You are viewing limited content. For full access, please sign in.

Question

Question

attach folder to workflow

Forms Workflow
Updated December 26, 2019
asked on December 10, 2019

Hello,


I have a form that triggers a workflow. The form includes student identifiers and I want the workflow to attach the student's folder and email the files in the folder to a user identified in the form. What is the best way to go about this? 

Thanks! 

0 0

Replies

replied on December 16, 2019

Does the folder already exist in the repository or does the form submission create it?

0 0
View 3 previous replies
replied on December 18, 2019

The folder already exists in the repository. 

0 0
replied on December 23, 2019

In that case, you can have the Forms process use a service task to call a workflow that searches for the folder and emails it out.

0 0
replied on December 26, 2019

Hi Miruna,

 

I have created the workflow, but there are zero attachments. The folder found has 7 subfolders. Any suggestions? 

 

 

0 0
replied on December 26, 2019

What is your search? It should return one result and that should be the folder you want emailed out.

0 0
replied on December 26, 2019

I'm looking for the full student record that is matched by the student ID submitted on the form. When the workflow runs, it appears as though one entry is found. Thank you! 

 

 

 

0 0
replied on December 26, 2019

I also tested sending as a shortcut to the folder and that works. The issue is that the end user is outside of our organization and does not have a Laserfiche account. Thanks again for your help! 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...