Generate document

5
In 2.5 I have created a form with a button to generate a document. The button is attached to a microflow to create the document. In the action "Generate document" is asked to select "File" (pull down menu is empty). What is needed ?
asked
2 answers
10

Hi Jacco,

In the microflow that is invoked by the button, you need the following:

  1. An activity that creates a System.FileDocument
  2. A Generate document activity in which you use the created FileDocument and the Document Template that you have defined in the modeler

  3. If wanted: a Download File activity that downloads the created document or (when possible) shows the document in the browser

    When you now use the button, the document will be created.

answered
2

Thanks !! This works perfect.

I created a custom button with a microflow on a form holding different documents. In the microflow:

  1. Create object on the custom table holding the documents and having a generalization on FileDocument
  2. Change object to fill the required fields and to relate it to the parent table
  3. Generate document function to create a word document
  4. Download file function to download the document.

This Generate document function works great.

answered