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Export To Document
The Export To Document node generates a Microsoft Word or Adobe PDF document from a dataflow, using the data received from the previous node. The node uses a Microsoft Word template as the basis for the generated document: the template contains placeholders that are automatically filled with data from the incoming table. Each placeholder must have the same name as the corresponding input column for the data to be inserted correctly.
Execution modes
Section titled “Execution modes”| Mode | Behavior |
|---|---|
| Once | All incoming rows are treated as a single dataset. One document is generated. |
| For Each Row | Each incoming row is processed individually. One document is generated per row. |
| For Each Group | Incoming data is grouped by one or more columns, and each group is processed separately. One document is generated per group. |
After document generation, you can choose to merge all generated documents into a single document. When merging is enabled, all generated documents are combined into one, and the final output consists of one row containing one document.
Configuration
Section titled “Configuration”| Setting | Required | Description |
|---|---|---|
| File source | Yes | The connection to the location where the Word template is stored, such as a file system or Microsoft OneDrive. |
| Word template | Yes | A file picker to select the Word template file once the file source connection is configured. |
| Merge files | No | Determines whether all generated documents should be merged into a single document. |
| Output type | Yes | The file type of the generated document: Microsoft Word or Adobe PDF. |
| Filename | No | The filename of the generated document. |
- Ensure that all placeholders in the Word template exactly match the input column names.
- Use Execution: For Each Group when generating documents such as order rows.
- Enable Merge files when a single consolidated document is required, such as a combined report.
Troubleshooting
Section titled “Troubleshooting”Placeholders are not filled: verify that the placeholder names in the Word template exactly match the input column names.
Templates cannot be selected: ensure that the file source connection is correctly configured and has access to the template location.