The Generate Document button enables users to create or generate documents in various formats within the app.
Button label - Adds label or text to the button.
This option helps to define the set of rules for the action button.
The "Generate Document" button in Hubler is a pivotal feature that empowers users to create documents automatically based on predefined templates and data.
Rule Name: This option is used to define the name of the rule.
If Any/If All: This option determines whether any or all of the applied conditions need to be met for the rule to be triggered.
If Any: The rule is triggered if any of the applied conditions are met.
If All: The rule is triggered only if all of the applied conditions are met.
Add Condition: This option allows users to add conditions based on which the desired action will be executed.
Example: If an action needs to be executed only if the user's phone number exists, the field name would be set as "Phone" and the condition as "Exists". This ensures that the action is executed only when the phone number exists.
Set Report Status: This option enables users to set the status of reports based on the applied conditions. By default, the available conditions are "Open" and "Closed". Additional custom statuses can be configured using the "Custom Status" option in the user management settings.
Add Action: This option allows users to define the Send SMS action to be executed based on the specified conditions.
The "Document Editor" is a versatile tool that empowers users to create, modify, and manage documents seamlessly within the platform.
Document Type - This option is used to select the format of the document as PDF, DOC, or XLSX.
Document Prefix Name - This option is used to define the name of the document.
Configuration Version - This option is use to define the version of the document.
Content - This workspace allows the crafting of the document.
The composed email can be previewed on the adjacent section labeled as Email Preview on the right-hand side.
Template-Based Creation: The button facilitates the generation of documents using predefined templates.
Efficiency Enhancement: The button streamlines document creation, saving time and reducing manual efforts.
To learn more, click on Action Button Rule.
The Fallback Message serves as a backup response or alternative content when a specific condition or action cannot be met. It provides a default message that is displayed in situations where the intended action or condition is unavailable or cannot be fulfilled.
