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.
  Note:

  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 and constants 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: You can either manually enter the field data or use dynamic values based on variables or formulas. Place the cursor in the text box, and the system will suggest options based on the field's data type.
  • Manual Entry: Enter the value directly in the text box. Supported data types include standard types as well as more complex types like Lookup, Owner, Currency, and Multi-Picklist.

    Lookup: {"Id":"28c22389-9441-4332-a6db-b4628e4b6cb0","Name":"ABC Corp"}
    Owner: {"Id":"28c22389-9441-4332-a6db-b4628e4b6cb0","Name":"Admin","OwnerType":"User"}
    Currency: {"Value":12000}
    Multi Picklist: ["Large Enterprise","Consumers & Vendors"]

  • Dynamic Entry: Choose variables, formulas, or context records to automatically populate the value. The system will evaluate and apply the generated value to the corresponding field. To learn more about creating variable and formulas within a workflow, see Creating Workflows.
    • Owner Field Configuration: Select the RecordOwner option in the Field text box to open a dropdown with User and User Group options for setting ownership details.
    • Lookup Field Configuration: Type in the Field text box to see relevant results under Lookups, along with options like Variable and Formula.

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

Switch to New Entry Criteria

You will see this toggle only when editing an activity in an existing workflow. Enabling this toggle upgrades the activity to the new IntelliSense Criteria Builder and migrates the old criteria. If the migration fails, you must correct the criteria for a successful conversion or continue using the older version indefinitely. Once switched, you cannot revert to the older Criteria Builder.

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.