Create the template

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Create the template

The first step is to create the template that includes all the information required, in the desired format.

Bizagi currently supports Microsoft Word .docx, Excel .xlsx templates and plain text files.


Create one or many templates (the file format must be .docx, .xlsx or .txt), including your corporate logo and default formatting (e.g. particular color scheme, document refresh date, page numbers, formulas).


You can use the plain text files to generate files of any extension (e.g .dat, .csv, .xml) with the custom extension feature in the template configuration.


Additionally, include the dynamic information that is required to be taken from the Bizagi's data model. This information must be contained within squared brackets and with no spaces. This is known as Template Tags.


         Applicant:        [ApplicantName]


Each Template Tag will be mapped to an attribute in the data model.

The text in the brackets can be any text, it doesn't have to be the actual name of the attribute in the data model, nor the actual XPath. The name in brackets is a reference for you to know what dynamic information will be presented there. After, the data source attribute in Bizagi will be related to your given reference.

We recommend to give a self-explanatory name that describes what you need to map from the data model so the actual process of mapping can be simple and straightforward.


To retrieve information from a collection you must use special Template Tags:

[Foreach:CollectionName]: Indicates the starting point of a collection, and the name of that collection.

[AttributeName]: References specific attributes in the collection. You can relate as many attributes as desired.

[End]: Indicates the ending point of the collection. Form this tag onward Bizagi will assume other tags do not belong to the collection.


 [Foreach:MedicationPrescription][MedicationName]        [Dose]        [Quantity][End]



Reserved commands like Foreach or End are case sensitive. The first letter is always in upper case and the rest are in lower case. For example "End", "E" is in upper case and "nd" is in lower case.


For further information about how to create templates in different formats please refer to the following articles:

Creating a word template

Creating an excel template

Creating a plain text template