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Business Process Automation Platform

Building a task that sends a Microsoft Word Document created by using merge fields

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.

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Step NameToolWhat it does
Daily ScheduleEvent: ScheduleDetermines how frequently the task is to run.

Scheduling a Task

DBQ – Get New OrdersInput: Database Query (ODBC)Reads the database of a business system to find details to map to parameters in the Word document.

Querying a database

Merge Sales Order AcknowledgementFormat: 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.

Automating the Creation of a MS Word document using merge fields

Send Order AcknowledgementOutput: Send Email (SMTP)Sends an email containing the report.

Sending an email

To read about designing other task see:

Task Design