Actions199
- Asset Category Actions
- Comment Actions
- Contact Actions
- Custom Form Actions
- Customer Actions
- Customer Asset Actions
- Customer Location Actions
- Document Actions
- KPI Actions
- Blocked Deliverables
- Expiring API Keys
- Expiring Proposals
- Expiring Warranties
- Inactive Partnerships
- Lead Pipeline Health
- Open External Tickets
- Open Tickets
- Overdue Operational Items
- Overdue Payments
- Process Bottlenecks
- Projects at Risk
- Proposals Without Activity
- Queue Health
- Revenue at Risk
- Stale Operational Items
- Stale Proposals
- Team Workload
- Unassigned Items
- Upcoming Payments
- Won Without Project Start
- Work Items Due
- Label Actions
- Lead Actions
- Lead List Actions
- Location Actions
- Operational Work Item Actions
- Payment Actions
- Process Definition Actions
- Project Actions
- Proposal Actions
- Resource Actions
- Support Request Actions
- Tag Actions
- Team Member Actions
- Timer Actions
- Work Item Actions
Document → Generate for Operational Item
AI-generatedSummary
Generates a document from a selected template for a Proiect.ro operational work item.
Inputs
- Template Name or ID (required) — Select a document template from the available list or provide its ID using an expression.
- Work Item ID (required) — ID of the operational work item to use when generating the document.
- Additional Fields — Optional document details: Body text, Data Classification (Confidential, Internal, or Personal Data; defaults to Internal), and Title.
Output shape
A single document result returned by the Proiect.ro API.
The provided source pack contains no implementation bodies, so the exact response fields and whether the result includes document content or metadata cannot be confirmed.
Examples
Example 1: Generate a document for a work item
Choose a template, enter the Work Item ID, and optionally set the title, body, or data classification.