Question

Email files from Laserfiche Workflow based on checkbox selections

Workflow Forms Version 10 Capture How To

Updated September 11, 2018

asked on September 10, 2018

Hi All,

Wanted to see if this possible?

Scenario:

I have a few files saved within the Repository (6 in total - Option 1, Option 2, Option 3, Option 4, Option 5, Option 6). The users are selecting what they want from a Laserfiche Form using a Checkbox option (6 in total - Same as above):

I can then retrieve what they have selected by gathering each value into a multi-token within Workflow after the Form has been submitted, but now I would like to know based on the selection or multiple selections on the checkbox, what is the best method to then determine which file is sent?

As in:

If from the Checkboxes (option 1, 2, and 3 are selected), I would like to email the user those three options only that are saved in the repository?

With many thanks,

Ziad Khamo

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Answer

SELECTED ANSWER

replied on September 11, 2018

If it looks like your form might change, or add a lot more options in the future, you might consider creating a database table with a 'check_match' column that has entries matching whatever your form has for values of the checkboxes, and an 'email_text' column that has the text you want added to your emails.

Then have the For Each go through your MV token of checkboxes and run a query against your table adding the text to a token for the body text of your message. The screenshot below is a quick and dirty mockup with no testing done.

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replied on September 11, 2018

Thanks for the added information Glen, I am sure we will use this in the future,

Regards

Ziad

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Replies

replied on September 10, 2018

Hi All,

I Managed to do it with the following,

Once the Form is Submitted, it goes into a Workflow where a Token is created for the selections based on each value retrieved as per below:

The "Assign Token Values" is used to append the "Assign Token" token created.

After that, I used a "Conditional Parallel" and added the number of branches required, in this instance, it was 6, and for each branch, if the condition was met it would do the following:

1. Find the "Actual" Entry within the Folder.

2. Copy the Document into a Temp Folder, as per below example:

From there, I did a "Find Entry" within the Temp Folder and used that to email out the form Submitter all the files within that Folder.

Once Email was sent out, the folder is then cleaned out by using a Delete Each Entry as per below:

Thanks guys,

Ziad

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Email files from Laserfiche Workflow based on checkbox selections

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