Microsoft Word Template modules

In an Adobe Workfront Fusion scenario, you can automate workflows that use Microsoft Word Templates, as well as connect it to multiple third-party applications and services.

If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.

For information about modules, see Modules in Adobe Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

In order to use Miscrosoft Word Templates with Adobe Workfront Fusion, it is necessary to have an Office 365 account. You can create one at www.office.com.

Connecting the Office service to Workfront Fusion

For instructions about connecting your Office account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions

Using Microsoft Word Templates modules

You can use a Microsoft Word Template module to merge data from multiple web services into a Microsoft Word document.

For example, you could use this Microsoft Word template:

To create this document:

About value tags

A Microsoft Word template is a regular Microsoft Word document (.docx file) with special tags in its text that determine where and how to merge or fill in data. There are three types of tags:

Simple value tag simple-value-tag

A simple value tag is simply replaced with a corresponding value. The tag’s name corresponds with the Key field’s value, which is placed inside double curly braces; for example, {{name}}.

Example: To create a document that says “Hi, Petr!”, you could use a Microsoft Word Template module to create the following template:

> Hi {{name}}!

To do this, you would set up the module as follows:

Condition tag condition-tag

You can use a condition tag to wrap text that should be rendered only when certain conditions are met. To wrap the text, place it between opening and closing condition tags, such as “hasPhone” if the condition is whether or not the data includes a phone number. The name of an opening tag is prepended with a hash sign #, the name of a closing tag is prepended with a slash /, as shown in the example below.

Example: To produce a document that includes a customer’s phone number if the input data includes a phone number, but no email address, you could use a Microsoft Word Template module and create the following template:

> {{#hasPhone}}Phone: {{phone}} {{/hasPhone}}
> {{#hasEmail}}Email: {{email}} {{/hasEmail}}

To do this, you would set up the module as follows:

In the document, the phone number would appear as follows:

> Phone: 4445551234

Loop tag loop-tag

You can use a loop tag, also known as a section tag, to repeat a section of text. Wrap the text by placing it between the opening and closing loop tags. The name of an opening tag is prepended with a hash sign #; the name of a closing tag is prepended with a slash /.

Loop tag with Fill out a document module loop-tag-with-fill-out-a-document-module

Example: To produce a document that lists the name and phone number of each contact in a customer list, you could use a Microsoft Word Template module and create the following template:

> {{#contact}}
>     {{name}}, {{phone}}
> {{/contact}}

To do this, you would set up the module as follows:

The module would create the following document:

> Jan Toman, 4445551234
> Eduard Salo, 4445552345

Microsoft Word Template modules

These modules do not require a connection.

Fill out a document fill-out-a-document

This transformer module lets you fill a document with data you specify. It can be used with simple values tags, conditional tags, or loop tags.

Fill a document with a batch of data fill-a-document-with-a-batch-of-data

This aggregator module is useful if your data entries come as separate bundles. With this module, you can easily set up the structure required for the Value field and it map items to each value item. In contrast to the Fill out a document module, the Values field in the Fill a document with a batch of data module allows only a single entry containing variables.

You can also use this module also if your data entries come as an array, by using the Iterator module to transform the content of the array to a series of bundles.

The actual values are created and populated for each incoming bundle. The template is produced after all input bundles are processed.

This aggregator module is especially useful for creating lists or reports.