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 About Word Template rules

Use these buttons to access the Word DOC file associated with this Word Template rule. Ordinarily, choose the  Edit Word Template File   button unless you are copying a DOC file from one rule to another or from one system to another.

Field

Description
Relative Path

Optional. Leave blank in most cases.

Enter a subdirectory of the Web server directory identified by the first key part of this rule instance.
Category

Leave blank. Reserved.
 Upload File  

Click to upload a DOC file (that is based on the WordMacroManagerDot.Dot template) from your workstation into this rule. Save the rule form after the upload completes.
 Download File  

Click to extract the DOC file from this rule into a temporary text file on your workstation, so that you can edit or examine it.
 Edit Word Template File  

Click to edit the DOC file associated with this rule. For a new Word Template rule, the document is initially blank. (Windows automatically downloads the WordMacroManagerDot.Dot template to your workstation if it is not already present. This DOT file is contains a digital certificate signed by Pegasystems Inc.)
Criteria  
Section

SmartPromptLeave blank. Reserved.
Validation

SmartPromptLeave blank. Reserved.

Embedding Field Codes for merge

If this Word document is to support the clipboard merge function, you can include the following directives as field codes. Select Insert > Field Code... from the Word menu.

Syntax

Result during clipboard merge

{pega:reference propertyreference }

Include the value of a scalar property present on the clipboard page.

{pega:insert corr="Name" }

Include the HTML code text from a correspondence rule with Name as the second key part.

{pega:attach CategoryName }

Include the HTML code text from a Word document that is the newest file attachment of the category CategoryName.

{pega:binary Name }

Include another Word document associated with a Rule-Template-Word rule with the value of Name including both keys to the rule using the format AppliesToClass.Purpose. For example, Work-.SampleWordTemplate.

zzz About Word Template rules