Configure the process
Before creating the Flow, we need to create a process, which will generate PDF documents from an XLSX template.
Create a new process
Open Processes in your Plumsail account and click Add process.
Then, select Uploaded file in the side panel to import your Excel template. You can use your own template or download the sample template from this example.
Enter a name for the process, select PDF as the output format, and choose the templating engine. Finally, click Create
Configure a template
After creating the process, the template opens in the online editor.
The template used in this example looks like this:
Templating syntax
When creating your own templates, mind the templating language. Plumsail Excel XLSX templates use a different approach than most other templating solutions. It uses a minimal amount of syntax to make your work done.
Template placeholders are enclosed in {{ }} brackets, and when the document is generated, these placeholders are replaced with data pass to the process.
Read this article to get familiar with the templating engine.
Test template
Before building the automation flow, test the template to verify that it generates the expected document.
Click Test template and the editor will automatically generate a test form, based on the placeholders found in the template.
You can adjust the look of the testing form by changing token types. Alternately, you can use a JSON example.
Verify that the generated document looks correct before continuing.
Settings
Use the Settings option to further customize your process.
You can:
Name your template
Change the output filename dynamically
Select the output file type
After updating the settings, run another test to verify the output. When everything is configured correctly, click Save.