Question

Workflow email with link directly to the entry that triggered the email

Workflow Version 11

Updated February 7, 2024

asked on February 7, 2024

I am configuring a workflow that will send an email notification when certain criteria is met. We do not wish to attach the document that triggered the notification, but rather provide a link directly to the document it in the repository. I am struggling to find a way to do that. I am not seeing variables to link directly to it (possibly missing it). I tried the full entry path, but it is literally a text of the path, not a URL link. Any ideas?

0 0

Replies

replied on February 7, 2024

Are you wanting to use the Web Client or Windows Client?

For the Web Client, there is an activity in Workflow named "Generate Web Client URLs" that will accomplish what you are trying to do. Here is a link to the online help file for that activity: Generate Web Client URLs (laserfiche.com).

1 0

replied on February 7, 2024

Thank you! Using this activity is allowing me to choose it from the tokens and works in my testing aside from one issue. I am linking to the shortcut (which is the entry ["current entry"] that is triggering the notification) however, it is pulling up the actual record for which these recipients will not have view access. In the second image below, I am linking to a document that resides in the folder with a purple arrow but it is taking me to it's record in the folder with a red arrow.

0 0

You are not allowed to follow up in this post.

Question

Question

Workflow email with link directly to the entry that triggered the email

Replies

Sign in to reply to this post.