Document Question

[Noemer_Orsolino]

Hello,

I want to merge a document template into a word/google doc and store the merged document in a google drive folder and access it through. The problem is that I can only merge documents through an email workflow and the merged document results in a pdf. I there a way I can solve this?

Thank you in advance

[LeventK (Levent Kulacoglu)]

You can’t create a word or google doc document as a result of a workflow rule.

[Noemer_Orsolino]

Is there any other way to merge documents into a word file?

[Steve (Steve Coile)]

Not using AppSheet, no.

[Noemer_Orsolino]

Darn. What originally aiming for was to mimic the functions in Autocrat. Is there a way to connect it to Appsheet?

[Steve (Steve Coile)]

https://community.appsheet.com/search?q=Autocrat

[Noemer_Orsolino]

Ok, I think I figured out a way to create content from the app. I’m trying to make it so that the contents of an inline table are placed in the document, but I keep getting the following error:

Failed: Action not performed because 1 errors are present. Error: Workflow rule ‘Send Proposal’ action ‘Send Proposal’ Attachment template. Expression ‘End’ is invalid due to: Expression refers to undefined field…

This is what I am trying to attempt

[Steve (Steve Coile)]

Please post a screenshot of the entire error message.

[Noemer_Orsolino]

I got it fixed. For some reason, I need to delete the previous workflow action and make a new one with the same template. Right now I am trying to access a record from the parent id using [_Thisrow-1].[Parentcolumnname] and I keep getting the following error.

This is the entire message:
Failed: Action not performed because 6 errors are present. Error: Workflow rule ‘New Workflow Rule 2’ action ‘Email Task’ Attachment template. Expression ‘[_THISROW-1].[Member]’ is invalid due to: Unable to find column ‘_THISROW-1’. Error: Workflow rule ‘New Workflow Rule 2’ action ‘Email Task’ Attachment template. Expression ‘[_THISROW-1].[Member Address]’ is invalid due to: Unable to find column ‘_THISROW-1’. Error: Workflow rule ‘New Workflow Rule 2’ action ‘Email Task’ Attachment template. Expression ‘[_THISROW-1].[HomePhone]’ is invalid due to: Unable to find column ‘_THISROW-1’. Error: Workflow rule ‘New Workflow Rule 2’ action ‘Email Task’ Attachment template. Expression ‘[_THISROW-1].[Care Manager]’ is invalid due to: Unable to find column ‘_THISROW-1’. Error: Workflow rule ‘New Workflow Rule 2’ action ‘Email Task’ Attachment template. Expression ‘[_THISROW-1].[CMEmail]’ is invalid due to: Unable to find column ‘_THISROW-1’. Error: Workflow rule ‘New Workflow Rule 2’ action ‘Email Task’ Attachment template. Expression ‘[_THISROW-1].[Insurance ID].[Insurance]’ is invalid due to: Unable to find column ‘_THISROW-1’…

This is what I am trying to achieve:

[Steve (Steve Coile)]

Remove all occurrennces of [_THISROW-1]. from your template.

[Noemer_Orsolino]

So how will I reference those columns? They come from another table that is a parent of the table I am using.

[Steve (Steve Coile)]

Good question, but [_THISROW-1] isn’t going to work for you.

[Noemer_Orsolino]

They’re taken out, so what would be the next step? I tried using [_THISROW-2] but I got the same thing.

[Steve (Steve Coile)]

Your use of any _THISROW is nonsensical. Why would you think to use them? Just guessing?

What column of the row contains a Ref value to the parent?

[Noemer_Orsolino]

The table the template is sourcing from uses a ref column containing the ID of the parent. I was trying to use _thisrow to reference a column from the parent record.

[Steve (Steve Coile)]

@Noemer_Orsolino

The table the template is sourcing from uses a ref column containing the ID of the parent.

And what is the name of that column?

@Noemer_Orsolino

I was trying to use _thisrow to reference a column from the parent record.

_THISROW does not refer to the parent row.

FAQ: FILTER(), LOOKUP(), MAXROW(), MINROW(), REF_ROWS(), and SELECT()

Back-references within nested queries ([_THISROW-n]) Consider a complex App formula with “nested” SELECT() expressions (SELECT() expressions within SELECT() expressions): SELECT( table[column1], ... SELECT( table[column2], ... SELECT( table[column3], ... ) ... ) ... ) Let’s call the row for which this entire expression is evaluated as its App formula the Origin Row. Within this entire expression, we can refer to column values of the Origin Row by dere…

[Noemer_Orsolino]

The name of the column is Estimate ID, which is also the key column in the Estimate tab, the parent of Proposal tab.

Edit:
I made a virtual column in the Proposal tab for the name using this formula to grab the name in the parent record:

select(Estimate[Member],([Estimate ID]=[_Thisrow-1].[Estimate ID]))

[Noemer_Orsolino]

I also encountered another problem when I applied the formula to the Insurance. Instead of producing the name of the Insurance, it produced its ID instead. How can I make it is so that the name is produced instead?

Edit: added a virtual column that references the name. Also, I noticed there is an update to the workflow section. I’m trying to send test emails and I keep clicking execute action, but nothing is happening.