Troubleshoot document automation workflows

When you create a new document mapping from the Create workflow screen, the document generation screen appears as a new tab. To see your new mapping, return to your browser and select the Refresh icon in the mapping selector dropdown.

Workflows containing the Generate document action only work as long as the person who created the mapping has access to the sheet and the mapping.

• If the user who created the mapping is unshared from the sheet, the workflow doesn't run, and an automated notification is sent to the sheet's admin.
• If the admin doesn't have access, the mapping and workflow will stop working. 

To correct this issue, create a new mapping, update the automated workflow so that the Generate document action uses the new mapping, and then save the workflow.

If a mapping becomes invalid, any automated workflows using the mapping will no longer run. The sheet admin is notified that they need to correct the workflow.

The most common scenario is when a column used in a mapping is deleted from the sheet.

1. Open the mapping and remove the deleted column or select another column in the mapping. 
2. Open the workflow manager and select the More menu next to any workflows which reference that mapping
3. Select Activate.

One workflow trigger can generate only 100 eSignature requests. If a workflow is triggered that generates more than 100 eSignature requests, the entire workflow action will fail for all rows.

Run your workflow in batches of no more than 100 records at a time. You can add a checkbox and select up to 100 records, then run the workflow again.

1. Select the More menu next to any workflows that reference that mapping.
2.  Select Activate.