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Use Case: I am a property manager who wants to use Gravity Forms to collect data and zapier to create Notices using Google Docs templates. For this specific use case I am want to create a Notice of Lease Violation. Users of the form can select a Lease Violation from a dropdown menu. Once a Lease Violation is selected, language of the lease is shown to inform the tenant which part of the lease is being violated. 

Trigger / Action: The trigger is set to submit the form on submission of a Gravity Form. The action is creating a document from a template in Google Docs. 

Problem: It appears I can create a Notice with an individual violation or all of the violations, but cannot get a violation to show based on what is selected in GF. 

Question: How do I populate a Google Docs Template from a drop down field selection

Hi @Nethbacca 

Help link for using GDoc Templates in Zaps: https://zapier.com/blog/create-autopopulate-google-docs-template/

 

If you need more help, post these screenshots:

  • how your Zap steps are outlined and configured in EDIT mode
  • how your GDoc Template is configured

Hi @Nethbacca 👋

Were you able to get things solved here following the guide Troy shared? 

If not please send over screenshots as Troy mentioned and we’ll be happy to assist further - please remove/hide any private information (like names, emails, addresses etc.) from any screenshots before sharing.

Super keen to know whether you’re all set here so please keep us updated on how you’re getting on!  

One of those times where I wish I was a little more observant...thank you for the quick resonse and good information Troy. 

Hi @Nethbacca,

 

We are glad that Troy’s recommendation did the trick to keep your Zap running. Let us know if you need further assistance. Thank you.

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