Estimated duration: 1 hour
Introduction
You can generate documents, forms, notes, tasks, and letters (doc, docx, PDF, e-mail) based on data from your Novulo application. Documents are created from so-called activities. Activities are based on activity templates to facilitate the automatic creation of activities.
What you are about to learn
- How to prepare a document template for your doc/e-mail.
- How to prepare an export definition if you need to use data in your doc/email.
- How to set up a classic activity template.
- How to set up an activity and generate a document/e-mail from it.
Prerequisites
- A personal training environment.
Contact your Novulo consultant if you do not have access to a personal training application for exercises yet. Most exercises only work in combination with a selected set of training data and not in any application.
It is recommended that you have a basic understanding of Novulo expressions.
This means you have completed:
Exercise
If you get stuck, read the following posts:
A) Add a document template. What (which placeholder) should it contain by default?
B) Create an export definition for a classic activity template:
- Add a dataset to the export definition. Make sure to use the correct datatype.
- Add “activity_content” and “owner (person)” fields to this dataset.
C) Create a classic activity template:
- Make sure it’s for a “Letter” and can output to PDF.
- Make sure you use the document template.
- Make sure to use the export definition.
- Make sure the template shows the owner’s name.
D) Create an activity using your template.
E) Generate a PDF that shows the name of the owner person.
