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Question

Displaying form collections in a email using workflow

Workflow Laserfiche Forms Version 10
Updated January 11, 2019
asked on August 15, 2018 • Show version history

I'm using LF Forms to collect three fields within a collection.  How do I display the collection data in rows on a email using workflow.  I currently collect the data and successfully use it in a "Update Word Document" using Merge Table.  See Pics

 

Thanks John

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Workflow using collection for Word.JPG
example of what I want the email to show.JPG
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Workflow using collection for Word.JPG (20.91 KB)
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example of what I want the email to show.JPG (18.49 KB)
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Replies

replied on August 15, 2018

If you already put them in a Word document, then make sure that the Update Word Activity has "emit mail token". Then you can use that token to set the body of the email.

(you most likely don't need the For Each Row "Adult Charges 3" as Retrieve Business Process Variables already creates multi-value tokens for fields in a collection.)

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replied on August 15, 2018

Ok so I checked the Emit Email Token.  So do I use the collection tokens now?

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replied on August 15, 2018

Here is the word update settings

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View 4 previous replies
replied on August 15, 2018

I'm not sure I understand the question. "Emit mail token" just generates the token that allows you to use the content of the Word document in the body of an email.

The Table Merge action in Update Word Doc is where the collection is set into the Word document. Are you saying that's not working?

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replied on August 15, 2018 • Show version history

I appreciate the help Miruna!

Everything is working in the Word Update no issues there. 

After the Word Update process is completed I want an additional process of sending an email with some of the same data that I use in the Word Update.  This data happens to be a collection of data from the same LF Form.   If I have 2 collections in the LF Form I want to  show the 2 collections in the text portion of an email?  Right now only the first row of data shows in my email.   How do I show every row of data in the email body?

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replied on January 11, 2019

Hi Miruna,

Can you clarify how to use the email email token please? I've tried adding it to an email but all I get is:

81:\f542a37e-5763-4660-86be-7ac2f2236a1e\UpdateReceipt\ff63edc3-6e95-447f-93e9-288b4af1d28c.pdf

or

81:\b184dd1c-ebb5-490b-aec8-d99259c4ae82\UpdateReceipt\Document.txt

-Ben

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replied on January 11, 2019

Are you combining it with other tokens in the body of the email? It needs to be by itself.

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replied on January 11, 2019 • Show version history

In deed I was!

Does it matter if I tick the "convert to PDF" option?

I just tested - doesn't make a difference :)

Thanks!

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replied on January 11, 2019

Whilst I've got your attention, what's the "result file" token is used for? I tried treating it like the Email token but it didn't do much. It just kind of stared at me blankly.

 

 

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replied on January 11, 2019

It's what WF uses internally when you attach the document to the email or to an entry. We never got around to making it easy to translate into the actual path if you wanted to use it in scripts and such. Mostly because making sure that people don't modify it behind the server's back is not as simple as it sounds.

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