Word Template rules
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Use these buttons to access the Word file associated with this Word Template rule. Ordinarily, choose the Edit Word Template button unless you are copying a Word file from one rule to another or from one system to another.
The Word file associated with the Word Template rule uses the DOC file format.
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 Word file in DOC file format from your workstation into this rule. The file should be based on the |
Download File |
Click to download and save the Word file from this rule as a file on your workstation, so that you can edit or examine it. |
Edit Word Template |
Click to edit the Word file associated with this rule. For a new Word Template rule, the document is initially blank. (Windows automatically downloads the |
Criteria | |
Section |
Leave blank. Reserved. |
Validation |
Leave blank. Reserved. |
Data Transform |
Leave blank. Reserved. |
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. |