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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.
Combine attachments from Document Generation Form to main document
+2- Newcomer
- 4 replies
Best answer by Pawan Gangwani
Hello
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!
+13- Rising Star
- 397 replies
- Answer
Hello
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!
+2- Newcomer
- 4 replies
Hello
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
+13- Rising Star
- 397 replies
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!
+2- Newcomer
- 4 replies
Hi
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.
+13- Rising Star
- 397 replies
hey
Any if that params does not come then try to create new wf using the Json.
+2- Newcomer
- 4 replies
Hi
Thank you for your guidance. It helped in resolving the issue and combining the documents.
+13- Rising Star
- 397 replies
Well good to hear that
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