WordTemplateHandler
Description
This actionhandler allows you to create and use Word document templates with values from process variables that usually come from a form. The parameter "overwriteExisting" specifies whether existing templates may be overwritten (true
) or whether a new template should be created. Variables from System Variables can also be used with this actionhandler.
In order to create document names based on variables, you can include desired variables in the document name in addition to the document content.
It is possible to insert pictures from the process instance into the Word document. Therefore, special variables are needed in the template. An individual picture can also be inserted with the exact name of the picture, for example: $img{bild.jpg}
. It is also possible to insert all images attached to the instance: $img{addAllimages}
.
The WordTemplateHandler can also be installed in the HTML Forms as a button to generate a template if required. More information is here.
Class
com.dooris.bpm.actionhandler.WordTemplateHandler
Parameter
Parameter | Default value | Description | Valid examples |
---|---|---|---|
|
| This parameter is used to set the path to the template, so the ActionHandler can search for it in the resources folder. It can be specified absolute or relative to the external file path in the loom.properties. In order to rename the generated PDF, the name of the template itself may contain process variables. Special case: Resolving process variables in the template name Given the template, parameter has the following value:
In order to access ‘Resources’ section under the 'Administration' please see: |
|
|
| This parameter is used to decide if the documents should be overwritten if the process run by a loop. If the original template is needed, it should be |
|
|
| The documentPrefix can be used so that created documents always have the specified value before the template name. |
|
|
| If this parameter is set to |
|
|
| When the value is set to |
|
|
| It can be either true or false. If this value is set to true, process variables (which need to start with "bool") with value 1 are changed to ‘ja’/'yes' and with value 0 are changed to ‘nein’/‘no’ . Parameter |
|
|
| It can be either true or false. If this value is set to true, process variables (which need to start with "bool") with value Parameter |
|
|
| This parameter is used to determine the document name in the destination folder. This procedure is useful if the name of the created Word document should be different from the template name. The target parameter can contain process variables. Suppose the user wanted to generate two reports in English and German. The Word template in the resource folder has the following name File extension is not needed within the target parameter. |
|
|
| With this parameter all system supported languages can be given in short form(e.g. |
|
Example:
We have a brief use case to explain this ActionHandler.
Firstly, a Word document is used as a template. The template includes two variables (${employee_name}
, ${employee_id}
). These variables are used in the Form later. To ensure that the variables are replaced with the content from the Form by the WordTemplateHandler, the variables must be placed inside a ‘Text Form Field’ in Word.
The variable ${employee_name} is entered into the field ‘Default text’ in the ‘Text Form Field’ options. This option can be accessed by double-clicking on the gray highlighted text field in Word.
After both variables have been inserted as text form fields, the Word document looks as follows:
The Word document is saved with the name ${employee_name}.docx. The ActionHandler replaces the variable in the document name with the employee's name provided in the Form.
This template should be uploaded to the ‘Resources’ in the Administration:
The document is uploaded into the Resources using the "Upload File(s)" button.
Now the ActionHandler can be set up in the process flow. For each employee, a Word document containing the employee’s name and ID should be generated after process start. To achieve this, the WordTemplateHandler is implemented on the first task in the process model.
Parameter | Description | Example |
---|---|---|
| Here, you provide the name of the Word template which was uploaded to the resources folder. When the process is started, the ActionHandler will find the template with this parameter and will create a new document with the information from the form. The document is stored in the “Documents” tab of the process instance. | ${employee_name}.docx |
Finally, a Form is required, which contains two input fields with the variables employee_name
and employee_id
.
Once the process with its form is published, start a process instance and enter the employee’s name and ID, when starting it.
After a successful instance start, a document will be generated from the template and variables employee_name
and employee_id
will be filled as John Doe and 000123. You can access the generated document under the documents section:
You can access the document by clicking on it, and you can also download and open the document by clicking on the action button:
The variables in the document as well as in the document name were replaced with the values from the form.
Integrating the WordTemplateHandler into a HTML-Form
The WordTemplateHandler can be integrated into a HTML-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 form:
<button type="button" onbuttonclick="generateFileFromTemplate([{handler:'WordTemplateHandler',template:'pfad/zumTemplate.docx',pdf:false,attach:false,open:true,documentPrefix:'Prefix'}])">button name</button>
The "onbuttonclick" attribute defines which functions/parameters the handler should execute. See Parameters sections above.
Document History
The document-history of a process instance can be reviewed via the system variable ${SYS:DOC_HISTORY}
. The document history displays which documents of the instance have been attached, edited or deleted. With the WordTemplateHandler the user can save the document history to a Word or PDF document (s. screenshot).
Important when using HTML-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.
© TIM Solutions GmbH | AGB | Datenschutz | Impressum