- #Ms word rich text content control bookmark pdf#
- #Ms word rich text content control bookmark code#
In Letter Templates add a new MS Word template. Open the Letter Generation application in the AppBase application selector. Now is time to go back to our solution in DCM to add this MS Word template. We have a letter template with tagged controls. Your document might look like the following Copy the same value to the Title Click on the OK button.Īdd the tag CASE_CREATEDDATE_SD in the Submitted Dateįinally, insert the using the SYSTEM_DATE tag in the paragraph Generated on Now on the Content Control Properties dialog fill in the Tag field the bookmark name APPLICANT_NAME. Keep the control selected and click on the menu in the Controls section. Select Sir/Madam and click Rich Text Content Control in the Controls section on the Developer tab. On the Content Control Properties dialog, fill in the Tag field the bookmark name CaseId.
To make this control dynamic, in the sense that this control will be discovered by the letter generation engine and replaced with the desired value, we need to tag this control with a bookmark name. Open the MS Word, under the Developer tab turn on Design Mode. We are going to work on a pre-filled file located in the Practice Resources folder.
Save the changes to the milestone diagram and close the window.įirst thing is to prepare the Word document to use the bookmarks from DCM. #Ms word rich text content control bookmark code#
Fill the TemplateCode parameter with the code of our new template (LOAN_APPROVAL_NOTIFICATION) in the Email Decision rule (CUST_ltr_send_email). Go back to the Setup application and open the Auto Loan milestone diagram. Now that our template is tested and published let's hook it up with the workflow. Save the template and Publish You will see your new template listed and ready to be used. If everything was OK, you will receive an email like below in your inbox (please check the Junk folder if you do not receive it in a couple of seconds). Click the Test Template button and using a valid case ID (Object ID) and an email address execute the template (you are suggested to use the email assigned for this training can also populate the values of the bookmarks using the fields under the Placeholders section. Now click on the Placeholder icon(1) to select CASE_OWNER from the list(2). Position the cursor in the in the text ‘ local branch or your representative…’. Select from the list of available placeholders and place it after the dollar sign of the loan amount. From the list of available placeholders, select and drag&drop it after Dear. From the bookmark button at the top left menu, you can select any of the available bookmarks in this solution. Replace that code for the following SQL sentence: Select ‘ Case’ for Root Object Type.Īs you notice the field Value is already filled with an example code. In the Create new Bookmark tab insert ‘ APPLICANT_NAME’ for Name, select ‘ Function’ for Type. Click on the green + Add button to create a brand new bookmark that will be used in our templates. Go to the Letter Generation application, notice that this is a different application from Case Management, Setup, or AppStudio that we were using in the previous exercises. 
The resulting letter could be placed in the CMS and work like any other file.
#Ms word rich text content control bookmark pdf#
For example, you might use a New Customer Welcome Letter template to pull information from the BOM to create a PDF containing each customer’s information. AppBase enables you to use templates for HTML Emails and/or Microsoft Word and use them in any AppBase application to populate fields in the template with specific content from your application.
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