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Workflow Hero

Create New Document - Using Update Document Action

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I have successfully implemented a workflow following this post Write to Documents using the Update document action

Now I'm needing to take this a step further, and create a new document, then populate it with the list data. As it is configured right now, it just updates the template with the latest data.

I have a list (Affiliation Agreement) which contains all of the required information, and the workflow. I have a document library (Affiliation Document) that contains the document template.

The workflow:

Affiliation Agreement Workflow.png

Affiliation Agreement Workflow 2.png

Affiliation Agreement Workflow 3.png

Affiliation Agreement Workflow 4.png

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Workflow Hero

Re: Create New Document - Using Update Document Action

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Hi Jason,

You can give a different document name in output URL, the above post you are using the same input url,

Create a new variable with full url and the different document name. this will create a new document with the new name.

Like: full url /AffiliationAgreementFilled.docx

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Workflow Hero

Re: Create New Document - Using Update Document Action

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I have been trying to get this to work. Nintex does not plugin the list values at all.

Original word document stays the same.

Thanks for any other pointers to check?

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Workflow Hero

Re: Create New Document - Using Update Document Action

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In this article Cassy explains that the Content Control Title and Tag must be the same, maybe that's why you're not getting data into the document..?
 

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Workflow Hero

Re: Create New Document - Using Update Document Action

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Thanks !

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