Document Template creation & Use in Work flow


 

Post Summary: Document template allows you to create any word doc/excel shett/ppt/pdf etc with predefined information to be sent to a business user form the work flow.

  • Goto Tx- SWDD and create a work flow and save it. Provide a name and description and continue.

  • Choose document templates.

  • Now double click to create.

  • Select word doc.

  • Provide some info and save.

  • Provide a title and continue.

  • Go Back.

  • Now we finished with creation of a word template. Again double click to create a excel template.

  • Select change doc class.

  • Select Excel.

  • Provide some info and save.

  • Provide some title and continue.

  • Go Back.

  • We are done with creation of two document template. Now define Step as Document from template.

  • provide a step name and assign the document templates that already created by the F4 help.

  • Provide the agent who will receive the document template and continue.

  • Check Tx- SBWP.

  • Activate and run the work flow.

  • Test the work flow.

  • Here two templates send to the agent.

  • Here we have mail with the doc template. Double click to view.

  • Check the workflow log.


 

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s