Hey everyone, I have a panda doc webhook set up for when a client signs a contract.
I then have a filter set to monitor the status.
If the status is complete, then it should trigger the rest of the scenario.
I am getting an error that it isn’t going through even though the stats IS completed.
What am I doing wrong here?
Xavier Onboarding Blueprint.json (70.6 KB)
@Xavier_Caffrey
the print screens look fine… a few suggestions to analyse why you do not get the expected results:
- check the filter ‘output’ bubble to see which data the filter has checked
- try to set the filter after ‘watch documents’
- use the complete status ‘document.completed’ instead of ‘completed’
- use Text operators: contains (case insensitive) (should not make a difference since the characters are already in lower case…)
PS. Not an answer to you question, but why do you have the second module to search a document? It seems redundant since you already have the information from the ‘watch documents’…
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