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Question

Question

Email As Attachment from Forms

asked on February 20, 2014

Is there a way using the Email Service Task to email the form as an attachment to an email address?

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replied on February 24, 2014

We will keep this feature request in mind. Thanks, Blake!

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Replies

replied on October 1, 2014

Just wanted to update this post. I love the ability for a user to print or email a copy of a submitted form by clicking a button on the success page. It would be great if it was possible through a service task as well so that at the end of the process the completed form could emailed out to them without having to send it to Laserfiche first.

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replied on June 11, 2015

It would be ideal in designing these forms to have the ability to manage individual attachments of a form instead of having to "take the long way" and create/dedicate another workflow this one desired task.

It doesn't make as much sense to have to create a workflow to send an email to an initiator or supervisor when you could potentially have the option in the Service Task in the first place.

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replied on October 3, 2014

I concur with Blake that it would be extremely useful to be able to add attachments to emails sent via the Forms' Email Service Task, for example the form itself and also any files uploaded via the form.

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replied on August 26, 2016

We agree with needing the ability to be able to have a email notification task send the actual form from forms versus having to build an additional workflow in Laserfiche to handle that single step. Is there an update to this feature request as we have a customer who wants this badly.

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replied on February 20, 2014

Workflow can do this for submitted forms that are saved into the repository. Do you have a different use case that can't be handled by Workflow?

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replied on February 21, 2014

We have a few forms that need to be sent to employees that do not have a LF license. It seems silly to create a workflow just to send the document as an attachment. It would be very useful for us to be able to be able to setup the BP in Forms to attach the document as a PDF to an email process so it's all done in one place and then use the Save to Repository process.

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replied on February 21, 2014

It may seem silly, but if you make a template and use that for all Forms BP's that need this functionality, you can easily use the workflow for multiple forms by using the template fields as the main form of getting the important information for sending that email.

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replied on February 24, 2014

We will keep this feature request in mind. Thanks, Blake!

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replied on July 11, 2014

I also have a customer that would like this functionality.  They have many business processes that involve forms participants.  Their business processes are all configured within forms.  It would be more streamlined to have the whole process configured in Forms.  It's rather cumbersome to create an additional step to save the form to Laserfiche, create a workflow to email it and then continue rest the process from within Forms.

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replied on January 6, 2015

I have a customer who is designing Forms but their IT builds and maintains Workflows. They would also like this functionality to be available in Forms as part of the Email task so they are not having to wait on a different department to change workflow with every new form they decide needs to be emailed.

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replied on March 1, 2015

Looking at some of our existing processes we want to bring into Laserfiche, we could definitely see the benefit of having this ability, especially for incomplete forms we would like to have available for completion/correction at a later time.

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replied on August 21, 2015

@Alexander: Do you have any sinstructions to accomplish this in workflow?

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