How to Select Data for Document Output

To correctly select and map data for document generation, follow these steps:

1. Import the Microflow in the Template Overview Page:

   • On the Template Overview page, import the microflow that retrieves the necessary data into the left column. This microflow should be designed to fetch all the data required for the document.

2. Map Data to Fields:

   • Once the microflow is selected in the left column, the right column will display the available data fields from the microflow.
   • Map these data fields to the corresponding fields in the document template. Ensure that the names of these fields match exactly with the merge field names within the Word template. This precise mapping is crucial for the data to be correctly populated in the generated document.

By carefully importing the microflow and mapping the fields, you ensure that the document output accurately reflects the data, formatted according to the predefined template.