Generate Document

The Generate Document workflow action allows you to generate a document from the list of created documents within the system. This action is used to handle document generation as part of your workflow processes.

Key Configuration Fields

• Name

  • Enter a unique name for this workflow action.

  • Validation Rules:

    1. The name must be unique.

    2. The name length must be between 2 and 100 characters.

    3. The name cannot be empty.

    4. The name cannot include special characters, or spaces, or start with a numeric character.

• Document

  • Specify the document to be generated. The list allows you to choose from the list of predefined documents created on the system.

• Inputs Mapping Table

  • Once a document is selected, the system will display a table with the following fields for each input of the selected document:

    • Input:

      • Displays the input name of the selected document.

      • If the input is non-nullable, a value must be provided.

    • Value

      • Dynamic field to specify the value for the selected input. This field dynamically adapts based on the input's data type.

• Continue on Error (Optional)

  • A toggle that, when set to True, allows the workflow to continue running even if an error occurs during the file upload. The workflow will bypass the error and proceed without pausing.

Behavior After Configuration

• Upon updating, the inputs of the selected document will be updated according to the specified values.

• The document will be added to data context.

Editing the Generate Document Action

• Fields

  • Always Disabled: Name field

  • Always editable Fields: Description, Inputs, Continue on Error

  • Editable fields when not referenced through context: Document