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raulg0001
Inspiring
October 23, 2023
Question

dynamic doc with format

  • October 23, 2023
  • 7 replies
  • 0 views

Hello ,

In the current client we have the need to create a document (specifications for tenders). The functionality is that in the bpm there is a form with several sections that the user must fill with information. This information must be formatted (tables, bold, list of items). We need to be able to add this formatted text in specific points of the document that is used as a template.

We have tried with the smart service dynamic template but it does not preserve the text formatting.

What would be the right solution for this?

7 replies

stefanhelzle0001
Brainy
October 23, 2023

Today is my blog publishing day, and this new post might be a great solution for your issue. Find it here:

appian.rocks/.../

raulg0001
raulg0001Author
Inspiring
October 23, 2023

Hi Stefan,

What you mentioned about static templates is indeed interesting. However, what I require is a template to which I can append the formatted text that the user generates at a specific location within the document. For instance, consider a form with several sections where the user writes formatted text in each of them, including lists, bullets, and tables. This text should be added to the template document at the designated location for that text. For example:

mikes0011
Brainy
October 23, 2023

The one hint I can give you is that if you're using the basic Word Docx from Template node, the insertion points can actually be fed WordML in plaintext and with a bit (ok, a LOT) of work, you can generate word documents with an almost endless variety of formatting (INCLUDING tables that you have built essentially by hand).  Only go this route though if you are REALLY dedicated to it, because it takes a lot of troubleshooting and there's very little official documentation out there.

The Expression Guru