Examples

Partial MS Word Template:

PLM Process Script example

Define report variables such as Function Code/Document Type, output type (MS Word or Adobe PDF)

'Define doc code here - required if using IDM Reports; Optional for WebReports
	dim doccode as string = "ATTACHMENT"
'Define Report template name for IDM Reports (Must be same as template file Title in IDM):
	dim reportname as string = "USDA Submittal Summary"
	dim extension as string = ".pdf"	' change extension to docx to generate as Word doc
	dim filename as string = reportname & "_" & cstr(_wipid) & extension

Generate the XML data using ObjectXML

dim sLCXML as string = ObjectXML("", "", "HEADER")

Convert the XML String to a dataset and datatables

Dim reader As StringReader = New StringReader(sLCXML)
Dim ds As DataSet = New DataSet()
Dim row As DataRow
ds.ReadXml(reader)

As needed, add columns to datatables, add datatables to the dataset, or modify existing data

ds.Tables("FSLABELCONTENT").Columns.Add(xtfield, GetType(String))

	dim apprdate as string = ObjProperty("C_DATEPRRAPPR")
	If isblank(apprdate) = 0 then 
		apprdate = cdate(apprdate).ToString("MM/dd/yyyy")
		dt.Rows(0)("C_DATEPRRAPPR") = apprdate
	End If

	dim sProcess as string = ObjProperty("DOCTEXT.DOC", "", "", "AGENCY_INFORMATION", "FUNCTION_CODE")
	if isblank(sProcess) = 0 then
		'   CREATE TABLE
		dim processtable as DataTable = idmReportHelper.ConvertTextToTable("DOC_PROCESSING", "TEXT_DATA", sProcess)	' Uses script library IDMREPORTHELPER which is provided with MT Provisioning
		if not processtable is nothing then Ds.Tables.Add(processtable)
	end if

Re-generate XML from the DataSet, and optionally / temporarily show XML in an alert message*
```
	ds.AcceptChanges()
	dim xmlData as string = ds.GetXml()
	' messagelist(xmlData)
```
(*Save the XML to a local file to use with your MS Word Template for building the template content)

Generate and attach the Report

		'Define report generation parameters
		Dim reportParams as New IDMReportParams
		Dim reportResult as New IDMReportResult
		reportParams.xmlData = xmlData
		reportParams.templateFileName = reportname	' "Item Summary Report"
		reportParams.targetFileName = filename

	'******
	' Code needed to use non-default Function Code:
		reportParams.TargetDocCode = doccode
		Dim targetCMItem As DocICP.CMItem  = New DocICP.CMItem()
		targetCMItem.EntityName = doccode
		targetCMItem.SetAttributeValue("OPTIVA_SYMBOL", _OBJECTSYMBOL)

		Dim objKey As String() = _OBJECTKEY.Split("\")
		targetCMItem.SetAttributeValue("OPTIVA_SYMBOL_ID", objKey(0))
		If objKey.Length > 1 Then targetCMItem.SetAttributeValue("OPTIVA_SYMBOL_VERSION", objKey(1))

		targetCMItem.SetAttributeValue("OPTIVA_ARCHIVE", False)
		filename = Replace(filename, extension, "")		' For later report presentation
		targetCMItem.SetAttributeValue("OPTIVA_DOC_TITLE", filename)		

		reportParams.targetCMItem = targetCMItem
	'**********

	' Generate and attach report
		reportResult  = CreateIDMReport(reportParams)

		'Turn on if needed for debugging:
		' Messagelist(reportResult.ErrorMessage)
		' messagelist("ITEMID  -  " & reportResult.IDMDoc_ITEM_ID)
		' messagelist("IDM Document URL  -   " & reportResult.IDMDoc_URL)
		' messagelist("Job ID  -  " & reportResult.IDMDoc_JobId)

If appropriate, launch the report for the user’s view. This script library is provided with MT provisioning
```
dim oidm as IDM_EPPLUS = New IDM_EPPLUS(me)
		oidm.OpenAttachments(doccode, _objectsymbol, _Objectkey, filename)
```