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Question

Update Word Document

asked on January 21, 2016

We are working on a workflow and using the new Update Word Document activity. This is just a really small portion of a much larger process going on.

 

We are capturing all the variable values into the tokens we need to use, we doubled checked to make sure.

As shown, there are 2 rows worth of data in the table. Using the Simple Field Merge on other tokens in the document updates and plugs in the values just fine, however, with the Table Field Merge we are only getting the first row, as shown below, not all rows that were filled in the Forms based form.

We did have this working before, using the word update utility, but at some point changes were made to the data types which seems to have made it stop working, so we reverted the data types. Since then we have not been able to get it back working.

There are no errors or warnings after running the workflow, always 'completed'. So far we have tried rebuilding the Update Word Document activity, removing all additional activities done to the Word document, removing all custom JavaScript from the Forms side of the process, adding or adjusting the table in the Word document itself, tried reconnecting all variables (to include renaming and reconnecting), and miscellaneous other checks. Any help would be greatly appreciated.

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Replies

replied on January 21, 2016

Can you add a screenshot of your table fields markup in word?

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replied on January 21, 2016

Here you go.

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replied on January 21, 2016

That's what I thought. There need to be TableStart and TableEnd fields marking the row in the table. Otherwise it's treated as a simple merge.

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replied on May 26, 2016

Where are these TableStart/End activities?  Created a table and inserted some fields but only getting one row.  Instructions in the file are pretty light.  Basically we have a form that that lists these two things in a table.  We would like to update a word document table with each of the rows in the table.

I get the first row but not the next.  I cannot find where you get the startTable.

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replied on May 27, 2016

They're not Workflow features, they're Word merge fields. See this page on more about table fields. You can add a merge field in Word in front of the <<Info>> one and mark it as a TableStart. Similarly, add the TableEnd after <<Description>>. The table name can be anything, but it does have to match between the 2 (and you'll also need to specify it in  "Merge Region Name" in the table merge in the Update Word Document activity in Workflow).

You can remove the extra 2 rows in your table, Word will auto-expand the table with data between TableStart and TableEnd, and those extra rows would just stay empty.

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replied on May 27, 2016

Also, the white paper: Updating a Microsoft Word Document with Laserfiche Workflow expands on the online help with more information about configuring both Word and Workflow.

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replied on May 27, 2016

Thanks to you both.  The white paper is really helpful and got it working.

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replied on May 27, 2016

Since it came up, the table feature does not only apply to horizontal tables. You can also use it to create "Forms collection"-style groups.

Something like this:

Will give you an indented list

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