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Question

Question

Depending on form selection a PDF is filled out

Version 10 Workflow
Updated July 25, 2019
asked on July 16, 2019

Hello,

Depending on a users criteria selection on a Form submission, one of 2 PDFs will be filled out.

For example:

If Choice 1 is selected PDF 1 gets filled out

If Choice 2 is selected PDF 2 gets filled out

 

How do I achieve this in Workflow?

 

Thank you,

Jo Anne

(Newbie in Workflow)

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Answer

SELECTED ANSWER
replied on July 16, 2019

You could add a Workflow Service Task in the Forms process following the submission, then in the Workflow, use a Retrieve Business Process Variables activity to retrieve the desired field, and use a "Conditional Decision" to check the value of the field. Each branch of the decision would contain the processes for filling out the respective PDF.

0 0
replied on July 16, 2019

Thank you Jason that validates my thought process.

I was playing around with it with pieces I found through the community. 

Thank you!

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replied on July 16, 2019

You can clean that up a bit, and some stuff will need to be changed to work correctly.

  1. Put the "Create Document" activity before the branch (there's no need to do that separately unless you're using a different location because it is just a blank slate)
  2. Put Fill Out PDF before you Attach the electronic document so you can use the result file as the attachment
  3. Attach the electronic document to the shared "Create Document" activity

 

Now, if you need to, you can reference the result entry of Create Document as an attachment in your Email.

1 0
replied on July 25, 2019

tHANK YOU!

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