Take care when forming a filename to avoid characters that are disallowed in Appian Document Management filenames (such as / \ : " * ' ? ). You can type the name into the text-field, or a name can be specified through an expression. New document name: Enter the name of the new document that is to be created by this smart service activity.If the Create a new file option is selected, complete the following fields.Destination: Once a template document has been selected you can create a new document, or update an existing document.(You can create Constants that contain each desired template.) The substitution fields in the runtime template(s) must match those in the base template. (Optional) In the Runtime Template field, type an expression that selects a document using a variable or a Constant.Once a document has been selected, the substitution keys in the document are scanned and appear as shown below. docx extension are listed.) You can also type the name of the document. The Choose a document dialog is displayed. To browse through Appian Document Management, click the Directory button.
Select from the following tabs in this dialog to configure the activity. The Configure Open Office Writer Doc From Template dialog is displayed.
Any alternate template must use the same substitution keys.ĭouble-click the activity after dragging it onto the canvas in the desired location. You can also upload alternate templates, which can be selected at runtime using a rule or an expression. When you've created your template, upload it to a folder in Appian Document Management that can be accessed by any user who may start the process. The employee's position is #Position# and their #Name# joined #Department# on #Date of Joining#.
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