User Tools

Site Tools


Plugin installed incorrectly. Rename plugin directory 'swiftmail.backup' to 'swiftmail'.
en:software:tim:actionhandler:wordtemplatehandler

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

en:software:tim:actionhandler:wordtemplatehandler [2020/05/15 09:10]
Stefan Barth [Parameter]
en:software:tim:actionhandler:wordtemplatehandler [2021/07/01 09:52]
Line 1: Line 1:
-====== WordTemplateHandler ====== 
- 
-==== Description ==== 
- 
-This [[:​en:​software:​tim:​actionhandler|handler]] describe a Word document with variables taken from smartform variables. 
- 
-The parameter "​overwriteExisting"​ tells if an existing template can be overwritten (true) or a new template should be created. 
- 
-From [[:​en:​software:​tim:​changelog:​tim37|Tim Version 3.7]] on, the variables from the [[:​en:​faq:​variableshelper|VariablesHelper]] may be used.\\ 
-\\ 
-The images attached to the instance may be placed into the Word document. For this, special variables must be present in the template.\\ 
-Individual images may be entered: $img{Image.jpg} <- Exact name of the entered imaged\\ 
-Alternatively,​ all of the images attached to the instance may be entered: $img{addAllImages} 
- 
-<​note>​ The WordTemplateHandler may also be built into the [[:​en:​software:​tim:​smartform|Smartform]] as a button, on order to generate a Template if needed. More on this subject is found [[:​en:​software:​tim:​actionhandler:​wordtemplatehandler#​integrating_the_wordtemplatehandler_into_the_smartform|here]]</​note>​ 
- 
----- 
- 
-==== Action Class ==== 
- 
-<​code>​ 
-com.dooris.bpm.actionhandler.WordTemplateHandler 
-</​code>​ 
- 
----- 
- 
-==== Event Type ==== 
- 
-any 
- 
-==== Action Name ==== 
- 
-any 
- 
-==== Mandatory Fields ==== 
- 
-- 
- 
----- 
- 
-==== Parameter ==== 
- 
-=== template === 
- 
-The path to the template is entered here. It may be entered as an absolute or relative to the Externalfilepath in the loom.properties. > In order to rename the generated PDF, the name of the template itself may contain process variables. (see [[#​example|Example]]) 
- 
-== Special case: Resolving process variables in the document name == 
- 
-Given the template parameter has the following value: **template=${SYS.PROCESSINSTANCE_NAME}_report.docx**. In the target folder the file will be searched accordingly. 
- 
-   - The wordTemplateHandler literally looks for the template **${SYS.PROCESSINSTANCE_NAME}_report.docx**. 
-  - If it is unabled to find the respective document, the process variables in the document name will be resolved. 
-  - Only now the wordTemplateHandler is looking for the template **8D-ProblemSolving_report.docx** ​ (8D-ProblemSolving is the resolved value of SYS.PROCESSINSTANCE_NAME). 
- 
-<​note>​This procedure strongly increases the performance of the wordTemplateHandler</​note>​ <note important>​Available from version 5.4</​note>​ 
- 
-=== overwriteExisting (optional) === 
- 
-This may be either **true** ​ or **false**. If the name is set to **true**, TIM overwrites the existing PDFs if the process runs again through a loop. If the PDF is still needed, the value must be set to **false**. > This value is set to **false** ​ by default \\ 
- 
-=== documentPrefix === 
- 
-The **documentPrefix** ​ can be used to attach the entered value to the template name of of the PDF as a prefix. 
- 
-=== pdf (optional) === 
- 
-This value must first be set to **true** ​ in order to TIM to generate a PDF. If the value is set to **false** ​ or nothing is entered, TIM replaces the variables in the template and generates a Word file, which is then attached to the process. 
- 
-=== interpretNummbersAsBoolean === 
- 
-If this value is not set by the user, the default is **false**. If the value is set to true, process variables (with names beginning with "​bool"​) are transformed as follows: 
- 
-^Variable name^Value^Result in PDF| 
-^baa1^true^true| 
-^boolbaa1^true^yes| 
-^boolbaa1^1^yes| 
-^boolbbb1^false^no| 
-^bobbb1^0^0| 
-^boolbbb1^0^no| 
- 
-=== interpretBooleanAsHuman === 
- 
-This is set to **false** ​ by default. If this value is set to true, the values of all of the variables marked as **true** ​ or **false** ​ are replaced with the values **yes** ​ or **no**, respectively. > Available from Version 3.5 on! 
- 
----- 
- 
-=== target === 
- 
-With the **target** ​ parameter you can determine the document name. This approach is useful, if the document name should be different from the template name. The target parameter can contain process variables. > Consider you want to create a report in english and german. The word template in the resource folder has the following name **${SYS.PROCESSINSTANCE_NAME}_report_${language}**. With the target parameter you can change the name of the word file to e.g. **target=XY-Report_DE**. Therefore you can create word files with different names from the same word template. \\  \\ **Important:​** ​ no file extension is needed within the target parameter 
- 
-<​code>​ 
-target=${processInstanceId}_${processInstanceName}_report 
-</​code>​ 
- 
- \\ {{  :​software:​tim:​actionhandler:​wordtemplatehandler2.png?​700 ​ }}In this instance, the word document is saved as **1467_8D-ProblemSolving_report.docx** 
- 
-=== locale === 
- 
-Diesem Parameter können alle von TIM unterschtützten Sprachen als Kürzel (z.B. de, en) übergeben werden. Dies führt dazu, dass von TIM generierte Wörter (z.B. Ja/Nein bei Boolean-Auswertungen) übersetzt werden. 
- 
----- 
- 
-==== Example ==== 
- 
-{{  :​software:​tim:​actionhandler:​wordtemplatehandler.png?​700 ​ }} \\ In this example, a PDF is attached after the activation of the wordTemplateHandler. It is composed as follows: 
- 
-<​code>​ 
-Änderungsabwicklung_E1_tim_123_test_1.pdf 
-</​code>​ 
- 
----- 
- 
-==== Integrating the Wordtemplatehandler into the Smartform ==== 
- 
-The Wordtemplatehandler can be integrated into the smartform as a link, a button, or an image so that participants can create a template at any time. For this, the following code must be integrated into the smartform: 
- 
-<code html4strict>​ 
-<button type="​button"​ onbuttonclick="​generateFileFromTemplate([{handler:'​WordTemplateHandler',​template:'​pfad/​zumTemplate.docx',​pdf:​false,​attach:​false,​open:​true,​documentPrefix:'​Prefix'​}])"/>​ 
-</​code>​ 
- 
-Further information can be found on [[:​en:​software:​tim:​smartform:​pdf_button|this page]]. 
- 
----- 
- 
-==== Document History ==== 
- 
-With version 5.2 you can review the document history of a process instance via the system variable **${SYS:​DOC_HISTORY}**. The document history displays which documents have been attached, edited or deleted. E.g. with the **wordTemplateHandler** ​ you can save the document history to a word or pdf document (s. screenshot). 
- 
-{{  :​software:​tim:​actionhandler:​documenthistory.png?​700 ​ }} 
- 
----- 
- 
-==== Text in the Tempate ==== 
- 
-Normally written text will be inherited, whereas variables, if marked as ${Variable ID} will be overwritten. The radio-buttons are an exception: You have to use the name instead of the ID. 
- 
----- 
- 
-==== Potential problems ==== 
- 
-[[:​en:​support:​wordtemplatehandler|Typical Errors]] 
- 
-\\ 
- 
  
en/software/tim/actionhandler/wordtemplatehandler.txt · Last modified: 2021/07/01 09:52 (external edit)