Generate Documents

The Generate Documents Step allows you to select one or multiple Document or Form Templates from the same Catalog as your Workflow. This will generate documents that can be routed and sent to the recipients.

Functionality

Generate one or multiple documents from the same Catalog as your Workflow
Generate documents using pending data coming from a pending SuccessFactors Workflow
Generate documents using future-dated data or based on effectivity dates (through a beginning date and an ending date as parameters)
Merge documents into one
Creates output parameters that can be used by other steps

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Document previews generated by a Workflow are available for 24 hours. After this time and once the Workflow is completed, the previews will be permanently deleted.

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Most properties and parameters can be mapped using the following options:

Static Values: This includes Static Text, Date/Time, and True/False. Values for these should be manually defined.
Container or Step Export Parameter: Select a Container or an Output Parameter from previous Steps as the value.
Datasource Field: Select a field from SuccessFactors to use as the value.

Step Properties

Name	The name of the Step as it appears in the Workflow Editor. By default, this is set as Generate Document(s).
Description	A short description of the Step. By default, this is set as "Generate multiple documents."
Select Template	Determines how the Document Templates will be selected. From List of Templates: Allows you to choose Document or Form Templates from the List of Templates property. From Input Parameters: Allows you to choose Document or Form Templates from the Documents parameter in the Input Parameters tab. From List of Templates and Input Parameters: Allows you to choose Document or Form Templates from both the List of Templates property and the Documents parameter in the Input Parameters tab.
List of Templates	Only shown when Select Template is set to either From List of Templates or From List of Templates and Input Parameters. Allows you to select the Document or Form Templates to be generated by this Step.

Input Parameters

Catalog Key	The user ID used when generating the document.
Language	The language to be used when generating the document.
Documents	Only shown when Select Template from Step Properties is set to either From Input Parameters or From List of Templates and Input Parameters. Allows you to select documents to be generated.
Begin Date	Specifies the start date for the Document Template to generate documents with data from a specified date range.
End Date	Specifies the end date for the Document Template to generate documents with data from a specified date range.
Merge Templates	If the field is set to True and multiple Document or Form Templates have been set, the templates will be merged into a single document. By default, this field is set to False.
Datasource Workflow ID	The ID of the pending SuccessFactors Workflow where pending data can be obtained. These pending data can be used when generating a document. The value for this field is automatically filled in if SuccessFactors Workflow is set as the trigger. Otherwise, this should be manually filled in using the ID of the SuccessFactors Workflow you are referencing. 💡 If there are multiple Document or Form Templates and they are not merged, the Datasource Workflow ID will be applied to all templates.
Get Pending Data	If the field is set to True, pending data will be used for the generated document. By default, this field is set to False.
Approver Sequence Input	Only shown if the documents to be generated requires Adobe Acrobat Sign. Defines the sequence of approvers for the routing process.

Output Parameters

Output Parameters are the outputs produced by a Step, and can be used as variables for defining other Steps. Each Output Parameter contains the following information:

Parameter Name	The name of the Output Parameter.
Parameter Description	A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory	If enabled, the Output Parameter will be set as required.

Error Handling

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Error Handlers.

Step Delay

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.

Workflow Settings