workflow - create document from template

[Former Member]

Hi,

Could anyone tell me what could be the possible use of Create Document from Template step in workflow...

[Former Member]

Hi vijay,

1)Open the PC application by choosing the entry Double-click to create in the Document templates tray by double-clicking or choose in the step definition of the document generation.

The PC application that you last used to create a template is opened in the Workflow Builder. The system fields and the container elements of the workflow container are offered for selection in the navigation area. They can be transferred into the template by double-clicking.

You cannot use any multiline container elements in your template.

All relationships created between container elements/system fields and the document template are displayed in the object area.

It is not possible to insert system fields and container elements into all types of document template.

2) If you want to create a document template of a different class, select Change document class and choose the new type of document template.

3) Select to assign a name for the document template.

4) Create the document template in the usual way in your PC application. You can use all the functions of the PC application.

5) Insert container elements and/or system fields from the object area into your template by double-clicking. These fields are replaced with the content of the container elements/system fields at runtime.

6) Select to save your document template.

Hope this helps u,

Regards,

Nagarajan.

[Former Member]

thanks a lot nagarajan

i was able to complete my requirement bcos of ur post

[Former Member]

Thanks...It really helped

[Former Member]

Nagrajan,

Good morning.

I created a task to insert a "Document from Template" - when I did it first time, it gave a list of document types appearing on a sub-screen such as Excel, Word Doc 2003, Word Doc 2013 and so on and I could choose the type of Document that I needed --- (A).

After I ran the workflow, I went to Workflow Log, and on container of workflow, right clicked on Document and then chose "Call Default Method" and my MS Word document came up

Since then, whenever I am trying to create a step to insert a "Document from Template", it always launching the MS Word Document and I don't see the sub-screen with all the options to choose from. How do I change the default document, and how do I get back my original options to choose from the available documents?

I think, once I chose Call Default Method to open the document from the container from Workflow Log, it must have saved it somewhere in my profile and I need to reset it.

If you can help me with step by step process to reset and get back my options, I will be thankful to you.

Thanks for your help

Tarun Kumar Biswas

[Former Member]

Nagrajan,

I found the answer. You answered it in item 2) in your response. This is how we do

The Last Document type that we used is remembered by SAP Workflow builder. This is how we proceed

1. Create a Step and choose "Document from Template", Put a Name of the Step

2. Click on Create Icon that appears after the label "Doc(s) Template" which will launch the Most Recently used Document type.

3. If that is NOT what we want, we can click on "Document" on top left corner (on same line, Document, Edit, Goto, System, Help) and click 2nd option "Change Document Class" which will give you the options to choose a different type of document than the one you currently have

You did a good job in your reply.

Regards,

Tarun K Biswas