I am trying to create a workflow for User Access Requests. I created a form for submission and have a workflow that triggers upon the submission of the form. I am using the doc gen template to capture the information submitted by end user. I want to route the form for approvals/signature before processing. However, the pdf form generated has tags and raw info that I don’t want to present to end user. How can I only display the user info and access requested on the generated pdf instead of all the tags.
Question
Approval Workflow - Unable to generate a pdf document in a readable format
👋 Hi
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:
- 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.
- 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
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.