Hello, Yeeflow Community,
I’m facing an issue with Yeeflow. After clicking the ‘Approval’ button in Approval Form1, I use the Generate Documents action to create a PDF file from all the data. My goal is to send this generated PDF document to Approval Form2. How can I achieve this? Are there any workflow steps that I should use?
Hi @Endo, if you want to trigger a new submission of Approval Form2, please use the “Start worflow” action in workflow.
Or, if you want to send the generated document to a submitted Approval Form2, please use the “Set variables” action.
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I want to input data into Form1 and have it generate a document that will be submitted to Form2. I tried using the ‘Set Variable’ action, but the file doesn’t appear. Did I do something wrong? This is Form1 Workflow.
Can you provide us with the tracking number and tenant ID so that we can conduct an investigation into the issue?