DOCX document creation

Guide to Creating a Print Template from a DOCX Document

This procedure outlines how to generate DOCX documents in Team assistant (TAS) based on a pre-prepared Word template. The necessary data from a task in TAS will be automatically filled into the template.

Use Cases

• Generating a submission log based on sent mail within a company.
• Creating a document signing sheet generated from an approval matrix for a process.
• Producing a contract based on selected attributes in TAS.

Preparing the Document Template

Create a Word document with fixed content, such as headers, footers, and general structure. Use special tags to mark where data from TAS should be inserted. These tags use triple plus signs (+++) to open and close. The variable name, defined in TAS calculations, is placed between the tags.

Example:

📄 Download document - DOCX_document_creation-template.docx

Bulleted Lists in the Template

Define a list variable in TAS and iterate over it using

Word Template:

+++FOR myBullet IN myBullets+++
•  +++= $myBullet+++
+++END-FOR myBullet+++

TAS Calculation:

const myBullets = vars['list'].getValue();

Images in the Template

To insert images dynamically:

Word Template:

+++IMAGE workerSignature()+++

TAS Calculation:

const workerSignatureBase64 = workerSignatureFileName ? lib.getFileContents(`${signaturesAndStampsPath}/${workerSignatureFileName}`, 'base64') : '';

let generated = docx.docxTemplater({
    template,
    data: docxData,
    processLineBreaksAsNewText: true,
    additionalJsContext: {
        workerSignature: func => {
            let data = workerSignatureBase64;
            return {
                width: signatureWidth,
                height: signatureHeight,
                data,
                extension: '.png'
            };
        }
    }
});

Dynamic Tables

This structure iterates over each row in the table, inserting appropriate values into the columns.

Word Template:

TAS Calculation:

const myTable = vars['table'].getValue();

Creating Dynamic Rows

This iterates through each row, inserting relevant values into the table.

Word Template:

TAS Calculation:

const myDynamicRows = vars['dynRows'].getValue();

Uploading the Template to TAS

1. Navigate to the "Documents" tab in TAS.
2. Click "Upload File" and select your prepared Word document.
3. Locate the uploaded document using the filters in "Documents" > "All".
4. Open the browser console (press F12).
5. Go to the "Network" tab and filter for the uploaded document.
6. Copy the response value after "DMS:"

Example Path:

DMS:_7d5/template-podaciArch.docx.7d5fd45a805c10856ed4b07b9ce9048b.1.1655895144727

1. Insert the copied file path into the task where the DOCX should be generated:

const template = lib.getFileContents('/app/tas/dms/_7d5/template-podaciArch.docx.7d5fd45a805c10856ed4b07b9ce9048b.1.1655895144727', 'buffer');

Generating the DOCX Document

Within the specific task where the document will be generated:

1. Define variables in the calculation:

   const companyName = vars['companyName'].getValue();
   const date = moment(vars['today'].getValue()).format('MMMM D, YYYY');
   const items = vars['itemsDR'].getJSON();
   const itemsDT = JSON.parse(vars['itemsDT'].IVAR_MULTI_SELECTED);
   const internalCaseNr = vars['internalCaseNr'].getValue();
   const typeOfCost = dt.from("001-typeOfCost").get();

2. Define the document template path:

   const template = lib.getFileContents('/app/tas/dms/_7d5/template-podaciArch.docx.7d5fd45a805c10856ed4b07b9ce9048b.1.1655895144727', 'binary');

3. Generate the document using TAS's templating function:

   const generated = docx.docxTemplater({
       template,
       data: {
           companyName,
           date,
           items,
           itemsDT,
           internalCaseNr,
           typeOfCost
       }
   });

4. Save the generated document:

   lib.storeAttachment('template_generated.docx', generated, false);

This process will generate a document based on the template and insert the appropriate values.

Generate to PDF

This process will generate a document based on the template and insert the appropriate values.

const templateGenerated = 'template_generated.docx';
lib.storeAttachment(templateGenerated, generated, false); vars['attachmentToSend'].setValue(templateGenerated); lib.libreConvertDmsFile(vars['attachmentToSend']); vars['attachmentToSend'].setValue('template_generated' + '.pdf');