The data in a document template is replaced with process variables. This means that process variables need to be created for the user to replace them with their data.
To create
process
variables:
- From the left-hand pane, expand the Processes section and open the process in which you want to use the Generate document task.
-
From the Properties pane on the right, select
Edit Process
Variables.
The Process variables window is displayed.
-
Start creating a new process variable by doing one of the following:
- Click Create process variable in the top right corner of the window.
- Click Create new process variable at the bottom of the window.
-
Enter a
meaningful name in the Variable
name
field.
The name must be unique and can contain alphanumeric characters and underscores, but it must begin with a letter. The name cannot contain spaces.
- Set the Variable type from the drop-down menu.
-
Save
the process variable.
- If you need to create additional variables, click Save and add new.
- If you are finished creating variables, click Save.
Your variable is saved.If Save and add new was selected, a Create variable page for the new variable is opened.
- Once all of the corresponding variables are created, proceed to (optional) Creating Date and Time Values in a Generated Document or Building a Process with the Generate Document Task.