Document Builder and Automation

ryan.diamond55371

Is there a way to generate a specific PDF using automation based on specific criteria? I have 3 documents that would need to be used depending on the department that uses them. Can this be done using automation using conditions?

Andrée Starå

@ryan.diamond55371

Happy to help!

I'd recommend using the Condition Path feature and adding three different paths.

Condition blocks: Filter what your automated workflows send | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send#toc-overlap-condition-paths

Between trigger blocks and action blocks, you can define conditions to filter which rows to include in the resulting alert or action.

Make sense?

Would that work/help?

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Andrée Starå

Hi @ryan.diamond55371

I hope you're well and safe!

Yes, you can configure the workflow to trigger specific templates in Document Builder, depending on the department or something else.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

ryan.diamond55371

Andree,

Thank you for the response, is this done with 3 different automations or with conditions in a single automation?

Andrée Starå

@ryan.diamond55371

Happy to help!

I'd recommend using the Condition Path feature and adding three different paths.

Condition blocks: Filter what your automated workflows send | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479251-condition-blocks-filter-what-your-automated-workflows-send#toc-overlap-condition-paths

Between trigger blocks and action blocks, you can define conditions to filter which rows to include in the resulting alert or action.

Make sense?

Would that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!