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Question

 Lokesh Singh (LokeshS6682)
Sopra Group

Sopra Group
IN
LokeshS6682 Member since 2014 1 post
Sopra Group
Posted: Dec 28, 2015
Last activity: Apr 14, 2017
Posted: 28 Dec 2015 7:26 EST
Last activity: 14 Apr 2017 6:51 EDT
Closed
Solved

Hi All Can you tell me, the complete steps to generate a word document with customize field property.

Hi

I am looking complete steps to generate a word document template in PEGA 7.1.9 , I have read some documents is PDN , but nothing is fruit full coming up. Or can some one tell any pega portal where this activity carried out so that I can trace complete flow.

***Updated by moderator: Lochan to add Categories***

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Accepted Solution

Posted: 9 years ago
Updated: 9 years ago
Posted: 28 Dec 2015 16:09 EST
Updated: 28 Dec 2015 16:11 EST
Pankaj Rawal (rawap)
PEGA
Fellow, Software Architect, Platform Engineering
Pegasystems Inc.
IN

Hi Lokesh,

Application document does the same.

Just wanted to confirm, have you looked at the webinar below from PDN ?

https://community.pega.com/video-library/webinar-customizing-application-document-template

It contains significant amount of information related to this topic.

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Accepted Solution

Posted: 9 years ago
Updated: 9 years ago
Posted: 28 Dec 2015 16:09 EST
Updated: 28 Dec 2015 16:11 EST
Pankaj Rawal (rawap)
PEGA
Fellow, Software Architect, Platform Engineering
Pegasystems Inc.
IN

Hi Lokesh,

Application document does the same.

Just wanted to confirm, have you looked at the webinar below from PDN ?

https://community.pega.com/video-library/webinar-customizing-application-document-template

It contains significant amount of information related to this topic.

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Posted: 9 years ago
Posted: 31 Dec 2015 18:28 EST
Lokesh Singh (LokeshS6682)
Sopra Group

Sopra Group
IN

Thanks Pankaj,

Wish you a very happy new Year 2016.

I gone through this, and found very helpful.

Pankaj, I have a requirement to send a meeting calendar from Prpc into users outlook. Do you have some video's where this type of configuration has been carried out.

Regards

Lokesh

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Posted: 9 years ago
Posted: 1 Jan 2016 13:02 EST
Pankaj Rawal (rawap)
PEGA
Fellow, Software Architect, Platform Engineering
Pegasystems Inc.
IN

Unfortunately there is no webinar currently available which explains this or similar requirement in details.

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Posted: 9 years ago
Posted: 1 Jan 2016 13:08 EST
Lokesh Singh (LokeshS6682)
Sopra Group

Sopra Group
IN

Ok, Pankaj. I will try this with PDN stuffs. if I will face any issue, will come to you guys.

Really thanks for such a great help.

Regards

Lokesh

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Posted: 9 years ago
Posted: 1 Jan 2016 13:35 EST
Lokesh Singh (LokeshS6682)
Sopra Group

Sopra Group
IN

Hi Pankaj,

Almost this discussion is at end. I am just looking some more R&D which does the transfer of field values of my custom section to created template. However I see the webinar part 2 , which explain a bit about this. I am following that. Soon I will close this discussion.

Regards

Lokesh

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Posted: 9 years ago
Posted: 30 Dec 2015 12:54 EST
Lokesh Singh (LokeshS6682)
Sopra Group

Sopra Group
IN

Hi Pankaj,

I don't have a access of this link.

And thanks for the link of Webinar: Customizing the Application Document Template. I have gone through that and really helpful to create a application word template. But that Webinar contains first part. I have requirement to go little beyond, which is to insert our custom information from section to created template. I think this activity is called mapping of filed property to word template filed code. But I am not sure. So could you please help me, to complete this learning.

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Posted: 9 years ago
Posted: 30 Dec 2015 15:04 EST
Pankaj Rawal (rawap)
PEGA
Fellow, Software Architect, Platform Engineering
Pegasystems Inc.
IN

Hi Lokesh,

I am adding the attachment directly here from the link for your reference. Let us know if this helps.

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Posted: 9 years ago
Posted: 30 Dec 2015 15:18 EST
Lokesh Singh (LokeshS6682)
Sopra Group

Sopra Group
IN

Hello Pankaj,

Thanks for replying. I am not able to find the attachment you mentioned in the previous post. Could you please let me know how to access the attachments.

Regards,

Lokesh Singh

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Posted: 9 years ago
Posted: 30 Dec 2015 15:25 EST
Pankaj Rawal (rawap)
PEGA
Fellow, Software Architect, Platform Engineering
Pegasystems Inc.
IN

Not sure if there is are some restrictions on attaching directly. I can still see the document attached.

Anyways i have uploaded the document again to this area, please find the link below.

Document Generation

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