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Alteryx Designer Desktop Discussions

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Insert variable values in a DOCX file

mihaicom20
8 - Asteroid

Hello,

 

Could you please help me with bellow problem:

I have the attached word document that need to be generated for multiple users in the same time.

Do you know how can i replicate the first table, where the information marked with RED is variable and is populated from an excel file. 

Also do you know how can I replicate the "Signature" +"Date" section that can be filled in after the documents are generated. The only solution that I found was to add on a TEXT TOOL the photo with the "Signature"+ "Date", but after that it can't be filled in manually on the word document. 

 

Thank you in advanced! 

1 REPLY 1
TrevorS
Alteryx Alumni (Retired)

Hello @mihaicom20 
Thank you for posting to the Community.
I would recommend you start by reviewing the Reporting tools. 
https://community.alteryx.com/t5/Interactive-Lessons/Reporting-in-Designer/ta-p/553693
https://community.alteryx.com/t5/Interactive-Lessons/Building-Tables/ta-p/553696

https://community.alteryx.com/t5/Interactive-Lessons/Creating-a-Layout/ta-p/553707


Additionally, you will likely need to create a macro that updates your red fields with each specified person's information.
https://community.alteryx.com/t5/Interactive-Lessons/Creating-a-Standard-Macro/ta-p/657918#done
https://community.alteryx.com/t5/Interactive-Lessons/Creating-a-Batch-Macro/ta-p/657923

 

I would recommend once you get started on the workflow, to upload a copy of the workflow with some sample data so that the Community can assist you with more specific questions regarding the process.

I hope this helps to get you started!
TrevorS

Community Moderator
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