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Manually Determine which Data Item Values to Populate with Word Document Values

To manually determine which data item values to populate with Word form control, bookmarks, and field values, complete the following:
  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 Manually Map Document Values to Data Items check box.

  12. In the Source in document field, click the Word field list editor icon and select the Word field that you want to read.

  13. In the Destination Data Item field, click the Data Item editor icon and select the data item in which you want to store Word form control, bookmarks, and field values.
       
    Note:
    Calculation data items are read-only. You cannot edit this type of data item.

      
    Note:
    You can map more values with data items by clicking the plus sign (+). Use the minus sign (−) to remove a mapping.


  14. Click OK. You configured the activity to manually determine which data item values to populate with Word form control, bookmarks, and field values.
Related Topics
Automatically Populate Data Item Values with Word Form Control Values
Automatically Populate Data Item Values with Word Bookmarks
Automatically Populate Data Item Values with Word Form Fields
Populate Data Items with Word Properties

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft Office Activities > Read Word Document
Last modified at 7/31/2020 11:42 AM