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Combine attachments from Document Generation Form to main document

Forum|Forum|1 year ago
November 27, 2024
7 replies
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Situation - I have created a form which is tied to underlying template. I am using a configuration to generate the document based off of form and then launching the workflow.

Workflow is configured to run at Document generation configuration. However, I do not see Documents.Document.Id variable for the main generated document but am only able to see the fields in the form, i.e., Params.Params.TemplateFieldData.Attachments_Attachments.Attachments_SingleValue.0.Document.Uid".
However, if I change workflow config to trigger based off Document then I do not see form fields.
Not sure where I am going wrong.

But I am unable to assign document IDs of both main and attached documents in one workflow and unable to generate a combined document.

Also, in case a user has uploaded multiple files, how would we capture document ID for each as template only shows 1 variable.

Any help would be highly appreciated.

Best answer by Pawan Gangwani

Hello @Himanshu Puri

Welcome to DocuSign Community!

for “Documents.Document.Id “that you should see in Params (Params.Documents.Document.Id). If not, can you share the ss of you params.

second you create the doc gen configuration and considering the template as Create a Document in “Add Template”.

Keep me on Radar. if you need further help.

Thnaks!

Pawan Gangwani

Answer

Hero

Hello @Himanshu Puri

Welcome to DocuSign Community!

for “Documents.Document.Id “that you should see in Params (Params.Documents.Document.Id). If not, can you share the ss of you params.

second you create the doc gen configuration and considering the template as Create a Document in “Add Template”.

Keep me on Radar. if you need further help.

Thnaks!

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H

Himanshu Puri

Author

New Voice

Hello @Pawan Gangwani ,

I am creating workflow by kicking it off with Document Generation config as below.

My params only have fields that are part of the form as opposed to documents node.

For Document generation config I am using create document template and launching workflow from there.

Please let me know if you need additional screenshots. Is there any setting that perhaps I am missing

Pawan Gangwani

Hero

@Himanshu Puri, No you do not need to kick off the workflow with doc gen configuration.

as you can do one thing, open the workflow which is already got kicked off and copy the params and paste into the params variable via “Edit schema”.

Thanks!

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H

Himanshu Puri

Author

New Voice

Hi @Pawan Gangwani ,

Okay I can try that. However, I wanted that when document is generated the workflow got kicked off and follow the process.

Also, sorry to ask this, but while creating the variables for capturing both document IDs, what would be their type? I tried with XML, document and the variable do not get initialized.

Pawan Gangwani

Hero

hey @Himanshu Puri , No no buddy you can use text type variable.

Any if that params does not come then try to create new wf using the Json.

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H

Himanshu Puri

Author

New Voice

Hi @Pawan Gangwani ,

Thank you for your guidance. It helped in resolving the issue and combining the documents.

Pawan Gangwani

Hero

Well good to hear that @Himanshu Puri . Please mark the answer best to help other community members.

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