Email the PDF after a Workflow Hand-off

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15 comments

  • Official comment
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    Sara Kaplow, Community Manager

    Update: This is on the roadmap for 2018. Things could always change, but for right now, it's looking good!

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    Rich Hammond

    I think this is a good idea but would also like to see the ability to use the same app to generate 2 different PDFs based on where the submission is at in the workflow chain.  As an example after the completion of the first handoff a PDF is sent to the parties that need the initial submission info.  After completion of the final handoff a different PDF is sent to the parties that need the final submission.   Both PDFs would be tied to the same submission

     

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    David Nichols

    Yes, having a different set of auto email options for the final PDF would be awesome

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    Heil Quality

    So, what's the status of this new feature? is it already implemented? Very much need it!

    Thanks!

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  • This is still on the roadmap. I can't give any more details than that, but will update when it's live. 

    All of that said, you can get the data from a Workflow after each handoff using either the API or Zapier (it just won't be in a pdf). Some info here: https://help.gocanvas.com/hc/en-us/community/posts/360000765007-Workflow-Tracker. 

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    Dylan Aafedt

    Any updates on this? In addition, I would like to see the PDF download link in GoCanvas updated with each handoff in a workflow. Currently, it appears that the link is only updated after the first hand-off.

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    Sara Kaplow, Community Manager

    Hi Dylan,

    So you CAN do this with Zapier now. Similar to what's here except you can use the actual file as an attachment: 

    One thing to note here is that your Email Options have to be set to Link (as opposed to Attachment) in order for this to work. 

    I occasionally have issues getting Zapier to recognize the link accurately. In those cases, setting the Email Options to Attachment, doing a Submission, and then switching back to Link and doing another Submission usually does the trick. 

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    Keith McQuait

    Good info!  I have a need for this right now and I am definitely going to use this. Thanks!

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    Alan Vasey

    Has there been any change or do we still have to use the Zapier path?

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  • Hi Alan,

    Still a Zapier thing, but we have been making strides towards some functionality that would make this possible without outside help. I'm not really supposed to talk about it (shh, don't tell), but I'll update this when I can give more details. 

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    Christopher Banks

    I will chime in with my support for this functionality. Anything to be able to generate multiple PDFs at multiple points in the process.... 

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    Dylan Aafedt

    I agree - I'm spending a lot of time building Zaps to achieve this function, which have their own limitations. I'm hoping we can see this before the end of 2019!

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    Alan Vasey

    Thanks Sara.  The sooner the better.  What we would like to be able to do is give the guys in the field the paper PDF of the workflow. A bit old school but when your hands are covered in engine oil  a electronic device is not the thing to be using

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    Alan Vasey

    Hi Sara,

     

    I have found a way to print the Interim PDF.  If you go to Workflow and dispatch and click on the workflow you want to print. Click on view PDF. Click on print.  This is perfect to hand out to crew who need to to do the work (formatting isn't by that is my layout problem not anything else).  

     

    Regards

     

    Alan

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  • Glad to hear that will work for you, Alan!

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