Click Directory to browse for a document. Document to replace: In this field, specify the document to be updated.
If the Overwrite an existing document option is selected, the document that is replaced must be specified. 
You can also use an expression or a rule to select a folder at runtime. Once you have selected a folder, click to check the name of the folder specified. Save in folder: Specify the folder where the newly created document is to be stored.
The expression editor can also be used to formulate a description.
New document description: Type a brief description of the of document. Take care when forming a filename to avoid characters that are disallowed in Appian Document Management filenames (such as / \ : " * ' ? ). You can type the name into the text-field, or a name can be specified through an expression. New document name: Enter the name of the new document that is to be created by this smart service activity. If the Create a new file option is selected, complete the following fields. Destination: Once a template document has been selected you can create a new document, or update an existing document. (You can create Constants that contain each desired template.) The substitution fields in the runtime template(s) must match those in the base template. (Optional) In the Runtime Template field, type an expression that selects a document using a variable or a Constant. Once a document has been selected, the substitution keys in the document are scanned and appear as shown below. docx extension are listed.) You can also type the name of the document. The Choose a document dialog is displayed. To browse through Appian Document Management, click the Directory button. Template: Select your merge template from Appian Document Management. The Setup Tab displays the main property sheet used to configure the automated activity. For more information about common configurations see the Process Node Properties page. 
This section contains tab configuration details specific to this smart service. Select from the following tabs in this dialog to configure the activity. The Configure Open Office Writer Doc From Template dialog is displayed. Any alternate template must use the same substitution keys.ĭouble-click the activity after dragging it onto the canvas in the desired location. You can also upload alternate templates, which can be selected at runtime using a rule or an expression. When you've created your template, upload it to a folder in Appian Document Management that can be accessed by any user who may start the process. The employee's position is #Position# and their #Name# joined #Department# on #Date of Joining#.
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