alfiandaniel
IS-IT--Management
Is it possible in LiveLink to auto create a document based on word \ excel template?
In LiveLink we can create a record by completing a form. All the metadata in the form mapped to a word \ excel template bookmark.
A checkbox will be made available to trigger a runtime \ routine. The runtime will create a document based on the identified template, pass the entered metadata into the newly created document bookmarks and attach it to the form.
Some points:
1. The process in not part of a workflow. It is initiated from the form itself.
2. The templates will be in LiveLink
3. Once the document is created will be stored in LiveLink.
In LiveLink we can create a record by completing a form. All the metadata in the form mapped to a word \ excel template bookmark.
A checkbox will be made available to trigger a runtime \ routine. The runtime will create a document based on the identified template, pass the entered metadata into the newly created document bookmarks and attach it to the form.
Some points:
1. The process in not part of a workflow. It is initiated from the form itself.
2. The templates will be in LiveLink
3. Once the document is created will be stored in LiveLink.