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Actions77

Files → Create Form File

AI-generated

Overview

This node operation creates a form file within a specified company using a form template. It is useful for automating the generation of documents based on predefined templates, such as contracts, reports, or application forms, by providing necessary metadata and document details.

Use Case Examples

  1. Automatically generate a contract document for a client by specifying the company ID, form template ID, and relevant metadata.
  2. Create a report form file for internal use by providing the document name and associated metadata.

Properties

Name Meaning
Company Id The unique identifier of the company where the form file will be created.
Form Template Id The identifier of the form template to be used for creating the form file.
Document Name The name to assign to the created document.
Metadata Additional JSON metadata to include with the form file, providing extra context or data for the document.
Request Options Settings to control request behavior such as batching, SSL certificate validation, proxy usage, and timeout duration.

Output

JSON

  • id - The unique identifier of the created form file.
  • status - The status of the form file creation process.
  • documentName - The name of the created document.
  • metadata - The metadata associated with the created form file.

Dependencies

  • An API key credential for authentication with the Viridem API

Troubleshooting

  • Ensure the Company Id and Form Template Id are valid and exist in the system to avoid errors.
  • Check network connectivity and proxy settings if requests fail or time out.
  • If SSL certificate validation errors occur, consider enabling the option to ignore SSL issues, but be aware of security risks.
  • Verify that the metadata JSON is correctly formatted to prevent parsing errors.

Discussion