Generate Document TaskΒΆ

Allows to convert a template into a file, replacing variables and field values into the given template. You can add it using the BPMN Editor.

Generated Document Task

A template can be:

  • A MS Word document (.docx)

  • A MS Excel document (.xlsx)

  • A pug file (.pug)

Template files must be located in any folder or sub-folder of the same app.

Depending on the template, the output file will be:

  • A MS Word document (.docx)

  • A MS Excel document (.xlsx)

  • An HTML file (.html)

Also, the output file can always be a PDF file (.pdf).

Both the output file, and pdf file can be stored into a file field or a variable. For these fields to appear in the editor, they should be defined in the main table of the process, or in any other table referenced by relationship fields.