Workflow Not Getting All Data

[Jonathan_S]

Hey Guys,

I have a workflow setup whenever a new contractor policy is filled in,

Problem is, the referenced column, when they create a new item from within the form is not carried over to the workflow and is left empty on the template.

So for company name, if they select new from the drop down and enter a new company, it will not be on the generated PDF, if they select an existing on it is.

Any Suggestions?

[Steve · Accepted solution]

See Sending Email Only After Adding a Parent Record and All of Its Children here:

help.appsheet.com

Workflow

Send Email, SMS or Notifications on Add, Update, or Delete.

[Jonathan_S]

Shit,
Thanks :0

Just setting it as part of already fixed the issue.