How to provide inline Word property display

What is inline Word display?

The value of a Single Value property of type Text can be an entire Microsoft Word document. The document can contain field codes, formulas, sophisticated layouts and formatting. Through Word's Field Codes capability, the document can identify property values to be supplied later when the DOC file is "merged" with the clipboard.

With appropriate setup, users can edit the property value  — the Word document — directly within an Internet Explorer window, using familiar Microsoft keyboard and mouse operations. Through the Information Rights Management (IRM) features of Microsoft Word, the developer can control the areas of the document that users can edit.

Prerequisites and restrictions

This capability works with Microsoft Word 2002, 2003, and 2007

At runtime, this requires substantial memory on the workstation.

Example

You can review this capability using two flow actions included in the sample flow PegaSample.WordEmbedMergeTest.

The first flow action PegaSample.EmbedWordTextAreaSet supports inline editing for three properties: pyDescription, pyMyEdits, and pyNewFormula.

The second flow action PegaSample.CreateMergedWordDoc searches these property values — each a Word document — for Field Codes that represent clipboard properties, and merges in the current values. You can also insert HTML code from correspondence rules, images from binary file rules, and other text as Field Codes.

How to configure

1. Identify which Single Mode properties in your work object that are to have a Word document as their values. On the Property form, check that the Type for each is Text. Leave the Maximum Length and HTML Property fields blank.
2. Identify the harness rules, section rules and flow action rules that are to present the properties in either display-only mode or input mode, which allow editing. (This capability is limited to section rules and flow action rules in the SmartFrames format.)
3. Edit the harness, section, or flow action rules. Create in the rule a Field for the property value.
4. Complete the Field panel for the field. In the Format field, enter WordTextArea, a standard HTML Property rule.
5. Save the rule form and test.

Internal notes

This facility requires the prVisioInterface ActiveX control and Word macros contained in the template WordMacroManagerDot.Dot template file. Both files have certificates digitally signed by Pegasystems. See  How to set up Microsoft Word for inline editing. Operation of the ActiveX control and macros is automatic and requires no user interaction.

	ActiveX control, open authoring
	About Word Template rules How to support Word merge operations How to set up Microsoft Word for inline editing

User Interface category