transform.template, Fill a DOCX template with data from previous steps.
Use transform.template when the workflow should produce a DOCX from extracted
or transformed data: engagement letters, summaries, approval packets, or
customer-facing reports.
The template must already exist in the workspace. Use the workflow builder to
select the template and inspect its placeholders, then map each placeholder to a
field in data. Do not pass a whole object as one template expression; define
each key explicitly so missing placeholders are easy to debug.
Configuration
Configuration goes inside the step’swith: block.
string
required
ID of the template from templates table
record<string, unknown>
required
Data object to merge into template. Each key must be explicitly defined - cannot pass a whole object as single expression
string
Output filename - supports {{field}} syntax
boolean
default:"true"
Highlight missing variables with red-colored text in the output document
string
default:"NOT FOUND"
Text to display for missing variables when highlightNotFound is enabled
Output
File ID from files table