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
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Description
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| Relative Path
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Optional. Leave blank in most cases.
Enter a subdirectory of the Web server directory identified by the first key part of this rule instance.
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| Category
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Leave blank. Reserved.
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| Upload File
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Click to upload a Word file in DOC file format from your workstation into this rule. The file should be based on the WordMacroManagerDot.Dot template. Save the rule form after the upload completes.
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| Download File
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This button is grayed out until a template has been uploaded and the rule has been saved. 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.
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| Edit Word Template
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This button is grayed out until a template has been uploaded and the rule has been saved. 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 WordMacroManagerDot.Dot template to your workstation if it is not already present. This DOT file is contains a digital certificate signed by Pegasystems Inc.)
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| Criteria
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| Section
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 Leave blank. Reserved.
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| Validation
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Leave blank. Reserved.
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| Data Transform
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Leave blank. Reserved.
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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
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Result during clipboard merge
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{pega:reference propertyreference }
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Include the value of a scalar property present on the clipboard page.
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{pega:insert corr="Name" }
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Include the HTML code text from a correspondence rule with Name as the second key part.
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{pega:attach CategoryName }
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Include the HTML code text from a Word document that is the newest file attachment of the category CategoryName.
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{pega:binary Name }
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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.
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About Word Template rules
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