How can I generate a document based off of a form/attributes in a Workflow?

Alexandru Ghita · 2021-11-11T14:56:58+00:00

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Hello,

I'm trying to find a way to generate a Word/ PDF based off of data taken from a form in an Initiator Step, for example, let's say its a Workflow that lets initiators make a holiday request, they fill a form with said attributes and it generates a document with the data he completed, that attachment gets sent to a Manager for review/signature and then an Item Handler step sends the doc in a special folder.

I hope I explained well, I'm still trying to get around workflows and how they work :D

Thank you!

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Comments

Greg Griffiths

If you have the Document Property Services module, you can mail merge OpenText properties with a document to create the document. For more details you can also explore some of the document generation options such as Blazon etc.

Alexandru Ghita

Hello @Greg Griffiths, thanks for your answer, on the My Support website I found the Document Properties Synchronization Module, but it's from 2013 for OTCS 10.0, is there a newer version? I tried installing that but it didn't quite work.

Thanks!

Greg Griffiths

@Alexandru Ghita it may be part of the core product now, depending on your version and specific contract with OpenText.

Alexandru Ghita

@Greg Griffiths, you're right, it is included in the core product, thank you.

But isn't there any other comprehensive way of generating documents based off of a template/form within the workflow?

Appu Nair

@Alexandru Ghita One way we used to do this minus the word part was at end of every workflow that was carrying forms we used to parse each package, the WF product calls each one that you see General, Attachments, WF Attributes, Forms. We did this somewhere in 2006 or so when WR wasn't as prevalent so we wrote Oscript for that. Our workflows had an attribute that would indicate where in Livelink would the finished product go. We had HTML as the report mime so people could get into the WF if they needed and so on. Greg Griffits has in site a walkthrough similar where he shows how to turn form data. Also text files are writeable by Oscript hence HTML was a really easy option.

oscript will get you easily the WF Data structure and then possibly you may need a java object to create something fancier.I would be tempted to look in DPS because chances are they might be using a Java interface to Word within that.

Again WR also has the ability of looking at the internals of WF and the INSPECT tag is a great feature to visualize that data so you may perhaps be able to get it with WR>

Greg Griffiths

the script mentioned can be found at https://www.greggriffiths.org/livelink/development/oscript/eventscripts/llobjfromform.html, you can also use a WebReport to generate a simple XLS/Doc/PDF etc if you get the tags right or you could call some OScript/Java/.Net to create the file using "mailmerge" type functionality too.