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Automatically Populate Data Item Values with Word Form Fields

To automatically populate data item values with Word form fields, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Microsoft Office. A list of activities is displayed.

  3. Double-click or drag the Read Word Document activity into the process.

  4. Link the activity appropriately with other activities in the process. 

  5. Right-click the Read Word Document activity. A shortcut menu is displayed.

  6. Select View Properties. The Read Word Document window is displayed.

  7. Click the Input File tab. The corresponding screen is displayed.

  8. In the Input File Location field, select the appropriate input field editor and set the field to a value that is a location where the Word document is stored.

    Note:
    If your system resource contains a data item in the connection string property, click Configuration values and enter a valid connection string for design-time, configuration purposes.


  9. In the Authentication section, select Run as BPM Server or Specify credentials.

    Note:
    If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials.
    If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional and requires you to select the domain name, if selected.
     

  10. Click the Document Contents tab. The corresponding screen is displayed.

  11. Select the Automatically Map Document Values to Data Items check box.

    Note:
     If the Manually Map Document Values to Data Items check box is also selected, then those mappings will override any automatic mappings that the Process Engine finds.


  12. Select the Copy values from fields check box.

  13. Click OK. You configured the activity to automatically populate data item values with Word form fields.
Related Topics
Data Items
Populate Data Items with Word Properties

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft Office Activities > Read Word Document