Configuring Templates in Microsoft Word - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

You must configure a template in Microsoft Word with the Developer tab enabled. Enabling the Developer tab varies by version. See Microsoft's documentation for more information.

Tip:

To ensure your styles are uniform throughout, use the same style configurations for the both the main template and fragment templates.

In order for a template to pull values from OnBase Studio into a Word document, you must map Workflow tags to Microsoft Word controls. Both the main template and fragment template are configured using the same steps. The difference between the two is the fields within the template. See Accessing Tag Information in OnBase Studio for more information about the tags available and the differences between them.

In Microsoft Word:

  1. From the Developer tab, select a Rich Text or Rich Text Content Control control, depending on your version of Word.
  2. Place the control in the document in the appropriate place.
  3. After the control has been placed in the appropriate place in the template, access the Properties for that control by selecting the control and clicking the Properties button.
  4. In the Tag field, enter the name of the tag that is specified in the Documentation Tags dialog box within OnBase Studio. For example, if you want to generate a field for a the initial queue of a life cycle, you would enter wffld.InitialQueue. The Documentation Tags dialog box describes each tag that is available. See Accessing Tag Information in OnBase Studio for more information about the tag.
  5. Once you have configured the template with the appropriate fields and format, save the template with a .docx extension.