[AKCJA] Generowanie dokumentu z szablonu

Let our need be to generate an invoice using values taken from the Plusworkflow system.

Document template preparation

To do this you need to prepare a template that will be placed in our invoice process. A detailed description of building a template can be found on DOCX Template page for generating PDFvand in this example we will use the following document:

We have to deal with a simple invoice where we have to complete the invoice identifier, name of the customer to whom we issue the invoice, net amount, gross amount, name and surname of the person issuing the invoice.

The template is saved to the disk.

Automatic task addition and configuration

Then, on the process map we add an automatic task that will generate the document at the right time. We choose the tab "Documents" and then "Generating a document from a template".

Empty configuration of the component is as follows:

We will now step by step walkthrough all of the configuration parameters of the component.

• Format - our choice is limited to PDF and DOCX and in our example we assume that we want to get a PDF document. We leave the initial value.
• Document class - we must select the class of documents responsible for invoices in our system. In this example, this is the "Invoices" class.
• Template - the name of the template on the basis of which the document will be created. So far, we have not added it yet to the process so we have a free hand in choosing the name. In the example template was named "invoice_suncode".
• Attach - The template determines whether we want our document to be included in the process. Set to "Yes"
• New version - If a new version of the document with the same name appears, we want to overwrite the old version of the document instead of adding a new one. Set to "Yes".
• Document name - In this example, we want to influence how the invoice document will be named. We want the new invoices to be called "invoice_suncode_1", "invoice_suncode_2", "invoice_suncode_3", etc., where 1, 2 and 3 are invoice IDs. To do this, we will use the concat function - which links the given character strings with each other. The first part of the string will be the phrase "invoice_suncode_", and the next value from the variable "Invoice Id". Finally, the concat function should look like this:

• The next step is to properly set the mappings that we have prepared in the document template.
  - Invoice ID and customer name are saved on the form in the appropriate variables. Mapping works without any problems: 
  - The net and the gross amount appears on the form as floating point values. If you want to enter them into the parameter you must replace them with a string. We can solve this problem using the toString () function which will convert numbers into text.  
  
  - The last value to be set is the Issuer. In the template, we can see an unusual construction for this mapping: 
  
  This is due to the fact that in this particular case we want to download the user's login form, and the template generator is tasked to replace it with the name and surname of the person. This result is obtained using "@ fullname # <user login> @", where in the place <user login> enter the mapping from the component configuration. In our case mapping is named invoice_issuer_login, so the configuration will be as follows: 
  

In result our configuration should look like this:

We save this configuration, connect the automatic task with other fields on the process map and then we export the process.

Adding a template to the process

Now that the process has been exported to the system we can start adding the template. Go to the Administration -> Document flow -> Processes tab.

In the list of available processes we search for a process in which we placed our automated task. We click on the "Edit" button next to the process name.

In the new view go to the "Document templates" tab.

We click on the "New template" button. We fill in the values in a new window giving the name from the configuration and the path under which we saved the template file.

We press "Add template". Done.

Automatic task call-up

All steps necessary to use the automatic task have been completed. Time to start the process and save the values in the appropriate fields.

After filling the fields we go to the automatic task that will generate the document. In this case we will receive a document called invoice_suncode_001.pdf which will be attached to the process. The body of the document should look like this: