I am new to Laserfiche and Forms and a technical user. I'm working on a Laserfiche form in 10.4 and have two questions about adding an Email service Task to the form in the Process diagram.
The form is connected to an external data source. Lookup rules have been defined that pulls a valid email address from the external data source and assigns it to a form variable. Two questions:
1. How do I use this variable as the "From" field in the email? I keep getting "invalid email address". It appears as if I cannot use a variable in the "From" field. Is this true?
2. How do I attach a static, nonchanging file (PDF) to the email? Where do I copy the file to? I am a Form admin but nothing else in our organization.
We will be using the form during customer interactions, and want to automatically send an email (with attachment) to a customer when the user confirms "Would you like us to send a brochure?" during the interaction and form completion. We'd rather pull the user email from the external data source rather than have the user type it in.