Conditional Recipes
Generate documents based on a condition. Example: Create course certificates with individual templates for different course types on the same board.
Last updated
Generate documents based on a condition. Example: Create course certificates with individual templates for different course types on the same board.
Last updated
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In the following example, we want to create course certificates based on the course type. Each course type has a different template.
When defining the actions for your automation, click on 'Advanced settings' and select the status column for the condition. In our example, the status column is called 'Course' and the label is 'Course A' Note: currently, only the column 'Status' is supported.
We only want to execute the automations/integrations for this recipe, when this condition is met
Repeat the steps for the other conditions (e.g. Course B, Course C,...) as well
The end result is one template and one recipe per condition.
List of templates:
In our example, we want to trigger the automation, as soon as the status changes to 'Done'.
We need one automation per recipe:
Generate an document and go to 'Actions/Automations' to define an automation.
The last step is to setup the to trigger the recipes.
