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Workflow action: Fill word document

Modified on Tue, 18 Jul, 2023 at 9:15 AM

The action Fill word document fills an existing Word document with values from the transferred form data and creates a Word document or a PDF document from it again.

The Word document must be prepared accordingly for this, see the section Prerequisite of the Word document to be filled.


CONTENTS



Configuration interface of the Fill word document action. The source resource is a Word document. The output file is a PDF document or Word document.


Parameters

Details for Word fill

File
Selection of the Word document to be used. It can be form files, client files, files loaded via a URL or task attachments Word file fill. See actions for a list of supported URL protocols.
Resource URL
Enter the URL to be retrieved if External Resource URL is selected as the file.
File name for search
If as file Search process attachments using file name is selected, the file name for search can be selected here.
Type filter
This filter can be used to narrow down the search of the process attachments.


Storage options for the created files

Output file name
File name under which the XML file will be saved. Please note that the filename extension must be xml, so the filename must end in .xml.
Attach file to form record
If this option is selected, files created in this action will be attached to the form record. Otherwise, they are only available for other actions within the workflow processing in the same processing chain.


Action variables

Actions of type Fill word document provide Action variables which can be used in subsequent actions.


Standard action variables

[%$<action name>.SUCCESS%]
Return whether action was successfully executed. Returns Boolean (true/false).
[%$<action name>.RESULT%]
Return all results provided by the action in structured form.
[%$<action name>.ERROR_CODE%]
The error code thrown in case of an error in the action. Empty if no error occurred.
[%$<action name>.ERROR_MESSAGE%]
The thrown error message in the action's error case. Empty if no error occurred.


Action specific action variables

[%$<action name>.RESULT.fileSize%]
Size of the created Word file or PDF file, in bytes.
[%$<action name>.ERROR.message%]
Error message returned if the Word or PDF file could not be written to the file system, the specified URL does not match a valid format, no source file could be determined, the file format of the source file is not supported, or an error occurs while generating the Word document.


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