Displaying how the document will be published or printed on the screen, the user can adjust the text, graphics, photos, or other document/notification elements before generating the final output.

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WYSIWYG Components

The formatting head of the editor allows users to manipulate/format the content of the document.

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Body

The Body is the main part of the editor where you can edit your template.

After you defined some parameters in the Data Model tab, you can type ”#” in the body to trigger a dropdown where you can choose which one you want to use.

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Source

The Source button can be used to switch to the HTML editor. You can use the HTML view/editor as a debugging tool, or you can edit the template directly by writing code here.

Source Code

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Document Templates

One of the main features of the document management plugin is the ability to generate new documents based on custom templates and prefilled with data related to the current process instance.

Document template

Documents plugin

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Notification Templates

Notification WYSIWYG body has some additional fields (other than documents template):

  • Type - that could be either MAIL or SMS (SMS, only if there is an external adapter)
  • Forward on Kafka - if this box is checked, the notification is not being sent directly by the plugin to the destination, but forwarded to another adapter

Notification template

Managing notifications templates

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Data Model

Using the data model, you can define key pair values (parameters) that will be displayed and reused in the body. Multiple parameters can be added:

  • STRING
  • NUMBER
  • BOOLEAN
  • OBJECT
  • ARRAY (which has an additional item field)

Data model

Parameters can be defined as mandatory or not. When you try to generate a template without filling in all the mandatory parameters, the following error message will be displayed: “Provided data cannot be empty if there are any required properties defined.”