Process Automation
Use time-saving automations across document creation, import, filing, email communication and more
- Error FYI-2273 "Review and update the Filters and Steps used in your Automation Process before reactivating."
- An Automation Process creates a document that doesn't match the template
- An Automation Process does not complete or finish
- Error "The invoice is not attached - PDF is unavailable" when emailing an invoice using an Automation Process
- Error FYI-2256 "Another user has made a change to this process. Please refresh the page and try again."
- Error FYI-2236 or FYI-2241 "Due Date cannot be before the Start Date"
- Error "Cabinet not found" when running Automation Processes
- Error "Timed Out" when running a Custom Process
- Warning "Attempted to execute process, but no executions were started" when running a process with an Execute Process step
- Error "(Client Name) does not have an associated email address" when emailing a client using an Automation Process
- Why did my automation only run for some jobs or clients, and not all of them?
- "Merge field name" not closed line:1, col:#" or "Expected "|" before filter, line:1, col:#" when running an Automation Process
- "The Step cannot be removed as other steps depend on it" when deleting an automation step
- Automation ran without being attached to a job
- Error FYI-2102 "Unable to send email using the selected Sender"
- "An error occurred when creating the document using a template" when creating a document from an Automation Process
- Error calling foundry: Request failed with status code 500, 502, or 504 when running an Automation Process
- "Error calling foundry: request failed with status code 403' when sending an email from an Automation Process
- "Error loading documents" when clicking a link from an FYI Summary Notification
- "Unable to create email: no recipient specified in process step available" when creating an email from an Automation Process
- "Could not find task" in the Automation Process History
- "This email could not be sent immediately as the sender was denied permission to create the email in Outlook Online" when sending an email from an Automation Process
- "Specified sender unavailable, creating as draft under process owner user" when creating an email from an Automation Process
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