Test the Template

The Document Template contains the syntax that tells the TS No-code Platform where to put what data. The simplest of these is the Field Token, which is used to insert variable data. Field Tokens are always expressed using the syntax ${SYSTEMNAME}. Let’s make a Word document with the following content:

I am a person named ${NAME}.
I am born on ${DATE} and weigh ${WEIGHT} kg.

Attach Template

When you have completedfinished yourthe Documentattachment Templateprocess, withgo allto the front-end to test the template. Navigate to the relevant Fieldentity, Tokensselect an existing record or create a new record for testing. On the record, click the “Output” button in the toolbar and Sections markup you are ready to attach your template toselect the applicationTemplate entity.from the output dropdown list (see example below).

1)

Go to the Application Entity
2)

Click the “Advanced”desired button
3)output Clickdocument. “Add”This Templategenerates an output file, in the specified format, based on the template and the variable data of that particular record. Depending on the selected output format configuration, the generated file will automatically open in your web browser or download to your desktop download folder.

 

Advanced settings