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Creating a Word Template

To create a Word template, follow the next steps:

1. Open Microsoft Office Word and include the body of text.​

Give the document the required format by changing the font, font size, margins, headers, etc., according to your design.

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The body of your document can include titles, subtitles, tables, texts, images, etc.

For example, to create an Invoice template in Word, we need the Customer's information and a table to show the Products purchased.

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2. Reference the information that will be dynamically obtained from the Bizagi data model.​

Remember that the information to be retrieved must be specified as Template Tags (e.g., [AttributeName]). This will allow obtaining the information from the data model of the Process.

For example, the Customer name is referenced with the [CustomerName] Template Tag.

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To make reference to a collection, use the following tags:

  • [Foreach:CollectionName]: Indicates the starting point of the collection.
  • [AttributeName]: All attributes between the Foreach and the End tag must belong to the collection.
  • [End]: Indicates the end of the collection.

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Note In the image above, the Products collection is referenced by using the [Foreach:Products] sentence. All the tags typed from this tag until the [End] tag are assumed to be attributes of this collection ([Product], [Quantity], [Price]).

Note:

  • The attribute and collection names can be different from the names given in the data model. These are only references for mapping the information.
  • Tags cannot contain spaces.
  • Every single tag for the columns of all collections MUST be unique. No two columns in a document can have the same tag name, even if they belong to different tables.

3. Save your template.​

Once you have entered the desired format and the document body is completed, save the document as a standard Word Document (.docx).

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Notes:

  • In a single document, you can include the same tag multiple times. You will only need to map it once.
  • This rule DOES NOT apply to tags for collections. There can only be ONE tag for each [Foreach].