DocExport
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DocExport V1
DocExport V1
  • Getting started
    • Welcome
    • Installation
    • Create Templates
      • Item Level Template
      • Board Level Template
      • Items from other boards
    • Generate documents
      • Board Level Filter
  • Template
    • Placeholder Directory
    • Charts
    • Formulas
    • QR Code
    • Customization
      • Colors
      • Custom Fonts
      • Format date & time
      • Format numbers
    • Images
    • Item Updates
    • Mirror Columns
    • Numbering
    • Subitem Table
  • Features
    • Automations
    • Custom Email Templates
    • Triggers
    • eSignatures
    • Charts & Reports
    • Share Recipes and Templates
    • User Permissions
    • Conditional Recipes
    • Dynamic Tables
  • Troubleshooting
    • Column ID (Dev Mode)
    • App Permission
    • Authorize App
    • Advanced Filtering
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On this page
  • Setting up the recipes
  • One recipe per condition
  • Setup the automations/integrations
  1. Features

Conditional Recipes

Generate documents based on a condition. Example: Create course certificates with individual templates for different course types on the same board.

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Last updated 7 days ago

You're in the Helpcenter for Version 1 of our app! Version 2 is now available with enhanced features and a new user interface. 🎉

Need info on Version 2? Access the

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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.

Setting up the recipes

  1. Create a new 'Item Level' recipe

  2. In Step 3, 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.

  3. We only want to execute the automations/integrations for this recipe, when this condition is met

  4. Repeat the steps for the other conditions (e.g. Course B, Course C,...) as well

One recipe per condition

The end result is one template and one recipe per condition.

List of recipes:

List of templates:

Setup the automations/integrations

In our example, we want to trigger the automation, as soon as the status changes to 'Done'.

We need one automation per recipe:

The last step is to setup the to trigger the recipes.

automations
Help Center for Version 2
Here´s how!