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Post Summary: Document template allows you to create any word doc/excel shett/ppt/pdf etc with predefined information to be sent to a business user form the work flow.
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Post Summary: Document template allows you to create any word doc/excel shett/ppt/pdf etc with predefined information to be sent to a business user form the work flow.
- Goto Tx- SWDD and create a work flow and save it. Provide a name and description and continue.
- Choose document templates.
- Now double click to create.
- Select word doc.
- Provide some info and save.
- Provide a title and continue.
- Go Back.
- Now we finished with creation of a word template. Again double click to create a excel template.
- Select change doc class.
- Select Excel.
- Provide some info and save.
- Provide some title and continue.
- Go Back.
- We are done with creation of two document template. Now define Step as Document from template.
- provide a step name and assign the document templates that already created by the F4 help.
- Provide the agent who will receive the document template and continue.
- Check Tx- SBWP.
- Activate and run the work flow.
- Test the work flow.
- Here two templates send to the agent.
- Here we have mail with the doc template. Double click to view.
- Check the workflow log.
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