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: