WorkApps: Generate Documents

Sara Campbell

Would like to be able to use the generate documents workflow from the workapp instead of having to go back to the sheet. Our HR admins use this regularly and have to flip back and forth, defeating the point of the one stop shopping with the app.

jpaul

I great workaround would be to create an automation. Make a column with a check box and set-up an automation to generate a document whenever the box is checked. I have another automation set-up for one of my sheets that as soon as an attachment (the form) is added for it to email to a contact that is set-up in another one of my columns. Pictures for reference.

Send Form.JPG

Uploaded Jun 24, 202342.97 KB

Generator.JPG

Uploaded Jun 24, 202331.23 KB

Sara Campbell

jpaul

Jun 24, 2023

I great workaround would be to create an automation. Make a column with a check box and set-up an automation to generate a document whenever the box is checked. I have another automation set-up for one of my sheets that as soon as an attachment (the form) is added for it to email to a contact that is set-up in another one of my columns. Pictures for reference.

https://us.v-cdn.net/6031209/uploads/EV180W4O5D0Z/send-form-jpg.jpg

https://us.v-cdn.net/6031209/uploads/RXD2OHONJIO1/generator-jpg.jpg

We are actually doing this now - i posted this before that option was available. It would still be nice to do it on demand from the app though!