How to Ensure the Correct Data is Used for the Document Generator Action

To ensure that the correct data is used when generating a document, follow these steps in the microflow: 

1.  Retrieve the Template:

1. • Add a "Retrieve object" action in the microflow.
   • In the Retrieve action, specify the name of the document template you want to use. This ensures that the correct template is selected for the document generation process.

2. Use the Retrieved Template:

   • After retrieving the appropriate template, use it in subsequent steps of the microflow to generate the document. This will ensure that the correct data and formatting are applied according to the selected template.

By setting the template name in the Retrieve action, you ensure that the document generator uses the appropriate layout and data structure, leading to accurate and consistent document output.