workflow (automation) using clear cell and generate document


I am using a workflow (automation). When a checkbox is checked (Project Charter Change Flag), I want to generate a document and then clear the flag so it is unchecked. I am finding that in the workflow, I only have 1 action that can be done if it is a generate document. Any help?


  • Scott Orsey
    Scott Orsey ✭✭✭✭✭

    Sorry... you can't have another action added after generate document or set value, so you'll need to explore another approach.

    Have you considered just leaving it checked? That would indicate to the user that the doc was generated already. Another option would be to set up an automation that fires once a day to clear all the checkboxes.

    Hope this helps

    Be well

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