Allows generating documents either manually or automatically based on specified criteria. You can use this activity to generate customized documents dynamically, based on specific conditions and requirements.

This activity applies specifically to workflows involving Contract objects.

Example: 
In a CLM system, the legal team can use the Document Generation activity to automatically create documents based on specific conditions. For instance, when the contract type is "Sales Agreement" and the client status is "Verified," a PDF contract is generated with a "Draft" watermark.

Properties and activity information

Properties represent the values used to perform the operations of an activity and Entry Criteria serve as conditions that determine whether an activity should be executed.

FieldDescription

Properties

Select Generation Type

Select how to generate the document. Based on your selection, the system displays the remaining input elements on the screen.

  • Manual: The activity pauses until you manually create the document. This blocks the workflow.
  • Automated: The document is automatically generated based on the parameters set in the activity. This does not block the workflow. You can also add a watermark, choose the document format, and set the protection level.

    In automated document generation, the activity automatically selects a document template based on template filter rules that best match the record. It does not currently support selecting a specific Template ID.

Include Watermark

Select this option to add a watermark to the generated document.

Watermark Text

Enter the text you want to display as a watermark. You can also include variables, formulas, or context fields to dynamically generate the watermark text.

Select Output Format

Select the output format for the document: DOCX, PDF, or PDF/A.

The system automatically selects the most suitable template based on your configuration.

Select Protection Level

Set the level of user permissions for the document.

This option is available only for the DOCX output format.

Entry Criteria

Entry Criteria

Set the conditions that must be met to trigger the workflow.

  • Field: Select the field you want to set as the condition criterion. It lists fields associated with the object you have selected at the time of workflow creation.
  • Operator: You must select the logical operator from the list. This forms the relationship between the field and its value.
  • Value: The value field changes based on the selected operator options. Enter or select the value for the specified field.

To add more conditions, click Add Criteria. To remove all conditions, click Remove All.

Filter Expression

By default, the application applies AND logic to all criteria. You can adjust this to create more complex logical expressions if needed. You can customize your logic using parentheses, AND, OR, and NOT.

For example, if you enter “(1 AND 2 AND 3) OR 4”, the system will evaluate whether all three of the first conditions are true, or if the fourth condition is true.

Criteria Expression

Displays the criteria expression based on the selected field, operator, and value condition.

Common
NameEnter the technical name of the activity.
Display NameThis field auto-populates but can be changed if needed.
DescriptionProvide a description that is relevant to the activity.