Using same document template to create multiple PDFs

Hello @DavidAD ,

This really depends on how you want to implement this functionality and what works for your scenario.

Option 1 could be the use a loop / parallel task and nest the generate document. Just prior to the generate document step, you can then use a run if condition and nest a set a variable action. This way you can use the the same document template, which uses the same workflow variable, but the workflow will determine what data is in the variable. 

Option 2 comprises of using the same word template, the logic is transferred to the word document. using the if statements. 

Option 3 comprises of using a different word template per situation.

Option 4 comprises of splitting the word documents up into separate sections. So there might 4 header sections of the word document and use can use the conditional filter in the generate document action. Then use a standard body and lastly, have 4 separate footer sections with conditional filters. The different sections of the document will merge together as specified by the generate document action.

Out of the options….
I think option 1 could work for minor data updates.
I think option 2 is too confusing and the if statements usually hide, so it is not straight forward to see how the different data appears each time.

I think option 3 could work if the data is too different (for option 1)

I think option 4 is a better alternative to option 3.

Please let me know if there are any follow up questions you have.

Thanks,

Anthony