10-28-2021 10:29 AM
Hey all,
Currently working on a project replacing an aging system that generates letters from a template. Sounds like a great use case for document composition.
Because the current process requires a lot of manual data entry from users including some interaction based on an external sql query (different prompts are present based on the results of a query) I started down the path of making a unity form for the data entry and wanting to compose a document off that unity form. The problem I am running into is trying to make this process a single process. I mean having the user fill out the form and then instantly being presented with their composed document ready to go.
Can anyone think of a mechanism to trigger opening a unity form for data entry then using that form to compose a document and displaying a preview of that document?
10-29-2021 09:49 AM
There is a Workflow Event for OnSaveUnityForm. It might be worth a few minutes of testing to try the Action: Compose Document.
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