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 Name Tool What it does
Daily Schedule Event: Schedule Determines how frequently the task is to run.

Scheduling a Task

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.

Querying a database

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.

Automating the Creation of a MS Word document using merge fields

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

Sending an email

To read about designing other task see:

Task Design

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Automating the creation of a MS Word document using merge fields

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…

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BPA-8304