Creating Your Own Word Template

Besides managing existent templates, in Task Capture you can create your own template and use it for exporting PDDs.

To do so follow one of the below methods:

• Managing Word Templates

  Adjust the design and structure according to your branding and needs to a default template. This way it's easier to be sure you added all the needed placeholders.

• Create your own template from scratch

To do this:

1. Use your current company Word template or create one applying the necessary styles and sections.
2. Copy and paste the needed placeholders from the below list.

Add only those loops/cycles you need to have in your exported PDD. None of the below placeholders is mandatory.

{TITLE} - title of the document
{DESCRIPTION} - description of the document
{AUTHOR} - author of the document
{PROCESS_DATE}
{PROCESS_EXECUTION_TIME}
{TOTAL_APPLICATIONS_COUNT}
{TOTAL_WINDOWS_COUNT}
{TOTAL_ACTIONS_COUNT}
{TOTAL_CLICKS}
{TOTAL_HOTKEYS}
{TOTAL_TEXT_ENTRIES}
{TOTAL_KEYS_PRESSED}
{TOTAL_TIME}
{#APPLICATIONS}
    {NAME}
    {TOTAL_ACTIONS_COUNT}
    {TOTAL_CLICKS}
    {TOTAL_HOTKEYS}
    {TOTAL_TEXT_ENTRIES}
    {TOTAL_KEYS_PRESSED}
    {TOTAL_TIME}
    {#WINDOWS}
        {NAME}
        {TOTAL_ACTIONS_COUNT}
        {TOTAL_CLICKS}
        {TOTAL_HOTKEYS}
        {TOTAL_TEXT_ENTRIES}
        {TOTAL_KEYS_PRESSED}
        {TOTAL_TIME}
    {/WINDOWS}
{/APPLICATIONS}

{#WINDOWS}
    {NAME}
    {TOTAL_ACTIONS_COUNT}
    {TOTAL_CLICKS}
    {TOTAL_HOTKEYS}
    {TOTAL_TEXT_ENTRIES}
    {TOTAL_KEYS_PRESSED}
    {TOTAL_TIME}
{/WINDOWS}
{%DIAGRAM} -  insert diagram image
{#SEQUENCELAYOUT}
    {SEQUENCETITLE}
    {SEQUENCEDESCRIPTION} - only applicable for adding values for Business Rule elements in order to describe the workflow. For example, ‘if ‘yes’ then go to ‘sequence1’, if ‘no’ then go to 'sequence2’
    {SEQUENCE_EXECUTION_TIME}

    {#ACTIONLAYOUT}
        {ACTIONTITLE}
        {ACTIONDESCRIPTION}
        {%ACTIONIMAGE} - insert action image
        {ACTION_EXECUTION_TIME};
        {#ACTION_METADATA}
            {ACTION_TYPE}
            {KEY_MODIFIERS}
            {KEY_LOG}
            {KEY}
            {IS_MOUSE}
            {IS_KEYBOARD_INPUT}
            {IS_KEYBOARD_SPECIAL}
            {MOUSE_BUTTON}
        {/ACTION_METADATA}
    {/ACTIONLAYOUT}
{/SEQUENCELAYOUT}Make sure you save the entire loops/cycles structure as the included placeholders do not work outside the designed loops/cycles.
For example, the {NAME} placeholder does not work outside the below loop/cycle.
{#APPLICATIONS}
    {NAME}
    {TOTAL_ACTIONS_COUNT}
    {TOTAL_CLICKS}
    {TOTAL_HOTKEYS}
    {TOTAL_TEXT_ENTRIES}
    {TOTAL_KEYS_PRESSED}
    {TOTAL_TIME}
    {#WINDOWS}
        {NAME}
        {TOTAL_ACTIONS_COUNT}
        {TOTAL_CLICKS}
        {TOTAL_HOTKEYS}
        {TOTAL_TEXT_ENTRIES}
        {TOTAL_KEYS_PRESSED}
        {TOTAL_TIME}
    {/WINDOWS}
{/APPLICATIONS}

The following variables are boolean (true/false) values:

• {IS_MOUSE}

• {IS_KEYBOARD_INPUT}

• {IS_KEYBOARD_SPECIAL}

  This means that they are not replaced by specific data. The content inside the variable is shown, depending on its value, as true or false.

For example:

If you want to add the text This is a mouse event when an action type is a mouse event, the variable should be used like this:

{#IS_MOUSE} This is a mouse event {/IS_MOUSE} Meaning that when the value of {IS_MOUSE} variable is true the desired text is added.

If you want to add text This is NOT a mouse event when an action type is not a mouse event, the variable should be used like this:

{^IS_MOUSE} This is NOT a mouse event {/IS_MOUSE} Meaning that when the value of {is_mouse} variable is false the desired text will be added.

The same logic applies for both {IS_KEYBOARD_INPUT} and {IS_KEYBOARD_SPECIAL} variables.

3. Save the changes and rename your Word template to template.

4. Open Task Capture and go to Export & Publish > Word document > Template view.

5. Hover over the default template and click Edit template.

6. The Edit Template pop-up is displayed. Click OK to confirm generating a copy.

7. A folder that contains the editable copy automatically opens on your PC. Access the template folder.

8. Paste your Word template (previously renamed to template in Step 3) to replace the existent template file in this folder.

9. Close the folder.

10. Go back to Task Capture.

11. Hover over this template in the Template view and click the Rename icon.

12. Type in the new name. Click Save.