I’m trying to call a workflow from another workflow… this I can do and it shows that the workflow has been triggered, however its not doing what I expect.
Background…
I have a certificate creating app. Currently the information is put into a form and saved from the helper table into the certificate folder.
The helper table has only limited information, the actual certificate table has the computed columns in it.
When the operator presses save at the end of the form, I want it to also create the PDF certificate (using PDFMonkey) and save it in the file column, on the certificate table.
I can press a button to create the cert, but I would like to make this automatic. I dont want it to slow down the data entry at all, so something in the background is preferred.
So I have tried this several ways, doing a lookup in a manual workflow, loops, single value and set to the last entry, but nothing is generated even though the workflow says it executed correctly.
Can anyone help please?
Hi @Tony_Goodman,
why not create a workflow and run it as a form submit action?
in this workflow you can grab data from the row that just got submitted via the form (included any computed columns) and then pass that data to your PDF geenration service using Glide’s native integrations or a call api method
Thanks for the response
Would thos be using a Web hook then I stead of manual?
@Tony_Goodman , you can use a normal app interaction workflow actually.
No need to waste updates using a webhook or manual trigger.. unless you need to loop through stuff and add multiple rows.
Share the screenshot of your current flow if you dont mind
Ah thank you.. so currently I have the below action for the form save
And then I already have the below action for when you click another button labelled “Create Certificate”
Can I really link the 2 together?
In the first action, you would want to put your PDFMonkey action in there first instead of having to trigger another workflow.
Save the generated PDF in a user-specific column, and then add them together to the Calibration table.
I’ve done a bunch of these recently where I strung together actions to execute without user interaction. So hit save and it saves the record, creates the certificate and then either displays it or emails it, etc.
If that’s the goal - for this flow, or maybe just for the next one if there’s more steps or more complicated logic, I’ve started with an in app trigger and then used trigger workflow or webhook with call API
Prior info is right - you end up needing loops and conditions, but I’ve had a lot of success with that approach. The key (for me) was to use a Create JSON object to store and pass through the values I wanted to use in the next step and then query JSON in the next flow to extract that data for use (because user specific data isn’t available for use once you get past the in app interaction).
I had a lot of trial and error moments over the last few weeks to get some of the really complicated ones to work right - I have one that goes through 7 different flows, and then loops / re-loops to ensure the desired result occurred (change a status, update a field, etc) before moving to the next step. But it works like a charm and using good filter conditions, you can keep the updates to a minimum.
Happy to jump on a Zoom or Teams and show you some of these and help, if that’s useful. Or I can always shoot a Loom video and share that - but if you’d like a bit of realtime help to look at your flow and help figure it out, I’m happy to help.
I’m not a coder, and I’m not overly technical, but I was able to figure it out and there’s definitely some tips and tricks I’d be happy to share.
Unfortunately I cant do this as the fields needed for PDFmonkey are all the calculated ones which are in the second table
Id love to see this solution! And thank you for the offer, Unfortunately I only get to sit in front of my PC from time to time as I am out on the road alot so getting me on a Teams call might be difficult.
Could you record this?
Hey Tony,
Sure - no problem.
I’ll record a Loom video this week and send it over.
Regards,
William (Bill) Schonbrun
COO / CarboNet
604-783-0407
1 Like
Do you have a lot of those calculated columns? If not, probably you can use a relation & lookup to get them over to your helper table.
There are 48 calculated columns unfortunately
1 Like
Hi Tony,
I’m so sorry this took me so long to reply to and record the video … but here it is. I hope it’s helpful and please reach out with any questions or if there’s anything else I can do to help.
[
](https://www.loom.com/share/f9f8b9dbd56e40d3a2f4715afbf2d25e?sid=328827fc-bb46-4975-89f0-45f3be228ddb)
Regards,
William (Bill) Schonbrun
+1 (604) 783-0407
Thats perfect, thank you!
You’re very welcome - if there’s anything else I can do to help, don’t hesitate to reach out.
Regards,
William (Bill) Schonbrun
+1 (604) 783-0407
