Approval Workflow - Unable to generate a pdf document in a readable format

👋 Hi ​@Neelima Narra, welcome to the Box Community!

To show only the submitted “User Info” and “Access Requested” on the generated PDF (and avoid displaying unfilled tags), use conditional blocks and/or optional tags in your Doc Gen template:

1. Wrap content in a conditional so it only renders when a value is provided

• Example:
  • {{if user.name isPresent}}Name: {{user.name}}{{endif}}
  • {{if access.requested isPresent}}Access requested: {{access.requested}}{{endif}}
• Put the label and the tag inside the same conditional block so empty fields don’t leave stray labels.
   

2. For single inline fields that might be empty, make the tag optional

• Example:
  • {{user.email :: optional}}
• Note: Optional tags may have limitations (e.g., not inside calculations/conditions). If you run into issues, prefer the isPresent conditional approach above.

Practical tips

• If a Form field is optional, either wrap the corresponding section with {{if ... isPresent}}…{{endif}} or mark the tag as :: optional to prevent generation errors and to suppress unused fields.
• Avoid nested if/else blocks (not supported).
• Conditional hiding of individual table rows/columns isn’t generally supported; wrap entire paragraphs/sections instead.

Reference:

📌 Template tags reference and examples (conditions, optional tags): Template tags reference

thank you. I was able to get this working. 

Great to hear that it’s working. Feel free to reach out if you have any other concerns or inquiries. 😊