Microsoft Word Template modules
In an 蜜豆视频 Workfront Fusion scenario, you can automate workflows that use Microsoft Word Templates, as well as connect it to multiple third-party applications and services.
For instructions on creating a scenario, see the articles under Create scenarios: article index.
For information about modules, see the articles under Modules: article index.
Access requirements
You must have the following access to use the functionality in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 蜜豆视频 Workfront package | Any |
| 蜜豆视频 Workfront license |
New: Standard Or Current: Work or higher |
| 蜜豆视频 Workfront Fusion license** |
Current: No Workfront Fusion license requirement. Or Legacy: Workfront Fusion for Work Automation and Integration |
| Product |
New:
Or Current: Your organization must purchase 蜜豆视频 Workfront Fusion. |
For more detail about the information in this table, see Access requirements in documentation.
For information on 蜜豆视频 Workfront Fusion licenses, see 蜜豆视频 Workfront Fusion licenses.
Prerequisites
In order to use Miscrosoft Word Templates with 蜜豆视频 Workfront Fusion, it is necessary to have an Office 365 account. You can create one at www.office.com.
Connecting the Office service to Workfront Fusion
For instructions about connecting your Office account to Workfront Fusion, see Create a connection to 蜜豆视频 Workfront Fusion - Basic instructions
Using Microsoft Word Templates modules
You can use a Microsoft Word Template module to merge data from multiple web services into a Microsoft Word document.
For example, you could use this Microsoft Word template:
To create this document:
About value tags
A Microsoft Word template is a regular Microsoft Word document (.docx file) with special tags in its text that determine where and how to merge or fill in data. There are three types of tags:
Simple value tag simple-value-tag
A simple value tag is simply replaced with a corresponding value. The tag鈥檚 name corresponds with the Key field鈥檚 value, which is placed inside double curly braces; for example, {{name}}.
Example: To create a document that says 鈥淗i, Petr!鈥, you could use a Microsoft Word Template module to create the following template:
> Hi {{name}}!
To do this, you would set up the module as follows:
Condition tag condition-tag
You can use a condition tag to wrap text that should be rendered only when certain conditions are met. To wrap the text, place it between opening and closing condition tags, such as 鈥渉asPhone鈥 if the condition is whether or not the data includes a phone number. The name of an opening tag is prepended with a hash sign #, the name of a closing tag is prepended with a slash /, as shown in the example below.
Example: To produce a document that includes a customer鈥檚 phone number if the input data includes a phone number, but no email address, you could use a Microsoft Word Template module and create the following template:
> {{#hasPhone}}Phone: {{phone}} {{/hasPhone}}
> {{#hasEmail}}Email: {{email}} {{/hasEmail}}
To do this, you would set up the module as follows:
In the document, the phone number would appear as follows:
> Phone: 4445551234
Loop tag loop-tag
You can use a loop tag, also known as a section tag, to repeat a section of text. Wrap the text by placing it between the opening and closing loop tags. The name of an opening tag is prepended with a hash sign #; the name of a closing tag is prepended with a slash /.
Example: To produce a document that lists the name and phone number of each contact in a customer list, you could use a Microsoft Word Template module and create the following template:
> {{#contact}}
> {{name}}, {{phone}}
> {{/contact}}
To do this, you would set up the module as follows:
The module would create the following document:
> Jan Toman, 4445551234
> Eduard Salo, 4445552345
Microsoft Word Template modules
These modules do not require a connection.
Fill out a document fill-out-a-document
This transformer module lets you fill a document with data you specify. It can be used with simple values tags, conditional tags, or loop tags.
Fill a document with a batch of data fill-a-document-with-a-batch-of-data
This aggregator module is useful if your data entries come as separate bundles. With this module, you can easily set up the structure required for the Value field and it map items to each value item. In contrast to the Fill out a document module, the Values field in the Fill a document with a batch of data module allows only a single entry containing variables.
You can also use this module also if your data entries come as an array, by using the Iterator module to transform the content of the array to a series of bundles.
The actual values are created and populated for each incoming bundle. The template is produced after all input bundles are processed.
This aggregator module is especially useful for creating lists or reports.