Autogenerate Documents - One or more blocks in this workflow is invalid
I am trying to use the new autogenerate documents automationhttps://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation?ict_source=smartsheet&ict_medium=bulletin&ict_campaign=blt1229a
When I test the workflow I get an email:
One or more blocks in this workflow is invalid. Please edit the workflow to see more details.
This workflow has been deactivated. To reactivate this workflow:
1. Open theAutomationmenu at the top of your sheet and selectManage workflows...
2. Edit the workflow named "Generate PEGC Submission Form", make any needed corrections, and re-save the workflow.
Regards,
The Smartsheet Team
On the page (linked above) in the capabilities box on the right hand side, it states
Who can use this capability
To use workflow to automatically generate documents, at least one member of your team must have a DocuSign license.
What does that mean? I am on an enterprise plan, do we need a connector, a DocuSign license we already have, something else?
Thanks
Chuck
Best Answer
-
Andrée Starå ✭✭✭✭✭✭Happy to help!
Please see my comments/answers below.
Do I need a paid Docusign account or will the free one suffice?
[Andrée Starå] You need to have a paid account.
Are my documents that are generated stored in Docusign or only in my Smartsheet?
[Andrée Starå] It's stored in both places.
✅Remember!Did my post(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Answers
-
Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
Ensure that you are logged in to the DocuSign account.
Did that solve it?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Chuck Rodgers ✭✭✭✭
Hi Andree,
I now see that Docusign is similar to Adobe Sign. So I think that I have more questions. Do I need a paid Docusign account or will the free one suffice? Are my documents that are generated stored in Docusign or only in my Smartsheet? Perhaps someone from Smartsheet can shed some light on these questions.
Thanks
Chuck
-
Andrée Starå ✭✭✭✭✭✭
Happy to help!
Please see my comments/answers below.
Do I need a paid Docusign account or will the free one suffice?
[Andrée Starå] You need to have a paid account.
Are my documents that are generated stored in Docusign or only in my Smartsheet?
[Andrée Starå] It's stored in both places.
✅Remember!Did my post(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Chuck Rodgers ✭✭✭✭
Hi Andree,
Thanks very much for the information. Unfortunately both of those answers make it so that I can't use this feature. :(
Chuck
-
Andrée Starå ✭✭✭✭✭✭
You're more than welcome!
Could you use the Document Builder feature without the integration with DocuSign instead?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
E.Wade ✭
Hi Andrée,
So you have to log into the Docusign account AND THEN edit your Smartsheet for the trigger to work properly?
Categories
You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>
=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/p>"},{"commentID":387901,"body":"
Lets try a different approach.<\/p>
=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/92345/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/92345/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p>
<\/p>
Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/G1SDKXPQ7I1D\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/GCQ7U05Q4GNO\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/79GD9D2EWXCW\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n
<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4892,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
