Question

Attach a form from the repository to an email in Workflow

Workflow

Updated March 21

asked on March 20

I have a business process that involves a form being saved to the repository, and then that process calls a workflow to send an email with the saved form as an attachment. The email kicks off successfully, but it always sends an XML file as the attachment. When configuring the email, what am I doing wrong?

Is there another place where I need to configure something?

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Replies

replied on March 20

It sounds counterintuitive, but you should be attaching the entry, not the file. File should be used when you are referencing the output from the "Create iCalendar File" or "Download Electronic Document" activities.

https://doc.laserfiche.com/laserfiche.documentation/11/administration/en-us/Subsystems/LFWorkflow/Content/Resources/Activities/Email/E-mail%20Attachment.htm

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replied on March 21

I changed the attachment to entry, but now I'm not getting an attachment at all. I'm wondering if my retrieval process needs work. Is there another step that I need to add after Search Repository?

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replied on March 21

You may need a conditional sequence to only email the attachment if >0 entries are returned by the search activity. You likely also need to adjust your search activity to only return the first result, which will eliminate the need to include a "For Each Entry" conditional decision branch.

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replied on March 21

I'll take a look that.

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replied on March 21

Is there a reason you want to do this with workflow from the repository as opposed to using an email task within your forms business process?

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replied on March 21

I tried using the Forms email service, but it wasn't sending out emails to non-licensed user emails. Did I configure something wrong?

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replied on March 21

Yes, sounds like something is probably wrong. If you're synchronizing their AD accounts in LFDS, even if they don't have a license, it should be pulling their email and synchronizing with Forms.

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replied on March 21

If you use a valid email address in the forms email task, it should send an email. I don't think it has anything to do with a licensed user. Maybe your email configuration? I know in our self-hosted environment, our infrastructure admins need to configure something to allow us to email to external email. Maybe you have the same?

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Attach a form from the repository to an email in Workflow

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