Create .doc file from template in AX 2009

Requirement: Create a probationary complete letter (.doc file) on click of check box “Probation completed” from employee details.

Process:

Step 1: Create template and save it to location name: “D:\TestDocTemplate\ProbationaryCompleteTemplate.dotx” with few book marks

 Step 2: Create a field (Boolean: NoYes) in EmplTable and added to field group “Administration”

                Label: Probation completed

On click of check box a doc file will open with info log of file location and name

Technical approach:

Create a class with name CreateProbationLetter with below methods

public class CreateProbationLetter {     EmplTable   emplTable;     FileName    template;     FileName    probationLetter;     str         DocumentDate;     COM         word;//Application     COM         wordDocuments;     COM         document;     COM         bookmarks;     #define.word('Word.Application') }

public static CreateProbationLetter construct() {     CreateProbationLetter  createProbationLetter; ; createProbationLetter = new CreateProbationLetter();     return createProbationLetter; }

EmplTable parmEmplTable(EmplTable _emplTable = emplTable) {     ;     emplTable = _emplTable;     return  emplTable; }

FileName parmTemplateName(FileName _template = template) {     ;     template = _template;     return template; }

void openWord() {     COM documents;     ;     try     {         word = new COM(#Word);     }     catch (Exception::Internal)     {         if (word == null)         {             throw error("Microsoft Word is not installed.");         }     }     documents = word.documents();     document = documents.add(template); }

void processBookmark(str _name, anytype _value) {     COM bookmark;     COM range;     ;     if(!bookmarks.exists(_name))     {         return;     }     bookmark = bookmarks.item(_name);     range = bookmark.range();     range.insertAfter(_value); }

str setDocumentDate() {     str day, mth,yr, rptDate;     ;     //----- Date display------ begin     day = int2str(dayOfMth(systemdateget()));     yr = int2str(year(systemdateget()));     //----- Date display------ end     DocumentDate = day+' '+mthName(mthOfyr(systemdateget()))+' '+yr;     return DocumentDate; }

FileName setfileName() {     container fileNameContainer;     ;     fileNameContainer = Global::fileNameSplit(template);     probationLetter = conpeek(fileNameContainer,1)+ DirPartyTable::find(emplTable.PartyId).FirstName+ DirPartyTable::find(emplTable.PartyId).MiddleName+ '_ProbationCompletionConfirmation_'+ this.setDocumentDate()+ '.doc';     return probationLetter; }

void run() {     ;     this.openWord();     bookmarks = document.bookmarks();     this.processBookmark('EMPLOYEETITLE',emplTable.Title);     this.processBookmark('CompanyName',CompanyInfo::find().Name);     this.processBookmark('DocumentDate',this.setDocumentDate());     this.processBookmark('EmployeeFirstName',' '+DirPartyTable::find(emplTable.PartyId).FirstName);     this.processBookmark('EmployeeFullName',DirPartyTable::find(emplTable.PartyId).Name);     word.visible(true);     wordDocuments = word.Documents();     document.saveas(this.setfileName());     document.save();     //document.close();     //word.quit();     info(strfmt('Please check file at: %1',this.setfileName())); }

From EmplTable: create a method with name: createProbationLetter and call this new method in modified field for newly created Boolean field “smlProbationCompleted”

//Created by HS for probation complete letter generation void createProbationLetter() {     CreateProbationLetter  createProbationLetter = new CreateProbationLetter();     ;     createProbationLetter.parmEmplTable(this);     createProbationLetter.parmTemplateName(@D:\TestDocTemplate\ProbationaryCompleteTemplate.dotx ');     createProbationLetter.run(); }

/// <summary> ///    When fields are modified this method is called. The fields are updated using the AxEmplTable class. Note: super-method is never called. ///    The map HRMPersonNameMap is used to update name fields in ///    HRMApplicantTable. /// </summary> /// <param name="_fieldId"> ///    Id of the field being modified. /// </param> public void modifiedField(fieldId _fieldId) {     AxEmplTable     axEmplTable;     Object          formDataSource;     ;     super(_fieldId);     if (this.isFormDataSource())     {         if (formDataSourceHasMethod(this.dataSource(),classstr(AxEmplTable)))         {             formDataSource  = this.dataSource();             axEmplTable     = formDataSource.axEmplTable();         }     }     else     {         axEmplTable = this.axEmplTable();     }     if (axEmplTable)     {         axEmplTable.setFieldAsTouched(_fieldId);         axEmplTable.modify();     }     else     {         // HRM-start         switch(_fieldId)         {             case fieldnum(EmplTable, PartyId) :                 this.initFromDirParty(DirParty::constructFromPartyId(this.PartyId));                 break;             //Created by Harshita on 21stAugust 2015- begin             case fieldnum( EmplTable, smlProbationCompleted):                             if(this.smlProbationCompleted == Noyes::Yes)                                 this.createProbationLetter();             break;             //Created by Harshita on 21stAugust 2015- end         }         // HRM-end     } }

Result:

On click of the check box “Probation completed” a doc file will generate based on template with info log

Info log:

File: Name “Charlie_ProbationCompletionConfirmation_25 August 2015.doc”