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Question

Document Generation CSV dropdown too big for system (e.g. Timeout)

  • August 13, 2025
  • 1 reply
  • 25 views

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I have a process in CLM where a user can choose a previous record (has a lot of project info fields that need to be presented to the user upon selection and ran through workflow) to append a document to.  We’ve designed it to use a doc gen form that has a CSV choice dropdown for users to select from.  The problem is that the CSV has timeout limitations over 5mb, seems to work slightly higher size (eg. it times out when the file too big).  We’ve removed unnecessary columns to help with file size.  Inevitability we’ll have too many records and the “time out” will come back.     

Does anyone have any suggestions for a creative solution to solve for this limitation so it’s never a problem? Thanks.

1 reply

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  • Digital Collaborator
  • September 17, 2025

Is it possible to move this dropdown selection to a new page using a routing step? An intermediary step might be required to calculate the options. Not sure if it will work but you can try out just in case.