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Document Generator for Cloud Bitrix24
09.11.2017 15:11:00
Articles
85
Document Generator forms files with .docx-extention on the base of the template, created by the user, takes data from CRM.

Quick solution for the template question

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Many Bitrix clients use the Business Process Designer in their daily work. Template business processes have made work much easier, but the formation of the same files manually after working out the business process still delayed the execution of the task. For example, such standard documents as a commercial offer or contract had to be filled manually with duplicate data — company names, employee names, requisites, etc.

Target

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It was necessary to develop a solution that allows to automate the formation of template files by substituting data from business processes. When creating a document, which contains, for example, company data, you have to fill in a lot of fields — name, details, etc. Doing this manually each time is long, and there is a high probability of making an error when copying data. Therefore, we needed a solution that allows you to transfer data directly from the CRM to the final file.

Result

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As result, we have developed a new activity for the Business Process Designer — "Document Generator", which generates a file with the extension .docx based on the template, created by the user, and sample data like details, names are automatically inserted into the template fields after launch of business process.

Installation

1. Choose the solution on the Marketplace.

2. Click Install, specify the path for installation.

3. After installation a new activity will appear in the Business Process Designer — Document Generator.

Attention! If your tariff doesn’t have a Business Process Designer (Project and Project + tariffs), the solution will not be installed.

Principle of operation (example)

To work with the Generator, you have to create a template file with the .docx extension. A template may contain any text with the formatting you need, and it has also contain fields of Merge Field type with given variable names for data substitution.

You can add fields of Merge Field type this way: click the Insert tab, select Express Blocks - Field. Select the type Merge Field and enter the name of the field (this is the name of the variable).

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