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Question

Question

Solomon Act Request Adding an Excel Document to an email

asked on November 5, 2018

Public colleges & universities are required to provide a student list to military branches through a Solomon Act Request. I'm working to figure out how to have our IT department be able to upload an excel document (cannot be a google doc) into a response email. So far I have a upload button for our team to add the Student List to the form and then we email the form to the requester as a PDF at the bottom of the response email. However, they cannot see the List on the PDF of course. I then tried it as a token in the email portion and they can see the title of the List but not the actual List because it's not clickable. Any idea how to add a spreadsheet as an attachment or somesuch so that we don't have to duplicate work by then having to type an email with the document attached outside of LF? This seems like something I should be able to do. Any ideas?

Thank you!

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Replies

replied on November 5, 2018

Are you doing this all from within Forms? In the email task configuration there is a section for "Attachments" where you can select the variable for your uploads.

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replied on November 5, 2018

Jason, 

That did the trick, I can't believe I forgot that. I was having a very Monday Monday! Thank you for making my day better by reminding me, you get my hero of the day award! :-)

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replied on November 5, 2018

Jason, you are my hero today. I can't believe I forgot that, thank you!!! I had a SMH moment here....but you made it better and I appreciate it! That did the trick :-)

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