To use a Generate document task, you need a process which can be
used to generate a document.
To create the process:
-
Go back to the process diagram by clicking the process name in the top bar,
next to the Variables screen title.
-
From the left-hand toolbox, select the Generate Document
task.
A new shape appears under your cursor. Click a chosen location within
the process diagram to release it.
-
Set the Input mapping properties of the task. The table
below shows the parameters that you need to set:
| Parameter |
Description |
| metadata |
From the drop-down menu, select the documentData JSON
variable that you created as the JSON process variable. For
more information, see Creating the JSON Process Variable. |
| targetFolderPath |
To enter the location:
-
Select the pencil button next to the
targetFolderPath field and
from the right-hand pane, select
Value.
-
Enter the location or the relative path of the
directory. For example,
/MyFolder. Your process should
have access permission to this directory. Click
Update.
|
| template |
To enter the template:
-
Select the pencil button next to the
template field and from the
right-hand pane, select
Value.
-
In the Reference a content
object section, select the
Project file option.
-
From the drop-down menu at the bottom, select the
template file and click
Update.
|
-
Go back to the process diagram and select the Create end
event tool from the toolbox to create the end of your
process.
A new shape appears under your cursor. Click a chosen location within the process
diagram to release it.
-
Select the Global connect tool from the toolbox
,
and then
perform the following steps:
-
Select the Start event from the diagram.
-
Select the Generate document task to create a
connection.
-
Repeat
the
action from the
previous step to create a connection between the
Generate document task and the End
event.
Your process should look similar to the one below.
-
To ensure that the process is correct, click Validate at
the top right corner of the screen.
A blue notification,
Project contains no validation errors,
is displayed at the bottom of the screen.
If the validation fails, you are
informed which parts of the process need correction.
-
When you are ready, click Release.
A blue notification, Project released, is
displayed at the bottom of the screen.
The project can be deployed using the Studio Administration
application. For further information on project deployment, see Studio
Administration documentation. Once deployed, the process can be tested and
used.
