols (###).

Example Word template

Name: word_template.docx

Content:

1
2
 ###Name###. joined ###Department###. on ###Date of Joining###. The employee's position is ###Position###. and their 
supervisor is ### Supervisor###.

When you've created your template, upload it to a folder in Appian Document Management. You can also upload alternate templates, which can be selected at runtime using a rule or an expression.

Your keyed template fields must pass Microsoft Word's spelling and grammar tests. When viewing the template in Microsoft Word, be sure to right-click the field in your template and select Ignore for any spelling or grammar issues that are listed. Ensure that any text formatting is contiguously applied to the entire substitution key, and not any partial section of the key. Formatting creates XML tags in the template that render the substitution key unrecognizable if an opening or closing tag falls within the key.

Permissions needed

The user running the smart service must have Author rights to the folder holding the template in Document Management. Attempting to complete this task without the proper user rights generates an error message for the process administrator and pauses the process.

Properties

• Category: Document Generation

• Icon:

• Assignment Options: Unattended

• Compatible with autoscale: No

Configuration options

Setup tab

The Setup tab displays the main property sheet used to configure the automated activity.

For example:

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

To configure the Setup tab:

1. Complete the following fields:

   Field	Action
   Template	Select your merge template from Appian Document Management. To browse through Appian Document Management, click the Directory button. The Choose a document dialog is displayed. Select a document. (Only documents that have a .docx extension are listed.) You can also type the name of the document. Once a document has been selected, the substitution keys in the document are scanned and appear as shown in the previous image. Any formatting applied to a substitution key must be contiguous, meaning it cannot be applied to some characters and not others.
   Runtime Template	(Optional) Enter an expression that specifies a document using a variable or a constant. You can create constants that contain each desired template. The substitution keys in the runtime template(s) do not have to match the base template exactly, but any keys used in the runtime template must be present in the base template.
   Destination	Select whether you want the smart service to create a new document or update an existing document. Your selection determines which additional fields you must complete.

2. If you selected the Create a new file option, complete the following fields:

   Field	Action
   New document name	Enter the name of the new document that is to be created by this smart service activity. You can type the name into the text-field, or a name can be specified through an expression. To access the Expression Editor, click . Take care when forming a filename to avoid characters that are disallowed in Appian Document Management filenames (such as / \ : ; < > " \* ' ?).
   New document description	Enter a brief description of the document. The expression editor can also be used to formulate a description.
   Save in folder	Select the folder where the newly created document is to be stored. Once you have selected a folder, click to check the name of the folder specified. You can also use an expression or a rule to select a folder at runtime.

3. If you selected the Overwrite an existing document option, complete the following fields:

   Field	Action
   Document to replace	Specify the document to be updated. Click Directory to browse for a document. You can also look up the document using autocomplete by typing the document name in the text field.
   Replace with	Assign a process variable, constant, or typed value for each replacement key listed. Substitution values can contain HTML formatting tags, such as <i> or <b>, or the characters &, <, and >. The smart service safely escapes these special characters.

4. If you've made changes to the template document, click Re-scan Template on the toolbar. The template is then rescanned for substitution keys. Whenever the template path is changed, the specified document is also parsed for substitution keys. The node supports Unicode (UTF-8) templates and generates Unicode documents.

Data tab

Node outputs

The ID of the document that was created or replaced is returned by the node.

To retain the ID of the document so it can be referenced elsewhere in the process model:

1. Click the Outputs tab.
2. Select New Document Created on the Results list (the Result properties display).
3. Create a new process variable to store the result or select an existing Process Variable with a Document data type from the available list.

Feedback