This example will create a task that automates the creation of single or multiple MS Word documents using merge data. The task runs regularly based on a schedule, it queries the database of a database system, creates a Word document by mapping data from the query to the document merge fields before sending the document to a specified user.
|Step Name||Tool||What it does|
|Daily Schedule||Event: Schedule||Determines how frequently the task is to run.|
|DBQ – Get New Orders||Input: Database Query (ODBC)||Reads the database of a business system to find details to map to parameters in the Word document.|
|Merge Sales Order Acknowledgement||Format: Run Microsoft Word (Merge)||Parameter fields in a Word document are populated by data from the TaskCentre database query. A completed document is automatically generated at task runtime.|
|Send Order Acknowledgement||Output: Send Email (SMTP)||Sends an email containing the report.|
To read about designing other task see:
Introduction The Run Microsoft Word (Merge) is a Format tool used to automate the creation of single or multiple MS Word documents containing merged data. MS Word documents or templates that contain mail merge fields are imported into the tool. These fields are then…Read More