Question

Workflow which fills out a word document

Workflow

Updated August 6, 2015

asked on September 12, 2014

I have a form which gets saved to the repository and a template assigned to it, once it is submitted by the customer.

After this, I need to create/fill out a word document which needs the fields(metadata) from the template using workflow. So, how do can I do this? I am using 'retrieve field value' but I do not know how to populate a word document.

Thanks!

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Replies

replied on September 17, 2014

I think this is a great feature request though. I could see the benefit of this in our school district. Since not all employees have an email address, we need to make sure that each employee in the district receives specific information. If they filled out a required form and then we could see if they entered an email address or not, we could create a Word document with their specific information in it. Kind of like a mail merge.

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replied on September 12, 2014

Workflow does not have any built-in activities for editing Office documents. You can write a script or custom activity using the Office API or other 3rd party libraries.

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replied on September 12, 2014

So is there any work around? With a pdf maybe. Instead of word?

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replied on September 12, 2014

If you have a PDF form that has all of the appropriate form fields defined, you can easily use the PDF tools in Workflow to merge in the data.

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replied on September 17, 2014

This link offers some insight for using a Access database to fill in a word form.

http://www.techrepublic.com/blog/microsoft-office/how-do-i-fill-word-form-fields-with-access-data/

Workflow can then populate that MS Access database with data. Workflow can then populate the Access database that you are using.

The reverse is also true - if you've populated an Access database with data from your word form, you can then use workflow to pull that data in.

Keep in mind that access can be setup to use a SQL database instead of a mdf file, which is more robust than keeping it as an access database with regards to multiple services accessing it at the same time.

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replied on August 6, 2015

You can use both OpenXml SDK (https://msdn.microsoft.com/en-us/library/office/bb448854.aspx) provided by microsoft which is free and word bookmark.

Replacing a bookmark with a value from your meta data will be easy.

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Workflow which fills out a word document

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