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This actionhandler is available from v7.14 and allows you to create and use Excel document templates with values from process variables that usually come from a smartformform.
Variables from VariablesHelper can also be used with this actionhandler.
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The ExcelTemplateHandler can also be installed in the Smartform Forms as a button to generate a template if required. More information is here. |
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Setup the process
Have or upload a simple workflow
View file name SimpleModel-version-2.zip Import form
View file name 20240130_SimpleModel_v1.json
Upoad Upload the template in tenant admin resources
View file name temp.xlsx
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POST: [your server url here]/tim/api/templates
{
// Mandatory params
"processInstanceId": [YOUR PI ID HERE],
"template": [YOUR TEMPLATE PATH HERE],
//Optional params
"target": "",
"documentPrefix": "",
"locale": "",
"overwriteExisting": false,
"interpretNumbersAsBoolean": false,
"interpretBooleanAsHuman": false,
"removeEmptyTableRows": false,
"open": false
} |
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Integrating the ExcelTemplateHandler into a HTML-
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Form
The ExcelTemplateHandler can be integrated into a HTML-Smartform Form as a link, a button, or an image so that the participants can create a template at any time. For this, the following code must be integrated into the smartformform:
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<button type="button" onbuttonclick="generateFileFromTemplate([{handler:'ExcelTemplateHandler',template:'temp.xlsx',attach:false,open:true,documentPrefix:'Prefix'}])">Generate Excel template</button> |
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The "onbuttonclick" attribute defines which functions/parameters the handler should execute. See Parameters sections above.
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Important when using HTML-
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Forms
Normally written text will be inherited, whereas variables will be overwritten if marked as ${Variable-ID}. To overwrite variables with content from the HTML form, you must use the variable's ID, such as ${Variable-ID}, within the text form fields. An exception to this rule applies to radio buttons, where you should use the variable name, like ${Variable-Name}, instead of the variable ID.
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