Worflow : automatic document generation

azerty64 · 11/04/22

Hi there,

I just realized that it was possible to automatically generate documents with "Automation". But it doesn't work for me. Am I the only one ?

Sorry for my english. Have a good day

azerty64

azerty64 · 11/07/22

Hello@Andrée Starå

I configured everything but the workflow does not work but I want to automatically generate and send PDFs with DocuSign. The error message is: "One or more blocks in this workflow are invalid. Please modify the workflow to see more detail."

azerty64 · 11/07/22

it's good I found... Bad configuration on my part. Sorry for the inconvenience.

I wish you a good day.

Andrée Starå · 11/04/22

Hi @azerty64

I hope you're well and safe!

What have you tried? Can you elaborate?

Be safe, and have a fantastic weekend!

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!

azerty64 · 11/04/22

https://community.smartsheet.com/discussion/comment/349922#Comment_349922

Hello @Andrée Starå ,

I created a form and I would like that when a line is added it generates a document with docusign. But it doesn't work. I get an error message saying: "One or more blocks in this workflow is invalid. Please edit the workflow to see more details."

Andrée Starå · 11/04/22

@azerty64

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

azerty64 · 11/04/22

https://community.smartsheet.com/discussion/comment/349941#Comment_349941

Screenshot 2022-11-04 15.07.20.png

Andrée Starå · 11/04/22

@azerty64

Have you created the Document Template in Document Builder?

azerty64 · 11/07/22

Hello@Andrée Starå

I configured everything but the workflow does not work but I want to automatically generate and send PDFs with DocuSign. The error message is: "One or more blocks in this workflow are invalid. Please modify the workflow to see more detail."

azerty64 · 11/07/22

it's good I found... Bad configuration on my part. Sorry for the inconvenience.

I wish you a good day.

Andrée Starå · 11/07/22

@azerty64

No worries! Glad you got it working!

You're more than welcome!

✅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!

Worflow : automatic document generation

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