Attaching Files To Form Invoked By Workflow

asked on March 6, 2017

I'm currently working on a workflow where I would like to invoke a form for approval of an invoice.

I've been able to get this to work seamlessly, however, I would like to now also include the invoice somehow on the form.

I've thought of using the "Insert File" variable, but cannot populate this through Workflow.

I was looking at this solution that had been posted previously as this was perfect, but I feel that I need a SDK Licence to be able to access the Laserfiche.RespoistoryAccess library in the Workflow Script Task. :(

Does anyone have any ideas/suggestions around how I can have the Invoice either in the form of a link, iFrame or even an "insert file" list? It would greatly be appreciated.

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replied on March 7, 2017

Hi Adams

Yes, displaying a Document inside an iframe can be done, if you search answers for iframe you will get many returns for this.

Basically what it comes down to is during your Laserfiche Workflow, once you have found the Invoice document, generate a WebAccess or WebLink URL and pass that back to a Variable in the Form when you Invoke the Forms process. In the Form itself, create a Custom HTML field with the following code.

The src is your source variable for the URL Path to the document you are going to display in the iframe

You can control the width and height of the iframe pane here as well. Things to remember are that the logged in user to Forms will need be a Repository user if you are using a WebAccessURL to be able to access the docuemnt, so sometimes it makes more sense to use a WebLinkURL if you have Weblink already set up and you don't want to use Full Users.

It is possible to increase the increase the width of your form to support a 2 page monitor, and have items display along side the iframe as opposed to just above or below. I have come up with a workaround for that, if you need it let me know.

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Attaching Files To Form Invoked By Workflow

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