I have developed two very similar automations to help generate a PDF file. The steps are as follows:
- User toggles a single select field, which triggers the start of the automation: two different single selection options for the different file type to be generated (Generate Client status Update PDF or Generate Quote PDF)
- The automation takes a pdf from a file field and places it in an “archived” file field
a. One automation takes the file from the Client Status Update file field and puts it to the archived file field
b. the other automation takes the file from the quote pdf file field and puts it into the same archived file field - both automations then clear their respective file fields
- a script is triggered which produces html data
- the pdf generator is used to generate the pdf file
- the newly generated pdf is placed in either the client status pdf field or the quote pdf field
- the single select field is cleared
Almost everything works correctly, the pdf files are generated, placed in the correct field.
The one thing that I cannot get to work is the moving of the old pdf field to the achrived file field, but its more strange than that. Regardless of whether I select the client status update or the quote pdf system and regardless of how many times I have modified the automation to be correct, moved fields around, deleted fields, started fresh, the client status update pdf is always the file that gets moved to the archived file field.
thoughts?