Help Centre › Building Processes
Make a document from another document, following a recipe learned from an example pair of documents.
Add it to a process
In the process designer, open the Add step tab. Find Make a document from another document (recipe) under Document Processing, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Document to read | Yes | The PDF, Excel, CSV or Word file to make rows from. |
| Recipe | Yes | Made from an example document and the output a person made from it (Excel, CSV, JSON, XML or text). Says, for each part of the output, where its value comes from. |
| Output file | No | Where to write it (.xlsx, .csv, .json, .xml or .txt, as the recipe makes). To add rows to an Excel workbook an earlier step opened, leave blank. |
| Sheet | No | Excel only, and only when it isn't the recipe's own sheet: one recipe can then serve a sheet per store. |
| Answers to the recipe's questions | No | One per line, as Heading: value. Only needed when the recipe asks for something the document doesn't hold. |
| Overwrite | No | Replace the output file when it is already there (default: false) |
| Variable | No | Variable to store the result in (default: recipe_output) |
What it gives back
{recipe_output}– The file written, or the name of the Excel workbook the rows were added to{recipe_output_rows}– How many rows were made{recipe_output_report}– Where every cell came from (which rule, which document field and row, or a fixed value a person approved), the sheet and the rows written, and whether the document passed its own module's checks (documentCheck). Names and positions only, no values; it is not written into the output document
See all Document Processing steps.