Excel Templates: Standard Layout and Report-Specific Templates

0

Hi Michael,

If I understood the case correctly, this could be implemented in WEBCON as follows:

1. Create a Document Dictionary in WEBCON to manage the different templates.
2. Create a Choice Field for categorizing the templates. You can use a "Fixed Value List" as the data source (e.g., Default, Monthly, Analysis, etc.).
3. Upload the individual templates and assign the appropriate category to each.

4. In the main process, these templates can then be used:
-Through actions, the templates can be selected and applied either directly by ID or using business rules and this custom categories, the template ID can be determined dynamically and then applied. The exact approach depends on the specific use case.
- Document generation can also be triggered via a menu button, providing users with an easy way to initiate it.
- The complexity of the logic depends on the specific use case.

Here is a helpful link about menu buttons:
https://docs.webcon.com/docs/2026R1/Studio/Workflow/Step/Actions/Action_Button/#menu-buttons

These links might also be useful:
https://community.webcon.com/posts/post/template-update-in-the-document-templates-process/74/4

https://docs.webcon.com/docs/2026R1/Studio/Action/Attachments/Action_GenerateExcel

Much depends on the specific project, but these would be the steps I would take if I understood correctly.

Best regards
Maryna