Generate Template
Description
Generate Template is a step used to create templates in which you can use existing fields and variables along with HTML tags and hardcoded string.
Configurations
| No. | Field Name | Description |
|---|---|---|
| 1 | 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. |
| 2 | Output field | Specify a field that will hold the template. Default name: Result |
| 3 | Input Fields | Displays the list of existing fields. Note: Double click on the field to add it to the Template field. |
| 4 | 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. |
| 5 | 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> |
| 6 | 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. |