Generate Template
Description
Generate Template constructs dynamic text strings by merging workflow fields, variables, HTML tags, and static text into a predefined template structure. Use this step when your workflow needs to produce formatted output such as email bodies, notification messages, HTML reports, or any text that combines dynamic data with a fixed layout. The resulting template output is stored in a new field available to downstream steps.
Configurations
| Field Name | Description |
|---|---|
| Step name | Specify the name of the step as it appears in the workflow workspace. This name has to be unique in a single workflow. |
| Output field | Specify a field that will hold the template. Default name: Result |
| Input Fields | Displays the list of existing fields. Note: Double click on the field to add it to the Template field. |
| Variables | Displays the list of existing variables which may include variables, workflow parameters, and PS variables. Note: Double click on the variable to add it to the Template field. |
| Template | Specify the hardcoded string. For example: <p> My name is ?{Name} <br> </p> <p> <h5>My surname is ?{Surname} </h5> </p> <p> Currently working on project ${Project.Name} </p> |
| Button: View Template | Click to view the field names and field values in the template. Note: In the Provide Field Values dialog, click OK. The Template Preview dialog appears. |