Look at that workflow above – have you ever seen something so beautifully simple? I’m excited to share several solutions with you in this one post. This post should cover the following:
- Working with content types
- Creating a template for each content type capable of having merge fields
- Finding a way to merge list item info into a new document via workflow
- And if you’re super ambitious, expanding the workflow just a bit with an if/then statement to use different templates based on conditions in your list
But because this is a massive topic and could be tailored an infinite number of ways, I encourage you to comment or tweet me for additional guidance more specific to your scenario. So here we go!