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Data Entry for Document Composition and Automatic Previews

Chris_Alston2
Champ in-the-making
Champ in-the-making

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?

1 REPLY 1

Eric_Beavers
Employee
Employee

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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