Workflow : Demo14 - Document Template creation and 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.