Document generation workflow

jjesmith

I'm working on a document generation workflow that generates a PO and automatically emails it to external client.

It's going well but I have these two questions:

1. Document generator names each pdf that is submitted the same name. it is this name of the Document Mapping. Is there a way to automatically name the file something else that makes more sense?
2. The sheet has to be refreshed to see the new row. The PO generates and email goes out automatically right away but no data shows up in the sheet. I guess this is fine as users will be submitting via form but is there a way to get that data to show up automatically?

Amber Ross

Hi, I have a solution to option 1.

I created a column that I titled "Report Title". I used a formula to add columns from my sheet to create row specific report titles. I hid this column once it was set up.

Example:

jjesmith

ok that's cool. how does it change the file's name? do you set up an automation to use "Report Title" as the new name?

Andrée Starå

Hi @jjesmith

I hope you're well and safe!

Use custom filenames for documents created with document builder

When you generate lots of documents and don’t use custom filenames, it can be hard to tell your documents apart, especially if they get detached from the sheet. To avoid confusion, you can use column formulas to generate a unique filename for each document.

1. Create a column for the filename, then use a column formula in that column. For example, use an account number column plus a last name column to generate the filename as follows:

 =[column1]+[column2]

1. Learn more about column formulas.
2. In the mapping screen, drag the filename onto the Output document name field. 

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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jjesmith

Yes, that works amazingly. thank you.

Andrée Starå

@jjesmith

Excellent!

Happy to help!

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