Creating Document Templates 

Use

Document templates determine the appearance of PC documents created in the workflow. The document created is based on one of the templates available, and can contain container elements of the workflow container or system fields as variables.

Prerequisites

The PC application on which the template is to be based must be installed locally on your PC.

In order to display the Document template folder in the object area of the Workflow Builder, the workflow definition must have been saved at least once.

Procedure

  1. Open the PC application by double-clicking on the Document templates folder in the object area or select in the step definition of document generation.

The PC application which you last used to create a template is opened in the Workflow Builder. The system fields and the container elements of the workflow container are offered for selection in the object area. They can be transferred into the template by double-clicking. All relationships created between container elements/system fields and the document template are displayed in the task area.

It is not possible to insert system fields and container elements into all types of document template.
  1. If you want to create a document template of a different class, select Change document class and choose the new type of document template.
  2. Select to assign a name for the document template.
  3. Create the document template in the usual way in your PC application. You can use all the functions of the PC application.
  4. Insert container elements and/or system fields from the object area into your template by double-clicking. These fields are replaced with the content of the container elements/system fields at runtime.
  5. Select to save your document template.

You can only save the document template from your PC application as a local copy on your PC.