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No longer able to get data from Azure AD or task forms to generate documents

  • 16 February 2024
  • 3 replies
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Userlevel 2
Badge +7

I’ve noticed recently that when I want to use the Generate document function, the document tagger no longer offers data from Azure Active Directory or task forms. I’m 99.999% certain that this was formerly not the case.

I am updating a workflow to make some improvements to it. I’m at the step where a document is generated using data from the workflow. I need the document tags for some data gathered from Azure AD and from a task form. In the workflow reference data, Azure AD isn’t offered as an option at all. The reference data for the task form only offers a tag for “First response” (I’m not even sure what this data would be). But the task form itself has a date field and a long-text field whose data I need for my generated document.

Here’s what I’m seeing:

 

I know I can create a workaround by grabbing the data I need and creating workflow variables, then using those tags. But I don’t understand why I should have to do that. If the tagging for Azure AD and task forms has been deprecated, what was the rationale?

Thanks for any help that can be provided.

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Best answer by Chris_Ben 18 February 2024, 21:03

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3 replies

Userlevel 6
Badge +12

Hi David,

 

This looks like a bug because you should see variables from actions such as tasks and Azure active directories in the document tagger.  What happens if you create a new workflow with a task and an Azure AD action, do the tags appear there?  I suggest logging a support call to resolve.

 

Cheers,

Chris

Userlevel 5
Badge +20

Hi @DavidAD 

Has your issue been resolved by support?  

Userlevel 2
Badge +7

Hi, @Chris_Ben and @MillaZ - yes, I guess this must be a bug. The workflow in question is an older one that I was updating. I started a new one as a test, with a task form and an Azure AD lookup, and both of those did show up in the document tagger.

I’ll submit a support ticket if I feel I need to, but at least now I have a grasp on what the issue is. I’ll use the workaround for this workflow.

Thank you both.

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