Question

Update Word Document- FORMS Table

Forms Workflow

Updated September 30, 2020

asked on June 16, 2020

I am using the Update Word Document feature and I am stuck with a small problem. On my form, I have a table field where users can add additional rows. However, the additional rows only populate to the first field in the Word Document.

How do I have the additional rows appear separately/ underneath each other on my Word document?

Form Field2.PNG (11.55 KB)

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Word Document.PNG (12.89 KB)

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Replies

replied on June 16, 2020 • Show version history

How is your workflow configured? Are you using a the "Merge Table" option in the Update Word Document activity using the form table as the source?

It should look something like this

Make sure the merge fields on your Word document are set up as a table as well.

https://doc.laserfiche.com/laserfiche.documentation/english/docs/Subsystems/ProcessAutomation/Content/Resources/Rules/Document-Merges/Preparing-a-Document-with-Merge-Fields.htm

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replied on June 16, 2020

I am using the simple field merge option, which works for all of the other the fields except the fields coming from the forms table.

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replied on June 16, 2020 • Show version history

A simple field merge only puts a value into one place. If you want rows of a form table to go into rows of a Word table, then you need to use a table merge.

Take a look at the link I included in my previous post.

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replied on June 17, 2020 • Show version history

Add the <<TableStart:MyTable>> in first column and add the <<TableEnd:MyTable>> last Column.

as per the screenshots.

Word:

workflow

Best Regards,

Mazahir

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replied on June 23, 2020

In Preparing Documents for Merge Fields paper -"each row in a data source" means you use the For Each Row Activity that references Custom Query or Data Query Activities. Table Merge can only be populated by Custom Query or Data Query Results file.

So read your variables from the Retrieve Business Process and Update External SQL database, then use Data Query Results to populate the Table Merge.

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replied on June 24, 2020

The use of an external table is not necessary. Forms tables and collections generate a token for the entire table that can be used to populate tables the same way the results of Search Repository or Data Query can.

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replied on September 30, 2020

Just circling back on this. Can you elaborate more on how I grab the value form Forms and then insert on my Word document table?

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replied on September 30, 2020

Say you have a Forms table like this:

In Workflow, Retrieve Business Process Variables will show both the individual columns and the table itself. You can retrieve just the table.

And Workflow will generate the data structure that can be used like the results set of a Query Data, both with For Each Row if you want to go through each row individual and with Update Word Document in a Table Merge.

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Update Word Document- FORMS Table

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