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Question

Choose Template based on variable in Process Diagram

Forms
Updated May 12, 2021
asked on May 12, 2021

I have a form where users will be submitting several documents.  The user chooses the document type and uploads the document.  There are 2 types of documents that may be uploaded.  Each document type has a different Template.

So I'm wondering if there is a way to use a variable/token (chosen by the user) to designate which Template to apply to the document.

I know I could use a workflow to add the templates, but I'd rather not have to go down that path.

Thank you for any response.

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replied on May 12, 2021 • Show version history

I think you'd need to use workflow unless all of the documents for each upload use the same template.

Save to Repository only allows one template to be selected for each upload variable/collection, so if every submission includes only one type, then you could use two Save to Repository tasks and a gateway that determines which one is used.

Alternatively, if the different types of uploads use separate upload fields/variables, then you could set different templates and everything for each of the variables, but you can't use two different templates if they are all uploaded to the same variable.

If the documents can be mixed within the same submission/variable meaning they could potentially contain both types, then the only way you can do that is probably with a workflow.

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