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

Question

Question

how to have a document uploaded to the file upload field be on one document with the original form

asked on May 10, 2024

I am struggling to find a way to have a upload file that is uploaded in the forms process to appear as one document in the repository. I have tried using solutions found on LF Answers but I have not found one that fixes my issue. The issue is I need the file uploaded with the form to stay attached to the form as one document and not create two separate TIFF documents when it is saved to the repository. Most solutions involve using fields and metadata to create a workflow that finds both pages and moves them into one document. This solution does not work for me as the uploaded file is a picture with no fields associated with it and the form does not have any metadata assigned to it. My current work around is when the form and file get uploaded to the repository the documents go into different folders one labeled 2024 and the other 2024 Attachments, both have tokens on them to make sure the name of the documents are the  same. To sum it all up in a question how do I have the file that is uploaded with a form to be one document in the repository?

0 0

Answer

SELECTED ANSWER
replied on May 10, 2024 Show version history

I don't believe there is a native way to do this.

But you could have a Workflow monitor for the creation of those files (or call the Workflow from the Forms process after the Save to Repository task is complete), and then move the pages from the attachment document into the form document, and the delete the now empty attachment document.

EDIT TO ADD: Alternately, since you say the attachment is always an image, I think you could enable the option to display the attachment as a thumbnail on the form body, and then disable the option to include the attachment in the Save to Repository task, since the image is being saved within the body of the form document.

0 0
replied on May 10, 2024

Thankyou for the response your added solution was what I needed.

1 0

Replies

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

Sign in to reply to this post.