Generating a Data Structure From a Template Document

Access the Generate Data Structure form.

To generate a new data structure from a template document:

  1. Complete the New Structure Name, Description, Queue Name, and Document Type fields.

  2. Select the Generate From Merge Fields in Template Document option.

  3. Select Generate.

    If the system displays a warning message, click OK. This message informs you that changing the layout of an existing data structure can cause processes using that data structure to fail. This failure can be caused by a mismatch of the order and naming of items in the data structures of the template documents. Also, the business function (B0500725 – Write Web Mail Merge Data) that writes the merge data at runtime also depends on the items in this data structure to be in a specific order.

  4. Complete the Start Delimiter and End Delimiter fields on the Get Delimiters form.

    Alternatively, you can click Set Default Delimiters to load the fields with the values specified in the corresponding processing options.

  5. Click OK to generate the data structure.

    When the process has completed, the system displays a message that indicates whether the data structure was created successfully.

New Structure Name

Enter a unique name that identifies the DS. The system enters this value into the template database record when setting up a web mail merge template.

Description

Enter information that identifies the purpose of the data structure.

Queue Name

Enter the name of a media object queue record that defines the location of mail merge template documents.

Document Name

Enter the name of the template document. If generating a data structure for the HIPAA letter, for example, then the value in this field should be HIPAA.