The markup data in a document template is replaced with process variables. This means that for every markup included in the template file (such as <<[Fname]>> and <<[Lname]>> in the example template file), you need to create corresponding variables in the process.
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.For example, if the markup is <<[Fname]>>, enter firstName.
-
From the Variable type drop-down menu, select Primitives > string.
A Primitive is a fundamental type of data that can be used to build more complex solutions.
-
In
the Default value section,
make
sure that the selected option is Static.
Note:
In this example, the values of variables are static, but values can also be expressions.
For more information, see Creating and Editing Process Variables.
-
Enter the
static
value of the variable into the Provide a value
field.
For example, if the markup variable is firstName, enter John.
-
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 Creating the JSON Process Variable.