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Creating the Template

The first step is to create the template that includes all the information required, in the desired format.

Bizagi currently supports Microsoft Word .docx, Excel .xlsx templates, and plain text files.

Create one or many templates (the file format must be .docx, .xlsx or .txt), including your corporate logo and default formatting (e.g., particular color scheme, document refresh date, page numbers, formulas).

You can use plain text files to generate files of any extension (e.g., .dat, .csv, .xml) with the custom extension feature in the template configuration.

Additionally, include the dynamic information that is required to be taken from Bizagi's data model. This information must be contained within squared brackets and with no spaces. This is known as Template Tags.

Applicant: [ApplicantName]​

Each Template Tag will be mapped to an attribute in the data model.

The text in the brackets can be any text; it doesn't have to be the actual name of the attribute in the data model or the actual XPath. The name in brackets is a reference for you to know what dynamic information will be presented there. Later, the data source attribute in Bizagi will be related to your given reference.

We recommend giving a self-explanatory name that describes what you need to map from the data model so the actual process of mapping can be simple and straightforward.

Using Template Tags for Collections​

To retrieve information from a collection, you must use special Template Tags:

  • [Foreach:CollectionName]: Indicates the starting point of a collection and the name of that collection.
  • [AttributeName]: References specific attributes in the collection. You can relate as many attributes as desired.
  • [End]: Indicates the ending point of the collection. From this tag onward, Bizagi will assume other tags do not belong to the collection.

[Foreach:MedicationPrescription] [MedicationName]      [Dose]      [Quantity] [End]​


Note:
Reserved commands like Foreach or End are case sensitive. The first letter is always in uppercase, and the rest are in lowercase. For example, "End" has "E" in uppercase and "nd" in lowercase.